Automation built for how your business actually works
Business automation in Quebec
Most automation projects fail because they apply generic templates to specific businesses. We do the opposite: we start with how your team actually operates, then build systems that match that reality.
- Certified partner on the tools we recommend
- 10+ years of automation experience
- Montreal-based
What we automate
Five areas where automation pays off quickly
Some processes are obvious automation candidates. Others only reveal themselves once the mapping is done. Here are the areas where our clients see the most concrete impact.
Stage: Proposal
Next action: auto follow-up tomorrow Auto
Sales and CRMFrom new lead to signed contract
Lead capture, qualification, assignment, follow-ups, CRM updates. The path from a new lead to a signed contract holds more manual steps than most people realize.
- Leads captured and assigned automatically
- Automatic follow-ups and reminders
- A CRM that’s always current
Operations and projectsA project that launches itself
When a contract is signed, a project should launch itself: folders created, tasks assigned, clients onboarded, team notified. We build that chain.
- Folders and boards created automatically
- Tasks assigned to the right person
- Client onboarded, team notified
Finance and accountingFrom quote to reconciliation
From quote to invoice, from payment to reconciliation, information flows automatically between monday.com, QuickBooks, Dext and Plooto.
- Invoices created from contracts
- Payments approved and reconciled
- No duplicate entry
Custom integrationsWhen the integration doesn’t exist
When the integration you need doesn’t exist, we build it: custom webhooks, API connections and bespoke setups for software that doesn’t naturally talk to the rest.
- Custom webhooks
- Connections to niche software
- Data validated before it’s sent
To do
In progress
Done
AI and Claude agentsAgents that work for you
Custom AI agents connected to monday.com and QuickBooks Online that qualify your leads, follow up on invoices, produce your reports and answer your clients, backed by your company brain.
- Custom AI agents
- Connected to monday.com and QuickBooks Online
- Automated reports and analysis
Our process
From the first conversation to ongoing support
A simple, transparent process, from the first call to the evolution of your systems.
Discovery call
We talk about your reality: your current tools, your pain points and what you want to improve. No corporate pitch.
Tailored recommendation
We propose the right combination of tools for your business: not the biggest stack, the most relevant one.
Implementation
We configure, integrate and train your team. You see results quickly, and we adjust along the way.
Ongoing support
The project doesn’t end at delivery. We stay available to evolve your systems as your business grows.
Real-world examples
A few of the projects we’ve built
Real examples from client projects, simplified for clarity. Every business is unique, but they give a sense of what’s possible.
From signed contract to fully configured client
A new contract is signed in monday.com. Automatically:
- The client is created in QuickBooks with their billing information
- A complete folder structure is generated in Google Drive
- The project board is duplicated in monday.com with the right tasks assigned
- The client receives a personalized welcome email
- The team gets a notification with everything they need to know
From sales pipeline to up-to-date forecast
Every change in your monday.com sales pipeline:
- Updates the relevant dashboard
- Recalculates monthly and quarterly forecasts
- Notifies the team when a deal reaches a critical stage
- Logs key actions for end-of-month reporting
From supplier invoice to completed payment
A supplier sends an invoice by email. Automatically:
- Dext captures it and extracts the data
- The bill is created in QuickBooks under the right supplier
- The expense is categorized based on your habits
- An approval workflow is sent to the right manager
- Once approved, Plooto schedules the payment
The platforms we use
The right tool for the right job
We work across multiple ecosystems and certified partnerships, choosing what fits your business, not what we’re trying to sell you.
monday.com
Operations, CRM and project management automatedConnectedQuickBooks Online
Real-time accounting: GST/QST, multi-currency, integrationsConnected
Dext
Invoices and receipts captured and filed automaticallyConnected
Plooto
Payments, approvals and reconciliation in syncConnected
Zapier
Connection to over 8,000 other appsConnected
Claude
AI agents connected to your toolsConnected
Google Drive
Client folders generated automaticallyConnected
Gmail
Automated follow-up and welcome emailsConnectedAnd your other software: we build the connections that are missing.
Why automation matters
The real cost isn’t the software. It’s the hours.
None of it grows your business, and all of it adds up. Automation isn’t about replacing people: it gives them back the time lost to repetitive work, and removes the errors, delays and dropped balls.
Every week, your team loses hours to:
- Copying data — between tools
- Retyping — the same client information
- Chasing — approvals
- Sending — the same follow-up emails
- Rebuilding — the same reports
Why APS
The right partner for your automation project
Most firms are either tech consultants who don’t understand accounting, or accountants who don’t master modern tools. We’re both: we see your business as one connected whole, not a set of disconnected departments.
Automation makes the biggest difference for businesses that have outgrown manual processes but aren’t ready to hire to solve the problem.
Your tools, connected
Our automation services
Explore our solutions
Ready to give your team back their time?
Every business has a few processes quietly costing time and money. The first call is free — 30 minutes to walk through your situation and identify where automation could make the biggest difference.
- 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
- 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