Invoices, sales, and bank transactions flow automatically from a folder into QBO. Query revenue, A/R, inventory, and margin from Telegram in plain English.
Not a tool your staff runs — a layer the owner operates. Data entry by AI, decisions by you.
An accountant gives you a P&L once a year. Staff give you fragments. The system fills the space between — data by AI, decisions by you.
Revenue, costs, and margin update daily. Ask Telegram "P&L this week?" and get an immediate answer. No waiting for the accountant's monthly close.
Receivables aging tracked automatically. Customers past 60 days flagged. Optional auto-reminder emails or messages. Ask "who's past 60 days?" and get the list in seconds.
Inventory turnover and safety-stock alerts. Loss and shrinkage detected automatically. Catches the silent leaks that show up as "missing food cost" on annual P&Ls.
See which menu items, SKUs, or customers actually make money. Raise prices on or drop the low-margin ones. Push the high-margin ones. Decide with data, not feel.
Automatic reconciliation of POS sales against bank deposits. Missing cash expenses flagged. Payroll cost tracked, labour-cost ratio surfaced. 13-week cash forecast included.
Not "how's the business doing?" but "margin dropped 6% last week — why?" Owners who see daily decide daily. Issues get caught the week they appear, not the year-end.
Data entry, classification, and reconciliation run automatically through AI. The owner asks questions in Telegram and gets answers. QBO and your accountant stay in place.
Queries are submitted through the messaging platform the team already uses. No additional application needs to be opened, and information is accessible from any location with messaging access.
No rip-and-replace. We connect what you have over APIs and pull the data into one place.
Tools not listed above can also be integrated via API, CSV import, or email parsing. The free diagnostic reviews the existing toolset for each engagement.
Automation engineers are typically unfamiliar with accounting workflow; accounting professionals typically lack system design experience. The intersection of the two skill sets is uncommon in the market.
Fit is assessed during the 30-minute diagnostic. If a project is not a suitable fit, no proposal is issued.
The Canadian grant landscape changes frequently. We handle eligibility assessment, application packaging, and post-claim documentation, and we monitor closed programs for reopening. Status as of May 2026:
A 35% cash refund on R&D spend that resolves technological uncertainty. Arm's-length contractor expenditures qualify at 80% of cost; the R&D portion of that base receives the 35% rate.
A digital-transformation loan from BDC. This is a financing instrument rather than a grant, offered at a low interest rate, unsecured, with an initial interest-only period. AI track up to $2M; productivity track up to $5M.
National Research Council R&D funding. Reimburses 80% of salaries and 50% of contractor costs. Primarily reduces vendor-side R&D risk, with indirect client benefit through pricing flexibility. AI Assist stream available separately.
Ontario small-business corporate tax rate reduced by approximately 30%, effective July 1, 2026. No application required — the rate is applied automatically at corporate tax filing on the first $500,000 of eligible income.
A digital-adoption plan developed with a Digital Adoption Consultant. Prerequisite for the TDP. Currently closed at OCI. We monitor for reopening and notify clients on standby.
A 50% matching grant for SMBs that have completed DMAP. Historically the largest direct-to-client grant in this set. Currently closed at OCI. Application package preparation begins immediately on reopening.
* SR&ED claims are filed after fiscal year end and are subject to CRA review for CCPC status, arm's length, and R&D eligibility. DCC TDP is currently closed at OCI; on reopening, the client files directly (with DMAP completion as a prerequisite). BDC LIFT is a separate financing track. All refunds and loans are subject to government and lender review and are not guaranteed.
Walk through current flow, painful points, and existing tools. Confirm fit first.
The highest-priority workflow is delivered as a functional prototype. Implementation decisions are based on a working demonstration.
Dashboard, plain-English chat, integrations. Grant applications run in parallel.
Monthly review reports and message-based change requests are included. The system is iterated alongside business changes.
From $500K to $30M in annual revenue. Pricing depends on company size and channel complexity. The free 30-minute diagnostic and initial audit determine the right tier.
Revenue $500K–$3M · single channel · 1–10 staff
Revenue $3M–$10M · multi-channel · 10–30 staff
Revenue $10M+ · full ERP replacement · 30–150 staff