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Month-End Reporting

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

Industry:

Accounting

Finance

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.

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