Can this replace my BI tool?

For most small and mid-size businesses, yes. Automated Google Sheets dashboards with live data deliver 90% of what a BI tool does at a fraction of the cost and complexity. If you already have a BI tool, we can feed data into it instead.

What data sources can you connect?

Anything with an API or export capability: HubSpot, Salesforce, QuickBooks, Xero, Asana, Monday.com, Google Sheets, Harvest, Stripe — and hundreds more via Make and n8n.

How often is the data updated?

You choose: every 15 minutes, hourly, daily, or weekly. Most teams start with daily pulls and increase frequency for critical metrics like pipeline and revenue.

Accounting & Finance

Partners want a weekly snapshot of billable hours, client profitability, and tax deadline status — but building that report takes half a day.

Accounting firms need visibility into utilization, client profitability, and deadline compliance. Manual reporting from QuickBooks, time tracking, and project tools means the data is always stale and the insights come too late to adjust workload or staffing.

Three ways to solve this

Pick the tier that matches where your team is today. Each includes a clear workflow, the tools involved, and what you can expect.

Starter

3–5 days

1–10 employees, owner builds reports manually in Google Sheets, no live dashboards.

Workflow

1Identify your top 3 reports: the ones you build every week and hate building.
2Connect your data sources (CRM, invoicing tool, project tracker) to a Google Sheet via Make — data pulls automatically on a schedule.
3Build clean, formatted dashboards in Google Sheets with charts that update themselves.
4Set up a Monday morning Slack message that drops the key numbers into your team channel — no login required.

Tools

Make Google Workspace Slack

Outcomes

Weekly reports build themselves — zero manual work.
Data is always current, not last Friday's snapshot.
Key numbers delivered to Slack every Monday morning.
Owner gets 6+ hours per week back.

Growth

1–3 weeks

10–50 employees, multiple departments need reports, data lives in 3–5 different tools.

Workflow

1Map all reporting needs by department: sales pipeline, project delivery, financial health, team utilization.
2Build a centralized data layer: Make scenarios pull data from HubSpot, project tools, and financial systems into a structured format on a scheduled cadence.
3Create role-based dashboards: sales managers see pipeline and forecast, delivery leads see project health, finance sees revenue and margins.
4Automate distribution: each stakeholder gets their dashboard via Slack or email at the cadence they need — daily, weekly, or monthly.

Tools

HubSpot Make Google Workspace Slack

Outcomes

Every department has live dashboards without manual work.
Data from 3–5 tools consolidated into a single view.
Stakeholders get the right numbers at the right time — automatically.
Team saves 15+ hours per week across the organization.

Scale

4–8 weeks

50+ employees, needs real-time visibility across the business with alerts and anomaly detection.

Workflow

1Build a real-time data pipeline that streams events from CRM, billing, project management, and support into a centralized data warehouse.
2Deploy automated anomaly detection: if revenue dips, churn spikes, or project delivery slows beyond thresholds, the right leader gets an immediate alert.
3Create executive dashboards with drill-down capability: start at company-level KPIs, click into department metrics, then down to individual deals or projects.
4Implement AI-generated insights: weekly narrative summaries that explain what changed, why it matters, and what to do about it.