Tasks this month
1,847
↑ +23% vs last month
Estimated savings
$4,200
↑ Hours recovered × hourly rate
Quotes sent
34
↑ 8 more than last June
Errors caught
2
↓ −85% vs before automation
Tasks per week
June 2026
Breakdown by AI agent
This month
Accounting 34%
Quotes 24%
Customer service 21%
Reminders 21%
Active AI agents
Real-time status
🧮
Accounting AI agent
12 tasks today
📋
Quotes AI agent
4 quotes in progress
📞
Customer Service AI agent
Waiting for calls
📅
Reminders AI agent
8 reminders sent
Recent activity
Latest completed tasks
09:42June bank reconciliation completed+$3.00
09:18Flooring quote — Aylmer client sent+$3.00
08:55Appointment reminder sent — snow removal, Gatineau+$0.75
08:30Supplier invoice entered — Aliments Gagnon+$2.00
07:58Call answered — reservation for 6, Friday 7 p.m.+$1.50
Agent org chart
How they chain together, and where you keep the final say
Agents capture and prepare
Customer service (voice)Active
Customer service (written)Active
QuotesActive
AccountingActive
Supplier ordersActive
Virtual CFOActive
Human resourcesSoon
→
You decide
✋
Human checkpoint
One shared approval queue. Nothing goes out without your yes.
↓
Reminders and follow-upspaced after approval
An agent captures or prepares, you approve, then the action goes out. The same human checkpoint applies to every external send, whatever the agent. Agents you haven't subscribed to don't appear; "Human resources" stays "Soon".
Waiting for your approval
The AI agent has prepared it — you decide before anything goes out
Quote — Residential driveway repaving, Mr. Tremblay
Your approval required
The AI agent prepared a $3,840 quote based on your 2024 rate sheet. The cover email is drafted and ready to send as soon as you give the go-ahead.
Supplier order — Molson craft beer (4 cases, $142)
Your approval required
Stock is below the minimum threshold. The AI agent suggests an order of 4 cases at $142. Estimated delivery Thursday. No action on your part except to approve.
Weekly recap — Week of June 9
Week summary
Automatic report: 312 tasks completed, 6 quotes sent, 2 appointments kept thanks to reminders, estimated savings of $720. No anomalies detected.