Automation · Coming soon

Automate the tedious work — coming soon to SmarTally

We’re building an automation service that analyzes your pain points and uses robotic process automation to eliminate repetitive, manual accounting tasks. Want early access? We’ll tell you the moment it’s ready.

Heads up: Automation is in development and not yet available to purchase. The capabilities below describe where we’re headed — nothing here is live today. Everything on this page is a preview of our roadmap.

On the roadmap

What automation could do for you

A full analysis of your pain points, then a tailored solution to save you time.

Pain-point analysis

We map your repetitive workflows to find the highest-value automation opportunities.

Robotic process automation

Bots handle the tedious, rules-based tasks — data entry, matching, routine filing.

Real time savings

Free your team from busywork so they can focus on customers and growth.

Early access

Be first to know when Automation launches

Leave your details and we’ll reach out with early access and a free automation opportunity review — no commitment.

We’ll only use your details to contact you about Automation. No spam, ever.

Accounting on another level

Need help today? Start with SmartKeeping

While Automation is on the way, our CPAs and cloud bookkeeping can already remove a huge amount of manual work from your plate. Let’s talk.

15-min free consultation · Ottawa-based · Remote-friendly