Brian AI & Automation
Find out what AI can actually do for your business.
We review how your business works, identify where AI and automation could save time or improve results, and give you a practical action plan.
Request My AI AssessmentBuilt in Canada for Canadian small businesses.
AI Business Assessment
From $495 plus HST
One-time assessment
- A prioritized list of AI and automation opportunities
- Recommended tools and workflows for your business
- Potential time savings, with the assumptions explained
- A written action plan with quick wins, costs and next steps
Includes a workflow review and written action plan. We confirm the scope, price and delivery date before you decide. Implementation quoted separately.
Practical AI · Small business focus · Canadian support · Plain-English advice
You know AI could help. The hard part is knowing where.
Which tasks are worth automating? Which tools are worth paying for? What should stay human? We review the work your team repeats and recommend the changes worth making.
Step 1
Review your business
We look at your current tools, recurring tasks, bottlenecks and priorities.
Step 2
Choose useful opportunities
We weigh potential savings against setup effort, ongoing costs and the human oversight each workflow needs.
Step 3
Get your action plan
You receive recommended next steps, from simple improvements to larger automations. We confirm the assessment scope up front.
What could AI help with?
Sales & customer enquiries
Respond sooner and keep follow-ups moving.
- Summarize and organize new leads
- Draft replies, proposals and follow-up messages
- Route enquiries and create follow-up reminders
Everyday admin
Spend less time repeating the same tasks.
- Draft routine emails and summarize documents
- Reduce repeated data entry between systems
- Create reusable checklists and procedures
Business operations
Make the handoffs between people and tools easier.
- Connect existing software and recurring workflows
- Create internal assistants for common questions
- Prepare summaries and reports for human review
Illustrative example · contractor lead follow-up
A new lead, with less repetitive work.
Before
The owner reads the enquiry, writes a reply, enters the lead in a spreadsheet, schedules a follow-up and starts a proposal. Reminders depend on remembering to send them.
With AI and automation
The enquiry is summarized, a lead record is created, a reply and proposal draft are prepared, and follow-up reminders are scheduled. The owner reviews the drafts, confirms the price and approves what goes to the customer.
Sample recommendation: lead follow-up
- Potential benefit
- Less manual admin and more consistent follow-up
- Setup effort
- Moderate: connect the lead form, email and lead records
- Ongoing cost
- Depends on the tools and message volume
- Human review
- Approve customer-facing replies and proposals
Illustrative sample, not a client result. Potential savings would be estimated from your task volume and time per task, with the assumptions explained.
Want us to build it too?
Use the action plan yourself or have Brian help with workflow setup, software integrations, internal assistants and staff training.
Implementation is scoped and quoted separately before you approve any work. We start with the improvements that make sense for your business.
Tell us what you want to improveBuilt for small teams.
For contractors and trades, professional services, consultants, property managers, restaurants and other owner-operated businesses with recurring admin, sales or reporting work.
The assessment starts with your business and the outcomes you want. No AI experience or bookkeeping engagement required.
Common questions
Do I need to know anything about AI or already use ChatGPT?
No. We start with how your business works today. We recommend tools only where they fit the work, your team and your budget.
What does the assessment include?
We review your current tools, workflows and priorities, then provide a written, prioritized action plan. Each recommendation explains the potential benefit, setup effort, ongoing tool costs and where human review is needed. We agree on the workflows to review and confirm the scope before you proceed.
What determines the final assessment price?
We confirm the price based on the workflows and tools you want reviewed and the complexity of the work. Your quote sets out what is included and when you will receive your action plan. You approve that scope and price before the assessment starts.
Is implementation included in the assessment price?
No. The assessment gives you a plan. You can act on it yourself or ask Brian to help build and configure the workflows. Implementation is scoped and quoted separately before you approve any work.
Will AI replace my employees?
The goal is to reduce repetitive work and help your team work more effectively. We identify where human judgement, approvals and customer relationships need to stay part of the process.
Do I need to be a bookkeeping client?
No. The AI Business Assessment is available on its own, for small and owner-operated businesses.
Will I need to buy software?
No software purchase is required for the assessment. Some recommendations may involve paid tools or subscriptions; we explain those costs so you can decide before implementing them.
Find the AI opportunities worth acting on.
AI Business Assessment from $495 plus HST. Tell us what takes too much time today; we’ll confirm the scope and price before you decide.