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For PEOs, ASOs & PEO treasury teams

Catch payroll funding shortfalls before pay day

Every morning during payroll week, WebRun opens PrismHR, totals the payroll amount each client needs to fund before the cutoff, checks the funding account balance in QuickBooks, and sends your treasury team an urgent Telegram alert the moment a client's funding is short.

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14,115 templates Safe automation No code
Every morning at 7:00 AM during payroll week WebRun
1 PrismHR total each client's funding requirement
2 QuickBooks check the funding account balance
3 Telegram alert your treasury team
Run a sample
In short

How do I catch client payroll funding shortfalls before pay day?

Every morning during payroll week, WebRun totals each client's payroll funding requirement in PrismHR and checks the funding account balance received in QuickBooks. The moment a client's funds have not landed, it sends your treasury team an urgent Telegram alert naming the client, the shortfall, and the funding cutoff time, so there is still time to call the client.

  • Funding shortfalls surface hours before the cutoff, not after
  • Treasury teams get the exact shortfall amount, not just a warning
  • A clear all funded confirmation closes the loop on quiet weeks

Built for PEOs · ASOs · PEO treasury teams · payroll funding coordinators

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.prismhr.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    PrismHR - total each client's funding requirement
    prismhr.com How to Automate PrismHR
    WebRun in PrismHR: total each client's funding requirement
    WebRun opens PrismHR to total each client's funding requirement.
    • Open PrismHR and total the net payroll, taxes, and fees each client must fund for the next run
    • Note each client's funding cutoff time
    • Flag any client whose total changed significantly since the last run

    Done when Every client's funding requirement for the next payroll is totaled.

  3. 2
    QuickBooks - check the funding account balance
    • Check the funding account balance received for each client against its PrismHR total
    • Calculate the shortfall for any client whose funds have not fully landed
    • Recheck balances close to the funding cutoff

    Done when Every client's funding status is compared against what it owes.

  4. 3
    Telegram - alert your treasury team
    telegram.org How to Automate Telegram
    WebRun in Telegram: alert your treasury team
    WebRun opens Telegram to alert your treasury team.
    • Send an urgent alert the moment a client is short, naming the client and the shortfall amount
    • Include the funding cutoff time so your team can call the client immediately
    • Send a clear all funded confirmation once every client's balance matches

    Done when Your treasury team is alerted to any shortfall with enough time to fix it before cutoff.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.prismhr.com
ScheduleRuns automatically on this cadence
Every morning at 7:00 AM during payroll week
DeliveryHow each run's result reaches you
Funding shortfall alert · Telegram
OutputWhat each run produces - An urgent Telegram alert naming any client short on payroll funding, the shortfall amount, and the cutoff time.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it contact the client directly about the shortfall?

No. WebRun only alerts your internal treasury team on Telegram. Your team decides how and when to reach out to the client, so no automated message goes to the client's finance contact.

How is the shortfall amount calculated?

It compares the net payroll, taxes, and fees totaled in PrismHR against the funds actually received in the QuickBooks funding account, so the shortfall shown is the client's real gap, not an estimate.

Will I get alerted even if every client is funded?

Yes. It sends a clear all funded confirmation once every client's balance matches its PrismHR total, so a quiet payroll week is confirmed, not just assumed.

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