I designed and implemented connected finance and document workflows for Freightx Transport Group LLC, bringing accounting, CRM and spreadsheet operations into a coordinated back-office process.
The problem
Routine processing depended on manual checks across financial records, documents and operational stages. Follow-up work needed clearer state and fewer disconnected handoffs.
What I built
I connected QuickBooks, Bitrix24 and Google Sheets with document/PDF workflows. The automation coordinated operational events, tracked processing stages and handled overdue-stage follow-up so work status could be inspected across the process.
Deliverables
• Accounting, CRM and spreadsheet integration
• Document/PDF handling
• Event and workflow-stage coordination
• Overdue-stage tracking and follow-up logic
Outcome and privacy
The delivered system automated repetitive back-office steps and improved visibility into paperwork, follow-up and processing status. Internal financial records and customer documents are excluded.
The cover is an architecture illustration, not a client screenshot.
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Posted Oct 7, 2026
Connected accounting, CRM and spreadsheet workflows with document/PDF handling, operational-stage tracking and overdue follow-up.