Use our powerful Workflow Builder to automate manual tasks: exporting/importing accounting data, generating reports & data queries, sending notifications, and much more.
Automatically refresh financial reports and charts in Google Sheets using a flexible scheduler: hourly, daily, weekly, monthly
Add multiple templates to workflow and set up different schedules based on your business needs. Automatically refresh reports for all of your clients.
Automatically export accounting data and reports to Excel, CSV, or PDF using G-Accon workflow.
Schedule automatic bulk imports, edits, and deletes to Xero, Xero Practice Manager, QuickBooks Online or FreshBooks.
Automatically generate and send real-time reports to your team and clients with an attachment link: Excel, PDF, CSV or Google Sheets.
Configure and send alerts when certain criteria/threshold is met. For example, send an alert when invoices are overdue >5 days.
Save snapshots of historical financial data by automatically saving backups to your Google Drive using a flexible schedule.
In G-Accon Google Sheets Add-On select Automation -> Create Workflow and add workflow name.
Select Add Template tab. Drag and drop templates you want to automate to Selected Templates list.
Select Scheduler tab. Choose execution time and automation frequency: hourly, daily, weekly or monthly.
Select Emails tab. Enter recipients email addresses, subject and message. Select file format: Google Sheets, Excel, PDF or CSV.