Build your delinquency risk worklist from recognized revenue data
Every Monday, WebRun opens Leapfin to find customers with recognized revenue and unpaid aging balances, cross-checks each customer's payment history in Stripe, scores the delinquency risk, logs the results to a Google Sheet, and posts a prioritized worklist to Slack so your finance team focuses on the highest-risk accounts first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically build a delinquency risk worklist from my recognized revenue data?
WebRun opens Leapfin every Monday to find customers with aging recognized-revenue balances, checks each one's payment history in Stripe for failed charges and disputes, scores the delinquency risk, logs results to a Google Sheet, and posts a ranked worklist to Slack. Your finance team works the highest-risk accounts first.
- Finance team works the highest-risk accounts before balances become write-offs
- Risk scoring combines Leapfin aging data with Stripe payment behavior
- Delinquency worklist is ready in Slack every Monday morning
Built for accounts receivable teams · revenue accounting managers · 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.
-
WebRun signs in and gets to work
Opens
app.leapfin.comin a real browser with your saved login - no setup, no API keys. -
1
Leapfin - find customers with aging recognized-revenue balances
leapfin.com How to Automate Leapfin
WebRun opens Leapfin to find customers with aging recognized-revenue balances. - Open Leapfin and navigate to the revenue subledger
- Filter for customers with recognized revenue lines and outstanding balances aged over 30 days
- Capture the customer, balance amount, days outstanding, and original recognition date
Done when Every customer with an aging recognized-revenue balance is listed with its details.
-
2
Stripe - check payment history and failed charges
stripe.com How to Automate Stripe
WebRun opens Stripe to check payment history and failed charges. - Look up each customer's recent payment history in Stripe
- Note the number of failed charges, disputes, and most recent successful payment date
- Flag customers with two or more failed charges in the past 60 days as high risk
Done when Each aging customer has a payment-behavior signal from Stripe.
-
3
Google Sheets - log risk scores and aging details
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log risk scores and aging details. - Open the delinquency risk tracker in Google Sheets
- Log each customer with their balance, days outstanding, Stripe risk signal, and computed risk score
- Update the status of any customer resolved since last week
Done when The delinquency tracker is up to date with this week's risk scores.
-
4
Slack - post prioritized delinquency worklist
slack.com How to Automate Slack
WebRun opens Slack to post prioritized delinquency worklist. - Post a prioritized worklist to the finance Slack channel
- Sort by risk score, highest first, with balance and days outstanding for each customer
- Note which customers need immediate outreach versus monitoring only
Done when The finance team has this week's delinquency worklist 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 contact delinquent customers directly?
No. WebRun builds the internal worklist only. Any outreach to customers is handled by your finance or AR team after reviewing the worklist.
How is the delinquency risk score calculated?
It combines the number of days the balance is outstanding from Leapfin with the count of failed charges and disputes in Stripe to produce a risk ranking for each customer.
What if a customer has already set up a payment plan?
Customers with an active payment arrangement should be excluded by your team in the Google Sheet. WebRun flags based on raw Leapfin and Stripe data, so manual overrides are applied in the tracker.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.