If you’re like most accountants, you spend countless hours updating spreadsheets, reconciling data between systems, and generating financial statements. Month-end close often involves manual data entry, copying and pasting, and time-consuming validation checks. However, recent advancements in automation tools mean those days may be numbered.
During a recent Earmark Expo webinar, G-Accon showcased how its Google Sheets add-on integrates seamlessly with cloud accounting platforms like QuickBooks Online, Xero, FreshBooks, and Sage. The demo highlighted a new era of accounting workflows—one in which real-time synchronization, automated data processing, and detailed reporting can dramatically reduce manual effort and give accountants more time for higher-value advisory work.
Below are the biggest insights from the live demonstration—and how they could reshape your month-end process.
Automated Reporting & Dynamic Templates
One of the standout features is how G-Accon handles financial reporting without storing any data on its own servers. Each time you refresh a report, G-Accon reaches directly into your accounting platform to pull in current numbers. By relying on live data, accountants always see the most up-to-date figures.
But the real magic lies in the template-based system. Rather than manually reconfiguring date ranges or reapplying custom formulas each time, you can define a structure once and let G-Accon handle the rest. Need to show net profit margin or custom KPIs on the P&L? No problem. Create the formula once, and it stays anchored even when new rows (like newly created accounts) appear.
“You don’t have to open each and every template,” explained G-Accon Chief Operating Officer Yelena Tretyakova. “You come here, change your formula in one place, and it updates everywhere.”
This means you can manage multiple sets of financial statements—like P&Ls, balance sheets, and cash flow statements—in a fraction of the time. Dynamic date ranges, color-coded negatives, and company logos can be baked right into your templates, giving clients professional-looking reports with zero repetitive effort
Bulk Data Upload & Validation
Another common pain point is manual transaction entry. Whether you’re reclassifying expenses, correcting chart-of-accounts mappings, or posting large journal entries, uploading changes line by line is error-prone and labor-intensive.
G-Accon tackles this by allowing bulk uploads from Google Sheets to be directly uploaded to QuickBooks or other platforms. With one click, you can push thousands of lines—bills, invoices, journal entries, time activities—while G-Accon enforces validation rules. If the system detects an unbalanced journal entry, for instance, it flags the row and prevents erroneous data from ever reaching your GL.
You can also automate modifications in bulk. For example, if multiple transactions need a new class or department code, simply download them to a sheet, change the class code, and push them back. Each row’s status is tracked in real-time so you can see exactly which transactions were posted successfully.
“If you have errors because your debits and credits don’t balance, you’ll see that directly from QuickBooks,” Yelena noted. “You can go back, fix the row, and re-upload.”
For firms managing multiple clients—or businesses with multiple subsidiaries—the ability to consolidate is critical. G-Accon supports multi-entity consolidation by pulling data from all connected organizations, unifying it in Google Sheets, and even converting foreign currency amounts where needed.
Crucially, it also supports intercompany eliminations and grouping of accounts. If entities use different account names or numbering conventions, G-Accon lets you create elimination rules and group accounts under a shared heading (e.g., “Operating Expenses”). You can then generate consolidated P&Ls, balance sheets, and cash flow statements that neatly combine or exclude specific line items across multiple organizations.
“If you create new account codes in your chart of accounts, G-Accon picks that up automatically,” Yelena explained. “For multi-entity consolidation, you can map or group different accounts and then eliminate intercompany transactions.”
This streamlined approach removes a huge source of manual reconciliation and ensures you always have an accurate, real-time view of your organization as a whole.
Pre-Built KPI Dashboards
G-Accon also comes bundled with a set of pre-built KPI dashboards. With just a few clicks, you can stand up a visual snapshot of a company’s financial health, showing revenue, expenses, margins, and more. The underlying data is continuously refreshed from QuickBooks or other accounting systems, so these dashboards always display the latest numbers.
Best of all, these templates are fully customizable. You can add or edit charts, incorporate industry-specific metrics, or layer in additional Google Sheets formulas. Because everything lives in Sheets, you have the flexibility to adapt each dashboard to perfectly match client needs.
Workflow Automation & Detailed Logs
While automated reporting and bulk data uploads are huge time-savers, the workflow automation component ties it all together:
Scheduling: Set daily or hourly refresh intervals for reports.
Report Distribution: Automatically email dashboards or PDF statements to management or clients.
Backups: Generate snapshot backups of your Google Sheets file to preserve historical data.
Webhooks: If you want to connect with other applications or processes, G-Accon supports inbound/outbound hooks.
What’s more, G-Accon provides a detailed operations log showing every automated action taken. This means you can skip the frantic spreadsheet checks—simply look for “Success” or “Error” in the log to verify your tasks completed correctly.
“If you have 200 different reports, you’re not going to check each tab,” said Yelena. “You come here and see all actions in the log file.”
Real-World Use Cases & Pricing
Accountants use G-Accon for a wide variety of tasks, from month-end close to budgeting and forecasting. Franchise owners leverage multi-entity consolidation to handle dozens of stores; nonprofits integrate with QuickBooks to create advanced dashboards for board members; and businesses that run large volumes of transactions can bulk upload journal entries for year-end cleanups.
All features are included at every plan level. Pricing scales based on how many companies (entities) and users you need, so smaller firms can start affordably and expand without losing any functionality as they grow.
Move Beyond Manual Processes
Interested in exploring these automation capabilities further? Watch the entire Earmark Expo for a deep dive into G-Accon. You’ll see how easily you can move past traditional spreadsheet drudgery and deliver truly value-added advisory services to your clients.
Marie Greene founded Connected Accounting in 2019 to create a modern, cloud-based accounting firm that prioritizes automation, efficiency, and deep client insights.
With a team of 14 spread across multiple U.S. states, Connected Accounting specializes in complex accounting solutions, custom reporting, and CFO-level financial management.
The firm primarily serves clients in Southern California but also has a national and international client base, including Australian and New Zealand companies with U.S. entities.
Marie’s mission is to stay ahead of industry trends by embracing technology and preparing for a future dominated by automation and AI.
Challenges in Accounting Operations
Before adopting G-Accon, Marie’s firm faced several industry-standard challenges:
Manual Reporting: Generating financial reports required extensive manual intervention, including downloading data from multiple platforms like QuickBooks and Xero.
Quality Control: Existing tools didn’t support full review processes without logging directly into accounting software.
Complex Client Needs: Clients required highly customized reports, such as profitability analysis by client or partner, which were time-intensive to prepare.
Cost and Accessibility: Competing tools, like LiveFlow, proved to be costly and less flexible in their pricing and customer engagement.
Marie identified a growing need for a solution that integrated seamlessly with Google Sheets and provided robust automation to streamline operations.
Discovering G-Accon
Marie’s firm transitioned to G-Accon after initially using LiveFlow. According to Marie:
“We used to use LiveFlow and switched over to G-Accon because it, for us, answered the same need, but it was a lot more affordable. And it was a pretty easy transition overall. We had to train the team, but the tool’s pretty intuitive.”
Marie appreciated G-Accon’s:
Affordability: “G-Accon provided the same functionality at a fraction of the cost."
Flexibility: "We use G-Accon for quality control, pulling data directly into Google Sheets for a seamless review process. No other tool offers this flexibility".
Ease of Use: “The fact that G-Accon lives in Google Sheets makes it so easy. I don’t doubt the data. Sometimes if you copy, paste, or download manually, I always doubt—was this updated? When was it updated last?”
Support: “They understood us and they wanted to work with us, not to clear us from all the cash flow.”
How G-Accon Transformed Connected Accounting
Streamlined Quality Control G-Accon enabled Marie’s team to conduct comprehensive reviews of client financials directly within Google Sheets. This eliminated the need for multiple software logins and ensured data integrity, as G-Accon consistently pulled updated information.
Custom Reporting Efficiency Using G-Accon, Connected Accounting automated the creation of custom reports tailored to client needs, such as monthly profitability analysis and accrual-to-cash conversions. These reports could be updated effortlessly, saving the firm significant time.
Team Adoption and Workflow Integration G-Accon’s intuitive interface allowed Marie’s 14-member team to adopt the tool quickly. Its seamless integration with both QuickBooks and Xero ensured that the firm could manage its diverse client base without operational disruptions.
Cost Savings Switching to G-Accon resulted in a measurable reduction in operational costs. The affordability of G-Accon’s pricing model allowed Marie’s firm to reinvest savings into other growth areas.
According to Marie: “The G-Accon team understands us because they’re small business owners too. They’ve created a product that’s practical, efficient, and affordable. It’s rare to find a tech company that cares about relationships, but G-Accon does—and that’s why we’re happy to work with them.”
Results and Business Impact
1. Significant Time Savings
"We link it once, duplicate our workbook for every client, and for every month of the year, and it works."
2. Client Satisfaction:
"Instead of having to download accounts receivable reports every pay period or every month, we just run AR on a recurring basis and it updates."
3. Scalable Growth
G-Accon’s automation capabilities allowed Connected Accounting to scale its services without increasing headcount.
As the accounting industry transitions to a decade dominated by automation and AI, Marie sees tools like G-Accon as essential for staying competitive and attracting top talent.
Marie highlighted just how essential G-Accon has become to her operations:
“If G-Accon disappeared tomorrow, I’d need to hire someone else or switch to a more expensive competitor. It would cost me so much more time and money.”
Key Takeaways
Marie’s experience underscores the value of investing in affordable, user-friendly tools:
1. Automation Is Essential:
To remain competitive, accounting firms must embrace automation and streamline repetitive tasks.
2. Relationships Matter:
G-Accon’s customer-focused approach created trust and loyalty.
“They understand our challenges and work with us to solve them.”
3. Pricing Transparency Builds Trust:
“Their reasonable pricing has won them adopters, including several peers I’ve recommended to switch.”
Marie’s Final Thoughts:
“G-Accon is the tool every accounting firm should be using. It’s under the radar, but it has completely transformed our operations.”
About Connected Accounting
Connected Accounting was founded with a vision to do business differently. In 2019, Marie Greene decided to reach beyond the normal expectations of a financial services firm by creating one that provides peace of mind for entrepreneurs and business owners.
Founded: 2019 Headquarters: Los Angeles, CA Team: 14 professionals across multiple U.S. states
G-Accon is an integration tool that connects Google Sheets with accounting software like QuickBooks, enabling automated data uploads, downloads, and real-time financial insights. With G-Accon, organizations can streamline their financial workflows and gain access to up-to-date financial data without manual intervention.
Start your free trial today and see how G-Accon can empower your financial reporting.
Transform your financial processes with automation – make reporting easy, accurate, and scalable with G-Accon.
Wellstead Solutions specializes in financial operations for nonprofit organizations, helping them streamline accounting processes, track donations accurately, and maintain real-time visibility into their financial health. With nonprofits facing unique reporting challenges and tight budgets, Wellstead Solutions needed a way to automate time-consuming manual tasks to provide clients with timely, accurate reports without the delays of traditional accounting practices.
By implementing G-Accon, Wellstead Solutions has been able to replace its manual data entry and reporting workflows with automated, near real-time processes. This transformation has allowed them to scale their business and improve client satisfaction by delivering financial insights that nonprofit leaders can rely on.
Challenge
Nonprofits often struggle with outdated financial data, relying on external accountants to close their books on a quarterly basis. As Clay Sandoz, founder of Wellstead Solutions, explains:
"Before they came to us, our clients were dealing with CPAs who’d say, ‘We’ll close your books on a quarterly basis, and it’ll take us 30 to 45 days to do that.’ So you could be 30 days past the end of a quarter and then find out that at the beginning of the last quarter, things were a little off. By that point, it’s not even relevant—you can’t make decisions if you’re 80 days behind on data."
Wellstead’s clients needed real-time visibility into donations, expenses, and overall financial health to make informed decisions, but the manual reconciliation processes and delayed reporting made this difficult.
Solution
Wellstead Solutions turned to G-Accon to automate and streamline their financial processes. By integrating G-Accon with Google Sheets and QuickBooks, Clay and his team were able to automate journal entry uploads, donation reconciliation, and profit-and-loss reporting.
"G-Accon has become essential. It saves me maybe a week or several days on our monthly close process. I’ve got it set up to run the whole automation, so by the time I sit down at my desk on the first of the month, most of the processes are done," Clay explains. "I’ll give it a visual check, maybe double-check a few things, but it’s pretty automated."
G-Accon enables Wellstead to pull down donation data on an hourly basis, automatically calculate transaction fees, and refresh financial data every few hours. This automated process gives Wellstead’s clients reliable, up-to-date financial insights without waiting for manual updates.
Implementation
The G-Accon integration has allowed Wellstead Solutions to create custom dashboards that automatically pull the latest financial data. These dashboards provide nonprofits with tailored insights, like donation trends, donor-specific reports, and fiscal year adjustments.
"We tell our clients, ‘It’s up to you to tell us what story you want your data to tell you,’" Clay says. "If you want to see donations versus expenses over the life of the organization or just for the last 13 months, we can customize all that. The data is there, and G-Accon allows us to pull exactly what we need, in the format we need."
This flexibility enables Wellstead to serve each nonprofit’s unique needs without reinventing workflows every month. With G-Accon’s automated journal entry uploads and financial report downloads, Clay’s team can pull a P&L report in minutes instead of hours, and trust that the data is accurate.
Results
1. Significant Time Savings
Wellstead Solutions’ monthly close process, which used to take up to a week, can now be completed in a single day with G-Accon. By automating these processes, Wellstead has freed up time to focus on higher-value tasks, like client communication and strategic analysis.
"Even if it’s only saving 30 minutes per client, when you scale that across 13 clients, it adds up quickly," says Clay. "With G-Accon, we’re doing journal uploads and P&L downloads in five minutes. If I had to do all that manually, it would take at least half an hour per client."
2. Improved Client Confidence and Satisfaction
For nonprofits, having reliable, up-to-date financial information is crucial for board meetings, donor relations, and strategic planning. G-Accon provides Wellstead’s clients with this confidence by ensuring that the numbers are accurate and refreshed every three hours.
"I love being able to tell my clients, ‘Anything you see on the dashboard is no more than three hours out of date.’ That’s powerful," Clay shares. "One of my clients even told me, ‘I walked into the meeting, and I had everything I needed in the dashboard—it was all just right there.’ That’s the selling point of what we can offer."
3. Scalable Growth
With G-Accon handling the heavy lifting of data integration, Wellstead Solutions can take on more clients without scaling up their team proportionally. The automation has created a scalable infrastructure that allows Wellstead to grow efficiently and serve more nonprofits.
"If I was doing all this manually, I’d probably be maxed out. But now, I can confidently support 13 clients, and when a director asks if I’m taking on new clients, I can say yes," says Clay. "G-Accon has made us scalable."
Conclusion
For Wellstead Solutions, G-Accon is more than just a tool—it’s the foundation of their ability to scale and serve nonprofits with high-quality financial insights. By automating time-consuming tasks like journal entry uploads, data reconciliation, and custom reporting, G-Accon allows Wellstead’s team to focus on what they do best: providing strategic financial guidance to nonprofits.
"G-Accon lets us free up our human brains to work on the things that only humans can do. It handles all the repetitive, time-intensive processes in the background," says Clay. "It’s transformed month-end close from a stressful week-long endeavor to an automated, error-free process we can trust."
About Wellstead Solutions
Wellstead Solutions is a financial operations firm that specializes in serving nonprofit organizations. By automating and streamlining financial processes, Wellstead provides nonprofits with accurate, timely insights into their finances, empowering them to make better decisions and focus on their missions.
About G-Accon
G-Accon is an integration tool that connects Google Sheets with accounting software like QuickBooks, enabling automated data uploads, downloads, and real-time financial insights. With G-Accon, organizations can streamline their financial workflows and gain access to up-to-date financial data without manual intervention.
Key Takeaways
Productivity Boost: G-Accon saves Wellstead Solutions a full week each month on financial close processes.
Increased Accuracy: Automated workflows reduce human error and ensure data accuracy, providing clients with reliable information.
Enhanced Scalability: Automation enables Wellstead to support a growing client base without significantly increasing overhead.
Start your free trial today and see how G-Accon can empower your financial reporting.
Transform your financial processes with automation – make reporting easy, accurate, and scalable with G-Accon.
When egg prices spiked in 2023, Natalya Hummer could show her franchise clients exactly how it affected their margins. Using G-Accon to analyze data from 63 Crumbl Cookie locations, she helped owners make immediate decisions about pricing and operations.
In a recent webinar hosted by Kelly Gonsalves, a New York-based accountant who also uses G-Accon in her practice, Hummer demonstrated how accounting technology can elevate basic compliance work into high-value advisory services. The webinar, "Automating Month-End Close and Reporting with G-Accon," offered insights from both practitioners about transforming franchise financial management.
"Sometimes you just have to endure these changes," Hummer explains, "but at least we know why—it's not an unknown." This granular data helps franchise owners protect profitability through informed decisions about pricing, suppliers, and operations.
Experience on Both Sides of the Business
Hummer brings 27 years of accounting experience—from staff accountant to CFO—plus hands-on knowledge as owner of three Crumbl Cookie franchises. This dual expertise drives her approach at Finatech Consulting, where she uses G-Accon to connect Google Sheets with QuickBooks Online for deeper analysis.
What is G-Accon?
G-Accon is a cloud-based solution designed for accountants, CFOs, and finance teams that automates integration between Google Sheets and accounting platforms like QuickBooks Online. Gonsalves explains that it goes beyond simple exports to enable complex financial modeling and granular data analysis. The tool simplifies data consolidation, provides multi-entity management, and offers real-time syncing capabilities.
Detailed Data Drives Better Decisions
Most accountants process vendor bills by category—lumping an entire Sysco invoice under "food costs." G-Accon enables line-item analysis instead. "Without G-Accon, I would never be able to do that," Hummer notes. "Sysco invoices might be three pages long, and I'm not going to book bills with so many lines manually."
The system processes 10,000 line items as quickly as 100, revealing:
Cost spikes for specific ingredients
Sales patterns by season
Labor efficiency metrics
Product profitability
Automated Alerts Prevent Problems
Franchise operations face strict compliance requirements. Hummer's system catches issues early through automated alerts. "Some franchises, like Crumbl, will reject any financial statements missing a pest control entry," she explains. The system flags these issues before submission.
These alerts also catch unusual patterns and missing expenses. When the system flags three months of missing service charges, it creates an opportunity: "We may look like heroes to our clients. We've been accruing (an expense) for three months; are you using this service or forgot to pay for it?"
Implementation Requirements and ROI
Successfully implementing G-Accon requires:
Direct login access to vendor systems for automated data pulls
Structured mapping of items and accounts
Clear processes for multi-entity operations
Regular monitoring of automation rules
The initial setup investment pays off quickly. The efficiency gains let firms offer sophisticated analysis at competitive rates—positioning services between basic bookkeeping ($500/month) and premium consulting ($5000/month).
Strategic Planning with Daily Data
G-Accon's power is shown in its strategic planning and forecasting. Daily sales data answers critical questions like "How did we perform on July 4th?" and "What should we expect this year?" This enables data-driven decisions about staffing, pricing, and inventory.
One franchise owner was so confident in the system that she ran her own analysis alongside Finatech's Profit and Loss projections. "She arrived almost at the same result, but in a different way," Hummer shares, "because she knows her business best." This validation demonstrates how detailed data builds trust and encourages owners to participate in financial planning actively.
Rapid Feature Development
In more than six months with G-Accon, Finatech Consulting has implemented:
Automated data imports and exports
Compliance monitoring alerts
Custom forecasting models
Consolidated multi-entity reporting
Comparative location analytics
Both presenters emphasized G-Accon's responsive development team. The team actively develops new features based on user feedback, with pro forma balance sheets and enhanced performance monitoring in development.
Competitive Advantage Through Specialization
Focusing on quick-service restaurants and bakeries enables powerful benchmarking. With data from 63 similar locations, Hummer's team delivers:
Industry-specific KPIs and benchmarks
Peer comparisons
Standardized best practices
Deep franchise requirement knowledge
This specialization, combined with granular data analysis, creates lasting client relationships built on measurable value.
Transform Your Practice
The tools for transforming compliance work into advisory services are available now. Automated data collection, granular analysis, and industry specialization create relationships that transcend traditional accounting services. For firms ready to invest in the right tools and processes, the opportunity to enhance both client success and firm profitability is clear.
Learn More
Watch the complete webinar on "Automating Month-End Close and Reporting with G-Accon," with Kelly Gonsalves and Natalya Hummer to learn more about implementing data-driven advisory services in your accounting practice.
Are your accounting reports feeling a bit dull? G-Accon has introduced a new feature to transform your reports visually with fresh, customizable Themes! Here’s how these themes can make your reports more appealing, memorable, and easy to navigate—all while reinforcing your brand.
Watch the Customizable Themes Feature in Action:
Get a quick visual guide on using the new customizable themes feature in G-Accon.
Why Use Themes in Your Accounting Reports?
Color enhances readability and presents information in a visually engaging way. When reports look great, they’re not only easier to understand but also make a stronger impact on clients, stakeholders, or team members. With G-Accon’s customizable themes, you can enhance your reports to align with your brand’s aesthetics or even match seasonal themes.
Let’s walk through how to use these exciting new options in G-Accon to bring your accounting reports to life.
Step-by-Step: Customizing Your Reports with G-Accon’s Themes
1. Get Started by Selecting Your Report
Begin by launching G-Accon and selecting your accounting data source, like QuickBooks. Choose the type of report you want to generate, such as a Balance Sheet or Profit & Loss report. Under the settings, make sure to select options like “show negatives in red” or “last updated timestamp” for added clarity and detail.
2. Explore the Themes Options
Dive into the report style settings where you’ll find an array of Themes. From Classic Clarity to unique options like Light Green, Dark Lavender, and Muted Aqua, these themes allow you to make quick changes to the look and feel of your report. To try one, simply select a theme (e.g., Classic) and click "Execute" to apply it to your Balance Sheet.
3. Add Branding with Your Logo and White-Labeling Options
For a professional touch, you can add your company’s logo. In the report style settings, you’ll find the White Label option, which lets you insert a logo directly from your drive. Select the logo image, apply it, and see your branded report take shape instantly.
4. Refresh and Customize Further
Want to add seasonal colors? Update your report’s theme in just a few clicks. For example, for Halloween, you might opt for warm oranges and deep purples. After updating, refresh your report to apply the latest settings and display your customized color scheme across all data.
5. Repeat and Automate for Consistent Style
To apply your customized theme and branding across multiple reports (such as both Balance Sheet and Profit & Loss reports), simply set up your preferences as defaults. G-Accon lets you automate data refreshing from QuickBooks, so you can maintain updated, branded reports effortlessly.
Benefits of Using Themes in G-Accon
Custom themes and branding options add a layer of professionalism, helping your reports stand out while providing clarity. This feature isn’t just about aesthetics; it’s also designed to support better decision-making and efficient report reading.
Feedback and Support
At G-Accon, we’re always looking to improve based on your experience. Share your feedback, suggestions, or questions with us at support@accon.services.
Transform Your Reports Today!
Try the new custom themes feature and see how simple yet impactful customization can be. Whether for internal insights or client presentations, these enhancements are sure to make your reports memorable.
As your accounting firm grows, it’s easy to assume more clients and subsidiaries mean more work. But it doesn’t have to be that way. By leveraging automation tools, scaling your operations can actually reduce your workload, allowing you to focus on higher-value tasks.
In this blog, we’ll dive into why automating your accounting processes is the key to scaling without adding complexity.
Key Challenges When Scaling Accounting Operations
Before diving into solutions, let’s explore the common challenges firms face as they grow:
Tedious Data Entry: Managing data across multiple platforms can quickly become a time sink, prone to human error.
Fragmented Workflows: Using separate systems for accounting and reporting often leads to disconnected, inefficient processes.
Time-Consuming Reporting: Consolidating financial data manually for multiple clients or entities takes up hours of valuable time.
How Automation Can Help
Scaling your accounting operations shouldn’t mean getting bogged down in admin work. The right automation tool can streamline key processes, saving time and improving accuracy.
Real-Time Data Synchronization
Tools like G-Accon allow for seamless two-way sync between accounting platforms (like Xero and QuickBooks) and Google Sheets. This ensures your data stays up-to-date without needing manual updates. Automating real-time sync allows your team to focus on analysis rather than inputting numbers.
Top Benefits of Automating Your Accounting Processes
When you automate core processes, you can grow your business without increasing workload. Here are the main benefits:
1. Improved Efficiency
Automation can reduce manual data entry, which is often the most time-consuming part of an accountant's day. By automating data imports, exports, and reconciliations, you free up time for more strategic tasks.
2. Customized Reporting at Scale
With tools like G-Accon, you can generate custom, branded reports for multiple clients automatically. Not only does this save time, but it also enhances professionalism by presenting client-ready, branded financial statements.
3. Multi-Entity Reporting Made Easy
Handling financial reports for multiple clients or entities? Automation consolidates data from different sources into one report, ensuring everything is accurate, current, and easy to manage.
4. Effortless Report Creation
Need help managing large and complex data across multiple entities? G-Accon makes it easy to automate report creation, ensuring accuracy and real-time updates.
Case Study: How Hot Toast Cut Reporting Time by 50%
Hot Toast, an accounting firm, struggled with manual reporting processes. After adopting G-Accon, they reduced their reporting time by over 50%, allowing them to focus on higher-level tasks. By automating multi-entity reporting, they could handle more clients without increasing workload—an excellent example of how the right tools can make scaling easier. Read their story here.
Conclusion: Scale Smart, Not Hard
Scaling your accounting operations doesn’t have to mean more work. Automation tools like G-Accon allow you to streamline processes, manage multi-entity reporting, and provide customized, professional reports at scale—all without adding more tasks to your plate.
Ready to scale without the added stress? Try G-Accon today and discover how automation can help your firm grow efficiently.
Financial reporting plays a crucial role in every business, but it often feels like a cumbersome task. CFOs and finance teams spend countless hours manually entering data, consolidating reports, and ensuring accuracy across multiple entities and systems. These tasks are not only time-consuming but also leave room for costly errors.
Automation changes the game. Tools like G-Accon automate these workflows, making financial reporting faster, more accurate, and significantly less stressful. Here’s a breakdown of the most common challenges in financial reporting—and how automation solves them.
Why Automation Is Critical for Financial Reporting
Financial reporting is essential for providing the insights businesses need to make informed decisions. But manual processes create bottlenecks that slow down your ability to respond to important issues.
When finance teams spend excessive time pulling data manually from various systems like QuickBooks or Xero, it increases the risk of data inconsistencies and delays critical financial insights. Automation eliminates these problems by synchronising data across platforms, ensuring accuracy and real-time access. Tools like G-Accon, with their two-way sync capabilities, integrate Google Sheets directly with your accounting software, enabling real-time data flows.
Learn more about how G-Accon integrates with QuickBooks and Xero.
The Biggest Challenges in Financial Reporting (And How to Solve Them)
Manual data entry is one of the biggest time sinks for finance teams. Entering data by hand from platforms like QuickBooks or Xero into spreadsheets leads to errors and inconsistencies. Mistakes in data input, such as incorrect invoice amounts or wrongly categorized expenses, can have severe consequences, including incorrect financial statements, regulatory penalties, and lost credibility with stakeholders.
Solution: Automation tools like G-Accon eliminate manual data entry by automatically pulling data in real-time from platforms like QuickBooks and Xero directly into Google Sheets. This process not only saves time but ensures that the data is accurate, updated in real-time, and free from human error.
2. Consolidating Data from Multiple Entities
Consolidating financial data from multiple entities is challenging when done manually. Combining reports from different departments, subsidiaries, or geographic regions is not only tedious but often leads to inconsistencies.
Solution: G-Accon provides multi-entity consolidation, enabling finance teams to automatically consolidate data from various sources into a single, unified report. This feature supports multiple currencies and allows you to automate the consolidation process, ensuring consistency and accuracy across the board.
3. Creating Custom Reports
Customising financial reports to fit stakeholder requirements is a painstaking process. You might spend hours making sure everything is formatted correctly, branded appropriately, and meets compliance standards.
Solution: G-Accon enables automated report generation, allowing you to create customized, well-formatted reports in minutes. The tool also supports white labeling, ensuring your reports reflect your brand. You can schedule these reports to be automatically refreshed and emailed to stakeholders on a regular basis, saving time and ensuring accuracy.
Why You Should Automate Now
As your business grows, the complexity of financial reporting increases. More entities, more transactions, and more data to process mean manual reporting quickly becomes unsustainable.
Automation provides a scalable solution, allowing your team to handle larger volumes of data without increasing their workload.
By automating critical tasks like data entry, consolidation, and reporting with G-Accon, you not only reduce the risk of human error but also gain access to real-time financial insights, which is crucial for making fast, informed decisions.
Automating your reporting processes lets you keep up with the demands of a growing business without hiring more staff or losing accuracy.
How to Get Started with Automation
Identify the Bottlenecks: Look at the tasks that take up the most time, like data entry or report generation. These are the best places to start automating.
Pick the Right Tools: Tools like G-Accon are built to work seamlessly with systems you’re already using, like Google Sheets or QuickBooks, so you don’t need to overhaul everything.
Set It Up and Go: Once you’ve chosen your tool, it’s easy to set up automated workflows. Monitor the results and make tweaks as needed to optimise efficiency.
Financial reporting doesn’t have to be a time-consuming grind. By automating key tasks, you can save hours every week, cut down on errors, and focus on what really matters—driving business growth.
As businesses rely more on data-driven decisions, fast, accurate reporting tools have become essential. That’s why G-Accon’s latest update for QuickBooks focuses on BI Friendly Reports that simplify the way you collect, organize, and visualize data. These new features make it easier to generate insights in real time, helping teams spend less time on manual data tasks and more time making strategic decisions.
G-Accon BI Friendly Reports make building advanced dashboards easier than ever, integrating seamlessly with Power BI, Looker (Google Data Studio), Tableau, and other Business Intelligence (BI) tools.
Effortlessly connect and create powerful dashboards for deep data insights, modeling, and forecasting. Access detailed reports, including Transaction List, P&L, Balance Sheet, Detailed Transaction Report, Cash Flow, and more. Each report includes internal IDs, enabling complex queries and advanced analysis.
New BI Friendly Reports
With BI friendly reports, G-Accon lets you easily connect and work with data in BI tools. These reports are structured to help you efficiently pull, arrange, and interpret data, making it easier to make fast, data-driven decisions. Each report is set up following best practices in data organization, formatting, and presentation, so everything you need for BI analysis is clear and easy to find.
Keen to learn more about how to set up BI Friendly reports? Click here
Solving Common Reporting Challenges with BI (Business Intelligence) Friendly Reports
Build Complex, BI Friendly Reports in Minutes BI friendly reports in G-Accon make it simple to build detailed reports with templates and options that anyone can use—no advanced BI skills required!
Using G-Accon’s BI (Business Intelligence) friendly reports in Google Sheets provides several advantages:
Seamless Data Integration: Connects directly with QuickBooks, to bring data into Google Sheets automatically.
Real-Time Sync: Keeps reports updated with the latest data for accuracy and reliability.
Custom Reporting: Tailor reports to your needs with flexible options for pulling data from multiple sources.
Automated Workflows: Schedule data refreshes, automate exports, and streamline workflows without any manual steps.
Enhanced Data Visualization: Use charts and graphs to bring together data from multiple sources in Google Sheets.
Collaboration: Share reports with team members for real-time updates and easy collaboration.
Cloud-Based Access: Access your reports from any device, anywhere, for maximum flexibility.
With these BI friendly reports, G-Accon users can now create a range of dashboards tailored to different business functions. Financial dashboards and KPI (Key Performance Indicator) dashboards are two popular types that help businesses track performance, streamline operations, and make better data-based decisions.
With these October updates, G-Accon makes reporting easier and more efficient for QuickBooks users. Dive into BI friendly reports and start creating streamlined, data-driven reports and dashboards today!
Dive into G-Accon's BI friendly Reports and start building streamlined, data-driven reports and dashboards today!
Handling financial data from multiple sources can be challenging. It’s not just about gathering the numbers—it’s about making sure they all come together in a way that’s clear, accurate, and easy to work with. If you’re dealing with the complexities of managing data across multiple entities, G-Accon’s Formatted Consolidated Reports are designed to simplify the process.
Why Formatted Consolidated Reports Are Essential
When you’re managing multiple entities, bringing all that data into one coherent report can be a headache. Different formats, data sources, and the sheer volume of information make it difficult to create something that’s both accurate and easy to read. This is where G-Accon’s Formatted Consolidated Reports can make a significant difference.
With this feature, you can pull data from various Xero or QuickBooks entities and merge it into a single, well-organized report. The system takes care of the formatting, ensuring consistency and clarity, so you don’t have to spend hours manually tweaking everything.
The Key Advantages
Effortless Data Consolidation: Manually merging data from multiple sources can be time-consuming and prone to errors. G-Accon automates this process, ensuring that your data is integrated smoothly into one cohesive report.
Save Time and Reduce Errors: The more manual work you do, the higher the risk of mistakes. By automating the consolidation and formatting process, G-Accon helps you save time and minimizes the chance of errors creeping into your reports.
Clear and Consistent Reporting: A report that’s easy to read is crucial for making informed decisions. G-Accon’s Formatted Consolidated Reports present your data in a clear and consistent manner, making it easier to spot trends, understand your financial position, and make strategic choices.
Why It Matters
Creating accurate and readable reports is vital for any business, especially when you’re dealing with data from multiple entities. G-Accon’s Formatted Consolidated Reports not only save you time but also ensure that your reports are easy to understand and free from errors. This clarity can be a game-changer when it comes to analyzing your business’s performance and making informed decisions.
Whether you’re preparing for a financial review, presenting to stakeholders, or just trying to get a clearer picture of your company’s overall health, G-Accon’s Formatted Consolidated Reports make the process much simpler and more reliable.
Get Started with G-Accon’s Formatted Consolidated Reports
If you’re tired of the hassle of manually consolidating data, G-Accon’s Formatted Consolidated Reports are here to help. By automating the process, you can produce accurate, easy-to-read reports in less time, allowing you to focus on what really matters—using those insights to drive your business forward.
For more details on how to use this feature, check out our step-by-step guide. And if you need any help getting started, our support team is just a call away.
Customizing your financial reports shouldn’t be a hassle. Yet, when you’re managing multiple entities and presenting data to clients, creating branded, cohesive reports can feel like a daunting task. But what if you could easily generate polished reports that reflect your brand’s identity? That’s exactly what G-Accon’s new Formatted Consolidated Reports with White Label (Customer Logo) feature offers.
Now, you can bring together data from various sources into one well-organized report, all while customizing it to match your brand. Whether it’s adding your logo or adjusting the style to reflect your company’s colors, G-Accon makes it simple to create reports that stand out.
Why the White Label Feature Matters for Financial Professionals
As a financial professional, you deal with complex data, multiple clients, and the need to maintain a consistent, professional image. Plain, unbranded reports don’t just look generic—they can also miss an opportunity to reinforce your brand’s value. That’s why G-Accon developed the White Label feature: to give you more control over how your reports look and to make them more impactful.
For a detailed guide on how to use the White Label feature, check out our help article here.
What You Can Achieve with G-Accon’s White Label Feature
The new White Label feature centralizes your report customization tasks, making it easy to create branded reports. Here’s how it helps:
1. Create Cohesive, Branded Reports
Whether you’re pulling data from Xero, QuickBooks, or both, the White Label feature lets you integrate it all into one cohesive report. You can easily add your company’s logo and adjust the report’s style to reflect your brand’s colors and fonts. This helps ensure that every report you send out reinforces your firm’s identity.
2. Present a Professional Image
Customizing your reports with your branding isn’t just about aesthetics—it’s about professionalism. When your clients see your logo on every page, it builds trust and reminds them of the quality of your services. It’s a simple yet powerful way to show that you care about every detail.
3. Save Time with Easy-to-Use Tools
With G-Accon, customizing your reports doesn’t require extra time or effort. The White Label feature is designed to be straightforward, so you can quickly apply your branding and focus on delivering valuable insights to your clients.
The Benefits of Using the White Label Feature
Our goal with the White Label feature is to help you create reports that not only look great but also make your life easier. Here’s what you gain:
Brand Consistency: Keep your reports aligned with your firm’s branding by adding logos and custom styles.
Professional Presentation: Impress clients with reports that look polished and professional, reinforcing your brand’s quality.
Efficiency: Save time by quickly customizing reports without the need for complex tools or additional software.
Client Trust: Strengthen your relationship with clients by providing them with branded reports that reflect your commitment to quality.
How Your Firm Benefits from G-Accon’s White Label Feature
Imagine this: You’re preparing a financial report for a key client. With G-Accon’s White Label feature, you can effortlessly integrate data from multiple sources, apply your branding, and generate a report that not only delivers the numbers but also showcases your firm’s professionalism. This feature helps you stand out, saves you time, and ultimately enhances your client relationships.
Take Your Reporting to the Next Level
G-Accon’s White Label feature is here to help you create customized, professional reports with ease. Whether you’re presenting data to clients or internal stakeholders, having the ability to brand your reports can make a big difference in how your work is perceived.
Ready to elevate your financial reports? Learn how to use the White Label feature with our step-by-step guide. If you need assistance, check out our help article or contact our support team for personalized help.
Managing your accounting firm’s licenses shouldn’t be a headache. Yet, as your team grows and you take on more clients, juggling user access, billing, and connected organizations can become overwhelming. But what if you could handle all of this from one simple dashboard? That’s exactly what our new G-Accon Customer Portal offers.
Everything you need to manage your G-Accon licenses is now at your fingertips. Whether you’re adding users, updating billing information, or managing multiple organizations, our Customer Portal makes it easy and efficient.
Why the Customer Portal Matters for Accountants
Accountants like you deal with sensitive financial data, multiple clients, and a growing team. Keeping everything organized and secure is crucial. But managing licenses—especially as your firm expands—can become a time-consuming chore. That’s why we developed the G-Accon Customer Portal: to give you more control and simplify the process of managing your licenses.
For a detailed guide on using the Customer Portal, check out our help article here.
What You Can Do with the G-Accon Customer Portal
The new Customer Portal centralizes all your license management tasks, making it easy to handle everything in one place. Here’s how it helps:
1. Add or Remove Users with Ease
Growing your team? The Customer Portal lets you add new users quickly. You can assign roles, set permissions, and ensure everyone has the right level of access. And if someone leaves, removing them is just as straightforward. It’s all about giving you control without the hassle.
2. Update Billing Information in Seconds
Keeping your billing details up to date is vital for uninterrupted service. The Customer Portal makes it simple to update your payment methods, switch billing cycles, or request a secure payment link—all from one screen. No more digging through menus or contacting support for basic updates.
3. Manage Connected Organizations Seamlessly
If your firm handles multiple clients or entities, you know how important it is to keep everything organized. The Customer Portal lets you easily view and manage all the organizations connected to your license. You can add or remove organizations as needed, ensuring your setup always reflects your firm’s needs.
The Benefits of the New Customer Portal
Our goal with the Customer Portal is to make your life easier and your firm more efficient. Here’s what you gain:
Greater Control: Centralize all your license management tasks, from user access to billing, in one easy-to-use dashboard.
Time Savings: Streamline your workflow by managing licenses quickly and efficiently, without jumping between screens or contacting support.
Scalability: Easily adapt your licenses as your firm grows, adding new users and organizations without missing a beat.
Security: Ensure that only the right people have access to sensitive data by controlling user permissions from a single portal.
How Accounting Firms Benefit from G-Accon’s Customer Portal
Picture this: Your firm is expanding, and you’re adding new clients and team members. With the G-Accon Customer Portal, you can seamlessly manage these changes, ensuring that every team member has the right access and that your billing information is up to date. By centralizing all these tasks, you save time and reduce the administrative burden, allowing you to focus on what really matters—serving your clients.
Take Control with the New Customer Portal
The G-Accon Customer Portal is here to simplify license management, giving you more control and efficiency as your firm grows. Whether you need to add users, update billing information, or manage connected organizations, everything you need is now at your fingertips.
Ready to experience the new Customer Portal? Log in to your G-Accon account today and see how easy managing your licenses can be. For more details, check out our help article here.
Log in to the G-Accon Customer Portal now to start managing your licenses more efficiently. If you need assistance, check out our help article for step-by-step instructions or contact our support team for personalized help.
G-Accon is proud to announce that it has received a record-breaking 33 badges (the most we’ve earned so far!) and been Recognized in 63 reports in the G2 Summer Reports. This achievement marks a significant milestone for G-Accon, highlighting its growth and excellence in the business software market.
G2, a leading peer-to-peer review platform for business software, is an essential resource for software buyers and sellers in the B2B technology market. G2 aggregates authentic user reviews, providing unbiased insights and comprehensive comparative data, helping businesses make informed software purchasing decisions.
Key Highlights:
Leader Status: G-Accon has achieved Leader status in the Financial Analysis category. Previously a High Performer, this new recognition underscores G-Accon’s significant market presence and high user satisfaction.
Record-Breaking Recognition: G-Accon has earned 33 badges and been featured in 63 reports, the highest in its history.
Global Impact: G-Accon’s app is globally Recognized, earning accolades in multiple regions around the world.
Top Ranking: G-Accon is ranked #2 in Google Workspace for Finance, just behind Xero.
Andrey Kustarnikov, CEO and Founder of G-Accon, expressed his pride: "Achieving Leader status in the Financial Analysis category and earning 33 badges is a testament to our team’s dedication and our customers' trust. These recognitions from G2 validate the quality and impact of our solutions."
Michael King, Founder of The CFO Accelerator said in a review: "I exaggerate you not when I say it saves us 40 hours a month…and the price is right."
About G-Accon:
G-Accon provides advanced data integration and automation tools for Google Sheets, connecting users with popular accounting software like Xero, Xero Practice Manager, QuickBooks, Freshbooks and Sage. Their solutions help accountants and CPAs streamline data management, create accurate reports, and make informed decisions based on real-time data.
About G2:
G2 is a peer-to-peer review platform that aggregates user reviews for business software. It provides detailed, unbiased insights and comparative data, helping businesses make informed software buying decisions. G2’s ratings are based on user feedback and market presence, categorising products into Leaders, High Performers, Contenders, and Niche.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
