Automated Visma eAccounting Weekly Export
Every Friday, WebRun opens Visma eAccounting, pulls the week's invoices and expenses, and exports a clean summary to a Google Sheet for the bookkeeper. If any transaction is missing a category, WebRun drafts a Gmail note asking the business owner to confirm it, rather than guessing.
How do I get a weekly export of my Visma eAccounting books for my bookkeeper?
WebRun exports the week's Visma eAccounting invoices and expenses to a clean Google Sheet every Friday, with totals by category, so the bookkeeper has a ready summary. Any transaction missing a category gets a drafted Gmail note asking the business owner to confirm it, instead of WebRun guessing at the answer.
- The bookkeeper gets a ready to use weekly export every Friday afternoon
- Uncategorized transactions get queried instead of silently miscategorized
- A full week of books takes one sheet to review instead of a Visma login
Built for Small business owners · bookkeepers · accountants · Nordic small businesses
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
eaccounting.visma.netin a real browser with your saved login - no setup, no API keys. -
1
Visma eAccounting - pull the week's invoices and expenses
visma.net
WebRun opens Visma eAccounting to pull the week's invoices and expenses. - Open Visma eAccounting and pull invoices and expenses from the last 7 days
- Capture the amount, category, and status of each
- Flag any transaction with no category assigned
Done when The full week of invoices and expenses has been captured.
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2
Google Sheets - export the weekly summary
google.com
WebRun opens Google Sheets to export the weekly summary. - Write the week's invoices and expenses to a clean Google Sheet
- Total each category so the bookkeeper sees the week at a glance
- Highlight any uncategorized transaction
Done when The bookkeeper has a ready to use weekly export in Google Sheets.
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3
Gmail - draft a categorization query
gmail.com
WebRun opens Gmail to draft a categorization query. - Draft a note asking the business owner to confirm any uncategorized transaction
- Reference the amount and date so it is easy to identify
- Leave it as a draft in Gmail for review
Done when A drafted query exists for every uncategorized transaction.
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 guess at categories?
No. Anything without a clear category is left uncategorized in the export and queried by a drafted Gmail note instead of being guessed.
Will it email the owner without approval?
No. The categorization query is drafted in Gmail and left for review, it is never sent without a person choosing to send it.
Can the bookkeeper use the sheet directly?
Yes. It is formatted as a clean weekly export with totals by category, ready to hand to your bookkeeper as is.
Related templates
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