Automated Unpaid Milestone Tracking
Every Monday, WebRun opens Vani Software to list delivered milestones across active projects, checks each against QuickBooks to see which invoices are still unpaid or overdue, and posts your finance lead a Slack summary of outstanding milestone revenue so no delivered work sits unpaid and unnoticed.
How do I track unpaid VFX milestones across projects?
Every Monday, WebRun lists delivered milestones across your active projects in Vani Software, matches each to its QuickBooks invoice, and reads the payment status. It posts your finance lead a Slack summary of unpaid, overdue, and uninvoiced milestones with balances and days overdue, so delivered work never sits unpaid and unnoticed.
- Delivered work never sits unpaid and forgotten
- Finance sees outstanding milestone revenue ranked by age every Monday
- Delivered-but-uninvoiced milestones are caught before revenue slips
Built for VFX studio finance leads · studio owners · production accountants · post-production billing teams
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
vanisoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Vani Software - list delivered milestones
vanisoftware.com
WebRun opens Vani Software to list delivered milestones. - Open Vani Software and list delivered milestones across all active projects
- Capture the client, project, milestone, amount, and delivery date for each
- Focus on milestones marked delivered or invoiced, since those should be paid
Done when Every delivered milestone across active projects is listed with its amount.
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2
QuickBooks - check which are paid
- Open QuickBooks and match each delivered milestone to its invoice
- Read the payment status and flag invoices that are unpaid or past their due date
- Capture the days overdue and the balance outstanding for each
- Note any milestone delivered but never invoiced at all
Done when Each delivered milestone is tagged paid, unpaid, or overdue with its balance.
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3
Slack - report outstanding milestones
slack.com
WebRun opens Slack to report outstanding milestones. - Post a Slack summary of outstanding milestone revenue to the finance channel
- List unpaid and overdue milestones with client, amount, and days overdue, oldest first
- Call out any milestone delivered but not yet invoiced
- Leave the internal summary in Slack, it posts on its own
Done when The finance lead has this week's outstanding-milestone summary 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
Does it chase clients for payment directly?
No. WebRun posts an internal Slack summary for your finance lead only. It never emails a client about payment, so any collection outreach stays a deliberate human decision.
How does it match a milestone to an invoice?
It pairs each delivered milestone in Vani Software with its QuickBooks invoice by client and project reference, then reads the live payment status, so paid milestones drop off and only real outstanding balances remain.
Can it flag work that was delivered but never invoiced?
Yes. Any milestone marked delivered in Vani Software with no matching QuickBooks invoice is called out separately, so revenue never slips through because an invoice was missed.
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