Sync your accounting journal to Google Sheets for custom reports

Keeps your accounting journal automatically copied into Google Sheets so you can build your own reports and dashboards.

How the work actually flows

It repeats. Repeats fetch next batch of entries; runs once per each journal entry.

Pattern: Structured Loop (21) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["scheduled sync check"]):::trigtime s0["fetch batch of journal entries"]:::svc s1["check entry for duplicates"]:::task s2[["write entry to google sheet"]]:::mi trig --> s0 s0 --> s1 s1 -->|"one per each journal entry"| s2 lp{"until all batches processed"}:::gate s2 --> lp lp -. "fetch next batch of entries" .-> s0 lp -->|"finished"| out out[/"sheet up to date with journal"/]:::out pay{{"custom reports without manual export"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemRepeat or finishResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Spreadsheet & Database OpsReporting & AnalyticsFinance & Accounting
Connects
BexioGoogle Sheets
Featured in

The problem it solves

Your accounting software's built-in reports never quite match what you actually need, and building custom P&L statements or forecasts means manually exporting and re-entering data. That process is slow and easy to get wrong. You want your financial data in a spreadsheet you can shape however you like, kept current without lifting a finger.

Who it fits

CFOs, accountants, and business owners who need custom financial reports beyond what their accounting software offers.

How it works

  1. On a schedule, the system checks your accounting journal for records
  2. It pulls the entries in batches, even for large journals
  3. Each entry is added to or updated in your Google Sheet
  4. Duplicate entries are avoided so the sheet always reflects the latest data
What you get

Accounting data ready for your own reports

You get your accounting journal flowing into Google Sheets automatically for custom reports and dashboards.

What you get

An up-to-date Google Sheet of your accounting journal, ready for custom reports and dashboards.

What you need

A Bexio account with API access and a Google Workspace account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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