Automated Leapfin Revenue Schedule Entry From Email
When a new contract or order-confirmation email arrives in Gmail, WebRun reads the email to extract the customer name, contract value, start date, end date, and recognition method, opens Leapfin to draft a new revenue schedule entry with those details, and logs the extraction to a Google Sheet for your accountant to review and activate.
How do I automatically create Leapfin revenue schedules from contract emails?
WebRun reads incoming contract emails in Gmail to extract the customer name, contract value, dates, and recognition method, opens Leapfin to create a draft revenue schedule entry with those terms, and logs the extraction to a Google Sheet. The accountant reviews the draft and activates the schedule in Leapfin before any revenue recognition begins.
- Contract terms reach Leapfin within minutes of email arrival with no manual re-keying
- Missing fields are flagged before the accountant reviews rather than discovered at close
- Every new contract is logged and tracked from the moment the email lands
Built for revenue accounting managers · accounting ops teams · SaaS finance teams · controllers
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read and extract contract terms from email
gmail.com
WebRun opens Gmail to read and extract contract terms from email. - Open the incoming contract or order-confirmation email in Gmail
- Extract the customer name, contract value, start date, end date, and recognition type (straight-line, milestone, or usage-based)
- Flag any field that is ambiguous or missing for the accountant to complete manually
Done when All extractable contract terms are captured and any gaps are noted.
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2
Leapfin - create draft revenue schedule entry
leapfin.com
WebRun opens Leapfin to create draft revenue schedule entry. - Open Leapfin and navigate to the new revenue schedule entry screen
- Fill in the extracted customer name, contract value, start and end dates, and recognition type
- Save the entry as a draft. Do not activate the schedule until the accountant has reviewed and confirmed the terms
Done when A draft revenue schedule entry exists in Leapfin for the new contract, pending accountant review.
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3
Google Sheets - log extraction for accountant review
google.com
WebRun opens Google Sheets to log extraction for accountant review. - Open the contract data-entry log in Google Sheets
- Add a row for the new contract with the extracted terms, the Leapfin draft status, and any flagged gaps
- Mark the status as Pending Review so the accountant knows it needs attention
Done when The contract is logged in Google Sheets with its extraction status and any fields needing manual completion.
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
Does it activate the revenue schedule in Leapfin automatically?
No. Every schedule is created as a draft and held for accountant review. Activating the schedule and starting revenue recognition is always a manual step performed by the accountant.
What if the email is missing the contract end date or recognition type?
WebRun flags the missing field in the Google Sheet log and leaves it blank in the Leapfin draft. The accountant completes the missing data during review before activating the schedule.
How does it know which emails are contract emails versus general correspondence?
You configure a Gmail label or sender filter during setup, for example all emails tagged Contract or sent from your legal team, so WebRun only processes the right messages.
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