Automate the Busywork, Not the Judgment Calls
Workflow automation that frees up your team without adding risk
CPA-led · 150+ businesses served · Montreal-based · Bilingual service (EN/FR)
We help you find the repetitive, manual steps eating up your team's time — data entry, follow-ups, support tickets, reporting — and turn them into live dashboards, chatbots, and workflows that run without you. Because the same CPA-led team keeps your books, what those dashboards report is the number you'd hand a lender — not a rough estimate.
Book a Free Consultation30 minutes, no obligation — you'll leave with a clear next step.
CRM Integration
Your customer and financial data, finally talking to each other.
• Customer data centralization
• Automated lead scoring
• Sales pipeline automation
• Integration with existing tools
Customer Support Systems
Chatbots and ticketing that answer the routine questions, so your team can focus on the ones that need a human.
• Chatbot implementation
• Ticket automation
• Knowledge base management
• Support analytics
Appointment Scheduling
Booking and reminder systems like the one running this site's own consultations — set up once, running forever.
• Online booking portal
• Reminder automation
• Calendar integration
• Resource management
Workflow Optimization
We map how work actually flows through your business, then replace manual spreadsheets and reports with dashboards that update themselves.
• Process mapping
• Task automation
• Performance monitoring
• System integration
info@solimex.ca | +1 (438) 722-3183
Your integrated accounting, marketing, and automation team.
Solimex
Accounting · Marketing · Automation