What we automate
AI voice & phone What we do — capabilities Fractional Automation Officer
Industry verticals
Accounting & bookkeeping Auto dealerships Dental & medical clinics Home services & trades Insurance brokerages Law firms Mortgage brokerages Property management Real estate & brokerages Recruitment & staffing Software development
Case studies Engagements & pricing Questions Automation scorecard Book a 30-minute call
AI automation for growing businesses

Grow the business. Not the payroll.

AI systems that absorb the repetitive work your team has stopped complaining about — so more volume stops meaning more headcount. Fixed price, measured in dollars and hours.

20+Systems delivered
6Industry verticals
3 wksFastest go-live
100%Client-owned

Built for real estate · accounting · clinics · hospitality · construction · trades — and six more
Mississauga, Ontario · serving the GTA

Where automation creates value

Grow the top line. Take the pressure off operations.

We start with the work that's slowing your customers or your team down, then build automation around the result the business actually needs.

  • Capture and qualify inbound demand around the clock.
  • Speed up quoting, booking, follow-up, and re-engagement.
  • Move routine work between systems without manual handoffs.
  • Escalate the exceptions to a person, with full context.

The best automation opportunity is usually hiding inside a delay your customers feel, or a task your team stopped complaining about years ago.

Start with the bottleneck Measure the result, not the amount of AI
Revenue
Response, conversion, retention
Efficiency
Time, cost, throughput
Capacity
More volume, same team
Control
Human review where it matters
Engagement model
Fixed

Quoted price before we start. No hourly billing and no scope creep.

Fastest deployment
3 wks

Restaurant group, live and taking reservations. Most builds run three to seven weeks.

Systems delivered
20+

Live systems delivered across five industry verticals. See Case studies.

Ownership
100%

Workflows, data, credentials, and documentation stay yours.

Built for small teams running big operations

If this sounds familiar, your business is ready.

Leads wait. Follow-ups slip. You keep catching what falls through.

Your most expensive hours go to proposals, scheduling, and status updates.

Revenue has grown. Operations have not kept up.

What it looks like running

It keeps working when nobody's at a desk.

An automation isn't a chatbot waiting to be asked something. It runs on a trigger or a schedule, works through a defined sequence, and reports back when it's done or when it needs a decision from you.

That covers the gaps your business already has — evenings and weekends, the hour your front desk is at lunch, the week your office manager is away, the Monday morning backlog. If your business does run overnight, it covers that too.

By the time you open your laptop, the requests are sorted, the records are updated, and the replies are drafted and waiting for your approval.

Operations agent
RUNNING
Checking new requests…
Sort and route incoming enquiries
Update client records
Draft follow-up replies
Automation opportunities

Start where delays cost revenue or consume capacity.

Automation works best when it owns a clear process and produces a measurable result — not when AI gets bolted on without a business target.

Lead handling

Respond immediately, qualify intent, route the opportunity, schedule the next step, and keep follow-up moving across every channel.

Client service

Answer routine questions, capture after-hours requests, pull up account context, and hand the complex ones to a person cleanly.

Back office

Intake, document processing, data entry, approvals, and the repetitive coordination work between your team and your systems.

Reporting & oversight

Assemble operational updates, surface risks, track deadlines, and route exceptions before they turn into problems.

Before and after

Same enquiry. Two operations.

This is the shape of nearly every engagement: one process, traced end to end, before and after. Below is what a typical small operation spends on a single inbound enquiry.

Before / manual

Every enquiry starts a chain of tasks

00:00Enquiry arrives at 6:40 pm. Nobody sees it.
+13hSomeone reads it and retypes the details into the CRM.
+14hFirst reply goes out. Two competitors already answered.
+2dScheduling ping-pong across three emails.
+5dFollow-up depends on someone remembering. Often nobody does.
wklyManager rebuilds the pipeline status by hand.
Admin hours / week11–16
After / automated

One connected system moves the work forward

00:00Enquiry arrives at 6:40 pm. Acknowledged in under a minute.
+00:01Qualified against your criteria, written to the CRM once.
+00:02Booking link sent, calendar synced, owner notified.
+1dFollow-up runs on schedule, stops the second they reply.
7amYou get a brief: new, qualified, booked, stalled.
alwaysAnything unusual escalates to a person, with context.
Admin hours / week2–4

Illustrative, based on a standard inbound-enquiry workflow. Your actual numbers come out of the Process Audit — measured against your own volume, not a benchmark.

Vertical focus

For real estate teams and brokerages.

Real estate has a specific problem: the work is bursty, deadline-driven, and a slow reply costs you the listing. These are the six workflows that pay back fastest. See the full real estate breakdown →

Sub-minute lead response

Portal, website, and social inquiries acknowledged and qualified instantly, day or night, then routed to the right agent on the team.

Listing content generation

One set of property details becomes the MLS remarks, the feature sheet, the social captions, and the email blast — in your voice, ready to approve.

Showing coordination

Booking, confirmation, reminder, and reschedule handled without your assistant playing switchboard all afternoon.

Deadline & condition tracking

Financing dates, inspection windows, deposit deadlines, and closing milestones tracked with escalating reminders to every party.

Documents & compliance

Client identification, FINTRAC records, and brokerage paperwork requested, chased, and filed — so nothing is missing at audit time.

Past-client nurture

Anniversary touches, market updates, and equity check-ins that run on their own. Your database becomes a referral engine instead of a spreadsheet.

Capabilities

The right system for the work, not technology for its own sake.

We combine AI, rule-based workflows, integrations, and custom software into one operating layer your team can actually maintain.

AI agents

Agents that understand a request, use your business knowledge, take approved actions, and pull in a person when judgment is required.

  • Sales and client-service agents
  • Internal operations copilots

Workflow automation

Reliable automations that carry work from intake to completion across rules, documents, approvals, and exception paths.

  • End-to-end process orchestration
  • Human approval gates

System integrations

Connection layers that keep your CRM, accounting, scheduling, document, and reporting systems working from the same information.

  • API and data integrations
  • Reliable two-way sync

Custom software

Purpose-built interfaces when an off-the-shelf tool can't support the workflow or the client experience you need.

  • Internal operating tools
  • Client-facing products

Voice & phone automation

An agent that answers every call, books into your real calendar, updates the record, and escalates the ones a person should take.

  • 24/7 call answering and booking
  • Escalation with full context
See voice automation →

Not sure which you need?

Most engagements combine two or three of these. The Process Audit works out which ones are worth building for you, and in what order.

See engagements & pricing →
Built for trust

Automation should increase control, not create a black box.

Human review, access, auditability, ownership, and ongoing maintenance are part of the design from the first day — not something we bolt on when you ask.

Human control

Approval gates

Anything client-facing or financial can wait for a person's sign-off. You choose which actions those are.

Security

Scoped access

Each automation reaches only what it needs. Credentials stay in your accounts, under your control.

Ownership

It's yours

Workflows, data, source code, and operating knowledge. End the engagement and it all keeps running.

Maintainability

Documented handoff

Written SOPs, monitoring, and a recorded walkthrough so your team isn't dependent on us.

Platform-agnostic

We build on the platform that fits your business.

Every system is built on the right foundation for your operations, your compliance requirements, and your budget — not on whatever we happen to resell. That includes Canadian-hosted and on-premise options where data residency matters.

Claude
ChatGPT
Gemini
Copilot
Azure OpenAI
Meta Llama
Mistral
Cohere
Grok
Perplexity
DeepSeek
Qwen
Kimi
GLM
Ernie
MiniMax
NVIDIA NIM
Groq
ElevenLabs
Deepgram
Vertex AI
Bedrock
Open weights
Private / on-prem

And on the tools you already pay for.

No platform to migrate to and no new subscription to learn. If your team already lives in it, we automate around it.

Email, calendar & files
GmailOutlookGoogle CalendarGoogle DriveGoogle SheetsSharePointMicrosoft 365Dropbox
CRM & sales
HubSpotSalesforcePipedriveZohoIntercomMailchimpSendGrid
Messaging & voice
SlackWhatsApp BusinessTwilioZoomTeamsTelegram
Scheduling & documents
CalendlyDocuSignNotionAirtableAsanaTrelloJiraClickUpMonday.com
Finance & payments
QuickBooksXeroStripeShopifySquarePayPalWise
Automation & data
n8nMakeZapierPostgreSQLSupabaseBigQuerySnowflakePower BITableauGitHub
Case studies

Six verticals. Six bottlenecks. Measured results.

Every system below was delivered and is running in production. Where a client supplied measured post-launch numbers, those figures are theirs. Clients are described by profile rather than by name, as is standard in this work.

DeliveredReal estate

Weekend buyers were closing with whoever answered first.

The problem

Over 300 inbound leads a month from portals and the brokerage website landed in a shared inbox and were forwarded by hand between the broker and a part-time admin. Average first response ran past four hours, and 40% of weekend enquiries sat untouched until Monday — in a market where a single missed buyer is worth $35K or more in commission.

What we built

An AI lead-response and routing system that replies to every lead in under 90 seconds around the clock, qualifies conversationally, books showings straight into agent calendars, and syncs everything back to the CRM.

Multi-office GTA brokerage · 15+ agents · $100M+ annual closed volume · 5-week deployment
Results
90 secFirst-response time, down from over four hours
+32%Lead-to-showing conversion
1–2Deals per quarter now closing from weekend enquiries previously written off
$20K/moRecovered commission revenue — the $30K investment paid back in six weeks

“We stopped losing buyers to whoever answered first. It paid for itself with a single closing.”

— Broker of Record, boutique luxury brokerage, GTA
Results measured one quarter after launch
DeliveredWealth advisory

Compliance was six weeks behind, and two hires wouldn't have fixed it.

The problem

Each advisor lost more than nine hours a week to meeting notes, suitability documentation, and KYC/AML file reviews. The compliance backlog stood at six weeks. Two junior hires quoted at $130K a year would not have closed the gap.

What we built

An AI documentation and compliance layer that drafts client meeting summaries and follow-ups, assembles KYC files and flags gaps for human sign-off, and pre-screens new applications against underwriting guidelines.

Independent wealth advisory firm · 14 advisors · ~$650M AUM · affiliated insurance practice · 6-week deployment
Results
−55%Advisor admin time — roughly five hours a week returned to client-facing work
4 daysKYC file review, down from six weeks
3xCompliance exceptions caught before submission
$95K/yrSaved against planned hires — payback in 16 weeks

“It's the first system that reduced our compliance burden instead of adding to it.”

— Chief Compliance Officer, independent advisory firm
Results measured two quarters after launch
DeliveredCapital markets

Equity research that used to take an analyst a week per name.

The problem

Producing an institutional-grade earnings preview or post-earnings valuation meant an analyst pulling filings, transcripts, and market data by hand, then rebuilding the same model structure for every ticker. Coverage was capped by how many names one person could physically work through in a reporting season.

What we built

Inviews.ai — a research automation engine that ingests filings, call transcripts, and market data, then produces earnings previews, DCF and scenario valuation, and a finished research report end to end, with the analyst reviewing rather than assembling.

Equity research platform · Full platform build · live through consecutive reporting seasons
Results
End to endFilings and transcripts through to finished report, without manual assembly
Season scaleCoverage no longer capped by analyst hours per name
RepeatableThe same model structure applied consistently across every ticker
In productionRunning live against real market data
System live and operating in production
DeliveredHealth care

Nearly a third of calls went unanswered at peak hours.

The problem

Front desks missed 28% of calls during peak periods and the no-show rate held at 11%. Staff spent around 30 hours a week on intake forms, appointment scheduling, and insurance eligibility checks.

What we built

An AI patient-communications layer that answers every call and web enquiry, books and reschedules appointments, sends smart reminders with one-tap confirmation, and pre-verifies insurance eligibility ahead of each visit.

Multi-location dental group · 4 clinics · 11 practitioners · ~22,000 active patients · 4-week deployment
Results
<3%Missed calls, down from 28%
6.5%No-show rate, down from 11% — about $14K a month in recovered chair time
−40%Front-desk admin time
+19%New-patient bookings from after-hours enquiries alone

“We stopped losing patients to the clinic down the street that answered the phone.”

— Practice Manager, 4-location dental group
Results measured six months after launch
DeliveredHospitality

Friday nights meant missed bookings and a slipping rating.

The problem

35% of reservation calls went unanswered during service. Review responses lagged more than two weeks and the average Google rating had slipped to 4.1. Managers spent over twelve hours a week building staff schedules.

What we built

An AI guest-engagement suite that takes every reservation call and web booking around the clock, drafts on-brand responses to every review within hours, and builds staff schedules from forecasted covers and availability.

Independent restaurant group · 3 full-service locations plus a boutique hotel · ~240 staff · 3-week deployment
Results
<2%Unanswered reservation calls, down from 35%
+5%Covers — roughly $27K a month in recovered revenue
4.6Google rating, recovered from 4.1 in 90 days
90 minWeekly manager scheduling time, down from twelve hours

“Friday nights used to mean missed bookings. Now the phone answers itself.”

— Owner-Operator, 3-location restaurant group
Results measured one quarter after launch
DeliveredConstruction

Paperwork moved slower than the job site, and a $2M claim was exposed.

The problem

RFIs took an average of nine days to close. Subcontractor bids were compared in spreadsheets over three to four days per trade. Daily field reports were filed late or not at all, creating dispute exposure on a $2M claim.

What we built

An AI project-operations layer that drafts and routes RFI responses from project documents, normalizes and compares subcontractor bids side by side in minutes, and turns foremen's voice notes into structured daily reports.

Mid-size commercial general contractor · $45M annual revenue · 8–10 concurrent projects · 60 field staff · 7-week deployment
Results
2.5 daysRFI turnaround, down from nine days
Same dayBid comparison across every trade, down from three to four days
98%Daily-report completion, up from around 60%
$120K/yrEstimated recovered margin from faster documentation; PM admin time down 30%

“The paperwork finally moves as fast as the job site.”

— VP of Operations, commercial general contractor
Results measured two quarters after launch
DeliveredSoftware development

Two hundred applications per role, and the good ones buried.

The problem

High-volume hiring meant a recruiter reading through hundreds of applications per posting. The strongest candidates were routinely lost under the volume, and response times slipped to the point where good people accepted elsewhere first.

What we built

JobFitt.ai — a candidate-matching platform that evaluates every application against the actual role requirements, ranks candidates with auditable reasoning rather than keyword scoring, and surfaces the strongest to a recruiter within minutes of applying.

Recruitment technology platform · Full product build · designed, built, and operated end to end
Results
MinutesFrom application received to ranked and surfaced
AuditableRanking backed by stated reasoning, not keyword matching
Full stackProduct architecture, build, and production operation
In productionRunning live against real applicant volume
System live and operating in production
Engagements

Every build starts with the Process Audit.

You own everything we build. We can operate it for you, or hand it over entirely.

Process Audit

See it working before you commit to a build.

$1,500
One-time engagement
Timeline: 2 weeks
Credited in full against any build.
Book your Process Audit

Not ready to commit? Book a free 30-minute call instead.

What's included
90-minute discovery session with your team
Your three costliest workflows mapped in hours and dollars
Readiness scored across seven dimensions
A working automation on your top workflow
Ranked roadmap showing what each fix is worth
Fixed build quote, or an honest "not yet"

After the audit we build. Scope and sequencing come out of the roadmap, and the price is fixed before you commit to anything.

Single workflow
$2,500 – $7,500

One process, end to end. Lead response, document collection, booking, or reporting. Two to three weeks.

Connected system
$8,000 – $20,000

Two to four workflows sharing data and handing off to each other. The most common first engagement. Three to five weeks.

Full operations layer
$20,000+

A department or the whole operation, with a coordinated set of automations and a single reporting view. Five to eight weeks.

Ongoing

Then keep it running — or keep it growing.

Optional, month to month after a three-month minimum. Cancel and your systems keep working.

Essential
$1,500/mo
  • Monitoring and error handling
  • Fixes when your systems change
  • 4 hours of changes each month
  • Email support

For a single workflow that needs to stay reliable.

Growth
$2,500/mo
  • Everything in Essential
  • 12 hours for new automations
  • Monthly report on hours and volume handled
  • Priority response

For teams still finding new things to automate.

Scale
$3,500/mo
  • Everything in Growth
  • Multi-workflow and multi-location coverage
  • Quarterly review and roadmap
  • Defined response-time SLA

For operations where downtime costs real money.

Advisory

Fractional Automation Officer

Some businesses don't need another build. They need someone who can decide which builds are worth doing, in what order, and stop them buying software they'll abandon in four months.

This is that role, without the six-figure hire. Quarterly roadmap, build prioritisation ranked by payback period, vendor and tool decisions, and reporting your board or partners can actually read.

$3,000/mo
Monthly · 3-month minimum
  • Monthly working session with your leadership
  • Automation roadmap, re-ranked quarterly by payback
  • Build-vs-buy and vendor selection calls
  • Board-ready reporting on what automation returned
  • Direct line for decisions between sessions
Ask about advisory
Who you're dealing with

You get the team that does the work.

OpsKinetics is deliberately small. There's no account manager between you and the team building your systems, and no junior team learning on your budget.

The team's background is computer science graduates and students from top Canadian and US universities, with CEO-level oversight by an institutional finance professional — a CFA charterholder who spent a career modelling businesses before building software for them. That combination is the whole point. Most automation firms can build the thing but can't tell you whether it's worth building. The audit ends in a payback calculation because that's the discipline the work came from.

Mississauga-based, working across the GTA. On-site where it helps, remote where it doesn't.

Platforms built
  • Inviews.aiEquity research automation — earnings analysis and valuation modelling produced end to end.
  • JobFitt.aiAI-driven candidate and role matching, built for the volume problem in early-stage hiring.

Both are live and running in production. Full write-ups are in the case studies above — Inviews.ai under Financial services, JobFitt.ai under Software development.

Questions we get

The things people ask before they sign.

How long before I see anything working?
The audit takes two weeks and includes a working automation on one of your real workflows, so you see something running before you commit to a build. Full implementations run two to six weeks depending on how many systems have to talk to each other.
What does this actually cost, all in?
A first engagement — audit plus a focused build on one workflow — typically lands between $7,500 and $12,000. Broader work across several processes runs higher. The audit gives you a fixed quote before you commit to anything, so you never get an open-ended bill.
Is my business too small for this?
If one person is spending more than five hours a week on repetitive work, or if leads are going unanswered outside business hours, the numbers usually work. If they don't, the audit will say so. We'd rather tell you that in week two than take a build fee we can't justify.
What happens to my data?
It stays in your systems. Automations run on accounts you own with credentials you control, scoped to the minimum access needed. Nothing is used to train anything, and there's no OpsKinetics platform your data has to move into.
What if it makes a mistake with a client?
That's what approval gates are for. You decide which actions run on their own and which wait for a person. Client-facing communication is usually gated at the start and loosened once you've watched it work. Everything is logged, so you can always see exactly what was sent and when.
Can this be financed or written off?
Possibly both. BDC's LIFT program provides financing to Canadian SMEs adopting AI, and custom development built to a novel specification can qualify as experimental development under Canada's SR&ED program — which for a CCPC can mean a substantial refundable credit on eligible spend. Eligibility depends on how your accountant characterizes the work and on your own circumstances, so confirm it with them or your BDC advisor before signing anything. We can structure documentation to support that conversation.
Do I have to switch platforms or buy new software?
Usually not. We build around the tools your team already uses. If something genuinely can't do the job we'll tell you, along with what the replacement costs and whether it's worth it.
What if I want to bring it in-house later?
Then you do. You own the workflows, the credentials, the documentation, and the SOPs from day one. The retainer exists because most owners would rather not maintain it themselves — not because you'd be stuck with us.
Next step

Thirty minutes. We'll find the expensive part.

Tell us how work moves through your business and we'll tell you where the money is going. No pitch deck, and no obligation to buy anything at the end of it.

Mississauga, Ontario — serving the GTA
info@opskinetics.ca
(416) 613-0976

Tell us where it hurts.

We'll come back within one business day with a view on whether automation is worth it for you — and say so plainly if it isn't.

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