Turn any document into actionable data with AI that understands your business context and creates the right actions automatically. Smartify AI is your all-in-one AI automation assistant, built to simplify complex workflows by turning unstructured information into structured actions. Whether it's a government form, supplier invoice, project quote, or customer request — Smartify AI reads the document, extracts key data, and initiates the right processes automatically.
Smartify AI simplifies your day-to-day operations by scanning any document—quotes, invoices, emails, contracts—and instantly triggering the right action in your ERP. No more manual data entry, no more delays. Just intelligent, automatic execution that saves time and reduces errors.
Upload a PDF, email, form, or photo—Smartify AI reads it, understands the content, and extracts key information in seconds.
Create invoices, generate tasks, update CRM records, or trigger approvals automatically based on what's in the document.
No configuration needed. The AI adapts to your workflow and speaks your business language—ideal for contractors, freelancers, retailers, and more.
Go beyond automation. Smartify AI helps you make better decisions every day by analyzing trends, flagging risks, and suggesting proactive actions—without needing a data team.
Get suggestions on follow-ups, payroll, inventory levels, and project tasks before problems occur.
Receive clear, timely alerts like 'This supplier raised prices by 15%' or 'Stock for Product X will run out in 3 days.'
Know what’s coming and act fast—whether it’s a cash flow dip or a sales surge, Smartify AI keeps you ready.
Smartify AI is designed for the realities of Canadian small businesses—bilingual, secure, and fully integrated into the tools you already use. From invoices to tax forms, it understands your documents and your goals.
All your data stays in Canada with full encryption and compliance with federal and Quebec regulations.
Work easily in English or French—our interface and AI processing understand both languages natively.
Instantly connects with your CRM, HR, Accounting, and Project Management modules. No IT needed.
📄 Scan Any Document, Trigger the Right Action
Smartify AI reads invoices, quotes, contracts, emails—even handwritten notes—and instantly performs the appropriate task in your ERP (e.g. create invoice, assign task, update CRM).
📈 Smart Recommendations That Drive Growth
Get AI-driven suggestions for cash flow improvements, follow-ups with leads, inventory restocking, HR scheduling, and more—before issues arise.
⚙️ Automate Repetitive Tasks in Every Module
Free your team from routine work. Smartify AI triggers workflows, sends reminders, generates documents, or updates records—automatically and in real-time.
📊 Dashboards That Think for You
View business KPIs, financial forecasts, project bottlenecks, and alerts—all curated by AI and tailored to your role as owner, manager, or freelancer.
🛡️ 100% Secure, Bilingual & Canadian
Your data is encrypted, stored in Canada, and fully compliant with Quebec and federal laws. Plus, the entire platform works seamlessly in both English and French.
Work faster. Work smarter. Let AI handle the busywork. Smartify AI reads your documents, automates your workflows, and delivers real-time insights—so you can focus on growing your business.
Find answers to common questions about our Smartify AI module.
Smartify AI is an intelligent assistant integrated into Smartify ERP. It scans and understands your documents, automates repetitive tasks, and suggests actions to help you save time, reduce errors, and make faster business decisions.
Yes! Smartify AI reads PDFs, emails, scanned forms, and even handwritten notes. It extracts key information and performs appropriate actions—like creating invoices, assigning tasks, or updating client records—automatically.
Absolutely. Smartify AI connects seamlessly with your Accounting, CRM, HRM, Project Management, and Booking modules. It creates and updates records automatically based on document content.
Yes. Smartify AI is built for entrepreneurs and small teams. There's no coding or complex setup required. Just upload your documents or connect your email inbox, and let the AI do the rest.
You’ll get alerts and suggestions on cash flow, upcoming payments, low inventory, missed follow-ups, HR planning, and more—based on real data and AI predictions.
Definitely. All data is encrypted and hosted securely in Canada. Smartify AI complies with Quebec and federal regulations, ensuring full privacy and data protection for your business.
Smartify AI supports a wide range of documents: invoices, quotes, receipts, purchase orders, tax forms, supplier contracts, government correspondence, emails, and more—even in PDF or image format.
Getting started is quick. You can upload your first document or connect your inbox in under 5 minutes. No technical skills required—just plug and play.
Smartify Insights AI works behind the scenes to elevate your entire ERP experience—bringing intelligence, automation, and predictive power to every module.
