A fictional equipment manufacturer connects milestone submissions, approval decisions, QuickBooks Online invoices, payment updates, disputes, and reminders. Google Sheets provides the operational register, n8n coordinates the workflow, Google Drive stores evidence, and Gmail delivers approval notices and invoice follow-ups.
An engineering consultancy consolidated scattered subscription records into an Airtable renewal register. Xero transactions and Google Drive contracts feed the register through Zapier, giving finance, procurement, and IT clear ownership, cancellation deadlines, usage reviews, exception alerts, and an auditable decision process.
A fictional equipment distributor replaced monthly spreadsheet consolidation with a governed model that combines Excel planning data and accounting exports through Power Query. Power BI presents monthly and year-to-date variances, while Power Automate opens review items, routes forecast approvals, and alerts owners when material exceptions require explanation.
A three-person finance team replaced personal checklists and email follow-ups with a controlled close-management workflow connecting QuickBooks Online, Google Sheets, Google Drive, n8n, and Gmail. The system creates recurring tasks, tracks evidence and dependencies, routes reviews, and highlights overdue or failed work.
A service business replaced a manually assembled cash report with a connected 13-week forecast. QuickBooks Online data, controlled Google Sheets inputs, Apps Script automation, and Looker Studio reporting created a repeatable weekly process with scenarios, shortfall alerts, and actual-versus-forecast analysis.
A fictional B2B distributor replaced ad hoc aging-report review and inconsistent emails with a controlled Microsoft 365 workflow. Finance uploads a structured report, SharePoint tracks each case, Power Automate routes approval and follow-up, and Teams provides clear exception and escalation queues.
A 58-person consulting firm replaced emailed receipts and reimbursement spreadsheets with a mobile claim form, controlled approval workflow, centralized receipt storage, QuickBooks synchronization, automated reminders, and an auditable payment-status process.
A food distributor replaced spreadsheet-based invoice follow-up with an Airtable exception queue connected to Xero, Zapier, and Google Drive. The design assigns each issue, tracks evidence and deadlines, escalates overdue work, and gives finance a measurable resolution process without automating payment approval.
A fictional 100-person manufacturer replaced an email-and-spreadsheet process with controlled invoice intake in Microsoft Forms, a SharePoint register and document library, Power Automate routing, and Teams approvals. The design adds duplicate checks, amount-based approvals, reminders, exception queues, payment-ready status, and audit history.
A fictional home-goods manufacturer replaced manual Gmail labels, spreadsheets, and email follow-ups with an Airtable work queue connected to Gmail, Google Drive, and Make. The system assigns owners, tracks response deadlines, controls outbound replies, manages attachments, and escalates aging work.
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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