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AI trained on how your industry works.

Agents for accounting firms, clinics, law firms, trades, brokers and property managers. They know your forms, your deadlines and your words. They draft the work; your people approve it.

Why it works

Not a chatbot on top of your firm. Agents built from real work.

01

Built from our own products

Every agent starts from a workflow we already run in production: CubeBooks, Invoice Manager, Salon Manager and Della.

02

Tuned to your firm

We train it on your templates, your past files and your tone, in English and French.

03

A person signs off

Agents draft and sort. Anything that leaves the building, moves money or gives advice waits for your approval.

Six industries

Pick yours. See who does what.

AI for accounting firms

Less chasing, less sorting, more review time before the deadline.

Client intakeCollects slips, receipts and statements by email or portal, then sorts and names every file.
you review
Bookkeeping draftsCodes transactions, splits GST and QST, matches bank lines, flags what does not tie.
you approve
Client follow-upChases missing documents before the deadline, in English or French.
you set the rules
Della at the front deskAnswers "is my return done?" calls and takes the message for the right partner.
24/7
Built on CubeBooksPlan a pilot

AI for clinics

Medical, dental and allied health. Fewer missed calls, less paperwork per visit.

Della books and reschedulesAnswers every call, fills cancellations from the waitlist, sends reminders.
24/7
Patient intakePre-visit forms and insurance details, checked before the patient arrives.
staff reviews
Visit note draftsA first draft of the note, for the practitioner to edit and sign.
clinician signs
Health data can stay on Private AIPlan a pilot

AI for law firms

Every inquiry answered, every contract read against your playbook.

Intake callsDella collects the facts of a new matter and books the consult.
24/7
Contract reviewFlags clauses that differ from your standard positions.
lawyer decides
Deadline watchTracks dates from documents and reminds the responsible lawyer.
you set the rules
Runs on Private AI when files stay in-housePlan a pilot

AI for home services

Electricians, plumbers, HVAC. The phone gets answered while you are on the job.

After-hours callsDella books the job, asks the safety questions and takes the details.
24/7
Quotes and invoicesDrafted from what you say in the van.
you send
Payment follow-upDella calls about overdue invoices, politely, on your schedule.
you set the rules
Built on Invoice Manager and CubeBooksPlan a pilot

AI for insurance brokers

Renewals on time, quotes started the moment a client calls.

Renewal outreachContacts clients ahead of renewal and collects what changed.
broker reviews
Quote intakeGathers the details and documents an underwriter needs.
broker decides
Della on the lineAnswers common questions from your own documents and takes claim details.
24/7
Runs on Private AI when policies stay in-housePlan a pilot

AI for property management

Tenants get an answer at 2 a.m. You get a sorted list at 8.

Tenant lineDella takes maintenance requests and sorts them by urgency.
24/7
Work ordersDrafts the work order and proposes the right vendor.
manager approves
Rent remindersFriendly reminders, logged per unit.
you set the rules
Pilots open for 2026Plan a pilot
How a pilot runs

One workflow. One number. Six weeks.

01
Week 1–2

Map

We sit with your team, pick the task that costs the most hours and agree on the number we will measure.

02
Week 3–6

Pilot

The agent runs on real work with a person approving every result.

03
Week 7

Prove

We compare hours, errors and response times against the starting number.

04
Ongoing

Run

We host and improve it, and add the next workflow only when the first one pays.

Your industry is not on the list?

If your team repeats the same paperwork every week, we can probably build the agent. Tell us about it.

Talk to us