Create Dashboards and KPIs in One Click — No Coding, No Delay

For most accountants and CFOs, reporting has always been a double-edged sword. You know the insights are there—buried somewhere between transaction logs, reconciliations, and financial statements—but surfacing them in a clean, visual way often takes hours. Sometimes longer.

You open the spreadsheet. Start cleaning up the data. Tweak formulas. Format a table. Then realize the layout still doesn’t quite work for your client or your team. So you start over.

G-Accon just changed all of that.

Their newest feature—now live—lets you create dashboards and KPI reports in one click. No coding. No fiddling with templates. No waiting on a developer or analyst to make things “look right.” It’s all built into the platform you already use. And it works exactly the way busy professionals need it to.

Built for Real-World Workflow Pressure

Accountants and fractional CFOs don’t have time to reinvent the wheel each time a report is needed. One client wants a cash flow overview. Another needs to understand aging receivables. A third is asking for a visual of gross margin trends by product category.

Traditionally, each of these requests would mean building a separate report, double-checking the numbers, and praying the formatting holds up when you present it. Multiply that across 10, 20, or 30 clients, and you’re looking at dozens of hours every month lost to routine tasks.

That’s the problem this new G-Accon feature was built to solve. By turning live accounting data into structured, visual dashboards instantly, the platform lets you skip the tedious setup and jump straight to the insights.

No pivot tables. No Excel gymnastics. Just meaningful data, ready to share.

From Data to Decision — in a Single Click

Here’s what actually happens when you use the one-click dashboard tool. After connecting your Xero or QuickBooks data, you simply select the new dashboard option. The system generates a visual summary of key financial performance indicators—tailored to your specific entity or client.

You’ll see profit and loss trends. Real-time cash position. Expense breakdowns. KPIs like net profit margin or current ratio. And it’s not just numbers. These are automatically formatted with clean charts, tables, and visual elements that are easy for anyone—clients included—to understand.

If you want to adjust a metric or customize the layout, you can. But you don’t have to. The default view is professional, presentation-ready, and accurate out of the box.

No Learning Curve, No Extra Tools

One of the most frustrating parts of adopting new features is the learning curve. But in this case, there really isn’t one. If you’re already familiar with G-Accon’s existing interface, the new reporting functionality feels like a natural extension of what’s already there.

There’s no need to export data, no third-party plugins, and no added complexity. The platform handles the structure and formatting. You just decide what to do with the insights.

It also works seamlessly across multiple clients or business entities. You don’t have to recreate the dashboard template every time. Once you’ve set it up for one, you can apply the same structure to others with minimal changes—saving you even more time.

What This Means for Accountants, CFOs, and Business Owners

For accountants managing dozens of client files, this feature cuts down the time spent creating recurring reports. Monthly close becomes faster. Client updates are easier to prep. And advisory conversations get to the point much quicker.

For fractional CFOs, the benefit is strategic. You get to focus on interpretation and planning, rather than assembling visuals. When a client asks, “What’s our burn rate right now?”—you’ll have the answer (and the chart) ready in seconds.

And for business owners? It’s peace of mind. Instead of relying on delayed reports or confusing spreadsheets, they get fast, clear visibility into what’s working and what’s not. That clarity drives better decisions—faster.

Already Making a Difference

During early testing, one CFO shared how the tool changed their client meetings. Before, they’d spend nearly half the time walking through financials, pausing to explain what a ratio meant or why numbers looked off. Now, the data speaks for itself.

“It’s changed the dynamic,” they told us. “We talk about strategy now, not spreadsheets.”

That’s the real value here. It’s not just about saving time. It’s about elevating the role of finance teams from number-crunchers to strategic advisors. When you’re no longer caught up in report-building, you’re free to focus on the bigger picture.

Already Live — Try It Today

This isn’t a feature that’s coming “soon.” It’s already available. If you’re a current G-Accon user, all you have to do is log in and try it. The one-click dashboard option is there, ready to use.

If you’re new to the platform, visit www.accon.services to see how it works. There’s a walkthrough that shows the process from start to finish, so you can judge for yourself how it fits into your workflow.

It’s a small click with a big impact.

“Dashboards used to take hours. Now they take a click. That changes everything.”