Re-keying the same data
Quotes into the CRM, then the job sheet, then the invoice, then the spreadsheet the owner actually trusts. Four times, by hand.
For Canadian businesses · Free process review
Your team loses 10 hours a week to admin. We build the system that takes it back.
We connect the tools you already pay for and automate the manual work sitting between them — the re-keying, the chasing, the month-end rebuild. Built around your workflows, not a platform you have to bend to fit.
- Live in weeks, not quarters. The first automation ships before the big project is finished.
- You own everything. Source code, documentation, admin access — handed over, no lock-in.
- Fixed fee, quoted up front. No hourly drift, no percentage-of-funding games.
Canadian-based team · Fixed-fee assessment · Financing available through BDC LIFT if you want it
Get your free process review
Tell us what your team does by hand. We'll reply within one business day with what's worth automating and what it would take.
The cost of doing nothing
Admin work isn't free. It's just invoiced to nobody.
You're not short on demand. You're short on capacity — because skilled people spend a third of the week on work no client is paying for. Put your own numbers in:
Capacity lost every year
$360,000
Based on 48 working weeks. This is revenue your team has the skill to earn and no time to reach.
Get my free process review
Chasing status
Where is that file? Did the client sign? Has it been scheduled? Answering those questions is a full-time job nobody was hired for.
Reporting from scratch
Month-end takes three days because the numbers live in five systems that were never designed to talk to each other.
What we build
Custom systems, not another subscription
We don't resell a platform and reshape your business around it. We map how your work actually moves and build to that — usually on top of the tools you already pay for.
Systems integration
CRM, ERP, accounting, scheduling, and field tools connected so a change in one place stops requiring changes in four others.
Intake & document automation
Quotes, POs, invoices, and forms read, extracted, validated, and pushed into your systems — instead of typed in twice.
Workflow & approvals
Routing, sign-offs, and status tracking that run themselves — with an audit trail, so nobody has to chase anyone.
Reporting & dashboards
One source of truth for utilization, margin, and pipeline. Month-end that takes an hour instead of three days.
AI assistants on your data
Internal assistants trained on your SOPs, contracts, and history — answers in seconds, without depending on one person being at their desk.
Data foundations
Clean, consolidated, governed data. The unglamorous layer that decides whether everything above it works.
Not sure which of these you need?
That's what the review is for. Describe the manual work and we'll tell you what we'd build.
What happens next
Three steps, and you can stop after any of them
No commitment until the numbers are in front of you.
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01
You submit the form. We reply in one business day.
A real answer, written by a person who read what you wrote: whether this is automatable, roughly what it would take, and what we'd do first. If there's nothing here worth building, we'll tell you that instead.
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02
Operational assessment
If the reply lands, we spend two to three weeks with your team mapping where the hours actually go. You get a ranked list of what to automate with hours and dollars attached to each, plus a scoped, fixed-price build proposal.
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03
Build, deploy, hand over
Highest-value, lowest-risk work ships first, so something is live early rather than everything landing at the end. We train your team, hand over the documentation and admin access, and you own it outright.
Why us
We stay past the invoice
Platform resellers
Sell you a licence, run a config project, leave. Your business gets reshaped around software built for someone else's.
Grant consultants
Write a funding application, take a percentage, disappear at approval. You're left holding money for a project nobody has scoped.
Us
We scope it, build it, hand it over. And if funding is part of the picture, the plan we write is the one we're accountable for delivering.
Optional
If you'd rather finance it: BDC LIFT
You don't need funding to work with us, and most projects don't wait for it. But if the scope is bigger than this year's budget, Canadian businesses have a program built for exactly this — and we handle that side too.
LIFT — Lead with Innovation and Focus on Technology — is a Business Development Bank of Canada initiative combining advisory services with financing so Canadian businesses can adopt advanced technology from Canadian suppliers. It has two paths.
Digital transformation & AI
For AI adoption, data infrastructure, enterprise systems (ERP/CRM), and cybersecurity.
- Revenue
- $1M+ annually
- Industries
- All, with limited exceptions
- Advisory
- BDC assessment & plan required
The path most of our funded clients take.
Productivity & equipment
For digitally enabled equipment, robotics, and automation on the floor.
- Revenue
- $5M+ annually
- Industries
- Manufacturing, transport & warehousing, wholesale, construction, agriculture, engineering services, mining & energy
- Advisory
- Optional
What the financing can cover
- Software, licences, and technology purchases
- Installation, integration, and configuration
- Implementation and rollout costs tied to the investment
- Equipment and automation (Path 2)
What BDC requires
- A Canadian-based business in adequate financial health
- Canadian-based technology suppliers and integrators
- A plan — newly built with BDC, or an existing one strengthened
The plan is where most applications stall. A vague "we want to use AI" doesn't get funded. A scoped project with defined systems, a named Canadian implementation partner, a timeline, and a modelled return does. Our assessment produces that document as a by-product — which is why the funding path and the build path fit together cleanly.
Terms, amounts, and rates are set by BDC based on your revenue, project scope, and financial profile. LIFT is financing, not a grant. We are an independent consulting firm and are not affiliated with, endorsed by, or an agent of BDC. Program details: bdc.ca/en/solutions/lift.
Before you send it
The questions people ask us first
What actually happens after I submit this?
One of us reads it and replies by email within one business day — a real answer about your specific situation, not a calendar link. No call unless you want one. If we don't think we can help, we'll say so and explain why, which is usually still useful to you.
Is the review really free? What's the catch?
Genuinely free, and there's no obligation. We do it because it's the fastest way for both of us to find out whether there's a real project here. Paid work starts at the assessment, and only if you want it.
We don't need funding — can you just build the thing?
Yes, and that's most of our work. The funding side exists because some projects are bigger than a single year's budget, not because it's a requirement.
What does it cost if we go ahead?
The assessment is a fixed fee, quoted before you commit. The build is scoped and priced from the assessment, so you see the number before saying yes. No hourly drift and no percentage-of-funding fees, ever.
How long until something is actually working?
Assessment findings in about three weeks. Build timelines depend on scope, but we deliberately sequence the highest-value, lowest-risk automation first so something is live early rather than everything landing at the end.
Do we have to replace the software we already use?
Usually not. Most of what we build sits on top of your existing CRM, ERP, and accounting tools and makes them talk to each other. Replacing a system is a recommendation of last resort, and we'd explain why.
Who owns what you build?
You do. Source code, documentation, and administrative access are handed over. We're happy to stay on for support — but not because you'd be stuck without us.
Is our data safe with you?
We work inside your systems and your accounts wherever possible, so your data stays where it already lives. Where we need access, it's scoped to what the build requires and revoked on handover. We'll sign an NDA before the assessment if you'd like one.
We're under $1M in revenue. Are we too small?
Too small for LIFT's digital path — $1M is BDC's floor, not ours. Not too small for us. Smaller engagements are often the cleanest, because there's usually one obvious workflow eating everyone's week.
Find out what's worth automating
Sixty seconds to fill in, one business day to hear back, and a straight answer either way.