Back-office automation
“My office staff are buried in paperwork.”
Emails become tasks, bills get entered and reports build themselves.
What we do
We automate the repetitive work. Emails become tasks, bills get entered, forms get filed and reports build themselves, all connected to the tools you already use.
- 01Emails turned into tasks automatically
- 02Bills and receipts entered into your bookkeeping
- 03Forms filed where they belong
- 04Reports that build themselves
What you get
Hours back every week, with fewer mistakes.
How it works
You get a clear plan, in writing, before any work starts.
- 01
A quick chat
We find the jobs your office repeats every day or week.
- 02
A clear plan
We pick the ones worth automating first.
- 03
We set it up and check it
We run it alongside your team until everyone trusts it, then keep it running.
From our work
Fundraising with Cheese runs cheese fundraising campaigns for schools, sports teams and community groups across Alberta.
Fundraising with Cheese
An ordering and campaign platform for school and community cheese fundraisers.
Pairs well with
Custom office software
“Everything lives in spreadsheets and sticky notes.”
We build one simple system around the way you already work: a job board, a quote calculator or a client portal.
You get
Everyone can see where every job stands.
Online payments & invoicing
“I'm always chasing cheques.”
We add "Pay now" buttons to your invoices, set up deposits and card or bank payments, and connect it all to QuickBooks.
You get
Less chasing, and bookkeeping that updates itself.
Instant job & payment alerts
“I never know when a job is done or an invoice is paid.”
Your phone or team chat gets a message the moment something important happens, plus a short daily summary.
You get
You always know what's going on, without having to ask.
Fair questions
Something else on your mind? Email us and we'll answer in plain words.
Will this replace my office staff?
That's not the goal. It takes the copy-and-paste work off their plate so they can spend time on customers and the jobs that need a person.
What if something goes wrong?
Each automation keeps a record of what it did, and anything unusual is flagged for a person to check instead of guessed at.
Ready when you are
Tell us what's slowing your business down. We'll tell you where to start, in plain language.
vasia@sunstonesoft.com · Calgary