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

  • It gives you Profit and Loss Comparison Report
  • Aids in good decision making
  • Faster and accurate 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 for easy decision making

This bot will log in 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 the this year’s data, last year’s data and calculates Variance (in terms of Amount, Inference and Percentage).

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
January 30, 2020
First Published
January 30, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

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

  • Needs IE installed
  • Needs you to create an empty Comparison Report.