Plain-language answers, with the tools behind them.

Manus Cloud Computer runs a script every night that pulls your sales data from QuickBooks Online and drops a clean summary into a Notion page. You wake up to a ready-made report — no manual exports, no spreadsheet wrangling. This works even when your laptop is off.

Many marketing agencies work with freelance designers, copywriters, or media buyers overseas. This workflow uses Wise — a tool for low-fee international money transfers — to pay contractors automatically when you mark their invoice as approved in QuickBooks Online. You stop paying high bank wire fees and your contractors get paid faster in their local currency.

When you sign a new marketing client, send them a Cognito Forms link to collect their billing contact, payment terms, and purchase order (PO) number — which is a code clients use to authorize spending. Make then pushes that info directly into QuickBooks Online so you can invoice them right away without any back-and-forth emails. You start the billing relationship clean from day one.

Use Coda to build a simple tracker where your team logs completed deliverables each month. When the month closes, Coda calculates the final retainer fee based on what was actually delivered and pushes the total to QuickBooks Online as a draft invoice. You stop guessing on billing and your clients see exactly what they paid for.

This workflow pulls your actual ad spend data and your client billing records into Metabase so you can see in real time if any client is close to their monthly budget cap. You catch overages before they happen instead of explaining them after. It saves you from awkward client conversations and protects your margins.

When you launch a paid ad campaign, this workflow triggers an invoice in QuickBooks Online so your client gets billed right away. You stop chasing down billing dates and your cash flow stays steady. It works by connecting your campaign launch status to your accounting tool.

Log your completed work in a Coda (a flexible doc and spreadsheet tool) table, and Make watches for new completed entries to instantly push invoice data into QuickBooks Online. Your team can log work in plain language, and the billing happens in the background without anyone touching QuickBooks.

When you update a project's status to 'Done' in your Notion database, Make reads the project details and creates a ready-to-send invoice in QuickBooks Online. Your Notion workspace (an all-in-one notes and project tool) becomes the single place you manage work and trigger billing.

When a client fills out your job completion form in Cognito Forms (an online form builder), Make pulls their responses and creates a matching invoice in QuickBooks Online instantly. No copy-pasting client details or service descriptions ever again.