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Month-End Reporting

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

Industry:

Finance/Accounting

All Industries

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
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
ADP
ADP

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