Automated Poster Weekly P&L Summary
Every Monday, WebRun pulls the past week's revenue and cost of goods from Poster, reads overhead and payroll from Xero, and emails you a weekly P&L summary with margin called out.
How do I get a weekly P&L summary from Poster and Xero?
Every Monday, WebRun pulls the past week's revenue and cost of goods from Poster, reads overhead and payroll from Xero, and emails you a clear P&L summary with your margin called out. It's a fast weekly health check, not a replacement for your accountant's books in Xero.
- Margin is visible every Monday, not just at year end
- Revenue and overhead from two systems land in one summary
- A weekly health check replaces a quarterly surprise
Built for cafe owners · bar owners · hospitality bookkeepers · multi-location operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
joinposter.comin a real browser with your saved login - no setup, no API keys. -
1
Poster - pull revenue and cost of goods
joinposter.com
WebRun opens Poster to pull revenue and cost of goods. - Open Poster's P&L report for the past week
- Pull total revenue and cost of goods sold
- Note gross margin for the week
Done when The week's revenue and cost of goods have been pulled from Poster.
-
2
Xero - read overhead and payroll
xero.com
WebRun opens Xero to read overhead and payroll. - Open Xero and pull this week's overhead and payroll expenses
- Match expense categories to the same week as the Poster figures
- Calculate net margin after overhead and payroll
Done when Overhead, payroll, and net margin are calculated for the week.
-
3
Gmail - email the P&L summary
gmail.com
WebRun opens Gmail to email the P&L summary. - Draft a weekly P&L summary with revenue, cost of goods, overhead, payroll, and margin
- Call out how margin compares to the prior week
- Send the summary to your own inbox
Done when This week's P&L summary is sent to your inbox.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Is this a substitute for my accountant?
No. It's a fast weekly read on margin using Poster revenue and cost of goods against Xero overhead and payroll. Your books in Xero remain the source of truth.
What expenses does it include?
Whatever overhead and payroll categories are recorded in Xero for that week, alongside the revenue and cost of goods sold that Poster reports.
Does it file or submit anything?
No. It only emails you a summary. Nothing is filed, submitted, or changed in Xero.
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