If you ask most finance teams a simple question like “How much do customers owe us right now?” the answer is not always simple. Invoices sit in different systems. Some are current. Some are months late. Different branches or entities might each have their own view of the truth.

A Consolidated Aged Receivables Summary is built to fix that. It gives you one clean picture of all outstanding customer invoices, grouped by how long they have been unpaid. When you add G-Accon on top of that, you can turn this report into a live dashboard that your team can actually use every day, not just at month's end.Let us break it down in plain language.

What is a Consolidated Aged Receivables Summary?

At its core, this report answers three questions:

Instead of showing every single invoice line, this report shows a summary. It groups outstanding amounts into time buckets. Common aging buckets include:

So, for each customer, you see totals in those buckets and a grand total at the end. If you are working across multiple entities or subsidiaries, a consolidated report brings all of them together in one view.

You are not just seeing one company’s receivables. You are seeing the full picture for the group.

Key features of the summary

Even though it is a summary report, it carries a lot of useful information.

First, it gives you a summarized view across customers, and if you choose, across entities. That means you can see:

Second, it uses aging categories that make sense for day-to-day work. Your team does not need to dig into raw dates. They can look at the “61–90 days” column and know those items need serious attention.

Third, a good consolidated aged receivables summary is not just a static list. In tools like G-Accon, the summary is often linked to detail. You can start at the high level and then drill into a customer to see the invoices behind their total. So you get both a quick overview and the option to go deeper when you need to.

Finally, the report is always tied to a specific date. For example, “As of 30 September 2025.” That time stamp matters because receivables change every day. New invoices go out. Customers pay some of their balance. Others slip from “Current” into “Overdue.” The report date tells you exactly when that snapshot was taken.

Why this report matters for cash flow

Why this report matters for cash flow

A consolidated aged receivables summary is not just an accounting checklist item. It is one of the most practical tools you can use to protect cash flow.

Late payments are very common. One 2025 accounts receivable study found that over 50% of global B2B invoices are overdue. That means a lot of the money you are counting on is often stuck in “not paid yet.”

When you look at this report, you can quickly see:

If you see a large amount in the “Over 90 days” bucket, that is a warning sign. It tells you that some customers might never pay in full, or that collections are not keeping up.

On the other hand, if most of your balance sits in the “Current” and “31–60 days” columns, with only a small slice in the oldest bucket, it suggests your credit and collections process is in better shape.

This single report gives you a quick health check without needing a long meeting or a complex dashboard.

Spotting high-risk customers early

Another big benefit of this summary is how it highlights repeat late payers.

If you look at the report week after week, you will notice patterns:

That last group is where your risk lives.

With a consolidated view, you can see if one customer is late across several entities at once. Maybe your UK company and your US company both sell to the same group, but each team thinks the customer is “not too bad.” The consolidated summary shows the full exposure in one place.

Armed with that information, you can:

You stop guessing and start using data to manage risk.

Helping with better decisions and cleaner books

The report also supports day-to-day decisions inside finance.

It can help you:

From an accounting point of view, the consolidated aged receivables summary also supports reconciliation work. When the totals in the report match your accounts receivable balance in the general ledger, you know the books are lined up. If something does not match, the report is a good starting point to find the problem.

How teams usually build this report without G-Accon

Many teams still build this type of report manually.

The process often looks like this:

By the time you finish this, the numbers are already slightly out of date. If you need the report again next week, you repeat the entire process.

It works, but it is slow and fragile.

How G-Accon makes a consolidated summary easier

G-Accon connects your QuickBooks data straight into Google Sheets. That means you can pull accounts receivable aging data from multiple entities into one place without manual exports.

You can:

Once you have the layout the way you like it, you do not need to rebuild it each time. You simply refresh the data. You can even schedule automatic refreshes at a set time each day or week.

The result is a live consolidated aged receivables summary that your team can open at any time. Sales, finance, and management can all look at the same numbers, instead of passing around different versions of an Excel file.

And when you need details, you can link this summary to a separate detailed report that lists each invoice. That way, you can move from “This customer owes us $50,000 in the 61–90 day bucket” to the exact invoices that make up that number.

Turning a static report into a working tool

On its own, a consolidated aged receivables summary is a useful snapshot. It tells you how much customers owe and how long they have owed it. It highlights late payments and helps you spot risk.

When you use G-Accon to build and refresh it, the report turns into a working tool. It becomes something your team can use daily to:

In simple terms, you get a clear view of the money that should be coming in, across all your entities, and a better way to turn those numbers into action.

When you sell on credit, you are doing your customers a favor. You give them time to pay so they can keep their own cash moving.

The problem is, many of them take that freedom a bit too far. One study found that nearly 68% of companies that get more than half of their payments late end up with cash flow problems. That is a big number, and it is not just a “large company” issue. It hits small firms and growing firms as well.

You cannot simply stop offering credit. If you do that, some customers will leave. So the real question is not “Should we offer credit” but “How do we stay on top of who owes us and how long they have owed us?”

That is where a Consolidated Aged Receivables Detail report comes in. And this is exactly the type of report G-Accon can help you build, refresh, and use every day.

Let us walk through what this report is, what it looks like in practice, and how G-Accon makes it much easier to manage across many entities or clients.

What is a Consolidated Aged Receivables Detail report?

You might already know the basic AR aging report. It groups unpaid invoices into time buckets like:

A Consolidated Aged Receivables Detail report takes that same idea but goes deeper and wider.

Deeper means it does not stop at totals. It shows each invoice line by line, including customer, invoice number, dates, and amount.

Wider means it brings together data from more than one company, region, or ledger into one view.

So instead of five separate aging reports sitting in five systems, you get one detailed report that tells you:

It is the “no hiding place” version of aging. Every invoice is there.

What this report usually includes

The exact layout can change from business to business, but most consolidated aged receivables detail reports will show:

You can think of it as a table where each row is one invoice. You can sort by the oldest items, the largest balance, the riskiest customers, or the entities.

When this report is built across all your QuickBooks files, it becomes a powerful collection tool. You are not guessing anymore. You have the receipts right in front of you.

Why this level of detail matters

You might ask, “Why do I need detail if I already have an aging summary?”

The summary is great for high-level questions like:

The detailed report helps you answer different questions, such as:

Collections work happens at the invoice level. Your team calls or emails about specific invoices, not just totals. So if you want to get paid faster, you need a clean, trusted list of those invoices with all the key fields.

That is what a consolidated aged receivables detail report gives you.

How teams build this report without G-Accon

Let us be honest. If you handle more than one company or region, doing this by hand is a grind.

A typical manual process looks like this:

  1. Log in to QuickBooks for Company A, run an aged receivables detail report, and export to Excel.
  2. Repeat for Company B, Company C, and so on.
  3. Open all the files, clean column names, fix date formats, and add a “Company” column.
  4. Copy everything into one master workbook.
  5. Add formulas, filters, and maybe a pivot table to group and sort.
  6. Hope nobody breaks those formulas.
  7. Do it all again next week or next month.

By the time you finish, the data is already a bit old. And if you are under pressure to chase cash, you do not want to spend hours just building a list before you can even start.

This is where G-Accon makes a clear difference.

How G-Accon helps you build Consolidated Aged Receivables Detail

G-Accon connects Google Sheets directly to your  QuickBooks data. It lets you pull live information into a sheet, including detailed AR aging, and refresh it with a click or on a schedule.

Here is how that plays out for this report.

1. Connect all your entities

You connect each QuickBooks company to G-Accon. You can then pull accounts receivable data from multiple entities into one Google Sheet and tag each row with the company name.

You are no longer downloading separate files. You are pointing each query at the right company and letting G-Accon fill the sheet.

2. Pull detailed AR aging, not just a summary

Inside G-Accon, you choose the AR module and pull invoice-level data. You can include:

In the sheet, you can add your own aging logic or use built-in fields if your accounting system already provides them. The result is a single, long table of all open invoices across all entities, ready to slice and filter.

Some G-Accon customers even use ready-made templates and then adjust columns and filters to match their own process.

3. Add consolidation logic once, then reuse it

Because all the data lives in Google Sheets, you can add formulas or pivot tables to:

You only set this up once. The structure stays in place. When you refresh the data with G-Accon, the formulas update on their own.

4. Schedule refreshes and share the report

You can schedule G-Accon to refresh the data on a timetable. Daily, weekly, or around your month-end close.

Because the report sits in Google Sheets, you can share it with your team, management, or even external stakeholders with the right permissions. Everyone sees the same live data, not an old attachment sitting in someone’s inbox.

How your team can use Consolidated Aged Receivables Detail in real life

Once the report runs through G-Accon, it quickly becomes a daily tool, not a one-time project.

Here are some simple ways you can use it.

Sharpen your collection work.

You can filter the report to:

That gives your collectors a clear list to work from. They can focus on the biggest and oldest items first. They can also see when one customer owes money to more than one entity, which changes that conversation.

Manage credit limits

If you see the same customer showing up in the older aging buckets month after month, you can:

Because the report is consolidated, you can see if the customer is late with multiple companies at once. That is important when one branch thinks the customer is fine, but the group view says something else.

Support cash flow forecasts

Your finance team can use the detailed report to build better cash predictions. For example:

You move from rough guesses to data-backed estimates, based on real invoices and real history.

Help with audits and reviews

Auditors often want to see both the aging summary and the invoices behind it. With G-Accon and this detailed report, you can:

That saves time for your team and keeps the audit conversation smoother.

Turning late invoices into a clearer, calmer process

Late payments will not disappear. Customers will still miss due dates, and some invoices will still drag into older buckets. You cannot remove that risk, but you can control how clearly you see it.

A Consolidated Aged Receivables Detail report gives you that clear view. It shows every unpaid invoice, across every entity, with the dates and numbers that matter. It helps you see patterns, spot problems early, and act with more confidence.

G-Accon helps you build and keep that report alive. You connect your QuickBooks companies, pull AR data into Google Sheets, add your aging and consolidation logic once, and then refresh it on a schedule. From there, your team can focus on calls, emails, and real conversations with customers, not on copying and pasting.

You get less time in spreadsheets and more time turning open invoices into cash in the bank.

If you have ever tried to answer a simple question like “How much do we owe our suppliers right now?” you know it is not always simple at all.

Even today, research shows that about 72% of finance teams spend at least 520 hours every year on manual accounts payable work like data entry, chasing approvals, and fixing errors.

Some invoices sit in one company file. Some sit in another. Some are in different currencies. Some are already late. By the time you open each system, export reports, and add everything up, the numbers can already be out of date.

A consolidated aged payable summary is built to solve that problem. And G-Accon makes it much easier to build, update, and trust that report.

Let’s walk through what this report really does, how it works step by step, and how G-Accon supports you in real life.

What a consolidated aged payable summary actually shows

At its core, this report answers three questions.

It does this by grouping all outstanding supplier bills into time “buckets” based on the invoice or due date.

You typically see:

 

So if you look at the line for “ABC Supplies,” you might see:

In one line, you can see not just the total, but the pattern. You can see if this vendor is usually paid on time or if they often slip into the older buckets.

Now imagine that for every vendor across all your entities, combined into one report. That is your consolidated aged payable summary.

Why “consolidated” matters

Many teams do not struggle with the idea of an aged payable report. They struggle with the scale.

You might have:

If you only look at each entity on its own, you miss the full picture.

You might think your payables look fine in one company file, while another file carries most of the overdue balance. A consolidated report lets you see the total risk and pressure across the group, not just in one place.

You can then:

This is where G-Accon becomes very useful.

How the process works without G-Accon

Consolidated Aged Payable

If you tried to build a consolidated aged payable summary by hand, the process might look like this.

  1. Log into each Xero or QuickBooks company
  2. Run an aged payables summary for each one
  3. Export each report to Excel
  4. Clean the exports so they all use the same columns
  5. Add them into one master file
  6. Build formulas to sum by vendor and aging bucket
  7. Repeat all of this next week. Or even tomorrow

It is slow, boring, and easy to break. If one export changes format or someone edits a formula, your totals can be wrong. And you only get a “snapshot” on the day you do the work.

You get a report, but not a process.

How G-Accon supports a consolidated aged payable summary

G-Accon connects your Xero or QuickBooks data directly to Google Sheets. Instead of exporting static files, you pull live data into a sheet that you control.

Here is how that helps with your consolidated aged payable summary.

1. Connect all your entities

You can connect multiple Xero or QuickBooks companies inside G-Accon. Each connection can feed data into the same Google Sheet.

So you can say, in one workbook:

Each one can land on its own tab, or you can pull them into a single table with a column that shows the company name.

You no longer need to export and copy. You simply refresh.

2. Use or adapt a ready-made template

G-Accon provides report templates for aged payables. You can:

You can keep the classic aging buckets like Current, 1–30, 31–60, 61–90, Over 90. Or you can adjust them to match how your team thinks about risk.

The key point is that the logic lives in your sheet and in the G-Accon queries, not in manual copy-paste work.

3. Automate refresh and scheduling

You can schedule G-Accon to refresh your data at set times. For example:

That means your consolidated aged payable summary is not a one-off project. It becomes a living report that updates itself.

You open the sheet, hit refresh if you need to, and you see up-to-date numbers from all your entities.

4. Drill down when you need detail

The summary view shows totals by vendor and aging bucket. But sometimes you need more.

With G-Accon, you can:

So you can start with the high-level view and then click into the invoices behind a suspicious number. For example, if “Over 90 days” suddenly jumps for one supplier, you can drill into that slice and see the exact invoices.

You get the best of both worlds. A clean summary and fast access to detail.

How your team can use this report day to day

Once your consolidated aged payable summary is in place and powered by G-Accon, it becomes a daily tool, not just a month-end report.

Here are some practical ways you can use it.

Plan your cash flow

You can scan the aging buckets and ask:

You can then adjust your payment runs, talk to your bank about short-term funding if needed, or slow non-essential spending in certain areas.

Run smarter payment cycles

Instead of paying bills in a random order, you can use the report to:

Because you see all entities in one view, you can decide which company pays which supplier and when, based on the full group picture.

Improve supplier conversations

When a supplier calls and asks, “When will we get paid?” you do not want to guess.

With a consolidated aged payable summary powered by G-Accon, you can:

Over time, this can help build trust. You pay more predictably. You spot issues earlier. You avoid surprises.

Support audits and internal controls

Auditors often ask for aged payable reports by date and entity. With G-Accon, you can pull:

You can keep your logic in the sheet, document your G-Accon queries, and show a clear chain from system data to report.

Bringing Your Payables Under Control With G-Accon

A consolidated aged payable summary is not just another report to tick off a list. It is a practical tool that helps you see:

Doing this by hand is slow and fragile. Doing it with G-Accon and Google Sheets turns it into a stable process.

You connect your Xero or QuickBooks companies, pull aged payables into one place, shape them into a clean summary, and then keep that report fresh with scheduled refreshes. From there, you can plan cash, run payment cycles, talk to suppliers, and support audits with more confidence.

In short, the report tells you what is happening. G-Accon helps you see it clearly and keep it under control.

When you pay bills in different currencies, your payables can get scattered very fast. You export one report here, another one there, then try to piece everything together inside a spreadsheet. It works for a while, but it is hard to keep clean and consistent.

The Consolidated Aged Payable Detail report in G-Accon for QuickBooks is built to solve that problem. You pull all the detailed vendor bills you need from QuickBooks straight into Google Sheets, you see amounts in the supplier’s own currency, and you keep one template that you can refresh again and again. If you want the technical reference while you read, you can check the wiki here: Aged Payables Detail in the Customer Currency.

This article walks you through how to design the template, refresh it automatically, and tweak it later. You will also find a step-by-step video right below that shows the full process on screen, so you can follow along while you set it up.

(more…)

There are moments in business that make you stop, take a breath, and really see how far you’ve come. This is one of those moments for us.

G-Accon has been selected as a Finalist in the Xero Global App Awards 2025, and honestly, it still feels a bit surreal. Not because we didn’t believe in what we were building, but because recognition like this reminds you that the long nights, the support tickets, the planning calls, the tiny improvements nobody notices but everyone feels, they all add up.

And now, here we are. A finalist in three categories:

Seeing our name listed across multiple regions brings a quiet sense of pride. It means real people, in real firms, across different parts of the world, trust and rely on us every single day. That trust matters!

 

Why This Moment Means More Than a Trophy

Awards are special, but we didn’t start G-Accon thinking about stages or celebrations. We started with simple goals:

If you’ve ever watched a finance team try to manage endless spreadsheets, reports, and system updates, you understand why this work matters. Accountants and bookkeepers serve as the quiet engine behind many successful businesses. People depend on them, and they depend on tools that don’t slow them down.

So yes, this finalist recognition feels big to us. It tells us our mission is working. And it reminds us that the effort to build something useful, even if it takes time, is always worth it.

How We Got Here

Someone once said real progress looks boring while it's happening. We get that. Most of our journey didn’t look like a highlight reel. It looked like:

Every improvement came from listening to real people doing real work.

A large accounting firm in London asked us for faster consolidation tools… we built them.
A small startup in Sydney needed smoother client reporting workflows… we listened.

A bookkeeper in Toronto just wanted one place to move Xero data into Sheets without all the manual steps… so we kept improving that flow, over and over again.

This is how you grow software, one helpful update at a time.

What Our Users Proved

Anyone can build software. But building software that fits naturally into the day-to-day life of accountants and business owners? That takes patience. It takes curiosity. And honestly, it takes a team that cares.

Our community taught us things we could never have guessed on our own. They showed us:

And maybe the most important lesson of all:

"When people feel heard, they stick with you, not because they have to, but because they want to."

We never forget that.

What the Xero Global App Awards Represent

To us, being named a finalist isn’t only about our product. It represents:

The awards focus on apps that make a real difference, and that’s what makes this honor special. It means we’re contributing something meaningful to the industry, and that's the part we’re proud of.

What Happens Next

The final award winners will be announced in November. We’ll be watching, we’ll be cheering, and yes, we’ll be hopeful. But whether we take home the top award or not, this moment already feels like a win. Right now, our focus stays exactly where it has always been:

The work doesn’t stop, and honestly, we wouldn’t want it to. Progress is a habit, not a phase.

Thank You for Being Part of This

To our users, partners, and supporters, thank you.

Every conversation, every feature suggestion, every “can this be faster?” message shaped us. And if you’ve ever reached out to our team, you know we don’t forget those moments. We take your feedback seriously because we understand what’s at stake for you and your clients.

If you celebrate this milestone with us today, know that you helped create it.

The Road Ahead

We have more updates on the way, more improvements planned, and more ways we hope to support your work. But for a moment, we’re simply grateful. It feels good to pause and acknowledge a milestone before getting back to the build-test-learn rhythm that made it possible.

Thank you for trusting us. Thank you for choosing us. And thank you for believing in a product built around real needs, not buzzwords. The journey continues, and we're glad you’re on it with us.

If you work in accounting, you’ve probably heard the buzz. People say things like, “AI will replace accountants,” or “automation will take over our jobs.”

But that’s not the full story.

The truth is, AI isn’t here to take your place; it’s here to take off the pressure. It’s built to handle the repetitive work that eats up your time so you can focus on what actually matters: helping clients, solving problems, and giving advice that numbers alone can’t.

At G-Accon, we see it every day. The real advantage of following AI Trends In Accounting isn’t about replacing humans—it’s about working smarter. When you connect tools you already use, like Google Sheets, QuickBooks, or Xero, with G-Accon’s automation, you get the best of both worlds.

You stay in control, and your workflows become faster, clearer, and easier to manage. Because at the end of the day, AI should work for you, not the other way around.

What is AI’s role in accounting?

At its core, AI in accounting is about helping you work faster, smarter, and with fewer avoidable mistakes. It handles a lot of the heavy lifting, data extraction, routine reconciliations, flagging anomalies—so you can spend time interpreting results, advising clients, or digging into strategic issues.

AI In Accounting Market (2025 - 2030)

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For instance, the global AI in accounting market was estimated at around USD 7.52 billion in 2025, with forecasts showing rapid growth ahead. And a survey found that 58% of finance functions were already using AI in 2024, up sharply from previous years. In other words: this isn’t speculation. It’s happening now.
Why this matters to you: When your processes shift from “manual-entry → cross-check → fix errors” to “let the system surface exceptions; you interpret and act,” you free time. Time that you can spend on client relationships, value-added services, or simply doing fewer rote tasks.

Will AI replace accountants?

Short answer: no. Long answer: probably never completely.

Here’s why:

  • Accounting requires judgment. AI handles tasks like classifying transactions, spotting outliers, or summarizing data. But it can’t replace you when a client has a unique situation, or when regulation, ethics, or nuance come into play.
  • You build trust. Clients don’t just pay for numbers; they pay for insight, perspective, and human contact. A spreadsheet alone won’t do that.
  • Oversight still matters. AI models can make mistakes, misclassifications, wrong assumptions, bias, or “hallucinations.” Especially with financial data, you’ll always need someone reviewing, contextualizing, and interpreting.

So rather than thinking “AI might take my job,” think “AI will change my job.” You’ll move from entering and verifying numbers to overseeing systems, interpreting insights, and advising. That’s a shift in role, not elimination.

AI trends in accounting in 2026

AI isn’t some distant buzzword anymore; it’s shaping how accounting firms operate, how data is handled, and even how clients expect to interact with you. The conversation has shifted from “Should we use AI?” to “How far can we take it?”

Here are the biggest shifts happening in the industry right now, and what they actually mean for you.

AI Trends #1: Confidence in AI is growing

A couple of years ago, the accounting world was cautious. Many professionals worried that automation would cost jobs or that client data wouldn’t be safe in AI systems. But that fear is fading fast.

Today, the numbers tell a different story. In 2025, 83% of accountants agreed that higher-value clients are more likely to be tech-advanced in some capacity. The truth remains that firms are realizing these tools aren’t replacing people; they’re amplifying what people can do.

Instead of spending hours sorting through ledgers or building reports manually, accountants are using AI to handle repetitive, time-consuming steps. That frees up time for more valuable work, client strategy, audits, or planning sessions that require human understanding.

Confidence grows when people see results, and right now, the results are real: fewer errors, faster reports, happier clients.

AI Trends #2: Communication and content generation are taking center stage

This one surprises people. You’d think AI’s biggest role would be crunching numbers, but that’s only half the story. According to research, about 64% of accountants are already using AI for communication tasks, things like drafting client emails, summarizing long message threads, and managing inboxes.

Think about how many hours your team spends just answering messages or writing updates. AI can now handle much of that groundwork. It drafts replies, organizes correspondence, and even suggests ways to phrase sensitive updates more clearly.

And no, this doesn’t mean you’re handing off client communication to a robot. It means AI does the tedious part—formatting, summarizing, and cleaning up text, so you can focus on tone, accuracy, and relationships. It’s not about replacing your voice but saving your energy for what really matters.

AI Trends #3: Training separates the leaders from the rest

AI tools are powerful, but only when people know how to use them. Many firms are learning that lesson the hard way. They adopt new software, set up automations, and then… nothing changes. The tools sit unused because the team isn’t trained.

According to an Accounting Report by Karbon, firms that provide AI training save up to seven weeks per employee each year. Those firms finish projects faster, make fewer mistakes, and have employees who actually enjoy their work more because they’re not buried in data entry.

The takeaway is simple: training isn’t optional anymore. The firms investing in AI education, showing people how to use prompts, interpret data, and integrate automation into their daily work, are the ones pulling ahead. Everyone else is falling behind quietly.

AI Trends #4: AI is transforming data summarization and analysis

Bookkeeping and reconciliation are repetitive by nature; you deal with the same categories, the same processes, and mountains of data that don’t always play nicely together.

That’s exactly where AI is making a difference. It can now extract and organize data from bank statements, invoices, receipts, and reports in seconds. It spots trends, flags inconsistencies, and highlights what’s worth your attention.

The Illinois CPA Society reports that bookkeeping is likely to be one of the most disrupted functions in the coming years. That doesn’t mean it’s going away; it means it’s evolving. Firms that use AI to handle the initial data prep are finding that their accountants can focus on higher-level review and insight instead of tedious cleanup.

AI doesn’t replace accuracy; it accelerates it.

AI Trends #5: Predictive data analytics is taking off

Traditionally, accounting looks backward. Reports summarize what already happened, last month’s expenses, last quarter’s revenue, and last year’s tax liabilities. AI is flipping that script.

Modern firms are using AI to forecast what’s coming next. Predictive models analyze past patterns and identify risks before they happen, things like sudden expense spikes, cash flow dips, or seasonal sales trends.

This is where accounting turns proactive. Instead of reacting to problems after they appear, AI gives you visibility early enough to make changes. For example, if a client’s expenses have been rising 5% monthly, predictive analytics can flag that trajectory before it hurts cash flow.

In short, AI is helping accountants move from report builders to business advisors, the people who help prevent problems instead of just documenting them.

AI Trends #6: AI is moving inside the tools you already use

Not long ago, using AI meant juggling separate platforms, importing and exporting data between apps, and hoping nothing broke in the process. That’s changing quickly.

Today, most professionals want AI that lives inside their existing systems, their spreadsheets, dashboards, and accounting software. They don’t want to switch windows 20 times a day.

That’s where platforms like G-Accon make a real difference. Instead of forcing you to learn a new interface, G-Accon integrates AI directly into Google Sheets, QuickBooks, and Xero. You get automation, data insights, and forecasting right where you already work.

When your AI tools talk to your accounting data seamlessly, the workflow becomes lighter, smoother, and faster. There’s no learning curve, just better output.

How to incorporate AI in your accounting workflows

You’ve seen the possibilities. But how do you start? Let’s break it down into steps you can act on.

  1. Workflow analysis: Take a look at your current process. What are you doing from data entry to report delivery? Document each step. Notice where you or your team spend time doing manual, repetitive tasks.
  2. Identify repetitive, manual, error-prone tasks: Maybe it’s invoice extraction & coding. Maybe it’s the reconciliation of 100s of transactions. Maybe it’s client updates, email management, or follow-ups. These are strong candidates for AI help.
  3. Assess your data volume & complexity: The more data you handle, the more an AI tool can help. If you have feeds, recurring data, rules, and categorization, an AI tool can add big value.
  4. Determine where human judgment is still needed: Identify the tasks where you need human discretion, industry knowledge, and client context. Those tasks are good targets to augment with AI, not replace.
  5. Prioritize use-cases: Pick 1–2 processes with high potential ROI. Example: automate invoice processing & coding first, then expand into forecasting and client dashboards.

AI Trends in Accounting: Bringing it all together

If there’s one big takeaway from these trends, it’s this: AI isn’t something to “prepare for” anymore. It’s already woven into accounting. The firms that lean into it, train their teams, pick the right tools, and integrate smartly are already running circles around the ones that hesitate.

You don’t need to become an AI expert overnight. You just need to start small, experiment with the right workflows, and let data guide you.

And with tools like G-Accon, you can do that inside the platforms you already know, no steep learning curve, no massive disruption, just smarter accounting for 2025 and beyond.

 

If you work with CFOs, you’ve probably seen how quickly their jobs are changing, and much of that change comes from AI and accounting working side by side. CFOs aren’t just reviewing reports anymore. They’re expected to predict what’s coming, spot risks early, and make fast, confident decisions.

Artificial intelligence is now at the heart of that shift. The mix of AI and automation gives finance leaders smarter tools to work faster and stay ahead. In fact, a PYMNTS.com report shows that 72% of finance leaders already use AI in their daily work.

Still, these new tools come with new challenges. How do you keep data clean? How do you make sure the numbers stay accurate? That’s where accountants play a key role, and where G-Accon helps bring everything together.

The new role of CFOs in the AI era

Not too long ago, most CFOs focused on what already happened: the quarter’s results, budgets, and reports. Now, they need to know what will happen next week, next month, or next quarter.

AI tools are helping them move from reacting to predicting. For example, an AI model can forecast cash flow based on past spending, market trends, and even customer behaviour. Instead of waiting for reports, CFOs can make decisions on live data pulled straight into Google Sheets with G-Accon.

They’re also working more closely with data analysts and IT teams to make sure AI tools are feeding the right insights. CFOs don’t need to become data scientists, but they do need to understand what the numbers mean and how reliable they are.

How accountants fit into the picture

AI may sound technical, but it still needs human understanding. That’s why accountants have become key partners in this new workflow.

Think of accountants as translators. They take AI outputs and turn them into clear, practical recommendations that make sense to business leaders. When a model predicts a dip in revenue, it’s the accountant who explains why it matters, checks if the data is solid, and helps shape the next move.

With tools like G-Accon, accountants can do this faster and with less manual work. Instead of exporting data, cleaning spreadsheets, and rebuilding formulas, G-Accon connects QuickBooks or Xero straight into Google Sheets, keeping everything updated automatically. This gives accountants time to focus on the analysis, not the admin.

AI and Accounting Tools Are Only as Good as the Data Behind Them

There’s a simple rule in finance: bad data in, bad data out.

AI and accounting systems depend on clean, reliable data to make accurate predictions. If your numbers are duplicated, missing, or outdated, even the smartest AI models can lead CFOs in the wrong direction.

That’s where G-Accon makes the biggest difference. Its live data connection keeps everything synced across QuickBooks, Xero, and Google Sheets, giving AI tools the fresh, accurate information they need. When you add simple validation checks and auto-refresh schedules, you cut down errors and free up more time for real analysis.

Here’s what that looks like in action:

  • Forecasting: G-Accon keeps your budget vs. actual data live in Sheets so AI can run real-time predictions.

  • Anomaly detection: Set up rules that flag unusual shifts in expenses or cash flow before they grow into problems.

  • Reporting: Auto-refreshed dashboards give CFOs the latest numbers every morning, no manual updates, no lag.

What accountants can do with AI inside Google Sheets

The beauty of G-Accon is that it turns Google Sheets into a flexible finance platform where you can layer AI features on top. Here are a few ways accountants are already doing it:

1. Predictive cash flow models

Pull 12 months of data from QuickBooks or Xero and let an AI add-on project cash flow based on spending patterns. You’ll instantly see which months need tighter control and where growth looks steady.

2. Smarter trend analysis

Combine G-Accon data feeds with Gemini or ChatGPT APIs to summarise key financial movements. For example, “Summarise top three spending changes from last quarter.” This saves hours of manual review.

3. Anomaly spotting

You can build simple rules in Sheets, like “if expense change > 15%, flag it”, and then use AI to suggest possible reasons. It’s a mix of automation and intelligence that keeps your reports sharp.

4. Narrative summaries

Instead of sending raw spreadsheets, accountants can generate AI-written overviews that explain the numbers. Imagine a dashboard that not only shows profit but also tells the CFO why it changed.

From static to live: the CFO’s new workflow

Before automation, CFOs had to wait for monthly reports, often full of old data. Now, with G-Accon syncing information in real time, their dashboards stay live.

That means when a client asks, “How did yesterday’s sales affect our forecast?”, the answer is already in the spreadsheet. No manual updates, no delays.

This shift lets CFOs plan better, make faster decisions, and reduce surprises. For accountants, it’s a chance to become part of every strategic conversation. When the data is always fresh, your insights become instantly valuable.

Why G-Accon is the missing link between AI and accounting

Many companies talk about AI in finance, but few realise the biggest barrier isn’t the tech, it’s the data flow.

AI needs structured, connected, and clean information. G-Accon is the bridge that makes that possible. It connects QuickBooks, Xero, and Google Sheets in real time, creating a reliable foundation for any AI workflow you want to build later.

You don’t need a data engineer or expensive software. You just need your accounting system and G-Accon’s live links. Once your data lives in Google Sheets, AI tools can easily read it, analyse it, and return results you can trust.

This setup also means your reports don’t break when the source data changes. Everything stays updated automatically, ready for forecasting, reporting, or presentation at any time.

What makes this partnership powerful

AI gives you speed. Accountants bring judgment. Together, they make CFOs unstoppable.

Here’s what happens when that partnership works right:

AI can highlight trends, but it still needs people who know how to read them. That balance between tech and expertise is what defines modern finance.

Challenges to watch

Every tool comes with limits. AI in finance isn’t perfect, and accountants should keep an eye on a few things:

The goal isn’t to hand over control, it’s to make smarter use of your time and knowledge.

Where this is heading

AI is not here to replace accountants or CFOs. It’s here to make them stronger. The most successful finance leaders will be the ones who combine automation with real-world understanding.

If you’re an accountant today, you already have what AI doesn’t: context. You know which patterns matter and which don’t. G-Accon just helps you see that information faster and with less effort.

Start small, maybe automate one recurring report, or test one AI function in Google Sheets. As you build confidence, you’ll discover how much easier it becomes to serve clients and support CFOs in their strategic goals.

AI and Accounting: A Smarter Way to Work with Numbers

Finance is changing, but not in a way that removes the human touch. In fact, AI and accounting together make your expertise more valuable than ever. With tools like G-Accon, you spend less time exporting data and more time guiding real financial decisions.

AI can scan every transaction, but it can’t replace your judgment. What it can do is amplify it — giving you accurate, connected, and instantly available information you can trust.

If your workflow still relies on manual CSV exports or outdated dashboards, now’s the time to upgrade.

See how G-Accon connects your accounting software to Google Sheets and helps you build a finance workflow ready for the future.

Because in modern finance, the best insights don’t come from more data — they come from smarter ways to use it.

If you manage more than one company in QuickBooks Online (QBO), you already know how painful Consolidating Financial Data can be. Exporting balance sheets, profit and loss reports, and trial balances from each QuickBooks account and then combining them manually eats up time and increases the chance of errors.

Research shows that 71% of organizations using automation complete their close in six days or fewer. But among those using little or no automation? Just 29% can say the same, often costing teams several hours each week in data cleanup and reconciliation.

Many accountants and finance teams turn to third-party consolidation tools like LiveFlow or Joiin. But what if you could do everything—pull, consolidate, and refresh your financial data—right inside Google Sheets, with a tool that connects directly to QuickBooks Online and offers more control and flexibility?

That’s where G-Accon comes in.

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QuickBooks Online (QBO) has always been about giving businesses more control over their numbers, and this has covered everything from tracking sales to managing invoices. It helps people stay organized without needing to be accounting experts. But until now, there was one area where users felt limited: custom fields.

Custom Fields API

That’s changing. Intuit has opened up the Custom Fields API, but only to its Platinum Partners. And since G-Accon became a Platinum Partner in May, we’re among the very few who can bring this powerful new feature directly to you. We’ll explain what custom fields are, why they matter, and how they can save you time, and what makes G-Accon’s access unique.

What Are Custom Fields in QuickBooks Online (QBO)?

Custom fields are exactly what they sound like: extra fields you can add to your QBO forms and reports. These fields let you capture information that doesn’t normally appear in standard QuickBooks templates. Think about an invoice. Normally, it has basics like customer name, date, item, and total. But what if you also want to track:

With custom fields, you can add those details. They appear on your invoices, sales forms, and even in your reports, giving you more flexibility. For accountants and bookkeepers, these fields are a game-changer. They allow firms to track details that matter to their clients without relying on workarounds or messy notes outside the system.

Why the Custom Fields API Matters

QuickBooks has allowed some custom fields for a while, but the new Custom Fields API takes things much further. An API (application programming interface) is what lets software connect and share information.

By using the API, apps like G-Accon can now:

Before, many firms had to manually add extra notes into spreadsheets or re-enter information that didn’t fit into QBO’s built-in categories. That meant wasted time, more errors, and less clarity. The API fixes that problem by making custom data part of the normal workflow.

Why It’s Exclusive to Platinum Partners

Here’s the big part: not everyone has this feature.

Intuit only gave access to the Custom Fields API to its Platinum Partners. That’s the highest tier in Intuit’s program, and there are only a handful of companies in that group.

G-Accon reached Platinum status in May 2025, and because of that, we can release the Custom Fields API to our QuickBooks Online customers right now.

What does that mean for you? It means that by working with G-Accon, you get tools and features that most other QBO users don’t. While others are still waiting, you can already take advantage of:

How G-Accon Puts Custom Fields API to Work

At G-Accon, our mission has always been to connect QuickBooks with Google Sheets in a way that saves time and reduces errors. The Custom Fields API fits right into that mission.

Here’s what you can do now:

1. Smarter Reporting

Let’s say you manage multiple projects for a client. You can create a custom field for “Project Code” in QBO.
With G-Accon, that field syncs directly into Google Sheets. No extra typing, no messy copy-paste.
Your reports show exactly which project each invoice or payment belongs to.

2. Multi-Entity Consolidation

If you handle multiple companies, custom fields let you keep track of company-specific details while still consolidating your numbers. For example, one company might need a “Branch ID” field, while another might need “Sales Territory.” G-Accon can bring them all into one master report.

3. Custom Templates

Want to build a dashboard that includes custom data? With G-Accon’s integration, you can create templates in Google Sheets that pull in both standard QuickBooks numbers and your custom fields. That means your templates reflect the way you work, not just the way QuickBooks works.

4. Real-Time Sync

Custom fields update in real time just like the rest of your QuickBooks data.
Change something in QBO, and it flows into your connected Sheets instantly.

Why This Matters for Accountants and Firms

For firms, the benefits go beyond saving time. Custom fields make it easier to deliver insights that actually matter to clients. Imagine being able to say, “Here’s not just how much revenue you earned, but how much came from Project A versus Project B.” Or, “Here’s your profit margin by sales rep, not just by product.”

That’s the kind of detail that helps clients make better business decisions, and it’s the kind of insight that turns accountants into trusted advisors.

By using custom fields through G-Accon, firms can:

What Sets G-Accon Apart

Yes, other apps will eventually catch up. But right now, G-Accon is one of the only tools that can give you access to the Custom Fields API. That’s because of our Platinum Partner status.

This isn’t just a badge; it’s recognition that G-Accon is trusted by Intuit at the highest level. It also means we get early access to new features, direct support, and the ability to bring these benefits to you before most of the market.

So when you use G-Accon, you’re not just using a connector between QBO and Google Sheets. You’re using a partner with exclusive access and deep integration that others simply can’t match.

Getting Started with Custom Fields API

If you’re already using G-Accon, you can start exploring custom fields in your QBO reports right away. Watch the interactive demo to see how it works step by step.

If you’re new to G-Accon, now is the perfect time to try it. You’ll not only get all the standard sync and reporting features but also access to exclusive Platinum-level tools like Custom Fields.

 

If you run a small business, you have likely asked yourself: Freshbooks vs Quickbooks, which one should I choose? Both are big names in accounting software, and both handle invoices, expense tracking, and reports.

The best choice depends on your work style, your clients, and how fast you plan to grow. This guide gives you a clear quickbooks comparison and shows how to make either tool better by linking it to Google Sheets with G-Accon.

QuickBooks: A Broader Toolkit for Growing Teams

FreshBooks vs QuickBooks

QuickBooks Online is built for small business owners who want room to grow. If you sell products, track inventory, or plan to hire, QuickBooks gives you the structure you need. There is a learning curve, but you get more long-term power once you settle in.

Features of QuickBooks

  • Custom invoices and recurring billing
  • QuickBooks Payroll add-on for employees and contractors
  • Time tracking as an add-on (QuickBooks Time)
  • Inventory management is built in
  • Expense tracking with bank feeds
  • Multi-currency support
  • Strong tax, cash flow, and profit reports

QuickBooks also has a desktop version, though most owners prefer the online app for easy updates and access from anywhere.

FreshBooks: Simpler Accounting for Service Work

FreshBooks vs QuickBooks

FreshBooks focuses on freelancers, consultants, and small service teams. If you bill for time and projects, FreshBooks is easy to learn and fast to use. It keeps the screen clean and helps you send polished invoices in minutes.

FreshBooks Plan Options and Features

  • Lite plan for up to 5 clients
  • Quick invoice creation with your logo and thank-you notes
  • Time tracking with a built-in timer
  • Client retainers and recurring billing
  • Expense tracking with receipt photos
  • Estimates and deposits
  • Payroll through Gusto integration

FreshBooks does not include inventory management. For many service businesses, that is not a dealbreaker.

FreshBooks vs QuickBooks: Quick Comparison

Sometimes it’s easier to see it all at once. Here’s a table with the core differences:

Feature QuickBooks FreshBooks
Invoicing Robust, customizable, batch sending Simple, polished, client-friendly
Estimates Yes Yes
Expense tracking Yes, with bank feeds Yes
Time tracking Add-on (QuickBooks Time) Built-in timer
Inventory management Yes No
Payroll QuickBooks Payroll add-on Gusto integration
Reporting Advanced and detailed Basic and clear
Mobile app Invoices, expenses, reports, and reconciliation Invoices, expenses, time tracking
Client limits Unlimited Limited by plan

FreshBooks vs QuickBooks Plans

Prices change over time, but the structure stays similar. FreshBooks uses clear tiers with client limits. QuickBooks tiers scale by features and user seats.

FreshBooks Plan Snapshot

  • Lite: budget option for up to 5 clients
  • Plus: up to 50 clients, adds retainers and late fees
  • Premium: up to 500 clients for larger books of business

QuickBooks Online Plan Snapshot

  • Simple Start: invoicing, payments, basic reports
  • Essentials / Plus: more users, bills, projects, inventory
  • Advanced: automation and role-based access for bigger teams

Quick note: QuickBooks costs more overall and offers more advanced features than FreshBooks. FreshBooks is friendly to start with, especially on a Lite or Plus plan. If you hit client limits, you may need to step up a tier.

Invoices and Payments

Both tools handle invoices well. FreshBooks makes it feel easy and personal. QuickBooks adds more control and automation.

  • FreshBooks: logos, thank-you notes, deposits, late fees, retainers
  • QuickBooks: batch sending, recurring invoices, more templates

Payment processing fees are close. Most cards run near 2.9% plus a small fixed amount. If you send only a few invoices, you may not notice small fee differences. If you send many, QuickBooks automation can save clicks and time.

Mobile Apps for Daily Tasks

Both apps run on iOS and Android.

  • FreshBooks app: send invoices, track time, snap receipts
  • QuickBooks app: all of the above, plus reports and reconciliation

QuickBooks offers more. FreshBooks feels lighter and faster for quick tasks between client calls.

Make Either One Better With G-Accon

Here is where many owners get stuck. You want live reports. You want to share numbers with your accountant without constant exports. You want one sheet your team can trust. That is why many small businesses use G-Accon.

What G-Accon does:

  • Integrates with QuickBooks Online and FreshBooks
  • Lets you pull live data into Google Sheets in seconds
  • Allows you to schedule auto-refresh daily, weekly, or monthly
  • Combines accounting data with other sources in one dashboard
  • Simplifies sharing with a single Google Sheet link

Two quick examples:

  1. Service shop on FreshBooks: use time tracking for billable hours, then let G-Accon update a Google Sheet that shows hours, unpaid invoices, and who owes what.
  2. Retail team on QuickBooks: track inventory, sales, and expenses. G-Accon pushes fresh numbers to a weekly sheet so your staff sees stock and cash flow at a glance.

FreshBooks and QuickBooks handle bookkeeping. G-Accon turns that data into live, simple reports your team will actually use.

How to Choose: FreshBooks Vs QuickBooks?

Choose FreshBooks if you are a freelancer, consultant, or service business that bills for time and projects. FreshBooks excels at time tracking, clean invoices, and smooth client work. It focuses on the tasks you do every day without extra clutter.

Choose QuickBooks if you sell products or need payroll, inventory management, and deeper reports. QuickBooks offers more advanced tools and scales as you add users and complexity. There is a learning curve, but the power is there when you need it.

FreshBooks vs QuickBooks: Making the Right Choice for Your Business

When it comes to FreshBooks vs QuickBooks, it is easy to get lost in the details, payment fees, reporting features, or which app looks cleaner. The bigger call is your stage of business and what you need right now.

FreshBooks is best for small service teams that want simple time tracking and billing without fuss.

QuickBooks is best for small business owners who need inventory, QuickBooks Payroll, or advanced accounting and reporting features.

And do not forget, whichever one you pick, G-Accon takes it further. By linking QuickBooks Online or FreshBooks to Google Sheets, you stop worrying about stale reports and start making decisions with live numbers.

So maybe the real question is not FreshBooks or QuickBooks. The smarter question is: how do you make either one work harder for you?

 

On August 26th, 2025, the G-Accon team packed up our table signs, swag, and laptops and set out for the Xero Roadshow in New York City.

If you've never been to one of these events before, think of it as a big meetup for people who live and breathe accounting. Small business owners, bookkeepers, CPAs, and software vendors all in one space, talking, learning, and solving real problems.

And yes, we were one of those vendors. But we weren’t just there to pitch. We were there to listen, learn, and show people what G-Accon can really do.

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Finance automation software is becoming a necessity because every CFO I’ve spoken with, or honestly, just observed, shares a familiar frustration. The month-end close drags on longer than anyone wants to admit.

The finance team spends nights patching spreadsheets, re-exporting CSVs, and emailing versions of financial statements that are outdated by the time the CEO opens them. It’s not that people aren’t working hard. It’s that the system itself is broken.

This is where finance automation enters the story. And I don’t mean automation in some vague “robots take over” sense. I mean automation software that actually helps finance teams breathe again.

Tools that move the financial data where it needs to be, automate financial tasks that once took hours, and give CFOs real-time access to financial performance.

I think the truth is simple: the old way of managing financial reporting isn’t sustainable. And maybe it never really was.

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