Automated Xendoo Weekly Bookkeeping Scorecard
Every week, WebRun checks Xendoo for how many transactions are categorized versus pending, archives the status report to Google Drive, and texts you the weekly score.
How do I track my Xendoo bookkeeping status weekly?
WebRun checks Xendoo every Monday for how many of last week's transactions are categorized versus still pending, archives the full status report to Google Drive, and texts you the percentage categorized. A dropping score is easy to spot week over week, so your books stay current instead of falling behind before month end.
- A dropping categorization rate gets caught weekly, not at month end
- The full status report is archived automatically every week
- Bookkeeping progress is visible in one text, not a login
Built for small business owners · startup founders · e-commerce sellers · solo entrepreneurs
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
xendoo.comin a real browser with your saved login - no setup, no API keys. -
1
Xendoo - check how many transactions are categorized versus pending
xendoo.com
WebRun opens Xendoo to check how many transactions are categorized versus pending. - Open Xendoo and check last week's transactions
- Count how many are categorized versus still pending
- Note the percentage categorized
Done when Last week's transactions are counted as categorized or pending.
-
2
Google Drive - archive the status report to Drive
drive.google.com
WebRun opens Google Drive to archive the status report to Drive. - Save the week's bookkeeping status report to your finance folder
- Name the file with the week's date range
- Keep a running folder of weekly reports
Done when This week's status report is archived in Drive.
-
3
Twilio - text you the weekly score
twilio.com
WebRun opens Twilio to text you the weekly score. - Text the percentage of transactions categorized and the count still pending
- Note if the percentage dropped from the previous week
- Keep the message short
Done when You're texted this week's categorization score.
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 categorize the transactions itself?
No. It only counts what's already categorized versus pending in Xendoo and reports the score. Categorizing is handled by your Xendoo bookkeeping team.
Why track the percentage week over week?
So a dropping categorization rate gets noticed early, rather than discovered when your monthly financials are due.
Where can I see the full report?
In your Drive finance folder, since every week's status report is archived there alongside the text summary.
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