FreeAgent Balance Sheet Comparison bot

This Bot downloads this year and previous year's balance sheets and generates a comparison report which assists in making business decisions.

Top Benefits

  • Gives you a comparison report of this year's balance sheet with the previous year.
  • Helps in making efficient and effective business decisions
  • Comparison report is generated mush faster, easier and with accuracy.

Tasks

  • Automatically logs you into your FreeAgent Account
  • Downloads this year and previous year's balance sheets
  • Compares both the balance sheets and generates a comparison report

This bot will log in to your company’s FreeAgent account, downloads this year and last year’s balance sheet (in CSV format).

The Bot then compares the data in both the files and creates a Balance Sheet Comparison Report (Current Year with the Previous Year Report)

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
30
Vendor
Automation Type
Bot
Last Updated
December 8, 2020
First Published
February 5, 2020
Platform
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Downloading the balance sheet reports
Opening the Excel File for comparison
Process of report generation
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Downloading the balance sheet reports
Opening the Excel File for comparison
Process of report generation

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 installed in your system.
  • An empty Comparison report similar to the one specified under Inputs folder must be created