AI automation services for repetitive business processes
Your team is re-typing invoices, copying data between systems, and chasing approvals by email. That work doesn't need a person anymore. We identify, build, integrate, and manage AI-powered workflows across finance, operations, documents, sales, and reporting — and we stick around after launch.
Where are you starting from?
Four situations bring people to this page. Pick yours — each one has a different best next step.
There's manual work everywhere — I just don't know where to start
We map your processes, find the highest-value opportunities, and hand you a prioritized roadmap before you spend a dollar on building.
I know exactly what I want automated
Scope it as a fixed-price project — or de-risk it first with a working proof of concept before you commit to the full build.
I already have automations, but they need help
Someone built you automations and left? We take over existing workflows — monitoring, repairs, and improvements included.
I want an ongoing automation partner
Strategy, leadership, and a portfolio of automations that grows over time — not just a one-off build that gathers dust.
Not sure which one you are? Start with the free plan — it costs you a form and gets you a shortlist.
Get your free automation planWhat we automate
If the work is repetitive, digital, and follows rules a person could write down, it's probably automatable. Here's where we spend most of our time.
Finance & accounting
The back-office work that eats your bookkeeper alive: invoices, payables, receivables, and reconciliation.
- ✓ Invoice & receipt processing
- ✓ AP & AR workflows
- ✓ Bank reconciliation
Operations
The glue work between systems: approvals, handoffs, order processing, and data that gets re-typed from A to B.
- ✓ Approvals & handoffs
- ✓ Order & job processing
- ✓ Data transfer between systems
Documents & email
AI reads the PDFs, forms, and emails your team currently reads by hand — then extracts, routes, and files them.
- ✓ Data extraction from PDFs & emails
- ✓ Classification & routing
- ✓ Drafted responses with human review
Sales & customer service
Leads captured, qualified, and followed up. Customers answered. Your CRM updated without anyone touching it.
- ✓ Lead capture & qualification
- ✓ CRM updates & follow-ups
- ✓ AI chatbots & assistants
Reporting & dashboards
The recurring reports someone rebuilds every Monday morning — generated automatically, from live data.
- ✓ Recurring reports
- ✓ KPI dashboards
- ✓ Data consolidation
Something more specific?
These are categories, not limits. Browse the full library of processes we automate, or just ask us about yours.
- ✓ Employee onboarding
- ✓ Purchase orders
- ✓ Support tickets
See how one automation actually works
Benefits lists are easy to write. Here's what an automation looks like end to end — invoice processing, because almost every business has it.
Example: incoming invoice automation
- 1
An invoice arrives by email.
- 2
AI identifies the attachment and extracts the vendor, amount, date, tax, and line items.
- 3
The system checks for missing information, duplicates, and business-rule issues.
- 4
Exceptions are sent to a person for review — nothing gets silently guessed.
- 5
Valid invoices are routed to the right manager for approval.
- 6
Approved data syncs into your accounting software (QuickBooks, Xero, Sage).
- 7
Every action is logged, so there's always an audit trail.
- 8
We monitor for failures, exceptions, and performance — and fix what breaks.
| Before | After |
|---|---|
| Staff open and read every email manually | Invoice emails and attachments are detected automatically |
| Invoice fields are typed into accounting software | Data is extracted, validated, and synced |
| Managers are chased for approvals by email | Approval workflows are triggered automatically |
| Errors are found weeks later, at month-end | Exceptions are flagged the moment they happen |
| Failures are discovered when someone complains | The automation is monitored around the clock |
“Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.”
Kevin Potts
President, Norseman Construction
AI where it helps. Reliable automation everywhere else.
A lot of automation companies will tell you AI can do everything. It can't — and pretending otherwise is how you end up with workflows you can't trust.
We automate the predictable work and route exceptions, approvals, and judgment calls to the right person.
Rules
Deterministic logic handles the predictable steps — calculations, routing, validations. Same input, same output, every time.
AI
AI handles what rules can't: documents, language, classification, summarization, and messy, variable inputs.
Integrations
Connectors move data between your systems so nobody has to copy-paste between windows.
Humans
Your people review exceptions, approvals, and judgment calls. They stay in control — they just stop doing the typing.
Monitoring
We watch for failures, vendor API changes, and unusual activity — because software never stays still.
We work with the systems you already use
Including the old stuff nobody else will touch. No "sorry, that's not supported."
Modern cloud software
If it has an API or webhooks, we can connect it.
Desktop & legacy systems
The old stuff nobody else will touch — including software with no API at all.
Custom systems & data
Databases, internal tools, portals, and the spreadsheets holding your business together.
Wondering if your workflow is automatable? Ask us — it's free.
Ways to work with us
Match your situation to the right engagement. Start where it makes sense — you can move between options as your business evolves.
| Your situation | Where to start |
|---|---|
| You want help finding the opportunities | Process Assessment or Discovery Sprint |
| You want a free, personalized starting point | Free Automation Plan |
| You want to test an idea before committing | AI Proof of Concept |
| You have one workflow to build | Fixed-price Project Build |
| You want automations built, hosted, and managed for you | Managed Automation |
| Your team builds — you need automation direction | Advisory |
| You want ongoing automation leadership | Fractional Chief Automation Officer |
Every engagement is flat-fee or fixed-price — no hourly billing surprises. Most clients start with a Discovery or a single project build and grow from there.
What happens after launch?
An automation is an operational system, not a file we email you. Software updates break things. Vendors change APIs. Volumes grow. Somebody has to be watching.
One-time project build
We build a defined workflow, document it, and hand it over with launch support. Best if you have internal people ready to own it day to day.
- ✓ Fixed scope, fixed price
- ✓ Documentation and training included
- ✓ Launch support while things settle in
Ongoing managed automation
We build and run it. Your automations live on monitored infrastructure, and we keep improving and expanding them as your business changes.
- ✓ Hosting, monitoring & maintenance included
- ✓ Error investigation & fixes when software changes
- ✓ Workflow improvements & new automation opportunities
- ✓ User support & documentation updates
“Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.”
Chuck Baresich
President, Haggerty Creek Ltd.
Is your process a good candidate?
Not everything should be automated. This is the same checklist we run on discovery calls — save yourself a meeting.
✓ Usually a strong fit
- ✓ The task happens often — daily or weekly, not once a quarter
- ✓ The process runs on digital information
- ✓ The steps are reasonably consistent
- ✓ Staff copy, check, route, or re-enter information
- ✓ There are delays, errors, or bottlenecks today
- ✓ Someone internally owns the process
! Maybe not ready yet
- − The process changes every week
- − Nobody agrees on how the process should work
- − Task volume is very low
- − An off-the-shelf feature already solves it
- − The required data is unavailable or unreliable
- − Nobody owns the outcome internally
On the fence? That's literally what the free automation plan is for.
Frequently asked questions
Do we need to know what we want automated before we talk to you?
No. Most clients arrive knowing something is eating their team's time without knowing exactly what to fix first. That's what discovery is for — we map your processes and rank the opportunities by ROI. If you want a zero-cost starting point, the free automation plan gives you a personalized shortlist.
Can you work with software that doesn't have an API?
Yes — this is one of the things we're known for. We automate desktop applications, VPN-protected environments, and legacy systems like Sage 300 CRE, Yardi, and PCLaw that have no official integration path. If your team can use it, we can automate it.
How much does an automation project cost?
Discovery engagements start at $1,500 CAD, and every project build is quoted as a fixed price before we write a line of code — no hourly billing surprises. Ongoing plans are flat monthly fees. Full ranges are on the pricing page.
How long does implementation take?
Discovery takes days, not weeks. A typical build runs two to six weeks depending on complexity, and most clients are live within three to eight weeks of the first call. The process page walks through each step.
What happens when the AI isn't sure?
It stops and asks. Any document, email, or data point the AI can't handle confidently is routed to a person for review — it never silently guesses. You define who reviews exceptions and what gets escalated.
Where does our data live, and who owns the automation?
You own your data and the workflows we build for you. We document where data flows, which AI providers (if any) touch it, and how access is controlled. Our AI governance resources cover data residency and provider choices in detail.
What support do we get after launch?
As much as you want. Some clients take a documented handover and run things themselves. Most choose the Monthly Automation Solution: we host, monitor, maintain, and improve the automations — and keep finding new ones.
Can you take over an automation someone else built?
Yes. Orphaned Zapier workflows, half-finished scripts, an integration built by a developer who moved on — we audit what exists, stabilize it, and take over the monitoring and maintenance.