FreeAgent Balance Sheet Comparison bot

This Bot downloads this year and previous year's balance sheets and generates a comparison report which assists in making business decisions.

Top Benefits

  • Gives you a comparison report of this year's balance sheet with the previous year.
  • Helps in making efficient and effective business decisions
  • Comparison report is generated mush faster, easier and with accuracy.

Tasks

  • Automatically logs you into your FreeAgent Account
  • Downloads this year and previous year's balance sheets
  • Compares both the balance sheets and generates a comparison report
This bot will log in to your company’s FreeAgent account, downloads this year and last year’s balance sheet (in CSV format). The Bot then compares the data in both the files and creates a Balance Sheet Comparison Report (Current Year with the Previous Year Report)

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • You should have IE installed in your system.
  • An empty Comparison report similar to the one specified under Inputs folder must be created

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