Invoicing and operations automation: enter it once, up to date everywhere
In most Quebec small businesses, the same information is entered three or four times: in email, in the spreadsheet, in the CRM, then in invoicing. Every retyping is a chance to make a mistake. SAI (Solutions Automatisation Intelligente IA) fixes this at the source: information is entered once, then replicated to your other tools and to the right people. End-of-job invoices are prepared with no re-entry, receivables are followed up, supplier invoices are processed and you get an alert when a price goes up. At the end, a dashboard gives you the real numbers of your business.
Key Benefits:
- Enter it once, replicated automatically across all your tools
- End-of-job invoices with no re-entry
- Automatic follow-up of receivables
- Supplier invoices processed without retyping
- Supplier price increase alerts to protect your margins
- A dashboard with your real indicators, not decorative charts
Frequently Asked Questions
It is the first thing we measure. In most small businesses we meet, the same data is re-entered three or four times across email, spreadsheet, CRM and invoicing. We map your re-entries before proposing anything.
The form filled out in the field feeds the invoice directly in your accounting software. Nobody retypes it. Your team checks and sends.
We name a master system for each type of data. Any change made in that system is replicated to the other tools, and the people concerned are notified. You no longer have to chase anyone to know where a file stands.
When a price on a supplier invoice goes up, you get an alert before the increase erodes your margin. You can adjust your prices in time.
The ones you can act on this week: margin per project, average payment time, quote conversion rate. We choose them with you before building.
If your software has an API or a way to exchange data, yes. We work with the software you already use, such as QuickBooks, Sage, Microsoft 365, Google Workspace or Excel. Your data stays in your accounts.