Answer · financial operations automation
How long does implementation take? Can it happen during tax season?
An AI accounting automation implementation by Agentica is live in 30 days or less, at a fixed price. Installs run May through November only, never during tax season: in Québec, a system in place before the rush is a system that has been broken in by the time it matters.
What happens during the 30 days?
The 30-day implementation starts with the foundations: securing each person’s accounts, connecting the tools already in place (QuickBooks Online or Xero, Google or Microsoft), then structuring the information so the systems can find their way around it as well as the team can. Then comes the heart of the work: training the people to work in the new environment, and building the first automations with them, on their real client files, rather than beside them. Claude, the AI the team will work with, is set up on the organization’s own way of working during those same weeks. By the end of the period the system is live: the team uses it, the first automations run, and everyone knows who to call when something catches. The price of the implementation is fixed, quoted from the organization’s own systems before any work starts; the scope is settled at the same moment, so the 30 days hold no billing surprises.
Why never during tax season?
Installs run May through November, never February through April, and the reason is operational before it is commercial: an implementation needs the attention of the team that will live with the system, and that attention is exactly what is missing during the rush. Installing a new system at the worst moment of the year would guarantee rushed training and automations that never get broken in. The reverse calendar delivers the result that matters: a system installed during the quiet season has time to be worked in, exception by exception, before the volume climbs, so tax season runs on a proven system instead of a construction site. February through April belongs to the firm’s clients, not to a supplier’s project plan. The window is not a limited offer: it returns every year. It does carry a real consequence: a firm that wants a broken-in system before the next rush has to count backwards from February.
What happens after the first 30 days?
After the implementation, further automations arrive one at a time, each at a fixed price, in a logical order: first whatever eats the most hours for the least judgment (document collection and follow-ups, sorting and filing, data entry, deadline tracking), then the rest, as the team’s confidence grows. Nothing forces an organization to automate everything at once, and nothing would be gained by it: each automation is built, broken in and approved before the next one starts. In parallel, the monthly plan keeps the whole thing working: maintenance, support, updates as the tools change, and a named person to call, more present during tax season, not less. That plan starts at $990 CAD per month and is cancellable anytime. The implementation is therefore the start of a relationship, not a project that ends.
How does an implementation start?
The starting point is a free 30-minute video call, with no system access and no obligation. That call is itself the diagnostic: what AI can realistically do for an organization this size, what is worth automating first, and what to ignore. Within 48 hours of the call, the organization receives a one-page proposal at a fixed price, quoted from its own systems: no estimate ranges, no hourly rate, no hidden phases. The written plan belongs to the client whether or not they go ahead. If the proposal is accepted inside the May-to-November window, the 30-day count starts on the first day of work; otherwise the implementation is simply booked into the next available slot outside tax season. Nothing about the call is a sales screening: it delivers its verdict on the spot, including, where honest, the verdict to buy nothing.