Automation

Automation is a powerful tool that allow users to automate their accounting processes such as refresh the queries/reports; send emails, set up alerts and much more.

Automatic Data Refresh
  • Refresh Google spreadsheets automatically using a flexible schedule. Create BI dashboards by connecting your spreadsheets to Google Data Studio and setting auto-refresh.
  • Refresh the financial reports & dashboards automatically when you are offline using a flexible schedule.
Data Monitoring & Alerts

Create alerts and receive notifications if certain criteria is met. 

Automatic Emails

Send real-time reports to your clients automatically in Excel, PDF, CSV or Google Sheets format.