Founder workflow
Runner connects QuickBooks and Xero to surface the financial snapshot you need without logging into two accounting portals.
Pull key financial metrics from your accounting tools into a single brief so you always know where cash, revenue, and expenses stand.
Each Runner plan has a 7 day free trial.
QuickBooks
Xero
Google Sheets
GmailRunner pulls financial data from QuickBooks and Xero into one founder brief.
Everything that happens in this workflow, from trigger to outcome.
Trigger
Monthly close or board prep requires an up-to-date financial snapshot.
Apps connected
Sample input
“Pull this month's revenue, top expense categories, and cash position from QuickBooks and Xero. Format for the board deck.”
Sample output
“Financial brief with revenue trend, burn rate, cash runway estimate, and a formatted summary for Google Sheets.”
What actually got done
Outcome
Financial visibility happens in minutes instead of half a day in accounting portals.
Founder Financial Health Check
Runner connects QuickBooks and Xero to surface the financial snapshot you need without logging into two accounting portals.
QuickBooksXeroGoogle SheetsPulled revenue and expense data from accounting tools
Calculated burn rate and runway estimates
Formatted financial summary for board review
Connect the apps around the job
Email, calendar, notes, docs, and CRM become one connected workflow graph instead of five separate systems you have to mentally stitch together.
Gmail
Google Calendar
Google Drive
Slack
HubSpot
Notion
Review before anything goes out
Runner prepares the draft, proposed update, or scheduled next step, then leaves you in control of the final send.
Collect context from apps & files
GatheringIntegrate, analyze and merge across apps
ThinkingReview recommended actions
WaitingSend it, do it, take action
✓Start with the apps used in this workflow, then explore the rest of the connector graph. Every app tile links to its connector page.
Google SheetsQuickBooksXeroGmailGoogle CalendarGoogle Drive
Google Docs
Google SlidesSlackNotion
GranolaHubSpotLocal FilesWeb Search
GitHub
Linear
Mixpanel
Asana
Sentry
Shopify
Intercom
Airtable
Attio
Gorgias
Klaviyo
Fireflies
Logfire
Metabase
Microsoft Outlook
Dropbox
Box
Trello
Typeform
Supabase
Zendesk
Semrush
Ahrefs
PostHog
Affinity
tl;dv
Google Search Console
iMessageGoogle SheetsQuickBooksXeroGmailGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesSlackNotionGranolaHubSpotLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskSemrushAhrefsPostHogAffinitytl;dvGoogle Search ConsoleiMessageGoogle SheetsQuickBooksXeroGmailGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesSlackNotionGranolaHubSpotLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskSemrushAhrefsPostHogAffinitytl;dvGoogle Search ConsoleiMessageGoogle SheetsQuickBooksXeroGmailGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesSlackNotionGranolaHubSpotLocal FilesWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskSemrushAhrefsPostHogAffinitytl;dvGoogle Search ConsoleiMessageRevenue, burn, and cash in one brief
See the financial picture without logging into two accounting portals.
Board-ready formatting built in
Financial summaries export to Sheets ready for the board deck.
Start with Gmail, tell Runner what kind of work this page represents, then install the desktop app with the right first workflows already teed up.
Prompt outline, sample input, connector checklist, and placeholder artifact notes for Founder Financial Health Check.
More founder and relationship workflows that use the same connected stack patterns.
Runner connects QuickBooks and Xero so financial reviews happen from one place instead of two portals.
“Starting my day with a Morning Briefing saves me so much time. I love this app.”
“Runner pulls together context from every tool I use. Board prep takes minutes, not hours.”
“Follow-through used to die in my inbox. Now Runner closes the loop before I even ask.”
“It actually does the work. Drafts, updates, briefings — all from the tools we already live in.”
“Runner has quickly become an extension of my brain — holding context, handling the busy work, and letting me show up fully for every client.”
“My Morning Brief from Runner is the single most valuable thing I look at every day. ”
“Runner is the first app I open in the morning, partially because it's where the energy I put into it comes back to me 10-fold and then keeps compounding from there.”
“Runner’s memory actually holds over time, data flows seamlessly between connected apps, and then it feeds actionable intel back to me at the most valuable points in my day.”
Download Runner to pull cash, revenue, and expense data from your accounting tools into one view.