What it does
Pulls actuals from QuickBooks and lines them up against each team’s budget in a simple app interface, so spend is visible as it happens. Entries push back to QBO via CSV, and the Python sync keeps both sides current without manual double-entry.
Result
~15%
reduction in operating expenses
Live visibility into spend against budget changed how teams made day-to-day spending calls, which drove an approximate 15% cut in operating expenses.
Stack
AppSheetExcel
PythonQuickBooks Online
CSV
01.b
Automation frameworks
No-code and low-code workflows that cut out the manual steps and double-entry, with human approval steps left in where it matters.
New-hire onboarding automation
HRIS → provisioning, human-in-the-loop
Paycom→
Zapier + manual creation→
accounts
Created a workflow where, upon hiring, Paycom sends an email with a specific payload to an inbox, and then accounts are either automatically created via API, or the proper team member is pinged to create their account, with a human-in-the-loop approval for each manual account that has to be created. The final result is a welcome-to-the-team email and a printable PDF that can be distributed upon onboarding.
Result
90%
fewer missed system grants
The workflow ensures consistent and complete account provisioning for all new hires.
Branded invoice delivery
On-brand client communications
QuickBooks Online→
Zapier→
branded HTML invoice
It takes the invoice and customer info from QuickBooks and drops it into an HTML template, so clients get something that looks like us instead of the default QuickBooks invoicing email.
Result
More brand consistency, resulting in clients feeling more confident in our services.
Stack
QuickBooks OnlineZapierHTML
Day-rate submission & approval
Auditable payroll intake
Google Form→
approval · Sheet→
CSV → Paycom
Staff submit their on-site day rates (bonuses) through a Google Form. It routes to their leader for approval, then lands in a sheet that exports as a CSV for the payroll upload.
Result
~65%
decrease in time chasing approvals
Not only is this way cleaner, but it also increases the accuracy of the rates recorded, as it routes directly into payroll via CSV upload.
Stack
Google FormsGoogle SheetsZapierPaycom