Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

ME

Month-End Reporting

The bot gathers month end financial statements, organizes and sends to various stakeholders.

Function:

Accounting

Steps

  1. Login to Accounting/ERP system.
  2. Prepare predefined reports for the correct period.
  3. Save each report to folder.
  4. Combine reports into single PDF.
  5. Prepare Table of Contents and add to PDF.
  6. Add Cover Sheet to PDF.
  7. Email each report to predefined list.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

Share

ME

Request a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related