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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

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

ADP

ADP
ADP

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