Neo.Tax Automated R&D Engagement Invoice Chaser
Every Monday, WebRun opens QuickBooks to find overdue invoices on R&D tax credit engagements, checks each client's study status in Neo.Tax, drafts a polite payment reminder for each overdue account, leaves every draft in Gmail for manager review, and posts a Slack digest of who is outstanding so your team can prioritize collections.
How do I automatically chase overdue invoices for R&D tax credit engagements?
Every Monday, WebRun finds overdue invoices on R&D tax credit engagements in QuickBooks, checks each client's study stage in Neo.Tax, drafts a polite payment reminder email per client in Gmail for manager review, and posts a prioritized collections digest to Slack so your team knows exactly who to follow up with and how overdue each account is.
- Overdue R&D engagement invoices are caught and chased every Monday without manual review
- Payment reminders are personalized with study progress context and never sent without approval
- Collections team sees every overdue balance ranked by days outstanding in Slack
Built for R&D tax credit firms · CPA practices · accounting firm operations · tax advisory billing teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue engagement invoices
- Open QuickBooks and filter invoices to overdue status for all R&D engagement clients
- Capture the client name, invoice amount, due date, and days overdue
- Skip any invoice already reminded in the past 7 days
Done when Every overdue R&D engagement invoice is listed with amount and days overdue.
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2
Neo.Tax - check study status for each client
neo.tax
WebRun opens Neo.Tax to check study status for each client. - Open Neo.Tax and check the study status for each client with an overdue invoice
- Note whether the study is in data collection, QRE calculation, or final review
- Flag any client whose study is complete but payment has not been received
Done when Each overdue client has a Neo.Tax study status noted for context in the reminder.
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3
Gmail - draft payment reminder emails for review
gmail.com
WebRun opens Gmail to draft payment reminder emails for review. - Draft a polite payment reminder email for each overdue client referencing the invoice amount, due date, and a summary of study progress to date
- Leave every email as a Gmail draft for the engagement manager to review before sending
- Do not send any payment reminder without manager approval
Done when A draft payment reminder is staged in Gmail for each overdue client.
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4
Slack - post weekly collections digest
slack.com
WebRun opens Slack to post weekly collections digest. - Post the weekly collections digest to the internal Slack channel
- List each overdue client with amount, days overdue, and study status
- Flag any balance overdue by more than 30 days with a priority marker
Done when The team has this week's overdue invoice digest in Slack.
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
Will it send payment reminders to clients without approval?
No. Every payment reminder is drafted in Gmail and held for the engagement manager to review and send. Nothing goes to a client without a human approving it first.
How does it know which invoices relate to R&D engagements?
It cross-references overdue QuickBooks invoices against the active client list in Neo.Tax so only invoices tied to R&D tax credit studies appear in the digest.
What if a client pays between Monday runs?
WebRun reads the live invoice status in QuickBooks each Monday, so any client who paid during the week is removed from the chase list automatically.
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