Automated Revenue Recognition AR Chase
Every morning, WebRun opens Leapfin to find recognized revenue lines with outstanding balances past their due date, checks the matching invoice in QuickBooks, drafts a polite collection email in Gmail for each customer, and posts your AR team a Slack summary of what is outstanding.
How do I automatically chase overdue balances tied to recognized revenue?
WebRun opens Leapfin every morning to find recognized revenue lines with overdue balances, confirms each open invoice in QuickBooks, and drafts a polite collection reminder in Gmail for every customer. Your AR team reviews and approves each email before it sends, and gets a ranked Slack summary of who owes what.
- No recognized revenue line sits overdue without a drafted follow-up
- AR team opens Slack to a ranked collection list every morning
- Paid invoices are skipped automatically from live QuickBooks status
Built for SaaS finance teams · revenue accounting managers · accounts receivable teams · CFOs
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
app.leapfin.comin a real browser with your saved login - no setup, no API keys. -
1
Leapfin - find overdue recognized-revenue lines
leapfin.com
WebRun opens Leapfin to find overdue recognized-revenue lines. - Open Leapfin and navigate to the revenue subledger
- Filter for recognized revenue lines where the associated receivable is past due
- Capture the customer name, amount, original due date, and days overdue for each line
Done when Every overdue recognized-revenue line is listed with its details.
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2
QuickBooks - verify invoice status
- Look up the matching open invoice in QuickBooks for each overdue line
- Confirm the balance still outstanding and note any partial payments
- Skip any invoices already marked paid or in dispute
Done when Each overdue line has a confirmed open invoice amount in QuickBooks.
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3
Gmail - draft collection reminder
gmail.com
WebRun opens Gmail to draft collection reminder. - Draft a polite, on-brand collection reminder for each customer with the invoice number and amount
- Leave every draft unsent in the Drafts folder for your AR team to review and approve before sending
- Do not send any email without explicit human approval
Done when A draft reminder exists in Gmail for every overdue customer, unsent and ready for review.
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4
Slack - post AR chase list
slack.com
WebRun opens Slack to post AR chase list. - Post a summary table to the AR Slack channel listing each customer, amount, and days overdue
- Flag the largest or oldest balances at the top
- Include a note of how many draft emails are waiting in Gmail for approval
Done when The AR team has today's collection list 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 collection emails to customers automatically?
No. Every reminder is drafted in Gmail and left unsent for your AR team to review and approve. Nothing goes to a customer without a human sign-off.
How does it know which balances are truly overdue?
It reads the live revenue subledger in Leapfin to find recognized lines with outstanding receivables, then cross-checks the open invoice in QuickBooks to confirm the balance still owed.
What if a customer already paid after the last run?
It reads live invoice status in QuickBooks each morning, so any invoice marked paid since the last run is automatically skipped.
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