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Solutions

AI for the work that eats your week.

Six kinds of AI system, each built around your business. They don't just chat: they check calendars, take payments, update records and hand off to a person when they should. Use one, or put them together.

A store owner working on a laptop at her counter

Replied in 38 secondswebsite chat · 9:42 pm

Invoice matched to PO-118$60 difference flagged

"Can someone come look at our furnace Thursday?"

Booked Thu 8 to 10 amcard on file · technician assigned

01

AI front desk · off your plate

Every call, text and message answered.

An AI front desk that answers your phone, texts, Instagram and Facebook messages, website chat and email, day and night. It knows your services, prices and availability, books straight into your calendar, takes deposits, and passes anything that needs a person to you with the whole conversation.

What it does

  • Answers questions in your voice
  • Books, moves and confirms appointments
  • Takes deposits and card details
  • Hands off to you when it should

Connects to

  • Phone and SMS
  • Instagram
  • Facebook
  • WhatsApp
  • Website chat
  • Gmail
  • Outlook
  • Google Calendar
Two people shaking hands in an office

New lead answered in 2 minutesquote Q-2291 sent

Follow-up 2 of 3 sentthey replied: "let's do it"

02

Sales follow-up · brings money in

No lead goes cold.

Most sales are lost to slow replies and forgotten follow-ups. The agent answers new enquiries in minutes, sends the quote, follows up on a schedule until they decide, and keeps your CRM or spreadsheet current. It also reaches back out to past customers when it's time to buy again.

What it does

  • Replies to new leads in minutes
  • Sends quotes and follows up on schedule
  • Keeps your CRM up to date
  • Brings past customers back

Connects to

  • HubSpot
  • Jobber
  • Google Sheets
  • Gmail
  • Outlook
  • SMS

INV-2231 read and enteredNorthside Supply · $3,480.00

2 overdue invoices chased$1,620 outstanding

03

Back office · off your plate

Paperwork, handled.

The agent reads invoices, receipts, forms and emails, enters the details into QuickBooks, Xero or your spreadsheets, matches bills to purchase orders, chases overdue invoices and files documents where they belong. Anything over your limits waits for your approval.

What it does

  • Reads invoices, receipts and forms
  • Enters and matches them for approval
  • Chases overdue invoices politely
  • Files documents where they belong

Connects to

  • QuickBooks
  • Xero
  • Google Drive
  • Dropbox
  • OneDrive
  • Gmail
  • Outlook
A person pointing at charts on a laptop

"Morning. Yesterday: $4,820 in, 6 jobs booked, 2 invoices overdue."

Up 14% on last Octoberasked in plain English

04

Reporting and your assistant · off your plate

Know your numbers without digging.

Every morning, a short summary lands on your phone: what came in, what's booked, what's overdue and what needs you. Ask it anything in plain English, like how this month compares to last year, and approve or decline things with one tap.

What it does

  • A morning summary on your phone
  • Plain-English answers about your numbers
  • One-tap approvals
  • A live dashboard for the details

Connects to

  • Square
  • Shopify
  • Stripe
  • QuickBooks
  • Google Sheets
  • Telegram
  • WhatsApp
Three coworkers looking at a laptop together

"What's our refund window again?"

30 days, with the receiptfrom your returns policy, page 4

05

Team assistant · off your plate

Answers for your staff, from your own playbook.

New hires and busy staff ask the same questions every day. The team assistant answers them from your own manuals, price lists and policies, helps train new people, and sends shift reminders, so the questions stop landing on you.

What it does

  • Answers from your own documents
  • Helps onboard new staff
  • Shift and task reminders
  • Flags questions it can't answer

Connects to

  • Google Drive
  • SharePoint
  • Slack
  • Microsoft Teams
  • SMS
A carpenter cutting wood in a workshop

Estimate drafted from 4 photosready for your review

Low on birch plydraft order waiting for your OK

06

Custom AI tools · built to fit

The job only your business has.

Some of the best wins are specific: estimates from a few photos, emailed orders turned into work orders, stock reordered before it runs out, proposals drafted for review, or two systems connected that have never talked. If it's repetitive and it follows rules, we can probably build it.

What it does

  • Estimates from photos or forms
  • Order and inventory automation
  • Documents drafted for review
  • Connects systems that don't talk

Connects to

  • Whatever you run
  • If it has a way in, we can connect it

Watch it work

Not a chatbot. An agent with tools.

A chatbot talks about booking you in. An agent does it: it checks the calendar, holds the slot and sends the payment link. Pick a conversation and watch both sides.

DanaWebsite chat

What the agent did

    Example conversations. The businesses and customers are made up; the tools are the real kind we build.

    Books too?

    Meet True Figure, our bookkeeping service.

    Flat monthly pricing from $299, a live dashboard on every plan, and your books closed by the 10th, or that month is free. Already have a bookkeeper? Keep them. The agents work alongside whoever does your books.

    truefigure.ca

    Not sure where to start?

    We'll find the first win.

    The best place to start is usually one agent that takes the biggest job off your plate. A free call is enough to find it.

    Book a free call
    A café owner chatting with a customer at the till