Automations
Connect your software and stop typing things twice, for Montreal businesses.
We connect the programs your business already uses, so the details of a customer, an order or an invoice are typed once and copied where they need to go. It is for small and medium businesses in the Montreal area, like distributors, trade contractors and offices, where the same details get typed into two or three programs. When a program has no proper connection, we can usually work in it through the screen, the way your team does.
Written by Luciano Bossa · Updated October 2026
What it looks like
An example of how it could work. The real steps depend on your programs, which we look at with you on the free call.
A customer emails a purchase order to your Outlook inbox.
The AI reads the email and picks out the customer, the items and the quantities.
Someone on your team checks the details before the order is saved.
The same order goes into your Excel order sheet and into your billing program.
Your team gets a message in Teams saying the order is in.
What we can set up
Orders typed once
An order entered in one place goes to the other programs that need it, like your order sheet or your billing program.
Customer details entered once
A new customer or a changed address is copied to the other programs that keep customer details.
Emails and PDFs into your programs
The AI reads an email or a PDF and picks out the details. Fixed steps then copy them into the right program, after your team checks anything important.
Lists that should match
Two programs or spreadsheets compared, with the differences flagged for a person to review.
Messages into Teams
Voicemails and alerts sent directly into Teams.
Programs with no connection
If a program has no connection, we can usually still get the details in through the screen.
What stays with your team
Most of the work is fixed steps, set up in advance: when something lands in one program, it gets copied to the other. Where AI is used, it reads an email or a PDF and picks out the details.
For anything important, we set it up so your team checks it first. Nothing important is saved before a person has looked at it.
You keep your programs. We build around the email, spreadsheets and accounting software you already use, and we check your tools before you buy. If one cannot be touched, we say so plainly.
Common questions
Can you connect two programs that don't talk to each other?
Usually, yes. We connect to most programs. When a program offers no proper connection, we can usually work in it through the screen, the same way your team does. We look at your programs on the free call and tell you plainly if one cannot be touched.
Can you connect our accounting software, like Acomba, Sage 50 or QuickBooks?
We check it on the free call, on a screen share. Some programs have a proper connection. With others, we can usually work through the screen. If yours cannot be touched, we tell you before you buy.
What happens if something gets copied wrong?
For anything important, we set it up so your team checks it before it is saved. If something gets copied wrong or stops working, we fix it. That is part of the monthly fee.
Do you also look after our computers and network?
No, we are not IT support. We connect your programs and set up the steps between them. For computers, networks and cybersecurity, we refer you to a Montreal IT firm we work with.
How long does it take, and what does it cost?
Most setups are running within a few weeks. It is one setup fee plus one monthly fee, month to month, and fixes are part of the monthly fee. The written plan after the free 20 minute call gives you the price.
We work with businesses in Montreal (including Saint-Laurent), Laval, Longueuil, Brossard and the South Shore, in French and English.
AI / Automation
Show us one task.
A free 20 minute call on a screen share. You show us the task, we tell you straight if it is worth automating.
Book a free 20 minute call
When you call, you get Luciano.514 886 8879