Aisle Planner Automated Budget vs Actual Reports
Every Monday, WebRun opens Aisle Planner, pulls the planned budget by category for every active wedding, checks the actual amounts paid out in QuickBooks Online, and posts a clear over or under report to Slack so you catch a budget drifting off track early.
How do I automatically compare wedding budgets to actual spend?
WebRun compares the planned budget in Aisle Planner against actual amounts paid out in QuickBooks Online for every active wedding every Monday, matching each expense to its budget category. It posts a clear over or under report to Slack with the biggest variances flagged first, so a budget drifting off track gets caught while there's still time to act.
- Budget overruns get caught weeks before the wedding, not after
- Every wedding's financial health is visible in one weekly Slack report
- Category level variance replaces a manual spreadsheet reconciliation
Built for wedding planners · event planning studios · planning business owners · financial coordinators
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.aisleplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Aisle Planner - pull the planned budget by category
aisleplanner.com
WebRun opens Aisle Planner to pull the planned budget by category. - Open Aisle Planner and pull the planned budget by category for every active wedding
- Note the total contracted budget and the category breakdown
Done when Every active wedding has its planned budget captured by category.
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2
QuickBooks Online - check actual amounts paid
- Open QuickBooks Online and pull actual amounts paid against each wedding
- Match each expense to its budget category
- Calculate the variance between planned and actual for each category
Done when Every wedding has its actual spend matched against the planned budget with a calculated variance.
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3
Slack - post the budget vs actual report
slack.com
WebRun opens Slack to post the budget vs actual report. - Post a report listing each wedding's total planned budget, actual spend, and variance
- Flag any wedding or category running over budget at the top of the message
Done when Your team has this week's budget vs actual report in Slack with over-budget items flagged first.
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 this report get sent to clients?
No. This is an internal report only, posted to your team's Slack. Clients never see it and nothing is sent externally by this workflow.
How does it match Aisle Planner budgets to QuickBooks expenses?
It matches by wedding and by budget category, such as catering or florals, so the variance reflects like-for-like spend rather than a single lump total.
What if a wedding has no budget set in Aisle Planner yet?
It skips the variance calculation for that wedding and flags it in the report separately, so you know a budget still needs to be entered.
Related templates
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