Xero Balance Sheet Comparison Bot

This bot compares the balance sheet of this year with last year & provides you with a Comparison Report that allows you to make high level business decisions.

Top Benefits

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

Tasks

  • Automatically logs you into Xero
  • Downloads this year and previous year Balance Sheets and put it in a folder
  • Compares both the reports and generates a Comparison Report(with Variance)
  • Variance is given in terms of Amount, Percentage and an Inference is made

This bot will log in to your company’s Xero account, downloads this year and the previous year’s Balance Sheet (in CSV Format),puts it in the desired folder.

The bot then 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
February 6, 2020
First Published
February 5, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Downloading the Balance Sheet Reports
Opening the Excel Sheet for comparing
The Comparison Report
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Downloading the Balance Sheet Reports
Opening the Excel Sheet for comparing
The 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

  • You should have IE web browser installed in your system
  • You should have an empty Comparison Report Excel Sheet created.