Accounting Firms

It starts like every Monday. Coffee, inbox, dread. You’re about to spend the next three days stitching together numbers from QuickBooks, Excel, and your CRM, again.

Your client’s expecting a dashboard by Thursday. But what they really want is advice, insight and answers.
But you are stuck rebuilding pivot tables, which will take another 10-20 hours before the meeting.

You didn’t start your firm to be a report factory, but that’s what this has become because you have to constantly build another P&L, AR aging, and payroll report.

Quickbooks and Netsuite have reports, but you can push all reports to all of your clients instantly with one click at the end of the month and they don't give you the insights your clients actually want.

Power BI dashboard takes 3 weeks to build per client and hours to refresh, and by the time you send it off, your insights are already outdated. And we know that a significant number of clients barely open their reports because they only care about the insights.

Heron connects directly to hundreds of accounting and operational systems, like QuickBooks Online, so your dashboards build themselves the moment you connect a client’s data.

You can pick from our template library or drag-and-drop widgets that are already pre-mapped to QuickBooks, meaning no modeling, no formulas, and no three-week Power BI builds.

For firms with non-standard data (like CSVs, Excel workbooks, or niche systems), our team typically builds fully custom dashboards in under 7 days. The result: every client gets clean, real-time insights without adding hours to your workload.

Automatic dashboards matter because accounting firms are no longer just delivering reports, they’re expected to deliver ongoing insight.

When dashboards update themselves, clients stop waiting days (or weeks) for answers and start making decisions in real time.

That saves them money by catching issues earlier, spotting opportunities faster, and reducing the back-and-forth that normally delays action. For firms, it means less time rebuilding reports and more time offering the strategic advisory services clients actually value.

The ability to share fully client-ready data is critical for accounting firms because it eliminates the cycle of rebuilding pivot tables, exporting PDFs, and manually preparing reports before every meeting.

With Heron, you can create a single P&L (or any core report) and, because we integrate with tools like QuickBooks, Sage, and Xero, that same report works for every client regardless of their system.

It syncs automatically each month, so by the time the client meeting comes around, the latest numbers are already waiting without any prep work.

This matters because it gives clients real-time clarity while freeing firms from hours of repetitive grunt work, allowing advisors to focus on interpretation, strategy, and higher-value conversations instead of formatting spreadsheets.

When we ran the numbers and using HeronAI can help cut 1,200 hours per client to 240 frees up 288,000 hours a year (depending on firm size). That’s… a lot of hours. Enough hours to take on ~24 more clients and add roughly $1.5M in revenue, without hiring, without burnout, and without living in spreadsheets every night.