Reconcile your Swissquote multi currency accounts
Every morning, WebRun opens Swissquote, reads balances across every currency sub account, compares each against your internal Airtable ledger, and logs any mismatch to a Notion reconciliation page so nothing drifts unnoticed between currencies.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I reconcile my Swissquote multi currency account balances automatically?
WebRun compares your Swissquote multi currency sub account balances against your internal Airtable ledger every morning, currency by currency, accounting for anything still pending settlement. Any mismatch gets logged to Notion with both balances and the difference, so drift between currencies gets caught the same morning it appears, not discovered at statement time.
- Currency balance mismatches surface the same morning they appear
- Every currency sub account gets checked, not just the primary one
- A dated Notion record exists for every check, clean or not
Built for Swissquote clients · multi currency account holders · finance teams · international investors
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
www.swissquote.comin a real browser with your saved login - no setup, no API keys. -
1
Swissquote - read multi currency balances
swissquote.com
WebRun opens Swissquote to read multi currency balances. - Open Swissquote and review balances across every currency sub account
- Capture each currency's balance as of this morning
- Note any pending transfers not yet settled
Done when This morning's balance for every currency sub account is captured.
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2
Airtable - compare against the internal ledger
airtable.com How to Automate Airtable
WebRun opens Airtable to compare against the internal ledger. - Open the internal multi currency ledger base
- Compare each Swissquote balance against the corresponding ledger record
- Flag any currency where the two do not match
Done when Every currency has been compared, and any mismatch is flagged in the base.
-
3
Notion - log any mismatch
notion.so How to Automate Notion
WebRun opens Notion to log any mismatch. - Open the reconciliation log page
- Add an entry for any mismatch, with the currency, both balances, and the difference
- Leave a clear note for review and resolution
Done when The Notion log has an entry for every mismatch found this morning, or a clean run noted.
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 WebRun move money between currencies to fix a mismatch?
No. WebRun only reads balances and reports differences. It never converts currencies, transfers funds, or edits your ledger source records on Swissquote. Every mismatch is left for you to investigate and resolve.
What counts as a mismatch?
Any currency sub account where the balance Swissquote reports does not match what your internal Airtable ledger expects, after accounting for anything still pending settlement.
How many currencies can it track?
As many currency sub accounts as your Swissquote account holds. It reads every one each morning rather than a preset subset.
Related templates
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