Xero Profit and Loss Comparison Bot

This Bot downloads this year and last year's Profit and Loss report from your Xero account and generates a Comparison report for easy decision making.

Top Benefits

  • Provides Profit and Loss Comparison Report
  • Aids in good decision making
  • Reduces manual efforts for report generation

Tasks

  • Logs in to your Xero Account using secure credentials in AA locker
  • Downloads this year's and last year's Profit and Loss Report from Xero
  • Automatically creates a comparison report
This Bot will login to your company’s Xero account (uses AA’s credential vault), downloads this year’s and last year’s profit and loss report. The Bot then compares the data in both the reports and creates a new report with this year’s data, last year’s data and calculates Variance (in terms of Amount, Inference and Percentage).

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

  • Needs IE installed
  • Empty Comparison Report.

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