"We spend every month-end copying numbers from one file to another." That is what we often hear in a first conversation. Invoices are prepared by hand, payment reminders depend on someone remembering, and information received by email has to be typed again into the accounting software.
Every manual step adds a delay and a risk of error. An invoice sent late is a payment collected late. A mistyped figure is an hour lost tracking it down. Meanwhile, your admin team is not working on the things that truly need their judgment.
We work with the accounting and productivity software common in SMEs. QuickBooks is often where invoices and payments end up, while Power Automate or Zapier orchestrate the hand-offs between email, Excel and your other applications. DocuSign completes the picture when quotes or contracts need a signature.
Everything starts with a free efficiency analysis (about one hour). We then propose a prioritized plan and implement the automations in phases, quick wins first, so your team benefits from the first results without waiting for the whole project to finish.
No. We start from your existing tools, such as QuickBooks, Excel and your email, and connect them. We are vendor-independent: we have no software to sell you.
It replaces repetitive tasks, not judgment. Your team stays in control of exceptions and decisions, and spends far less time copying data.
Yes. Our services are delivered online, worldwide. In Greater Montreal and the Laurentides, we can also come to you when needed.
You choose: ongoing active support or time-limited assistance. Either way, we can optimize the automations as your business evolves.
This automation is often step one. See how we automate an entire operation.
A free analysis of about one hour and a prioritized roadmap, at no cost and with no commitment, to spot the tasks worth automating first.
Request my free analysis