Back-office automation for Canadian lenders. Calls by phone or video.For Canadian lenders

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AI Agency Canada.

Files, payments and screening, on schedule

Prices in Canadian dollars, November 2026

What does back-office automation cost a Canadian lender?

A standard automation is $499. Custom work, such as SFTP with keys, PGP encryption, loan-system files or matching to a payment provider, starts at $995 and is fixed in writing after a free prototype. Support is $99 a month if you want it.

The price list

What you getPrice
Standard automationOne well-known app to another through a ready-made Zapier, Make or n8n connector, such as Outlook to Excel. One simple AI step included if it helps. Documentation and 2 weeks of support. $499
Custom buildSFTP with keys, PGP encryption, loan-system files, matching to a payment provider. Fixed in writing after the free prototype, before work starts. Typically live in about 2 weeks once access is in place. from $995
Each extra app connectedAny extra app with a ready-made connector. Systems with no connector, custom software and on-premises servers are quoted separately, in writing, after the prototype. $499
Monthly supportHosting, monitoring, fixes and small changes. Month to month, cancel anytime. Optional. $99a month
Call and working prototype30-minute call, then one workflow working on sample data or a test setup. Terms below. $0

Which price fits the hand-off we want to stop?

Matched against the four examples at a Canadian consumer lender. Prices are for us building the whole hand-off for you.

Hand-offPrice
A daily file from SharePoint to a partner's SFTP serverSSH keys, a separate watchdog that confirms each transfer and an error alert on any failed run, like example No. 1. from $995
A PGP-encrypted batch, sent and its results collectedEncrypt, SFTP, decrypt, XML to CSV. Like example No. 2. from $995
Portal or website figures from a loan-system exportDepends on what the site accepts. Like example No. 3. $499or from $995
Payment notices copied from Outlook into an Excel workbookNo reconciling. A simpler version of example No. 4. $499
Payment emails with pay-by-bank payments reconciled to contract numbersAgainst your payment provider, skipping duplicates. Like example No. 4. from $995

What's included, and what isn't?

Included

  • A fixed price in writing before work starts.
  • The build, in your own Microsoft 365 and automation accounts.
  • Error alerts by email or Teams.
  • A separate check that each transfer arrived, so a quiet failure still gets noticed.
  • A run log you can show an auditor: the platform's run history, plus dated files where the work produces them.
  • Documentation and 2 weeks of support.

Not included

  • Your software subscriptions, such as Microsoft 365 and your automation platform's plan. They stay in your name, on your bill.
  • Your partners' fees.
  • Systems with no ready-made connector, custom software and on-premises servers. Quoted separately, in writing.
  • Support after the first 2 weeks, unless you choose the $99 monthly plan.

What are the terms of the free prototype?

  • It starts with a free 30-minute call, by phone or video.
  • One workflow, working within 5 business days of receiving sample data and test access.
  • On sample data or a test setup. Never live customers, never live customer data.
  • No obligation. You keep a written summary and the fixed price for the full build.
  • The prototype itself stays with us.
  • Limited to 4 a month.

Book a free 30-minute call

Questions about price

Is the price fixed?

Yes. A standard automation is $499. Custom work is fixed in writing after the free prototype and before any work starts, from $995.

Does the 2-week build time include waiting for our partners?

No. About 2 weeks is typical for the build once access is in place. Partner test access can take weeks or months, so we ask for test credentials on day one.

Do we have to take monthly support?

No. It's optional: $99 a month, month to month, cancel anytime. It covers hosting, monitoring, fixes and small changes. The automations are built in your own accounts and documented, so your team can run them without us.

What do we pay for besides your price?

Your own software subscriptions, such as Microsoft 365 and your automation platform's plan, stay in your name and on your bill. Your partners' fees are between you and them. Systems with no ready-made connector, custom software and on-premises servers are quoted separately, in writing, after the prototype.

How can a custom build start at $995?

AI coding tools made the mechanical build work about 5x faster; understanding your workflow didn't get faster. That is why the call and the prototype come first, and why the price is fixed only after them.

Find out the fixed price for your hand-off.

Book the call, get the prototype, then decide. The written summary and the price are yours to keep either way.