Business automation solutions
The work between your tools
A solution for
that handoff.
The invoice someone re-types. The document someone chases. The order rebuilt in another spreadsheet. Start with the part of the workflow that keeps getting in the way.
A better way through
Built around the way your team works.
These are custom implementation services. Each page explains the workflow, the checks that matter and what we need to confirm before building.
Sage & accounting
01 / Connect the work around Sage
For wholesalers, contractors, sales teams and finance departments: connect invoices, customer payments, supplier prices, inventory, CRM and reporting around the way your business works.
Sage 50 Canada · Custom integrations
Which Sage task keeps coming back?
Explore 12 workflows for wholesalers, contractors, sales teams and finance: invoice transfers, payment allocation, supplier prices, stock visibility, CRM and reporting.
Bulk import files into Sage 50
Turn Excel and CSV files into a reviewed Sage 50 import workflow. Field mapping, validation, duplicate checks and edition-specific posting routes.
02PDF invoices to Sage
Extract invoice data from PDFs, review uncertain values and prepare an edition-compatible Sage workflow. Custom PDF-to-Sage automation for finance teams.
03Shopify to Sage integration
Connect Shopify orders, reviewed accounting data and Sage 50 with a custom workflow for taxes, refunds, payments and exceptions.
04Bank statement imports for Sage
Prepare bank statement data for a supported Sage workflow. Extract PDF statements or map CSV exports, review exceptions and define the reconciliation handoff.
Immigration workflows
02 / From intake to review
Give applicants a clear next step and your team a file they can work with. Each part of the document journey gets its own workflow.
01Immigration document collection
Build a clear immigration document intake workflow with client upload links, program-specific checklists, missing-item reminders and a review queue.
02AI-assisted immigration document review
Surface missing information, unclear documents and cross-document inconsistencies with an AI-assisted review workflow built for immigration practices.
03Immigration form preparation
Reuse reviewed applicant information in immigration form drafts, track missing answers and preserve required professional review, validation and signatures.
Business operations
03 / From handoffs to flow
Connect customers, inventory, quotes and jobs around the way your business actually runs. Keep people in the decisions that need judgment.
01Custom CRM & customer workflows
A custom CRM built around your customers, orders, quotes and follow-ups. Connect business tools and give the team one clear view of what happens next.
02Custom ERP & inventory workflows
Connect inventory, production, orders and invoicing with a custom ERP workflow shaped around your team, systems and review requirements.
03Trucking TMS & dispatch automation
Connect load intake, dispatch, tracking, documents and billing in a custom trucking workflow, with rules for automation and a clear exception queue.
04Quote-to-invoice automation
Connect quote requests, approvals, payment status, fulfillment and invoicing in one custom workflow with clear ownership and accounting handoffs.
A useful starting point
You do not need the whole plan yet.
One representative example.
A redacted file, a checklist or a walkthrough can reveal where the same information gets copied or checked twice.
Connect the right handoff.
We assess existing tools and supported routes before deciding what needs a custom build.
Make room for judgment.
Review, approval and exception handling belong in the design from the start.