Our Services
Your tailored Automation Solution

We begin with a free efficiency analysis to understand your operations, identify bottlenecks, and pinpoint where automation will have the greatest impact. Based on this analysis, we design a clear and practical automation plan tailored to your business reality. We prioritize optimizing your existing tools (Excel, QuickBooks, CRM, etc.) whenever possible and remains completly independent of any systems provider .

The automation solutions we implement are designed to reduce operational costs by up to 60%, eliminate manual errors, and improve customer satisfaction. By automating repetitive and time-consuming tasks, your team can focus on higher-value work and core business priorities. Each solution is custom-built to integrate seamlessly into your current workflows.

This includes administrative and financial automations that accelerate cash flow, such as intelligent billing with automated follow-ups, fast quote and proposal generation, and automatic data extraction from emails and documents. We also automate operational and HR processes, including simplified timesheets and expense reports, as well as real-time cost and schedule alerts for projects or job sites... And more! Our expertise cover all types of automation. Contact us to explore additional custom solutions.

After implementation, we offer flexible support options based on your needs. Whether you prefer active, ongoing support or short-term assistance, we adapt to your expectations. Support can be provided on a long-term or limited basis, ensuring your automation systems remain reliable, optimized, and aligned with your business as it evolves.

Automation Made Simple

SalesForce
Salesforce is a  customer relationship management (CRM) platform used to manage sales, customer data, marketing, and customer support in one centralized system. It helps organizations track leads, automate sales processes, improve customer relationships, and gain real-time insights through reporting and analytics.
Docusign
DocuSign is a electronic signature and agreement management platform to securely sign, send, and manage documents online. It speeds up approvals, reduces paperwork, and ensures legally binding, compliant digital agreements.
Microsoft Power Automate
Microsoft Power Automate is a  workflow automation tool that helps automate repetitive tasks across Microsoft 365 apps and third-party services. It allows users to automate tasks between cloud apps like Outlook, SharePoint, and Excel, create workflows for notifications, data collection, approvals, and process integration, increasing efficiency and reducing manual work.
Zapier
Zapier is a cloud-based workflow automation platform that connects different apps and services, allowing businesses to automate repetitive tasks without coding. It enables seamless data transfer and process automation between tools like QuickBooks, Salesforce, Microsoft 365, and more, saving time and reducing manual work.
QuickBooks
QuickBooks is a popular accounting and financial management software designed for small and medium-sized businesses. It helps automate bookkeeping tasks such as invoicing, expense tracking, payroll, and financial reporting, making it easier to manage cash flow and maintain accurate records.
ADP
ADP is a global HR, payroll, and workforce management platform that helps businesses automate payroll processing, employee benefits, time tracking, and compliance tasks. It simplifies HR operations, reduces manual work, and ensures accurate and timely employee management.
Ready to begin your tailored automation solution
Contact us