Your quotes, contracts and invoices generated and sent automatically by artificial intelligence. Signature tracking, client follow-ups and improved conversion — for artisans, SMEs and shops in Canada.
From receiving the client request to the final invoice, the AI manages the entire sales cycle without manual intervention.
The AI agent analyzes the client's request, consults your service catalog and generates an accurate, personalized quote in seconds. Rates, terms and descriptions automatically adapt to the job type and client profile.
Automatically generate professional contracts from your predefined templates. The AI fills in clauses, contact details and conditions based on the accepted quote, then sends the contract for electronic signature.
The agent tracks in real time the status of each quote and contract sent: opened, read, signed or refused. Automatic reminders are sent to the client after 48h, 72h and 7 days without response, increasing your conversion rate.
Unpaid invoices are detected automatically. The AI sends gradual, courteous reminders by email and WhatsApp to clients with overdue payments, until full settlement. You recover your cash flow faster.
Generate invoices compliant with Canadian tax requirements (GST, QST for Quebec). Each invoice includes your business number, applicable taxes, payment terms and an online payment link.
Real-time dashboard: quotes sent, conversion rate, paid and unpaid invoices, average settlement time. Export your data to Excel, Google Sheets or your accounting software in one click.
SMEs, artisans and shops lose an average of 5h per week on quote and invoice data entry. AI eliminates this burden and improves your results.
Over 90% of time saved on creating and sending quotes and invoices. Your teams focus on the core business.
No more data entry errors, forgotten taxes and incorrect amounts. The AI generates accurate documents every time.
Quotes sent in under 5 minutes are 4x more likely to be accepted. Automatic reminders increase your signature rate.
Automatic reminders on unpaid invoices reduce settlement times by 60%. Your cash flow stays positive.
From the client request to the paid invoice, the AI manages the entire sales cycle in 5 automatic steps.
The client sends their request by email, WhatsApp, your website or a form. The AI receives and analyzes the request instantly, 24/7.
The agent consults your catalog, applies your rates and terms, and generates a personalized quote within 5 minutes maximum.
The quote is sent by email or WhatsApp to the client with an electronic signature link. Open and read tracking is activated.
The AI tracks the quote status and sends automatic reminders at 48h, 72h and 7 days if the client doesn't respond. The conversion rate increases by 35%.
As soon as the quote is accepted and signed, the AI automatically generates the corresponding invoice with the correct taxes and sends it to the client with a payment link.
The automatic quotes and invoices module is included in the Professional and Premium plans. Discover our detailed pricing.
Everything you need to know about automating your invoicing with artificial intelligence.
Yes. The AI agent adapts to your product and service catalog, with pricing rules by tier, by volume or by client. For very specific cases, you can validate the quote before sending.
Yes. The invoices automatically include GST (5%) and QST (9.975%), your NEQ/RG business number, and all mandatory elements per Revenu Quebec and CRA standards.
The AI detects unpaid invoices and sends gradual reminders: a courteous reminder at 7 days, a firm follow-up at 14 days, and a formal notice at 30 days. The tone and content adapt to each step.
Yes. The AI agent exports your quotes and invoices to Excel, Google Sheets, QuickBooks, Sage or any other accounting software via API. Synchronization is automatic and in real time.
The AI records the refusal, reaches out to the client to understand the reasons, and adjusts future quotes based on feedback. No information is lost: every interaction feeds continuous improvement.
Yes. Each client has their own dedicated VPS server with their own API keys. Your financial data is never shared. We are GDPR compliant with automatic anonymization of personal data. Learn more about security →
Discover how AI can automate your quotes, invoices and follow-ups. We'll propose a demo adapted to your business — artisan, shop, SME or freelancer.