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Accounting automation. Canadian small businesses.

Accounting automation for Canadian small businesses

Xero or QuickBooks connected to your CRM and job board. The numbers flow where they need to go without you moving them.

Book a 15-minute look No obligation. We'll tell you if it's not a fit.
The week without this

What your week looks like right now versus after we set this up

Job completed, invoice due
Right now
Someone logs into Xero or QuickBooks, raises the invoice manually, then updates the job board separately.
After we set this up
Job completion triggers the invoice automatically. Job board updated. One entry, done.
New client signed up
Right now
You add them in your accounting tool, then in HubSpot, then in your email list. Three times, manually.
After we set this up
New contact flows to HubSpot and your email list automatically. Nothing to re-enter.
Payment received
Right now
Log into Stripe, note who paid, update the job board, mark the invoice paid. Four steps.
After we set this up
Payment marks the invoice and updates the job board automatically. You see one report.
Work we've done

Real businesses, real results

Equipment hire · QLD, Australia
Lead conversion from 35% to 90% after connecting HubSpot, Xero and the hire board

Quotes, invoices and asset tracking were all in someone's head. When they were on leave, the business slowed. We connected everything once. Now the follow-up runs itself.

Sam, Freeway Sign Hire
Mortgage broker · Australia
300 leads a week handled without a single person chasing a spreadsheet

New leads stopped dying in a spreadsheet. Same system handles web, email, SMS and 2,000 dormant records, and books meetings into the team calendar.

AU mortgage broker · 35 staff
Your tools, not ours
Xero QuickBooks HubSpot Google Workspace Microsoft 365 Stripe Zapier
How it works

Three steps. Then we stay.

01
Look

We map the one job costing you most time. 30 minutes, no commitment. If it's not worth building, we'll say so.

02
Build

We connect your tools and set it running. Typically two to three weeks. You approve before anything goes live.

03
We stay

We watch it and fix it. Monthly retainer. No lock-in. We work with operators across Canada, regardless of location.

Questions

Straight answers

How long does accounting automation take to set up?

Most setups are running within two to three weeks. We map the job first, then build. You get a test run before anything goes live.

Does this work with Xero or QuickBooks?

Yes. We work with both Xero and QuickBooks for Canadian businesses. Tell us what you use on the call and we'll confirm what's in scope.

Do I need to know anything technical?

No. You tell us how your week works. We handle the rest.

What happens if my tools break or update?

That's what the retainer is for. We watch it and fix it. Tool updates, API changes, new fields. All on us.

Stop moving accounting data by hand

A 15-minute look at your workflow. No fee, no obligation. We'll tell you if it's not a fit.

Book a 15-minute look No obligation. No fee.
Book a 15-min look