Repetitivework?Handled.
Re-entry, follow-ups, receipts, reports: we automate it with monday.com, QuickBooks and Claude.
Certified monday.com PartnerElite QuickBooks ProAdvisor
Pipeline
Waiting
StandbyWhat slows you down the most?
Pick your pain point. We'll show you what we set up, and what it looks like in your tools.
Our services, in action
Pick an area of expertise and watch a real example of what we automate.
The signed contract invoices itself
Your sales rep sets the contract to “Signed” in monday CRM. Zapier calculates the deposit and taxes, creates the invoice in QuickBooks Online and sends it to the client. Nobody re-types anything.
Contracts
ZapierZap · Deposit
Status = Signed
Create the invoiceSend to client
Invoice| Product / service | Amount |
|---|---|
| 30% deposit · $18,700 contract | 5,610.00 |
The receipt files itself
An employee snaps a photo of the receipt. Dext reads the vendor, the date and every amount, then the expense is created in QuickBooks Online with the right taxes and the receipt attached, ready to be reconciled.
Reading the receiptExpense| Category | Description | Amount |
|---|---|---|
| 5010 Materials | Treated 2x6 | 612.00 |
| 5010 Materials | Ext. screws 3 in | 189.50 |
| 5010 Materials | Membrane | 277.00 |
The Monday report shows up on its own
Every Monday at 8 AM, a Claude routine reads your monday.com boards and your QuickBooks numbers, writes a PDF report in your company colours and emails it to you, with what needs your attention.
Claude routineMondayRead monday.comRead QuickBooks
Calendly
Your apps talk to each other. Claude plugs in.
Your tools are connected to each other: every piece of information is entered only once. Claude plugs in to read, summarize and act.
Connected by Zapier and our custom integrationsSales and follow-upsProjects and teamsInvoicing and financial statementsPaymentsReceipts and expenses→Deal won → project created→Contract signed → deposit invoice→Receipt → expense filed→Vendor bill → paymentPlugged into all these tools: it reads, summarizes and answers.A team of agents that never sleeps
We set up Claude agents around your processes, connect them to monday.com, QuickBooks Online, Dext and Zapier, and train your team to use them.
One partner for your operations, your numbers and AI
Manufacturing · Professional services · Finance and accounting
Elsewhere, you have to get a monday.com integrator, an accounting firm and an AI consultant to work together. At APS, it is the same team, from the first call to follow-up.
Elite ProAdvisorSimon Roy
Accounting & Integration Expert- QuickBooks
Dext
Plooto- monday.com
- Claude
Our method
Four steps, zero surprises
From the first call to ongoing support, here is how we work with you:
Discovery call
We talk about your current tools and pain points. No corporate pitch, just a real conversation.
Recommendation
We suggest the mix of tools that fits your business, not necessarily the biggest one.
Implementation
We configure, integrate and train your team. You see the first results quickly.
Ongoing support
The project does not end at delivery. We keep improving your systems as you grow.
The financial clarity your business has been waiting for.
Stop working around your accounting. Let’s build a system that works for you — automated, connected, and built to grow with your business.
- Sales pipeline and opportunities
- Centralized client communications
- Automated follow-ups and reminders
- Sales dashboards and reports
Your sales pipeline in monday CRM
Rénovations Lavoie · $12,500
Quote request
CRM agent
2 new leads qualified
Groupe Bélanger · $8,200
Automatic follow-up tomorrow
Clinique Santé Plus · $24,000
Proposal viewed 3 times
Transport Mercier · $18,700
Contract signed
- Operations and project management
- Task and deadline tracking
- Team coordination
- Internal process automation
Your projects tracked in monday WM
Julie · due Oct 3
Prepare the job site quote
Marc · 60%
Order materials
Sophie · high priority
Plan this week's crew
Alex
Progress report sent to client
CRM agent
Project created as soon as the deal closes
- Review of your current system
- Chart of accounts restructuring
- Opening balance transfer
- QuickBooks Online setup and configuration
Your move to QuickBooks Online
Step 5
Bank reconciliation
Step 3
Opening balances
Step 4
GST/QST sales taxes
Step 1
Chart of accounts
Step 2
Customers and vendors
- Bookkeeping setup
- Bank reconciliation
- Expense tracking with Dext
- QuickBooks Online integration
Your bookkeeping, this month
Dext
34 receipts captured automatically
QuickBooks Online
Expense categorization
Plooto
3 vendor payments to approve
QuickBooks Online
Bank reconciliation
Remittances
GST/QST filed
- Choosing your QuickBooks Online plan
- Dext, Plooto and BenjiPays licences
- Integration with QuickBooks
- Support from our accountants
Your licence request
Step 5
Team training
Step 3
Dext connected to QuickBooks
Step 4
Plooto connected to QuickBooks
Step 1
QuickBooks Online licence
Step 2
Your documents received
- Custom AI agents
- Connected to monday.com and QuickBooks Online
- Automated reports and analysis
- A company brain for your agents
Your AI agent team, at work
Monitoring agent
Summarize this week’s industry news
CRM agent
Qualify 4 new leads
Admin agent
Follow up on 3 overdue invoices
Reporting agent
Weekly sales report sent
Customer service agent
12 questions answered
- Custom API development
- Zapier triggers and actions
- Integration with your existing tools
- More automation for your clients
Your custom integrations
Webhook
New web form received
APS API
Data validated and enriched
monday.com
Item created on the board
QuickBooks Online
Customer added automatically
FAQ