Managed AI workflow automation for small businesses

Hand your daily busywork to AI agents.

Adaptiwise AI builds and runs AI agents that do your team's repetitive computer work: logins, downloads, data entry, forms and reports. Every day, for a fraction of what it costs you now.

  • Can run on your own computer
  • A person approves anything risky
  • Every run logged
Trucking & logisticsLoads to invoices
  1. Read the rate confirmationDone
  2. Create the load in your TMSDone
  3. Match the POD to the loadDone
  4. Send the invoiceDone
TodayDispatch retypes every load and chases PODs
With Adaptiwise AIInvoiced the day it delivers
Customs brokers & freight forwardersInvoices to entries
  1. Open the commercial invoiceDone
  2. Extract every lineDone
  3. Enter it in your customs softwareDone
  4. Update the clientDone
TodayEvery invoice line keyed by hand
With Adaptiwise AIEntries ready for broker review
Dental & medical clinicsInsurance payments
  1. Sign in to insurer portalsDone
  2. Download remittancesDone
  3. Match payments to claimsDone
  4. Post to your practice softwareDone
TodayFront desk does it by hand every morning
With Adaptiwise AIPosted before the first patient
Accounting & bookkeepingClient statements
  1. Sign in to each bankDone
  2. Download the statementsDone
  3. File by client and monthDone
  4. Flag what is missingDone
TodayStaff log in to every bank, every month
With Adaptiwise AIEvery client filed overnight
Property & strata managementMaintenance requests
  1. Read the tenant’s emailDone
  2. Open a work orderDone
  3. Assign the vendorDone
  4. Update the tenantDone
TodayRequests retyped from the inbox
With Adaptiwise AILogged and assigned, day or night
Insurance & mortgage brokersMulti-carrier quotes
  1. Take the client’s details onceDone
  2. Fill each carrier portalDone
  3. Collect every quoteDone
  4. Build the comparisonDone
TodaySame client typed into every portal
With Adaptiwise AIOne entry, every carrier
Wholesale, import & e-commerceOrders and stock
  1. Pull orders from every channelDone
  2. Update stock levelsDone
  3. Enter supplier invoicesDone
  4. Flag gaps and price changesDone
TodayOrders copied between channels by hand
With Adaptiwise AIOne inventory, always in step

Example workflows. We map yours in the free assessment.

Works where your work already happens

The agent signs in and works through the screen, the way your team does. No API needed, nothing to install.

  • Web portals and online accounts
  • Spreadsheets like Google Sheets
  • PDFs, invoices and email
  • Your business software

Some of the systems our agents already work in

Savings

We don't add a cost. We remove one.

Logging in, downloading, uploading and filling the same forms in system after system is one of the biggest hidden costs in a small business. We take that work over and run it for a fraction of what you pay for it today.

Cost Up to90%

less spent on the work we automate

  • Flexible payment options
  • We set it up and train your team
  • Grow without new hires

We design every workflow to hit this. Your plan shows the number for yours before you commit.

Speed 1 weekminutes

Thousands of entries, each one validated and checked

Minutes when the agent works directly in a spreadsheet or a file. When it has to click through a website, it runs at that site's speed, so a large batch usually finishes overnight.

What does your repetitive work cost?

Move the sliders to match your team.

4
5 h
$30
By handWhat this work costs you today
$150,000
With Adaptiwise AIWhat it could cost you
$15,000
You could save up to $135,000 every year, and get back up to 4,500 hours of your team's time

4 people × 5 h × $30 × 250 working days = $150,000 a year. We design each workflow to cut that by up to 90%. Yearly figures in Canadian dollars; the free assessment gives you real numbers.

Four people spending their days on this work is a full-time team doing what an agent can do. Grow without adding payroll, and give your people back to your customers.

Get your real numbers
Every working day

Same clicks, every day. Now done for you.

Agents run your routine on schedule, every working day, with no breaks, no typos and no forgotten steps.

  1. Pull invoices and statements from supplier portals

    Done by agent
  2. Move new orders and records into Google Sheets

    Done by agent
  3. Check every portal and flag what changed

    Done by agent
  4. Fill the forms, then wait for your OK to submit

    Approved by you
  5. Reconcile two systems and list every difference

    Done by agent
  6. Email your team a summary of everything done today

    Done by agent
Every run logged with status and timing Payments and submissions wait for a person A failed run alerts our team, not you
Industries

Pick your industry. See your day without the busywork.

Eight kinds of business where the same portals, forms and spreadsheets eat hours every single day. Find yours.

Trucking & logistics

Don’t retype every rate con into the TMS anymore.

Your Adaptiwise AI agent handles

  • Loads created from rate cons
  • PODs matched to every load
  • Invoice sent on delivery
  • Fuel and tolls coded by truck
Book a free assessment now

Works with Your TMS (e.g. TruckMate, Axon) · Loadlink · DAT · Fuel card portals · Factoring portals

Run reportLoads to invoicesExample
  1. Reads each rate confirmation and creates the load in your TMSDone
  2. Collects PODs, attaches them to the load and sends the invoiceDone
  3. Pulls fuel and toll statements and codes them by unitDone
  4. Flags any load missing paperwork before billing dayFor you
TodayDispatch retypes every load and chases PODs
With Adaptiwise AIInvoiced the day it delivers

Customs brokers & freight forwarders

Don’t key invoice lines by hand anymore.

Your Adaptiwise AI agent handles

  • Invoice lines extracted
  • Entries ready for broker review
  • Containers tracked daily
  • Clients updated, with your OK
Book a free assessment now

Works with CARM Client Portal · Your customs entry software · Carrier and terminal portals · Excel · Email

Run reportInvoices to entriesExample
  1. Extracts invoice lines into your customs software for a broker to reviewFor you
  2. Tracks containers across carrier and terminal portals on a scheduleDone
  3. Pulls CARM statements and reconciles them against your billingDone
  4. Sends each client a status update your team has approvedFor you
TodayEvery invoice line keyed by hand
With Adaptiwise AIEntries ready for broker review

Dental & medical clinics

Don’t start every morning in five insurer portals anymore.

Your Adaptiwise AI agent handles

  • Coverage checked before visits
  • Remittances posted every morning
  • Intake forms become records
  • Only mismatches come to you
Book a free assessment now

Works with Practice software (e.g. ABELDent, Dentrix, Tracker) · Sun Life CDCP provider portal · Insurer provider portals

Run reportInsurance paymentsExample
  1. Checks coverage and claim status across insurer and CDCP portalsDone
  2. Downloads remittances, matches each payment to its claim and posts itDone
  3. Turns completed intake forms into patient recordsDone
  4. Sends you only the mismatches to approveFor you
TodayFront desk does it by hand every morning
With Adaptiwise AIPosted before the first patient

Accounting & bookkeeping

Don’t log in to forty client banks anymore.

Your Adaptiwise AI agent handles

  • Statements collected for every client
  • Filed by client and month
  • Bills and receipts pulled in
  • Clients reminded about missing docs
Book a free assessment now

Works with QuickBooks Online · Xero · Sage · Dext · Hubdoc · Bank and card portals

Run reportClient statementsExample
  1. Collects every client’s statements and files them by client and monthDone
  2. Pulls supplier bills and receipts into your review queueFor you
  3. Prepares entries in your accounting software for a person to postFor you
  4. Emails each client a list of exactly what is still missingDone
TodayStaff log in to every bank, every month
With Adaptiwise AIEvery client filed overnight

Property & strata management

Don’t copy tenant emails into work orders anymore.

Your Adaptiwise AI agent handles

  • Tenant emails become work orders
  • Vendor assigned to each job
  • Rent matched to the rent roll
  • Owner statements prepared
Book a free assessment now

Works with Yardi · Buildium · AppFolio · Rent Manager · Bank portals

Run reportMaintenance requestsExample
  1. Reads each request, opens the work order and assigns the vendorDone
  2. Enters vendor invoices against the right building and unitDone
  3. Reconciles rent received against the rent roll and lists arrearsDone
  4. Assembles owner and strata statements for your reviewFor you
TodayRequests retyped from the inbox
With Adaptiwise AILogged and assigned, day or night

Insurance & mortgage brokers

Don’t type the same client into every carrier portal anymore.

Your Adaptiwise AI agent handles

  • Every carrier portal filled
  • Quotes side by side
  • Documents filed to the client
  • Renewal reminders sent
Book a free assessment now

Works with Applied Epic · Power Broker · Carrier portals · Filogix Expert · Velocity

Run reportMulti-carrier quotesExample
  1. Enters the client once and fills every carrier portalDone
  2. Collects the quotes into one side-by-side comparisonDone
  3. Downloads documents and attaches them to the client fileDone
  4. Reminds clients about renewals and missing documentsDone
TodaySame client typed into every portal
With Adaptiwise AIOne entry, every carrier

Wholesale, import & e-commerce

Don’t copy orders between five channels anymore.

Your Adaptiwise AI agent handles

  • Orders from every channel
  • Stock in sync everywhere
  • Supplier prices watched
  • Invoices matched to POs
Book a free assessment now

Works with Shopify · Amazon Seller Central · Supplier B2B portals · QuickBooks Online

Run reportOrders and stockExample
  1. Pulls orders from every channel into one placeDone
  2. Keeps stock in step across your store, marketplaces and sheetDone
  3. Checks supplier portals daily and flags price changesFor you
  4. Matches invoices to POs and lists every differenceFor you
TodayOrders copied between channels by hand
With Adaptiwise AIOne inventory, always in step
Privacy

You choose where it runs. Your data stays yours.

Run the agent on your own computer, in a hybrid setup, or on our servers in Canada. In every setup your business's data is kept apart from everyone else's, every access is recorded, and a person approves anything risky. The full detail is on our privacy page.

Most private

On your computer

Your files and logins never leave the office.

The agent and the AI model run on a computer in your office. A task that uses a website connects only to that website, the way your staff would.

Best for: clinics, accountants, law firms and anyone with confidential client data.

Hybrid

Work stays home, the view travels.

Runs happen on your computer. Only short status updates reach your online portal, so you can check every run from your phone or laptop.

Best for: private data plus owners who want to check in from anywhere.

We host it

Nothing to install.

Runs happen on our servers in Canada, and your office can be closed while they do. Your data is kept apart from every other business's.

Best for: web-based work and teams across several locations.

  • In every setup, a person approves payments, submissions and unfamiliar screens.
  • Your logins are stored encrypted, used only for approved steps and never shown in run logs.
  • Your records are yours: export or delete them whenever you ask.

When we host it: where your data lives.

Hosted in Canada

Where it lives, and who can see it

Nothing to install. Your office can be closed while it runs.

  • Kept in CanadaYour data and its daily backups stay in Canada.
  • Kept apartYour business's records are separated from everyone else's, so no other customer can ever see them.
  • Signed in and recordedTwo-step sign-in, and a record of who did what that nobody can edit.
  • ProtectedSensitive information is encrypted, and health records are handled under a signed agreement.

Every provider we use is listed on our privacy page, with 30 days of notice before any change. See the privacy page

How it works

From one call to a working agent.

You don't need anyone technical on your team. We build it, run it and stand behind it.

  1. 01

    Free assessment

    Show us the task once on a video call. We map every step and tell you what to automate and what stays with a person.

  2. 02

    Clear scope, flexible payment

    A clear scope, a payment plan that fits your business, and the saving we expect, before any work starts.

  3. 03

    Build and prove

    We build the workflow with you and run it on your real accounts until the results match your team's.

  4. 04

    Run and watch

    It runs on schedule. You see every run in your portal, and a failed run alerts our operator, not you.

The Adaptiwise AI platform

Automation is the engine. The rest of the platform helps you grow.

Adaptiwise AI is an AI operating system for small businesses. Booking, reviews and customer records already live together in one platform, and more modules are on the way.

FAQ

Straight answers about AI automation.

What is Adaptiwise AI?

Adaptiwise AI is a Vancouver-based company that builds and runs AI automations for small businesses in Canada, the United States, the United Kingdom and Europe. Its agents sign in to portals, download and upload files, fill in forms, move data between systems and reconcile records on a schedule, and a person approves anything risky. They run on your own computer, in a hybrid setup, or on Adaptiwise AI's servers in Canada, and a person approves anything risky.

What is AI workflow automation?

AI workflow automation means an AI agent completes a multi-step business task from start to finish, the way a trained employee would: it signs in to a portal, finds and downloads the documents, reads them, enters the results into another system and reports back. Unlike fixed scripts, the agent copes with variation, such as a changed document layout, and it stops to ask a person when something does not add up.

What kinds of tasks can you automate?

Repetitive computer work that follows the same steps each time: pulling invoices and statements from portals, moving data into Google Sheets or other systems, keeping your task lists up to date, filling forms with approval, running scheduled checks, and reconciling two systems.

Does my software need an API?

No. Adaptiwise AI agents work in websites and portals the way a person does, so they handle systems that have no API. When a reliable integration exists, such as Google Sheets, we use it because it is faster.

Where do you work?

Adaptiwise AI is based in Vancouver, BC, and works with businesses across Canada, the United States, the United Kingdom and Europe. The assessment, setup and support all happen remotely, including installs on your own computer, so you get the same service wherever you are. Businesses in Metro Vancouver can also meet us in person.

Free assessment

See what your busywork really costs you.

In a free 30-minute call we map one repetitive task with you, estimate the saving, and tell you plainly if it isn't worth automating.

  1. We map the task with youEvery step, every system, and where a person still needs to decide.
  2. You get a clear planScope, flexible payment options and the expected saving, with no obligation.
  3. You decideNothing starts until you approve it.

Book your free assessment

Pick a time
30 minutes, by video call info@adaptiwise.com +1 236 865 5486 Based in Vancouver · serving Canada, the US, the UK and Europe