INTELICOM

InteliDoc NGX

You have Microsoft 365. But do you have a view of your projects?

InteliDoc connects projects, finance, documentation, tasks and communication in one workspace.

Book a 30-minute demo

No obligation. See what it would be worth to your business.

Secure
AI-ready
Effective

25+ years in business

Companies that trust us

Riko

VGP Drava

Bluemarine

SID banka d.d.

Deichmann

Cmepius

Comark

Conbulk

Titus Technologies

Obalni dom upokojencev Koper

Prvi Faktor

KDD

Ljubljanska Borza

Riko

VGP Drava

Bluemarine

SID banka d.d.

Deichmann

Cmepius

Comark

Conbulk

Titus Technologies

Obalni dom upokojencev Koper

Prvi Faktor

KDD

Ljubljanska Borza

Could you answer these questions in a few minutes?

Project margin

What is the margin on each project right now?

Costs

What was planned, and what was actually spent?

Cash flow

What does the project's cash flow look like?

Deadlines

Which obligations, deadlines or guarantees are coming up?

Documents

Which document is the latest valid version?

Decisions

What is waiting for approval or a decision right now?

One project. Every detail.

FINANCE: Plan, actuals, costs, revenue, margin, cash flow
DOCUMENTATION: Contracts, addenda, quotes, invoices, minutes
ACTIVITIES: Tasks, events, deadlines, approvals, responsibilities
COMMUNICATION: Email, notes, meetings, history
PARTNERS: Client, contractors, subcontractors, suppliers

Everyone sees the project from where they sit

For the director / CFO

Are our projects actually profitable?

Margin, plan against actuals
Cash flow and receivables
Forecast and risk

For the project manager

What do I have to deal with today?

Tasks and deadlines
Documents awaiting approval
Correspondence and partners

How we helped others

Construction company

Project documentation

Challenge: Contract and financial documentation, guarantees, addenda and other project data were scattered across different places.
Solution: With InteliDoc they linked all of it to the projects and brought it together in one place.

Better control of documentation and less risk.

Engineering

Project dashboard

Challenge: Project data was scattered between accounting, Excel and email.
Solution: InteliDoc links finance, documents and tasks to one project.

Management sees the margin on every project in one place

InteliDoc in practice

“Before InteliDoc we pulled project data out of accounting, Excel and email. Today management sees the state of a project in one place.”

Construction company

120 employees

“A document no longer sits forgotten in a colleague's inbox.”

Engineering company

Project manager

Figures as at 1 September 2026.

Where the difference is

Capability	InteliDoc	Microsoft 365	ERP system
Email and communication	yes Linked to the project	yes Outlook / Teams	no
Editing Word / Excel documents	yes Integrated with M365	yes Excellent	no
Document storage	yes Structured by project	yes OneDrive / SharePoint	partial Attachments
Project documentation	yes Full management	partial Folders / SharePoint	partial Limited
Contracts and addenda	yes Documents, data and deadlines	partial Documents in folders	partial Records / attachments
Document versions	yes	yes	partial Depends on the ERP
Tasks and responsibilities	yes Linked to the project	yes Planner / To Do	partial Depends on the ERP
Project deadlines and events	yes All in one place	partial Several different tools	partial Limited
CRM and sales process	yes Linked to projects	partial Additional tool	partial Depends on the ERP
Quotes and orders	yes Linked to the project	partial Documents	yes
Issued invoices	yes Created and linked to the project	no	yes
Incoming invoices	yes Capture, processing and project link	no	yes
Invoice approval	yes Built-in workflow	partial With additional tools	partial Depends on the ERP
AI data capture from invoices	yes	partial With additional tools	partial Depends on the ERP
Bookkeeping	no	no	yes Core function
Project financial plan	yes	no	partial Depends on the ERP
Actual project costs	yes In project context	no	yes
Project revenue	yes In project context	no	yes
Plan vs. actuals	yes	no	partial Depends on the ERP
Project margin	yes Live overview	no	partial Reports
Project cash flow	yes	no	partial Depends on the ERP
Forecast of the final project result	yes	no	partial Depends on the ERP
Receivables and payables	yes In project context	no	yes
Guarantees	yes Records and deadlines	no	partial Depends on the ERP
Retentions / withheld funds	yes	no	partial Depends on the ERP
Tracking addenda and changes	yes	partial Documents	partial Depends on the ERP
Project risks	yes	no	partial Limited
Alerts on key deadlines	yes Automatic	partial With extra configuration	partial Depends on the ERP
Document approval	yes Workflow	partial Power Automate	partial Depends on the ERP
Overview of all projects	yes One single overview	partial Needs an additional tool	partial Mostly financial data
Overview for management	yes Project KPIs and alerts	partial Power BI / extra setup	yes Financial reports
Overview for the project manager	yes Complete project overview	partial Several applications	partial Mostly business data
Linking documents to finance	yes In project context	partial Needs an additional tool	partial Attachments
AI document processing	yes Integrated	partial Copilot / additional tools	partial Depends on the ERP
All project information in one place	yes	no	partial Mostly business data
Email and communication	Linked to the project	Outlook / Teams
Editing Word / Excel documents	Integrated with M365	Excellent
Document storage	Structured by project	OneDrive / SharePoint	Attachments
Project documentation	Full management	Folders / SharePoint	Limited
Contracts and addenda	Documents, data and deadlines	Documents in folders	Records / attachments
Document versions			Depends on the ERP
Tasks and responsibilities	Linked to the project	Planner / To Do	Depends on the ERP
Project deadlines and events	All in one place	Several different tools	Limited
CRM and sales process	Linked to projects	Additional tool	Depends on the ERP
Quotes and orders	Linked to the project	Documents
Issued invoices	Created and linked to the project
Incoming invoices	Capture, processing and project link
Invoice approval	Built-in workflow	With additional tools	Depends on the ERP
AI data capture from invoices		With additional tools	Depends on the ERP
Bookkeeping			Core function
Project financial plan			Depends on the ERP
Actual project costs	In project context
Project revenue	In project context
Plan vs. actuals			Depends on the ERP
Project margin	Live overview		Reports
Project cash flow			Depends on the ERP
Forecast of the final project result			Depends on the ERP
Receivables and payables	In project context
Guarantees	Records and deadlines		Depends on the ERP
Retentions / withheld funds			Depends on the ERP
Tracking addenda and changes		Documents	Depends on the ERP
Project risks			Limited
Alerts on key deadlines	Automatic	With extra configuration	Depends on the ERP
Document approval	Workflow	Power Automate	Depends on the ERP
Overview of all projects	One single overview	Needs an additional tool	Mostly financial data
Overview for management	Project KPIs and alerts	Power BI / extra setup	Financial reports
Overview for the project manager	Complete project overview	Several applications	Mostly business data
Linking documents to finance	In project context	Needs an additional tool	Attachments
AI document processing	Integrated	Copilot / additional tools	Depends on the ERP
All project information in one place			Mostly business data

Microsoft 365 gives you effective communication and document work. The ERP handles accounting and business transactions. InteliDoc connects both worlds into a complete view of the project - from documentation and tasks to contracts, invoices, costs, margin and cash flow.

Let's look at your project in InteliDoc

In a 30-minute online meeting we show you what an overview of your projects would look like.

Book a demo

No obligation.