Business automation that ends the copy and paste.
We connect the tools your business already uses so information moves on its own. Invoices, payments, reports, and follow-ups happen without anyone typing them twice.
What AI automation means for your business
Business automation is software that moves information between your systems and does the routine steps for you. AI automation adds judgment: reading an email, pulling the numbers off a PDF, or sorting a request, then passing the result to the next tool.
Most small and mid-size businesses already own the right tools. QuickBooks, Outlook, Excel, a CRM, an industry app. The trouble is the gaps between them. People fill those gaps by hand, every day, one copy and paste at a time. We close the gaps.
You do not need to know what is possible before you call. On a free 30-minute Automation Map, we look at how work moves through a normal week and point out the three biggest time-wasters, with a rough count of the hours each one costs.
Signs your business is ready for automation
If two or more of these sound familiar, there are hours to win back.
- Someone types the same information into two systems.
- Invoices are built in one place, then entered again in QuickBooks.
- Payments are matched to invoices by reading emails one at a time.
- A weekly report takes half a day of copying between spreadsheets.
- New inquiries sit in an inbox until someone has time to sort them.
- Reminders and follow-ups depend on someone remembering.
Automations we build
Real examples, drawn from work running in businesses today.
Accounting that updates itself
Invoices flow from your operations app into QuickBooks Online with their lines, sales tax, and attachments. When a customer pays in QuickBooks, the invoice is marked paid in your app too. Invoice numbers match in both places.
Payments matched to invoices
Interac e-Transfer notices are read as they arrive, matched to the right invoice, and recorded as paid. Nobody scrolls through the inbox at month end.
Reports that build and send themselves
Numbers from every system land in one place each day. Reports go out on schedule, and a daily check warns you when a data feed stops.
Intake that sorts itself
Forms and emails are checked and routed before a person sees them. Requests from outside your service area, or missing key details, get a quick and polite answer.
Schedules and reminders that never forget
Recurring jobs go out on time, reminders follow up on their own, and approved time off lands on the team calendar without anyone asking.
Alerts that reach the right person
When something fails or needs a decision, a message lands in Microsoft Teams or email with the details attached, so problems get fixed the same day.
Running in real businesses.
Freight and logistics platform
Two-way QuickBooks Online sync with lines, HST, and attachments, plus approved time off from QuickBooks Time on the dispatch calendar.
Read the storyCloudWise, our own back office
e-Transfer notices matched to invoices, a data warehouse fed daily from eight systems, and automations that report their own failures to Teams.
Read the storyHealthy Smiles at Home, mobile dental hygiene
An intake form that screens service area and Canadian Dental Care Plan eligibility, then hands staff a complete, sorted request.
Read the story
How we build it
Start with the biggest time-waster
We rank the manual work by hours lost and build the top item first, so the plan pays for itself as early as possible.
You decide what needs a person
Anything that touches payments, invoices, or customers can wait for a person to approve it, if you want it to. You decide where the line sits.
Failures are loud
Every automation reports when it breaks. A silent failure is worse than no automation, so we design against it.
Hosted, watched, and yours
We host and maintain what we build as part of the plan. You own the workflows and the data, and we hand everything over whenever you ask.
Tools we connect
If a tool has an API or sends email, we can usually connect it. If it cannot be connected, we will tell you on the first call.
- QuickBooks Online
- QuickBooks Time
- Microsoft 365
- Outlook
- Microsoft Teams
- Excel and CSV
- SQL Server
- PostgreSQL
- MySQL
- Twilio
- OpenAI
- Claude by Anthropic
- Your own web apps
Included in one flat monthly plan.
Automation is part of every plan, next to everything else we build. No quotes, no hourly billing, and you own it all.
Core
Where most startFor a business with a clear list of things to fix.
$3,500CAD / month
One request in progress at a time
- Automations, AI agents, and custom software
- Something shipped every week
- Hosting and upkeep for everything we build
- Monthly check-in call
- Shared request board
Scale
For a business ready to rebuild how it runs.
$6,000CAD / month
Two requests in progress at a time
- Everything in Core
- Priority in the queue
- Monthly roadmap session
- Larger builds like portals and internal apps
- AI usage reporting across your tools