AI automation services

Bring us the task your team repeats. We’ll make it run itself.

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

  • QuickBooks
  • Xero
  • HubSpot
  • Salesforce
  • Gmail
  • Outlook
  • Google Sheets
  • Microsoft 365
  • Slack
  • Airtable

Quick savings check

What is one repeated task costing you?

Use rough numbers. The point is not accounting precision; it is seeing whether the work is worth mapping.

Potential annual savings

$14,560 Based on 8 hours/week at $35/hour. Map this workflow (opens in new tab)

Before and after

Concrete examples, not buzzwords.

Illustrative scenarios based on the workflows we automate. Your mapping call puts real numbers on yours.

Invoices

Before

12 hours/week typing invoice details from PDFs into QuickBooks and folders.

After

15 minutes/week reviewing an exception list before anything is filed.

Client onboarding

Before

Copying the same client info into the CRM, folders, invoice app, and checklist.

After

One approved intake creates the records, folders, reminders, and next steps.

Daily status checks

Before

Someone checks portals every morning to find missing files or status changes.

After

Your team gets one alert only when something changed or needs attention.

What we can build

Choose plain English or builder view.

Same services, different language. Most clients start with the plain English version.

Invoices and files

Auto-sort and file your invoices.

We read incoming invoices, statements, and PDFs, pull out the key details, and put them where your team needs them.

Send this task first

Apps and handoffs

Make your apps talk to each other.

When something changes in one tool, the next tool gets updated without someone copying and pasting.

Send this workflow first

Portals and inboxes

Daily checks without daily checking.

We watch the places your team checks every day and only alert them when something needs attention.

Send your daily checklist

AI with guardrails

A safe AI helper for messy admin work.

The system can read, summarize, draft, and prepare work, but your team approves sensitive actions.

Book a mapping call (opens in new tab)

First step

Find the first task worth automating.

We watch the real task, estimate the savings, and tell you what is worth building first.

Book a mapping call (opens in new tab)

After launch

Keep it running after it goes live.

We host, monitor, fix, and improve the automation so your team does not become tech support.

Ask about the care plan

What it costs

Fixed quotes. No open-ended hourly.

Every engagement is scoped up front. You approve a number before we build anything.

Start here

The automation audit

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.

After launch

Care plan

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

Before you book.

How fast do you respond?

Within one business day, every time. If your enquiry needs more than a quick reply, we'll schedule a 30-minute workflow mapping call.

What's the minimum engagement?

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.

Do you sign NDAs?

Yes. We sign mutual NDAs as a standard before any detailed scoping conversation involving your operational data or systems.

Where are you based?

Toronto, Ontario, Canada. We work remotely with clients across North America and Europe.

No black box

The automation does the busy work. Your team keeps the final say.

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

Bring one annoying task. We will map it with you.

Good fit for 5 to 50 person teams where the owner, operator, or office manager can point to the task they want gone.

Book a mapping call (opens in new tab)

Free 30-minute call · No commitment · Reply within 1 business day