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Services
Get caught up
Catch-Up BookkeepingFrom $1,800Books & payroll
BookkeepingFrom $350/monthPayrollGet a quoteSR&ED ClaimsEnd-to-end SR&ED claims, quoted after consultationSR&ED for Software CompaniesQuoted after consultationSR&ED-Ready BookkeepingBooks + T2 for SR&ED claimsTax filing
Corporate Tax (T2)From $800 · nil T2 from $249GST/HST Filing$150 per returnPersonal Tax (T1)From $110 · students from $49Sole Proprietor Tax (T1 + T2125)From $300Start & grow
IncorporationFrom $499 + gov feesVirtual CFOFrom $2,500/monthAI Consulting & AutomationFor small businessesIndustries
Construction & tradesConsultantsTech startupsReal estateHealthcareSee all industries →More
PricingService areasAll services →AI Consulting & Automation for Small Businesses
Put AI to Work Across Your Whole Business
We help small businesses across Canada (outside Quebec) put AI and automation to work in every corner of the business: finance, admin, sales, customer service and reporting. First we get to know how you actually operate. Then we design and build systems that take the repetitive work off your team.
- Automation for the complete business, from accounting, AP and AR to an AI personal assistant
- A written business plan before any build starts
- Custom proposal with milestone billing
What We Can Automate
Most small businesses lose hours each week to the same manual tasks. A lot of that can be automated, and people stay involved wherever judgment is needed. Here are some examples of what can be automated:
- Bookkeeping and finance workflows: receipt and invoice capture, transaction categorization, payment reminders and month-end checklists, built to work alongside your bookkeeping.
- Accounts payable (AP): capturing bills, matching them to purchase orders or receipts, routing approvals and scheduling payments.
- Accounts receivable (AR): creating and sending invoices, payment reminders, matching incoming payments and flagging overdue accounts.
- Personal assistance: an AI assistant that helps with scheduling, email, follow-ups and everyday admin tasks.
- Admin and back office: scheduling, email triage, data entry between systems and routine internal requests.
- Sales and CRM follow-up: lead capture, follow-up sequences, quote reminders and keeping your CRM up to date automatically.
- Customer service: AI assistants that answer common questions from approved content and hand off to a person when needed.
- Reporting and dashboards: live views of sales, cash and key numbers pulled from your systems, with no spreadsheet copy-paste.
- Document processing: extracting data from contracts, forms, statements and PDFs, then filing or routing it.
- Internal systems: custom tools and integrations that connect the software you already use so information flows without re-keying.
Our Approach
- Discovery call to identify your business needs. We talk through how your business runs and where the time goes. The processes that cause the most friction are usually where automation helps most.
- A business plan is prepared. We write up what we found and the systems we’d recommend, and show how they fit together. You read it, tell us what you think, and we adjust it with you.
- Once agreed, a proposal is shared with milestone billing. It splits the work into milestones, each with defined deliverables. You can see what gets built at every stage and what each milestone costs.
See it in practice: how a Canadian consulting firm automated six workflows.
Pricing
No two businesses run the same way, so we don’t have a one-size price. After the discovery call and the business plan, we send a custom proposal with milestone billing. The project is split into milestones and you pay as each one is delivered. No surprise invoices and no large upfront commitment.
Full pricing transparency: every milestone is priced upfront in your proposal, and there’s no surprise billing for work within the agreed scope. If you ask for something outside the scope, we’ll quote it first, before any work begins.
Want ongoing financial leadership too? Have a look at our virtual CFO service, or browse all our accounting and business services.
Book a free discovery call to find out what AI can do for your business.
Why Choose T-Ledgers?
- CPA-led firm that understands finance and operations, not just technology
- Plan first, build second: every project starts with your business needs
- Milestone billing, so you pay as work is delivered
- 100% remote, serving small businesses across Canada outside Quebec
