Introduction
Hot Toast, led by Sarah Lawrance, is always looking for tools to make their work easier and keep clients happy.
Here’s how Hot Toast used G-Accon to cut the time spent on manual reporting by over 50%, allowing the team to focus on more strategic tasks and deliver better client results.
Challenges
Manual reporting was a significant pain for Hot Toast. It took too long, was error-prone, and made managing data from multiple sources hard. Using various spreadsheets to track everything made it tough to spot trends and issues, hurting productivity and the quality of their insights. This manual process kept the team from working on more strategic and valuable activities.
Finding the Solution
Hot Toast knew they needed a better reporting system. They tried different options and found G-Accon. This tool links their financial data to Google Sheets in real-time and offers great customization. It was just what they needed to streamline their workflow, boost accuracy, and cut down the time spent on reporting.
Why G-Accon
Hot Toast picked G-Accon for several reasons:
- Easy Integration: G-Accon connects smoothly with Xero and QuickBooks, eliminating manual data entry. Sarah said, “We’ve been using G-Accon for years to create customized dashboards and models for our clients. The tool has saved us so much time and allowed us to be more creative in our reporting.”
- Flexible and Customizable: Unlike other tools with rigid templates, G-Accon lets them create custom reports and dashboards. Sarah noted, “We always feel like we want to try something else, and then we always come back to G-Accon because of the flexibility it provides.”
- Efficient and Automated: G-Accon updates data and sends notifications automatically, saving a lot of manual update time. Sarah shared, “With G-Accon, we completed major projects in half the time it would have taken with other tools. Our clients were ecstatic with the results.”
- Collaboration and Creativity: G-Accon makes sharing reports and insights with clients and team members easy. Sarah said, “The tool has allowed us to be more creative in our reporting, and our team enjoys building models and dashboards that our clients love.”
- Managing Multiple Entities: G-Accon handles multi-entity reports, auto-refreshes data, and updates emails. This impresses clients with complex reports and dashboards in Google Sheets without manually updating CSV files.
Efficiency Gains
Hot Toast saw huge time savings with G-Accon:
- Automated Data Integration: By linking with Xero and QuickBooks, G-Accon pulls in all necessary financial data, keeping it current and accurate without manual work.
- Custom Templates and Dashboards: G-Accon’s templates and customizable dashboards let Hot Toast quickly create detailed reports for each client.
- Real-Time Updates: Automated data refreshes keep financial info up-to-date, making report generation and review faster.
- Error Reduction: Automating data handling and report generation reduces errors, ensuring reliable and precise reports.
Sarah shared:
“We always feel like we want to try and use something else, and then we always come back to G-Accon because the level of flexibility that we get allows us to be more creative from a dashboard build perspective. For one client, we were able to close in 24 hours using G-Accon, a process that used to take us a week. It saved us so much time, and our client was ecstatic with the results.”
The Results
Since adopting G-Accon, Hot Toast has seen big improvements in their reporting process.
✅ Time spent on manual reporting was cut by over 50%, allowing the team to focus on more strategic tasks.
✅ Automated data updates have significantly reduced errors, ensuring reports are reliable and precise.
✅ Customizable dashboards offer deeper insights, helping Hot Toast better serve clients and make informed business decisions.
✅ With G-Accon, Hot Toast can now handle more clients without compromising service quality, supporting the firm’s growth.
Sarah also added:
“One of our major projects involved consolidating data from four different entities and building live dashboards. With G-Accon, we completed the project in half the time it would have taken with other tools. Our clients were ecstatic with the results.”
Conclusion
Hot Toast’s use of G-Accon shows how modern accounting firms can use technology to tackle old problems and improve service delivery. By adding G-Accon to their workflows, Hot Toast has boosted efficiency and accuracy and greatly increased client satisfaction. As the firm keeps growing and innovating, tools like G-Accon will be key to staying ahead in the competitive accounting world.
G-Accon offers a powerful, flexible, and efficient solution. By connecting Xero, QuickBooks, and Google Sheets, G-Accon helps you save time, reduce errors, and deliver high-quality reports that drive better business outcomes.
Ready to see what G-Accon can do for you? Start your journey towards easier financial reporting today and see the difference it can make for your business.