Book your discovery call
We listen, we understand what you’re dealing with, and we get results.
- Review of your sales process
- Examples of CRMs built here
- A portal built around your team
- It grows 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