Connect your G-Accon Google Spreadsheet to Claude and generate financial KPI dashboards automatically.
Make sure you have the following ready:
If you have not set up G-Accon yet, visit accon.services to connect your accounting software to Google Sheets first.
You only need to do this once. Claude will remember the connection for all future conversations.
⚠️ Claude only reads files you explicitly open in a conversation. It does not scan or store your entire Drive.
Open Google Spreadsheet G-Accon ClaudeClaude will search your connected Google Drive and open the spreadsheet automatically. You will see a confirmation that the file has been found, along with a preview of its contents.
💡 Replace "G-Accon Claude" with the exact name of your spreadsheet if it is named differently. You can also say "Open my G-Accon QuickBooks spreadsheet" and Claude will find the closest match.
Once the spreadsheet is open, paste the following prompt into the chat and press Enter. This is a ready-to-use prompt pre-configured for G-Accon LLC — adjust the company details if needed.
📋 COPY & PASTE THIS PROMPT INTO CLAUDE
You are a Fractional CFO and financial data analyst for G-Accon LLC
— a SaaS company based in Novi, MI that sells Google Sheets add-ons.
The company's stated goal is $10M in annual revenue.
The attached file is "G-Accon Claude" — a Google Spreadsheet connected
to QuickBooks via G-Accon. It contains: Summarized Total Data, Profit
And Loss, Balance Sheet, Statement of Cash Flows, Profit And Loss
Variance, and DetailedTransactions.
Using this data, generate a KPI dashboard with:
SECTION 1 — Snapshot KPIs (most recent period)
Total revenue, Gross profit & margin %, Net income & net margin %,
Total assets/liabilities/equity, Current ratio, Working capital,
Debt-to-equity, ROA
SECTION 2 — Trend charts (full date range)
Monthly revenue vs net income, Assets vs equity,
Gross margin % over time, MoM net income variance
SECTION 3 — Top 10 customers by net profit
SECTION 4 — Top 10 vendors by spend
SECTION 5 — Goal gap analysis to $10M
Run rate, gap, 3 scenarios (conservative/base/aggressive)
SECTION 6 — CFO flags
$0 revenue months, loss months, KPI deteriorations > 15%,
cash runway estimate
Format: USD, compact ($1.2M), color-code green/red/amber.
Include 80-word executive summary. Cite: "Source: G-Accon Claude
· QuickBooks (Accrual) · Last updated [date from sheet]"Claude will read the spreadsheet data and generate a full interactive KPI dashboard directly in the chat, including charts, metric cards, trend lines, and a CFO summary.
After the dashboard is generated, you can ask Claude follow-up questions in plain language. Examples:
💡 Claude keeps the spreadsheet in context for the entire conversation — you do not need to re-open it for follow-up questions.
G-Accon automatically syncs your QuickBooks data into the Google Spreadsheet on your chosen schedule. To get an updated dashboard after a sync:
💡 You do not need to download, upload, or export anything. Claude reads the spreadsheet live from Google Drive each time you open it.
Beyond the KPI dashboard, you can use these prompts in the same conversation or in a new chat with the spreadsheet open:
Summarize the P&L for the most recent period. Calculate gross margin,
net margin, and month-over-month change. Flag any line items that
deviate more than 20% from the prior period. Give a 3-bullet
executive summary.From the balance sheet data, calculate the current ratio, working
capital, debt-to-equity, and equity ratio. Is there a liquidity risk
in the next 90 days? What is the single biggest balance sheet risk?From the transaction ledger, rank the top 10 customers by net profit
contribution and the top 10 vendors by total spend. Flag any vendor
spend with no revenue tie-back.Calculate the current annualized revenue run rate and the gap to
$10M. Model 3 scenarios: conservative, base (10% MoM growth), and
aggressive (25% MoM growth). What is the single most important lever
to close the gap fastest?| Problem | Solution |
|---|---|
| Claude cannot find the spreadsheet | Check Settings > Integrations and confirm Google Drive is connected. Try using the exact spreadsheet name. |
| Google Drive disconnected | Go to Settings > Integrations and reconnect Google Drive. You may need to re-authorize. |
| Dashboard shows outdated data | Trigger a manual sync in G-Accon first, then open the spreadsheet in a new Claude chat. |
| Charts or dashboard do not render | Try refreshing the page. If the issue persists, ask Claude to "regenerate the KPI dashboard." |
| Claude says it cannot read the file | Ensure the spreadsheet is in your own Google Drive (not a shared drive) and that you granted full access during setup. |
