Which processes should we automate first?

Start with the work someone retypes every week, like supplier invoices, new-hire setup or order entry. Your free automation plan ranks your top 3 business process automation projects by hours saved and revenue impact.

How is this different from Zapier or Make?

We use those tools when a fixed rule is enough. The agent adds the steps rules can't do, like reading a scanned invoice or matching a line to the right purchase order, and we monitor every run.

What happens when an invoice is read wrong?

Nothing is paid without approval, and any invoice that doesn't match its purchase order is flagged in Slack. We trace the error in the run log and fix the rule or prompt behind it.

How do you handle our financial and employee data?

We work inside your own QuickBooks, BambooHR and Google accounts with the least access each step needs. We follow PIPEDA when we handle personal information, and you choose which model sees your documents.

How does pricing work?

The 3-day pilot for your first business process automation has a fixed price, agreed after your free automation plan and before we start. Run and improve is a monthly fee for monitoring, fixes and new automations.

Business process automation for Canadian operations teams

Business process automation takes supplier invoices from Gmail, matches them to purchase orders and queues them in QuickBooks for approval. Nobody types invoices in by hand.

Get a free automation plan See it run

Works with

See business process automation move an invoice from inbox to QuickBooks

Automations/Invoice processingLive

Invoice processingWhen Gmail

Invoice lands in ap@

5Steps4Tools

Run #4,997 · started just nowRunning · 0/5

GmailTriggeredInvoice lands in ap@
GmailRead the attachmentINV-20931 · Prairie Steel Supply
ClaudeExtract the line items14 lines · $12,480.00 + GST
QuickBooksMatch the purchase orderPO-7731 · 3-way match passed
SlackAsk for approvalOver $10,000 · waiting on the controller
PlootoSchedule the paymentEFT on Oct 3

Invoice processing, employee onboarding and order sync without retyping

Supplier invoices matched to purchase orders

Invoices arriving in Gmail are read, matched to the purchase order line by line and checked for GST/HST. Our accounts payable automation queues each one in QuickBooks with the PDF attached.

Prairie Steel SupplyINV-20931

Steel angle 2×2×¼, 20 ft$6,240.00
Flat bar ½×4, 20 ft$3,980.00
Delivery, Saskatoon$2,260.00

Total + GST$13,104.00

Bill createdPO-7731 matchedGST 5% coded Plooto

EFT on Oct 3

Employee onboarding and order sync across your tools

We connect QuickBooks or Xero, Plooto, Gmail, Google Drive, BambooHR and Shopify. New hires get their accounts and documents on day 1, and the Shopify and QuickBooks integration keeps orders and books in step.

Payments wait for your approval

Before Plooto pays a supplier, the matched invoice posts to Slack with the amount, the purchase order and any difference between them. Your controller approves it there, and nothing is paid until they do.

#paid-media

The Automation CompanyAPP9:41 AM

Your Search campaign for spring roof repair in Calgary is ready. Want me to publish it?

Budget$3,200 / monthAd groups8 · 46 keywordsHeadlines15 per groupStartsPaused until you say

ApproveEditReject

Choose the model that reads your documents

Invoice reading can run on Gemini or Claude, and simple routing on a small, cheap model. For sensitive files, you can run a model you host yourself and switch providers later.

Multiple models

Filter models…

Claude
OpenAI
Gemini
Cohere
Your own model

Filter models…Auto

Claude Opus 5.5
Claude Sonnet 5
Claude Haiku 4.5

Every run on the record

Each invoice, onboarding and sync is logged with the inputs, the result and who approved it. When a run fails, we fix it and tell you what changed, and each month we tune model costs and add the next automation.

RunsToday

HubSpotQualify inbound leadsRunningMaya Chen · 16s
SalesforceNightly CRM cleanupCompleted1,398 fields · 41s+1,398
QuickBooksMatch supplier invoicesNeeds approvalINV-20931 · $13,104
ZendeskTriage new ticketsCompleted38 tickets · 2m 04s38 closed
ShopifySync Shopify ordersRetryingRate limited, retry 2 of 3

Business process automation use cases

Invoice processing

Supplier invoices get typed into QuickBooks by hand. Each one is read, matched to the PO and queued for approval.

Business process automationGmailView

Employee onboarding

New hires arrive without a login or a plan. Accounts, channels and a first-week plan are set up when the offer is signed.

Business process automationBambooHRView

All use cases

Questions about business process automation

Find the work your team retypes every week

Book a 30-minute call. Within 3 business days you get a written plan with your top 3 operations automations, the tools each one connects and what the first one takes to build.

Get a free automation plan Take the AI readiness assessment