# AI automation for SMBs in Canada and the US · Visiona

> For SMBs in Canada and the US: a custom brain around your ERP or your spreadsheets. AI reads, your rules decide, your team approves. One feature a week.

Page: https://www.visiona.ca/en  
Français: https://www.visiona.ca/

## The brain around your ERP or your spreadsheets.

For SMBs that run on an ERP or on spreadsheets: AI takes over the repetitive work, your rules decide, your team has the final say. One working feature delivered every week.

Example, fictional data: an email from comptes@acier-laurentides.ca brings invoice F-88213 as a PDF. AI reads it with 98% confidence; your rules check that ordered, received and invoiced match (PO-24081, BL-5521, F-88213); a person approves, and the invoice is created in your ERP.

- Talk with an expert: https://www.visiona.ca/en#contact

- **Working code every week** Every sprint ships something your team uses.
- **You own everything** The code, the database, the servers. No licence.
- **Rules you can check** Your rules written in code, every decision logged.
- **Fixed price, stop anytime** One feature a week, no long-term contract.

Fixed price, stop anytime: https://www.visiona.ca/en/pricing

## With an ERP or with spreadsheets, the brain starts from what you have.

### With an ERP — Your ERP keeps your numbers. The brain computes beside it.

It reads Acomba, Epicor, QuickBooks or Zoho, applies your rules and writes clean data back.

Extend your ERP: Acomba, Epicor, QuickBooks, Zoho: https://www.visiona.ca/en/extend-your-erp

### With spreadsheets — Your spreadsheets become an application.

A database, your rules and approvals, next to simple accounting software.

Replace spreadsheets with a custom application: https://www.visiona.ca/en/replace-excel

## How the brain works

- **Your sources**: Email and PDFs, ERP or MRP, Spreadsheets, Online tools
- **The brain**: Gathers and checks, Applies your rules, AI reads the documents, Recommends or automates
- **Your results**: Console: look, approve, monitor, ERP, MRP or accounting updated, Alerts and reports

AI reads the documents. Your rules, written in code, make the decisions: same input, same result, every time.

Every brain comes with its web application, hosted on your infrastructure, with no per-user fees. Our method, from prototype to production: https://www.visiona.ca/en/method

## It connects to the system you already have.

- **Acomba** Customers, invoices, payments, suppliers, inventory and the general ledger, through an API installed on your server. https://www.visiona.ca/en/integrations/acomba
- **QuickBooks** Customers, invoices, payments, credit memos and vendors, through Intuit's official API. https://www.visiona.ca/en/integrations/quickbooks
- **Epicor** Quotes, jobs, customers and parts, through Epicor's API and an account in your name. https://www.visiona.ca/en/integrations/epicor
- **Zoho** Zoho Books (supplier bills, customers, invoices, banking) and the reports of your Zoho Creator apps. https://www.visiona.ca/en/integrations/zoho

Connects to your systems: Epicor, Acomba, Microsoft 365, Outlook, Google Workspace, QuickBooks, Zoho Books, Zoho Creator, Google Ads, SendGrid, Wise, Excel, PDF

+ dozens of other systems, through their API: https://www.visiona.ca/en/integrations

## Starting points already in production

Each solution has already been built and run in production. Your project starts from that code, then your data, rules and screens are built for you.

All solutions: https://www.visiona.ca/en/solutions

## Frequent questions

### Do we have to change our ERP or accounting software?

No. We work around your systems. If there is no accounting software yet, QuickBooks or Zoho Books is enough as the ledger.

### Where is our data?

On your infrastructure (Azure, Google Cloud or AWS) or whichever you choose. We access it only for the work requested.

### Who maintains the brain once it is in production?

We do, with the care plan: patches, updates, monitoring and a monthly report. Since the code is yours, your team or another one can also take it over.

### What happens if we stop?

Nothing breaks. You keep the code, the data and the documentation; another team can take over.

### How fast do we see a result?

Within a week. After a conversation with a senior architect, the first sprint delivers a first usable feature, on your real data.

## Contact

- Phone: 514-705-7531
- Book a 30-minute call: https://calendly.com/n-morin/30min
- Write: https://www.visiona.ca/en#contact
- You talk directly with an architect, not a salesperson. You talk with Nathanaël or Tobby. In business since 2015 · Montréal.
- Who we are: https://www.visiona.ca/en/about
- 9333-2682 Québec inc., Montréal, Québec