Automated CFO Advisory Fee Rate-Change Notice Drafts
When you trigger an annual fee review, WebRun checks each client's billing history in QuickBooks, confirms current engagement scope using Fathom usage data, and drafts a personalised rate-change notice email for each client for your approval before sending.
Automated Month-End Reconciliation Digest for CFOs
At month-end, WebRun opens Fathom for each client entity, checks that all payments are reconciled in Xero, flags any unreconciled items, and posts a clean reconciliation status digest to Slack.
Automated Advisory Invoice Chasing for Fractional CFOs
WebRun finds unpaid advisory fee invoices in QuickBooks, checks the outstanding balance in Fathom, and drafts a polite follow-up for each overdue client for your review before sending.
Automated Fractional CFO Client Onboarding Kickoff
When a new fractional CFO engagement is confirmed, WebRun creates the client entity in Fathom, sets up a Google Sheet tracker, drafts the welcome and document-request email for your review, and posts the kickoff checklist to Slack.
Automated Fathom KPI Anomaly Alerts for CFOs
WebRun monitors Fathom daily for KPI breaches and variance anomalies across your client portfolio, and posts an alert to Slack the moment any client's metric crosses your threshold, so you can act before the client notices.
Automated CFO Client Document Collection Chaser
Before month-end close, WebRun checks which clients have not yet provided bank statements, expense reports, or payroll files, drafts a polite chase email for each, and posts an outstanding-document tracker to Slack.
Automated CFO Client Cash Risk Monitoring with Fathom
Every week, WebRun scans Fathom for clients whose cash runway, debtors aging, or cash flow metrics are trending into the danger zone, and builds a prioritised risk worklist in Google Sheets and Slack for your team to action.
Automated CFO Cash Flow Data Entry From Client Emails
When a client emails bank statements, payroll runs, or cash balance updates, WebRun reads the figures from the email or attachment summary, logs them into your Google Sheet cash flow tracker, and updates the corresponding Fathom forecast model.
Automated CFO Loan Covenant Monitoring with Fathom
WebRun checks each client's current financial ratios in Fathom against their loan covenant thresholds, flags any breach or near-breach, and posts a weekly covenant health digest to Slack so you can address issues before the lender does.
Automated CFO Client Compliance Deadline Tracking
WebRun monitors upcoming tax lodgement dates, board reporting deadlines, and statutory filing due dates across your client portfolio, and posts a weekly compliance calendar to Slack so nothing is missed.
Automated CFO Board Pack Internal Approval Routing
Before delivering a board pack, WebRun checks that Fathom reports are finalised, drafts an approval-request email to the internal reviewer, and posts the pack summary to Slack for sign-off, so nothing goes to the board without a final human check.
Automated CFO Month-End Close Status Tracker
WebRun checks the close progress for each client entity at month-end, pulls the current data sync status from Fathom, logs the state in your tracker, and posts a clear close-status digest to Slack so your team knows what is done and what is blocked.