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).

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

  • Empty Comparison Report Excel created.

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