FOR CANADIAN SMALL BUSINESSES RUNNING ON MANUAL HANDOFFS
FIX YOUR
WORST
WORKFLOW.
Less AI buzz. More business results. We map your actual workflow and recommend the smallest useful build.
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> identify --bottleneck
SCANNING SALES PIPELINE...
> found: manual follow-up delay (avg 48h)
ACTION: AUTOMATING CRM TRIGGER...
Recent builds.
Real workflows, real numbers. Estimates labeled as estimates.
> client: precision manufacturer [ON]
> problem: expense reconciliation eating 4+ hrs/week;
inbound leads hitting sales unfiltered
> build: expensify <-> mrp integration + icp lead
filtering w/ crm dedupe + quote-to-po matching
> result: ~200 hrs/year projected recovery
> status: DEPLOYING
> client: boutique financial advisory
> problem: manual onboarding, scattered contacts,
invisible website
> build: onboarding dashboard + personal crm +
full site rebuild
> result: drastic seo ranking improvement
> status: DEPLOYED
> client: smb sales team
> problem: crm full of duplicates and dead records;
pipeline reports meaningless
> build: automated cleanup tool + manual
verification checkpoints
> result: machine speed, human accuracy
> status: DEPLOYED
> client: sell-side m&a diligence teams
> problem: weeks of manual document prep per deal
> build: deal-ready — purpose-built diligence
preparation platform
> result: structured, repeatable prep process
> status: IN PRODUCTION
We fix business bottlenecks.
Dealer applications, handled
Become-a-dealer forms turned into structured intake: scored, routed, and onboarded from a checklist. No more applications sitting in someone's email.
Quote requests that route themselves
Parsed, deduped, logged in your CRM, and assigned to the right salesperson — before anyone checks the inbox. Nothing submitted Friday at 5pm dies over the weekend.
Follow-up that never forgets
Every open quote chased automatically until it closes or dies honestly. The biggest revenue leak in quote-driven businesses, plugged.
QuickBooks connected to everything
Expenses, quotes, CRM, and operations in one live view. One source of truth — instead of asking three people for your own numbers.
WE WORK IN: QUICKBOOKS · EXPENSIFY · CLAUDE · MICROSOFT 365 · YOUR CRM · YOUR MRP
How we work.
No generic AI pitch. We map your actual workflow and recommend the smallest useful build.
Technology we work in.
We build inside the tools you already pay for — and connect the ones that don't talk to each other.
All product names and logos are trademarks of their respective owners. Shown to indicate tools we integrate with — not affiliation or endorsement.
RESULT
AI is an accelerator, not an autopilot.
We don't sell generic "AI transformations." We build highly specific, targeted interventions that slot perfectly into your existing business model.
Technology should serve the process, not dictate it. We focus on solving missed follow-ups, slow quoting, and messy onboarding.
Our pilots launch in 2–6 weeks. We move at the speed of your growth, ensuring every dollar spent has a direct operational counterpart.
Already know what's costing you? Book the paid Workflow Audit →