Monthly Expense Report Bot — UiPath RPA Automation
UiPath Automation Template · Instant download · USD$60
Finance teams and accountants spend hours every month copying transaction data into expense reports. This UiPath RPA bot does it in under 2 minutes — automatically, accurately, every time.
Drop your transactions CSV into a folder, run the bot, and receive a fully formatted Excel expense report in your inbox. The bot calculates category totals, builds a summary sheet, and emails the report as an attachment via Outlook.
✅ What's included:
- UiPath project files (Main.xaml + project.json)
- Step-by-step installation guide
- Sample transactions CSV template
- Compatible with UiPath Studio Community Edition (free)
✅ What it automates:
- Reads transaction data from CSV automatically
- Calculates total expenses and per-category breakdowns
- Generates a formatted, timestamped Excel report
- Emails the report via Microsoft Outlook with attachment
- Logs every step for audit trail
🔧 Requirements: Windows 10/11, UiPath Studio 2022.10+ (free), Microsoft Excel, Microsoft Outlook
Perfect for finance managers, accountants, operations teams, and small business owners doing monthly expense reporting.
- ✅ Intended for one project per purchase (see Terms)
- ✅ Files delivered via your Customer Portal after payment
- ❌ Do not redistribute, resell, or share the template package
- 🔄 Need another deployment? Purchase an additional copy at the same price
One-time · Instant download · Lifetime updates
🇺🇸 US tax · 🇦🇺 AU GST · 🇩🇪 EU VAT — handled at checkout
Payment methods
🔒 Secured by Paddle
Frequently Asked Questions
What is included with "Monthly Expense Report Bot — UiPath RPA Automation"?+
You receive the full template package (workflow or bot files), documentation, and access to updates for that product. Downloads are available from your Customer Portal at /dashboard after checkout.
How do I download the template after purchase?+
After payment via Paddle, your download link appears instantly in your Customer Portal at /dashboard. You also receive an email confirmation.
Can I use this template on multiple projects?+
Usage is for one deployment context per purchase as described in our terms. If you need a separate production use case, purchase an additional copy at the same price.
What payment methods are accepted?+
Visa, Mastercard, Apple Pay, Google Pay, and PayPal. Checkout via Paddle which handles US tax, EU VAT, and AU GST automatically.
Is there a refund policy?+
Yes. You may request a refund within 14 days of purchase via Paddle (paddle.net). Payments are processed by Paddle as Merchant of Record. See our Refund Policy at /refunds for details.