FAQ

Frequently Asked Questions

Everything you need to know before we start working together.

It depends on complexity. A single workflow can be live in a few weeks. Multi-system projects with AI components typically take longer. We’ll give you a realistic timeline after our discovery call—no surprises.

We request only the minimum access required for each integration. For most projects, this means API keys or OAuth connections. We document all access and follow least-privilege principles.

You do. Everything we build belongs to you. We provide full documentation, and you can maintain or modify the workflows yourself. We’re also happy to provide ongoing support if you prefer.

We don’t disappear after launch. If something breaks or needs adjustment, our team is available to quickly diagnose and resolve the issue. We also offer ongoing support and optimization to ensure everything continues to run smoothly as your business evolves.

Security is baked into our process. We review data flows, use encrypted connections, and follow industry best practices. For sensitive industries, we can work within your compliance framework and provide documentation.

Yes. We work with the systems you already use, including Kroll, NetSuite, QuickBooks, Sage, SAP, HubSpot, Salesforce, Microsoft 365, Google Workspace and carrier portals. Then we choose the automation tool that fits: UiPath, Power Automate, n8n or custom code.

Yes. Ongoing maintenance is a key part of our approach. We provide continuous support, updates, monitoring, and optimization to ensure long-term stability, performance, and scalability.

Often, yes. Ontario businesses may qualify for programs such as OCI’s Digital Modernization and Adoption Plan, FedDev Ontario funding and SR&ED tax credits. We check which programs fit, prepare the application, and then deliver the funded work. Learn about grants.

You work directly with the founder, who brings 20 years of consulting for Fortune 500 and leading Canadian enterprises. We are platform-agnostic, we build automations that are already running in production for our clients, and we can help you fund the work through government programs.

Yes. Pharmacy automation is one of our core services. We automate prescription intake into Kroll with AI OCR, and Kroll batch processing, including copay and insurance-order handling. See pharmacy automation.

We automate AP/AR in NetSuite, QuickBooks, Sage, SAP and other ERPs, including invoice capture, three-way matching, approval routing, payment matching and collections follow-up. See AP & AR automation.

That is what the free automation assessment is for. We map your processes, estimate the time each automation would save, and recommend where to start.

Still have questions?
Let’s talk.

If you didn’t find the answer you need, our team is here to help. We’ll discuss your goals, answer your questions, and help you identify the right next step for your business.

How we can help

We’re here to answer your questions, understand your needs, and help you choose the right next step.