Automated Relay Team Spend Reconciliation
Every Monday, WebRun signs in to Relay, pulls last week's card spend broken down by team member and sub-account, checks each total against the budget tracked on a Trello board, and posts a reconciliation summary to Microsoft Teams flagging anyone who ran over.
How do I reconcile weekly Relay card spend against budget?
WebRun pulls your Relay card spend by team member every Monday, checks each total against the budget tracked on a Trello board, and posts a reconciliation summary to Microsoft Teams flagging anyone who ran over. It never moves money or changes a card limit itself, giving finance a clear weekly read without building the report by hand.
- Over budget spend gets flagged the same week, not at month end
- Every team member's spend is checked against a real budget, not a guess
- Finance gets a ready summary instead of pulling reports by hand
Built for small business owners · finance teams · Relay business customers · operations managers
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
relayfi.comin a real browser with your saved login - no setup, no API keys. -
1
Relay - pull last week's card spend
relayfi.com
WebRun opens Relay to pull last week's card spend. - Sign in to Relay and pull last week's transactions by card
- Group spend by team member and by sub-account
- Note the total against each card's limit
Done when Last week's spend is grouped by team member and sub-account.
-
2
Trello - check spend against budget
trello.com
WebRun checks spend against budget in Trello. - Open the budget board and compare each team member's spend to their card
- Move any card that ran over budget to the Review list
- Leave cards within budget where they are
Done when Every team member's spend has been checked against their budget card.
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3
Microsoft Teams - post the reconciliation summary
microsoft.com
WebRun opens Microsoft Teams to post the reconciliation summary. - Post the spend total by team member to the finance channel
- Flag anyone who moved into the Review list this week
- Leave it as a read only summary
Done when The finance channel has this week's reconciliation summary.
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 WebRun lower a card limit or move money to cover an overage?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only checks spend against budget and flags who ran over, leaving any limit change to you.
How does it decide who ran over budget?
It compares each team member's actual Relay card spend for the week against the budget tracked on their Trello card, so the flag is always based on the current number, not a guess.
Does it call out individual team members by name?
Yes. The Teams summary lists spend by team member, so it's clear at a glance who is on budget and who needs a conversation.
Related templates
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