Efficient Data Management for Bicycle Accounting with Sheet Director
Streamlining Financial Operations with Google Sheets and QuickBooks Integration using Sheet Director
A leading accounting firm improved its financial data management through seamless integration between Google Sheets and QuickBooks using Sheet Director.
By automating bi-directional data flow, the firm eliminated manual data entry, reduced errors, and enhanced reporting accuracy.
This solution saved time, improved efficiency, and enabled real-time financial analysis, allowing the firm to deliver more accurate and timely insights to its clients.
By automating bi-directional data flow, the firm eliminated manual data entry, reduced errors, and enhanced reporting accuracy.
This solution saved time, improved efficiency, and enabled real-time financial analysis, allowing the firm to deliver more accurate and timely insights to its clients.
About Company
Bicycle Accounting, based in Oakland, CA, is a nonprofit-focused accounting firm that integrates social justice into its core business operations.
With a mission to help nonprofit organizations streamline financial processes while promoting a just and equitable workplace, they offer comprehensive accounting services, including CFO, controller, payroll management, and more.
By fostering a strong, sustainable, and profitable environment, Bicycle Accounting strives to reflect the world they want to create—where everyone can afford safe housing, access healthcare, and retire with dignity.
The Challange
Monitoring Client Finances Efficiently
Bicycle Accounting manages the accounting needs of multiple nonprofit clients using QuickBooks Online (QBO).
To efficiently monitor key financial metrics like cash balances and runway across multiple clients, the firm needed a streamlined way to maintain a high-level view of each client’s financial health without the inefficiency of logging into individual QBO accounts daily or weekly.
The Solution: Custom Dashboards with Sheet Director
To solve this, Bicycle Accounting’s team, led by Mary Going, developed an automated dashboard system that provides real-time insights into each client’s financial health using four key QBO reports:
Balance Sheet
Statement of Cash Flows
Profit and Loss (Last Month)
Profit and Loss (Last 12 Months)
Using Jivrus Sheet Director, these reports are automatically pulled from QBO into Google Sheets daily. This solution enables the team to monitor clients’ financial data from a single dashboard without having to log into each QBO file manually.
Additionally, Bicycle Accounting created a consolidated dashboard that displays data for all clients simultaneously, allowing for an at-a-glance view of each client’s cash flow and runway status. This solution ensures proactive management of client finances, preventing any surprises for both the team and the clients.
Key Features Leveraged by Bicycle Accounting
Automated Data Pulls: Each day, Jivrus Sheet Director automatically pulls the critical financial reports from QBO, eliminating the need for manual report generation.
Custom Dashboards: Dashboards display real-time data on cash balances and runway, providing quick, actionable insights into client finances.
Consolidated Client View: A high-level dashboard aggregates data from all clients, allowing easy monitoring across the entire portfolio.
Results
Since implementing this system, Bicycle Accounting has seen significant improvements in its ability to manage multiple clients' finances efficiently:
No More Surprises: With real-time data available, Bicycle Accounting and its clients are always informed about their current financial positions, particularly cash flow and runway.
Time Savings: Automating daily data pulls has saved the team countless hours that would have been spent logging into individual QBO files and generating reports.
Improved Client Satisfaction: Clients now receive timely updates and insights into their financial health, allowing them to make informed decisions faster and with confidence.
Testimonials
"At Bicycle Accounting, we prioritize staying on top of our clients' financial health, and Jivrus Sheet Director has been a game-changer for us. We’ve been able to efficiently monitor cash balances and runway, which allows us to provide timely, actionable insights to our nonprofit clients. The platform is incredibly easy to use, and the customer service has been impressively fast whenever we’ve needed support. Jivrus has truly enhanced our ability to serve our clients."
- Mary Going, Founder of Bicycle Accounting
About Mary Going
Mary Going is the Founder and CEO of Bicycle Accounting, Inc., where she integrates social justice, finance, and technology to help nonprofits thrive.
With an MBA from Mills College, She brings expertise in financial strategy, business operations, and nonprofit management.
Mary’s passion lies in solving the puzzle of businesses by offering tailored bookkeeping, CPA, and CFO services that drive efficiency and growth.
She is a visionary leader who enjoys collaborating with smart teams to turn innovative ideas into reality, all while championing justice and equality.
About Jivrus Technologies and Sheet Director
Jivrus Technologies is a software products company focused on intelligent integration and hyper-automation. Our goal is to connect people and software platforms to streamline processes and drive growth. Our products are designed to provide a seamless and efficient user experience.
Sheet Director, a product from Jivrus Technologies, is a Google Workspace add-on that facilitates bi-directional data flow between Google Sheets and numerous applications such as Google Calendar, Contacts, Sheets, QuickBooks, FreshBooks, Cin7, Monday.com, Zoho, and more.
Sheet Director allows users to query, bulk post, and synchronize data, significantly enhancing workflow efficiency.
Conclusion
For Bicycle Accounting, Sheet Director has become an indispensable tool that empowers their team to manage financial data more efficiently while maintaining their commitment to social justice.
The seamless integration between QuickBooks and Google Sheets has enabled them to elevate their service offerings, providing nonprofit clients with the best financial solutions and insights.
The seamless integration between QuickBooks and Google Sheets has enabled them to elevate their service offerings, providing nonprofit clients with the best financial solutions and insights.
