Plain-language answers, with the tools behind them.

Every Monday morning, Make pulls all payments received and open invoices from QuickBooks Online, compares them side by side, and writes a formatted reconciliation report into Google Sheets. Your project accountant reviews one clean spreadsheet instead of pulling reports manually from two places.

Pull your agents' closed deals from HubSpot into a Looker Studio report that calculates commission owed and production totals for each agent—automatically, every week. You stop spending half a day each Friday in Excel and your agents get their numbers first thing Monday morning.

Pull claims volume and premium revenue into a single dashboard so you can watch your loss ratio (claims paid divided by premiums collected) in near real time. When the ratio starts climbing in a particular product line or region, you see it immediately—not at the end-of-quarter review.

Connect your CRM renewal data to Power BI so you see a live view of policies coming up for renewal in the next 30, 60, and 90 days—and flag any accounts that haven't been contacted in over two weeks. You stop losing renewals because they fell through the cracks of a busy pipeline.

Sync payment data from Stripe into QuickBooks Online automatically, then use Google Sheets as a reconciliation layer so every training fee, workshop deposit, and subscription renewal lands in one place. You stop manually matching bank deposits to enrollment records at the end of each month.

Connect your LMS completion data to Databox so you see which courses have the highest completion rates and whether students who finish those courses are more likely to renew or buy again. This tells you exactly which courses to invest in—and which ones to improve or cut.

Connect Canvas LMS enrollment records to a Google Sheets revenue tracker so you always know how many seats are filled, how much tuition has been collected, and how much is still outstanding. You stop guessing whether this cohort will hit your revenue target—you see it updated daily.

Sync your accounting data from Xero into Looker Studio so you can see a per-matter profit-and-loss view every week. Each matter shows total billed, expenses charged, and estimated profit margin. This replaces the end-of-month scramble to figure out whether a client is actually profitable.

Pull your matter billing data from BQE Core into Power BI so you always know which client matters have outstanding invoices, what's overdue, and how much work-in-progress (unbilled time) is sitting on the books. You get a single screen that replaces three separate reports your staff currently pull by hand.

Connect your time-tracking tool to your accounting software and a live spreadsheet so every hour logged flows into a single revenue view. You see exactly which practice areas—litigation, contracts, family law—generate the most income each week without digging through reports. The dashboard updates every time an invoice is created or paid.

Better Sol generates a fully typed client alongside your Solana program. This workflow uses that client to listen for on-chain transactions — token transfers, program calls, state changes — and writes each event in real time to a Supabase table. Your business team can then query transaction history, loyalty point balances, or NFT ownership directly in SQL without touching the blockchain.

Known Agents captures a detailed record of every AI bot and crawler that visits your site. This workflow runs every Monday morning, pulls the past week's bot traffic summary from Known Agents, and appends a new row to a Google Sheet — total visits by bot, scraper vs. legitimate crawler split, and any newly blocked agents. Your content and SEO teams get a clean weekly report without touching a dashboard.