AI agents
AI agents that run specific finance and operations tasks inside your business. Fixed monthly price. No setup fees. Available on their own or on top of any plan.
AI Collections Agent
CAD $1,950/month
Accounts receivable reminders by email and SMS, escalation steps and collections tracking.
Add to a plan: AI Collections AgentAI Follow-Up Agent
CAD $1,950/month
Follow-up sequences for prospects and clients, with consent and unsubscribe handled.
Add to a plan: AI Follow-Up AgentAI Client Onboarding Agent
CAD $2,500/month
Intake forms, document collection, welcome messages and progress tracking.
Add to a plan: AI Client Onboarding AgentAI Reporting Agent
CAD $2,950/month
Monthly reports, KPI summaries and executive dashboards, delivered on day 5.
Add to a plan: AI Reporting AgentAI Customer Service Workflow
CAD $3,950/month
Ticket intake, FAQ answers from approved articles and escalation to a person.
Add to a plan: AI Customer Service WorkflowHow every agent works
- Connects to QuickBooks Online, Xero or Excel with your authorization. You can revoke access at any time.
- A person reviews and approves reports before they reach your clients.
- Every message includes sender identification and an unsubscribe option (CASL).
Not sure which agent fits? We'll tell you in the first call.
Book a free 30-minute call (opens in a new tab)