Automated Trovata Account Signatory Review Tracker
Every month, WebRun reads your connected bank account list from Trovata, compares it against your signatory register in Google Sheets, and flags accounts where the authorized signers have not been reviewed in over 12 months or where a listed signer no longer appears on your active employee roster.
How do I automatically track and flag stale bank account signatories?
WebRun reads your full bank account list from Trovata every month, matches each account to its signatory records in Google Sheets, and flags any account where the last review was more than 12 months ago or where a listed signer no longer appears on your active employee roster, so your team can initiate the correct bank update process.
- Stale signatory authorizations flagged every month without manual review
- Departed employees on bank accounts caught before they become a control gap
- Signatory tracker always current for internal and external audits
Built for corporate treasury teams · finance controllers · compliance teams · CFOs
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.trovata.ioin a real browser with your saved login - no setup, no API keys. -
1
Trovata - pull current connected bank account list
trovata.io
WebRun opens Trovata to pull current connected bank account list. - Open Trovata and retrieve the full list of connected bank accounts across all entities
- Capture account name, bank, account number (last 4), and entity for each account
Done when Full bank account list is captured from Trovata.
-
2
Google Sheets - flag stale or mismatched signatories in the review tracker
google.com
WebRun opens Google Sheets to flag stale or mismatched signatories in the review tracker. - Open the Account Signatory Register spreadsheet
- Match each Trovata account to its corresponding signatory record by account reference
- Flag accounts where the last review date is more than 12 months ago
- Flag accounts where any listed signer is not in the Active Employees sheet
- Update the Last Checked date on the tracker and set flagged accounts to Review Required
Done when All stale or mismatched signatory records are flagged in the tracker.
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 remove signatories from the bank account automatically?
No. Removing a signatory from a bank account requires a formal bank instruction signed by an authorized officer. WebRun flags the accounts that need attention so your team can initiate the removal through the correct bank process.
Where does it get the list of active employees to cross-reference?
WebRun reads from a designated sheet in your Google Sheets signatory register. You maintain the Active Employees tab, and WebRun checks each signer against it on every monthly run.
What counts as a stale review?
By default, any account whose Last Review Date in the tracker is more than 12 months ago is flagged. You can change this to 6 months or another interval during setup.
Related templates
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