Xero Balance Sheet Comparison Bot

This Bot compares the balance sheet of this year with last year and prepares a Comparison report that allows you to make high level business decisions.

Top Benefits

  • Generates Balance Sheet Comparison Report automatically
  • Accurate Comparison Report
  • Speeds up high level decision making process.

Tasks

  • Automatically logs you into Xero
  • Downloads this year and previous year Balance Sheets and save it in a folder
  • Compares both the reports and generates a Comparison Report (with Variance)

This Bot will login to your company’s Xero account, download this year and the previous year’s Balance Sheet (in CSV format) and save it in the desired folder.

Then the Bot compares the data in both the CSV files and creates a Balance Sheet Comparison report (in Excel format).

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
December 15, 2020
First Published
February 5, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Downloading Balance Sheet Reports
Opening the Excel for comparison
Comparison Report
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Downloading Balance Sheet Reports
Opening the Excel for comparison
Comparison Report

Setup Process

Install

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

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

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

Requirements and Inputs

  • Empty Comparison Report Excel created.