Automate the transfers, reports and alerts between your systems.

We automate the transfers, reports, alerts and updates that keep your teams busy. You choose the rules and the steps that need approval.

Where things stand today

  • Your employees copy data from one system to another. Every transfer takes time and brings data-entry errors.

  • A report built by hand doesn't go out when the person who prepares it is away.

  • A dashboard flags a client at risk, but your CRM isn't updated and nobody is notified.

What we build

  • Invoice processing: reading, validation and matching against purchase orders, with discrepancies flagged
  • Inventory alerts below the critical threshold, with the reorder prepared
  • Reports produced on a schedule and sent to the right people
  • A client file opened in the ERP as soon as a contract is signed
  • Calculated data (score, segment, status) sent back into your CRM or ERP
  • Automations hosted in Canada, with access limited to the systems they need and a record of every run
Automation · Supplier invoices Run 1,284
A supplier invoice is read, matched to its purchase order and entered in the ERP. The variance on one line goes to the person responsible, following the agreed approval rule. Example · fictitious data

Security, hosting and Law 25

Hosting in Canada, access by permission, query log and Law 25: details are on the AI analytics page.

Rules and exceptions

We define what happens when data is missing, a validation fails or a system doesn't respond. Your team knows what has run and what needs someone to step in.

Each automation reads the same definitions as your dashboards. When a business rule changes, we update it in one place.

Group insurance

The profitability of every group, in real time

A group insurer calculated the profitability of its groups by hand. We connected its claims, ERP and invoicing, then automated the actuarial calculations. It now sees the profitability of every group in real time.

See the insurance case →

Name the process your teams redo every week.

We'll tell you what can be automated, and what should stay in your hands.

Tell us about your project →