Invoices
12 hours/week typing invoice details from PDFs into QuickBooks and folders.
15 minutes/week reviewing an exception list before anything is filed.
AI automation services
We map the exact steps of the work your team keeps doing by hand, automate the repeatable parts, and keep a person in control anywhere a final decision matters.
Free 30-minute call · No commitment · Reply within 1 business day
Built around tools teams already use
Quick savings check
Use rough numbers. The point is not accounting precision; it is seeing whether the work is worth mapping.
Before and after
Illustrative scenarios based on the workflows we automate. Your mapping call puts real numbers on yours.
Invoices
12 hours/week typing invoice details from PDFs into QuickBooks and folders.
15 minutes/week reviewing an exception list before anything is filed.
Client onboarding
Copying the same client info into the CRM, folders, invoice app, and checklist.
One approved intake creates the records, folders, reminders, and next steps.
Daily status checks
Someone checks portals every morning to find missing files or status changes.
Your team gets one alert only when something changed or needs attention.
What we can build
Same services, different language. Most clients start with the plain English version.
Invoices and files
We read incoming invoices, statements, and PDFs, pull out the key details, and put them where your team needs them.
We classify documents, extract structured fields, route files, and prepare exception queues for review.
Send this task firstApps and handoffs
When something changes in one tool, the next tool gets updated without someone copying and pasting.
We connect triggers, rules, files, approvals, and notifications across your current stack.
Send this workflow firstPortals and inboxes
We watch the places your team checks every day and only alert them when something needs attention.
We monitor portals, inboxes, and shared work queues, then surface only status changes and exceptions.
Send your daily checklistAI with guardrails
The system can read, summarize, draft, and prepare work, but your team approves sensitive actions.
We build narrow AI agents with logging, approval gates, rollback paths, and clear boundaries.
Book a mapping call (opens in new tab)First step
We watch the real task, estimate the savings, and tell you what is worth building first.
We map process steps, identify exceptions, score ROI, and sequence the build plan.
Book a mapping call (opens in new tab)After launch
We host, monitor, fix, and improve the automation so your team does not become tech support.
We handle monitoring, maintenance, retries, alerts, change requests, and production support.
Ask about the care planWhat it costs
Every engagement is scoped up front. You approve a number before we build anything.
Start here
Low four figures
A fixed-fee diagnostic. We watch the real task, score the ROI, and sequence the build plan — so the first build is the one worth doing.
The core build
Low five figures
A fixed quote after the mapping call. Your workflow is live in 2–4 weeks, inside the tools you already use.
After launch
Monthly retainer
Hosting, monitoring, fixes, and improvements — so your team never becomes tech support for a workflow it didn't write.
Before it goes live, the automation runs alongside your team for a week — it takes over only when its output matches theirs. Nothing goes live on trust.
Quick questions
Within one business day, every time. If your enquiry needs more than a quick reply, we'll schedule a 30-minute workflow mapping call.
The automation audit (our fixed-fee diagnostic) starts in the low four figures. Single-workflow builds typically start in the low five figures. We share specific pricing on the first call.
Yes. We sign mutual NDAs as a standard before any detailed scoping conversation involving your operational data or systems.
Toronto, Ontario, Canada. We work remotely with clients across North America and Europe.
No black box
For sensitive work, the system prepares the answer and asks a person to approve it. That means faster work without handing your business to an uncontrolled tool.
Start here
Good fit for 5 to 50 person teams where the owner, operator, or office manager can point to the task they want gone.