Runner.Founder workflow
Founder Financial Health Check
Runner connects QuickBooks and Xero to surface the financial snapshot you need without logging into two accounting portals.
QuickBooks
Xero
Google Sheets
GmailWorkflow snapshot
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
- Pulled revenue and expense data from accounting tools
- Calculated burn rate and runway estimates
- Formatted financial summary for board review
Outcome
Financial visibility happens in minutes instead of half a day in accounting portals.
The apps to connect
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 SheetsQuickBooksXeroGmail
Google Calendar
Google Drive
Google Docs
Google Slides
Slack
Notion
Granola
HubSpotLocal FilesWEWeb 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 FilesWEWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskSemrushAhrefsPostHogAffinitytl;dvGoogle Search ConsoleiMessageGoogle SheetsQuickBooksXeroGmailGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesSlackNotionGranolaHubSpotLocal FilesWEWeb SearchGitHubLinearMixpanelAsanaSentryShopifyIntercomAirtableAttioGorgiasKlaviyoFirefliesLogfireMetabaseMicrosoft OutlookDropboxBoxTrelloTypeformSupabaseZendeskSemrushAhrefsPostHogAffinitytl;dvGoogle Search ConsoleiMessageGoogle SheetsQuickBooksXeroGmailGoogle CalendarGoogle DriveGoogle DocsGoogle SlidesSlackNotionGranolaHubSpotLocal FilesWEWeb 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.
Get this workflow
Download Runner and run this workflow in minutes. Share it with your team or customize it for your stack.
Prompt outline, sample input, connector checklist, and placeholder artifact notes for Founder Financial Health Check.
Related workflows
More founder and relationship workflows that use the same connected stack patterns.
Accounting stack in one workflow
Runner connects QuickBooks and Xero so financial reviews happen from one place instead of two portals.
Testimonials
Testimonials
People using Runner to finish follow-through without the usual tab chaos.
“I got hours back every week. Runner handles the follow-through work that used to sit open across tabs and docs.”
“It gives me one place to work across email, calendar, and docs. The time savings are real.”
“I stopped losing deals to slow follow-up. Runner drafts the reply and schedules the next step before I forget.”
“Runner connects my CRM, email, and meeting notes so I actually prep for calls instead of winging it.”
“What used to take half a day now takes one focused pass in the morning.”
“Meeting follow-up used to die in my notebook. Now the recap, emails, and calendar items happen before I leave the room.”
“I tried every productivity tool on the market. Runner is the first one that actually finishes work instead of just organizing it.”
“Board prep went from a full Sunday to a one-hour Monday morning workflow. The context is already assembled.”
“The morning briefing workflow changed how I start every day. I see blockers, priority threads, and follow-ups before the first meeting.”
“The double opt-in intro workflow is the single most useful thing I have run this quarter. Warm intros used to take 20 minutes each.”
“Investor updates that used to take a full day now come together in 45 minutes from real data.”
Know your financial health without the portal shuffle.
Download Runner to pull cash, revenue, and expense data from your accounting tools into one view.