From first call to running automation — here's exactly how we do it
We don't just build automations — we solve business problems. Our proven process combines technical expertise with deep business understanding. From discovery to ongoing optimization, we're with you every step of the way. Most clients are live within weeks, not months.
Your team is spending 20+ hours a week on work a computer should be doing
Manual data entry. Copy-pasting between systems. Chasing invoices. Generating the same reports over and over. It's tedious, error-prone, and expensive.
We find the repetitive work that's eating your time and turn it into automations that run 24/7 — so your team can focus on the work that actually grows your business.
How we work with you
From first conversation to a running system — here's exactly what each step looks like.
Discover
You tell us what's eating your time. We dig into your workflows, software, and pain points.
Timeline: 1-2 days
You get: A clear map of what can be automated and where to start
Plan
We prioritize quick wins and long-term gains, then lay out exactly what we'll build and in what order.
Timeline: 2-3 days
You get: A prioritized automation roadmap with scope and pricing
Build
We connect our pre-built modules to your software, customize them, and test everything with your real data.
Timeline: 1-3 weeks
You get: A working automation running in your environment
Maintain & Scale
We monitor your automations 24/7, fix issues before you notice them, and expand as your business grows.
Timeline: Ongoing
You get: Reliable systems that improve over time, not just "set and forget"
Your salesperson is also your tech lead.
Sales and development, hand in hand
Your point of contact has complete technical knowledge and direct access to our development team. No telephone game, no surprises.
- Know instantly if something is possible
- What sales promises is what developers deliver
- No scope creep, no "that'll cost extra" surprises
Hiring vs. automating — see the difference
Most businesses default to hiring when work piles up. But for repetitive, rule-based tasks, automation gets you there faster and costs less.
Hiring for the Role
$45,000–$65,000+/year salary + benefits. Subject to turnover, sick days, and human error.
Automate with DigitalStaff
Runs 24/7. No sick days. No turnover. Scales without hiring again.
We've already built integrations for 30+ platforms
QuickBooks, BuilderTrend, Sage, Expensify, and more. We're not starting from scratch — we're connecting what we've already built to your specific setup.
Sound familiar?
These are the problems our clients come to us with. If any of these hit home, we can help.
"Our bookkeeper spends days matching receipts every month"
We automate receipt matching, transaction categorization, and QuickBooks updates so they don't have to.
"We're drowning in invoices and nothing is organized"
We tame AR/AP chaos — automatically tracking, organizing, and flagging what needs attention.
"Someone spends half their day pulling data into spreadsheets"
We collect data from multiple sources, run calculations, and generate reports automatically.
"We manually read every email and re-enter the details"
We extract the data, classify the message, and route it to the right system — hands-free.
Ready to eliminate busywork?
Yes, we can work with your software
Even the old stuff nobody else will touch. If your team uses it, we can automate it — whether it's a modern cloud app, a desktop program from the '90s, or something custom-built that only your company has.
You don't need to be technical. You know how your business runs — we handle everything else.
We've automated software across:
Better than the "official" integration
A Southern Ontario Construction Company
$15M annual revenue
Their team was manually copying data between BuilderTrend and QuickBooks Online — causing 2-week invoicing delays, hours of wasted admin time, and constant data errors. The official integration between the two platforms didn't do what they needed.
Our solution: A custom integration that connects both systems exactly how their business works — not a one-size-fits-all workaround.
"We went from two weeks behind on invoicing to billing the same day the work is done. I don't know how we managed before."
— Office Manager
The Results:
Same-day invoicing — customers billed as soon as work completes
Faster payments — cash flow improved by weeks, not days
Hours saved every week — eliminated manual data entry entirely
Better than the official integration — built for how they actually work
We connect software that "can't be connected" — and make it work better than you thought possible.