Automated Zoho Expense Card Reconciliation
Every Monday, WebRun opens Zoho Expense, reads the corporate card feed, finds every charge with no matching expense or no attached receipt, records each one in Google Sheets with the cardholder and merchant, and drafts a per-person WhatsApp nudge for you to send.
How do I find corporate card charges with no matching expense or receipt?
Every Monday WebRun opens Zoho Expense, reads the corporate card feed, and finds each charge with no matching expense or no attached receipt. It logs every gap in Google Sheets with the cardholder, merchant, and amount, then drafts a WhatsApp nudge per person for you to send before month-end close.
- Every unmatched card charge is found the same week it lands
- Cardholders are chased with their own charges, not a group list
- Month-end close does not start with a receipt hunt
Built for finance admins · controllers · bookkeepers · operations managers
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
expense.zoho.comin a real browser with your saved login - no setup, no API keys. -
1
Zoho Expense - find unmatched card charges
expense.zoho.com
WebRun opens Zoho Expense to find unmatched card charges. - Open Zoho Expense and go to the corporate card transactions
- List every charge that has no expense matched against it
- Add charges that do have an expense but no receipt attached
- Record the merchant, amount, date, card, and the cardholder for each
- Note whether the expense is already on a submitted report or still loose
Done when Every unmatched or receiptless card charge is listed with its cardholder and merchant.
-
2
Google Sheets - log the gaps by cardholder
google.com
WebRun opens Google Sheets to log the gaps by cardholder. - Append one row per unmatched charge with date, merchant, amount, card, and cardholder
- Group the totals by cardholder so the biggest gap is obvious
- Mark rows resolved when the charge has since been matched
- Keep a running total of unmatched value for the current month
Done when The sheet shows this week's unmatched card value by cardholder.
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3
WhatsApp - draft a nudge per person
whatsapp.com
WebRun opens WhatsApp to draft a nudge per person. - Prepare a short message per cardholder listing only their own missing receipts
- Include the merchant, date, and amount so the charge is easy to recognise
- Leave each message ready in WhatsApp for you to read and send
- Send nothing on its own. A person presses send on every nudge
Done when One drafted nudge per cardholder is ready in WhatsApp.
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 message staff without me?
No. WebRun writes one WhatsApp nudge per cardholder and leaves each ready to send. A person reads and presses send, so nobody is chased for a receipt you already have.
Does it change anything in Zoho Expense?
No. WebRun only reads the card feed and the expenses matched to it. Matching a charge, attaching a receipt, or submitting a report stays with your team.
What counts as an unmatched charge?
Two things: a card transaction with no expense created against it at all, and an expense that exists but has no receipt attached. Both stall month-end close, so both are listed.
Related templates
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