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Business process automation

Business process automation for small and mid-sized businesses

If your team copies data between systems, chases the same follow-ups every week or rebuilds the same report every Monday, that work can be automated. ClarioAI automates business processes across the tools you already use.

Processes we automate most often

We focus on processes that happen often, follow clear rules and cost real staff hours.

  • Customer and lead intake from forms, email and phone messages
  • Quote-to-invoice: quotes, approvals, invoices and payment reminders
  • Scheduling, dispatch and confirmation messages
  • Employee and client onboarding checklists
  • Data entry between CRM, accounting and project tools
  • Recurring operations, sales and finance reports

How we approach process automation

First we document how the process runs today and where time is lost. Then we automate the rules-based steps, add AI only where judgment on unstructured text helps, and keep a person in the loop for exceptions. Every build has a fixed scope and a fixed price.

Estimate your savings first

Use our free automation ROI calculator to estimate hours and dollars recovered before you commit to anything.

What it costs (CAD)

Written automation audit

from $375

Your top automation opportunities with ROI estimates, in writing.

Single system build

from $1,125

One production automation, fixed scope, shipped in 2–4 weeks.

Multi-system implementation

from $3,125

Several connected automations across your stack.

ClarioAI Operator

$125/mo

Monthly monitoring, fixes and small changes (per month).

Common questions

What is business process automation?
It is using software to run repeatable business steps, such as moving data, sending messages or generating documents, without manual work.
How is this different from RPA?
We connect systems through their APIs instead of recording screen clicks, which makes automations more reliable and easier to maintain.
How much does it cost?
A single process automation starts at $1,125 CAD. A written audit to find the best candidates starts at $375 CAD.
Will my team need to change how they work?
Very little. We automate around your current tools and process, then train your team on what changed.