One gateway in front of every AI agent in the business. Incoming emails, documents and forms are sorted and handed to the right agent; each agent works within the permissions it was given; sensitive actions wait for a one-click approval; everything is logged and can be undone where the tool allows it. Recurring tasks — supplier payments, source deductions, missing receipts, month-end — run on a schedule, propose exactly what they will do with evidence, and execute only once approved. AI runs locally in Quebec by default. Built for the SMEs of Quebec and the firms that serve them.
An agent that can read your mail and move your money needs something standing in front of it. Smarties is that something: it decides what reaches an agent, what the agent may do, and what it has to show for it afterwards.
Every incoming email, document and form is classified, prioritised and handed to the right agent. Rules go first and cost nothing; the AI engine only sees what the rules could not settle. Duplicates are dropped before anyone, human or agent, spends time on them.
Each agent holds a read, draft or act scope, and the credentials stay in Smarties, never in the agent. Actions you mark as sensitive — sending to a client, paying, deleting — stop and wait for a one-click approval. Every read, action and refusal is written to an audit trail with its context.
A summary of what each agent did, and an undo where the tool allows it. Approvals and corrections feed back into triage and into the agents, so the same mistake is not made twice. The log is exportable: what happened is never a matter of memory.
Task templates set up per client — the chores that come back every month in an accounting firm or a small business. Each run is traceable end to end: inputs, proposal, approvals, actions, validation, outputs, log.
On its schedule, the run collects its inputs — mailbox, drive, accounting, bank statements — and snapshots them, so the proposal can be checked against exactly what it saw.
It lays out exactly what it will do, line by line, with the evidence beside each line. Values are marked as read, rule-derived, AI-suggested or manual; an unconfirmed suggestion blocks the approval.
The approval is bound to the exact proposal shown — change a line and it is a new approval. Optionally the client approves too, from an email draft. Soft and hard deadlines with reminders keep the queue honest.
Actions are idempotent and never blindly retried; outside state is re-read before anything is written. Files and reports are delivered, the run is validated, and rollback is available on demand — approved like a proposal.
An AI agent is only as safe as the thing that can say no to it. These rails apply to every agent and every task, whichever engine is behind it.
Gmail, Google Workspace, Microsoft 365 and IMAP mailboxes; Google Drive, Dropbox, OneDrive and the app's own storage; email drafts the agent prepares and you send.
QuickBooks first — reads and bill payments. Other connectors from the same setup, quoted on the complexity of the data.
AccèsD, Revenu Québec, CRA and CCQ steps are guided manual actions with proof: the agent prepares, a person clicks, the evidence is filed.
Spreadsheets, PDF with OCR, Word tables, OFX bank files, CSV and zip archives — whatever arrives in the inbox becomes data the rules can work on.
One queue of what is waiting on a person: approvals, manual portal steps, missing documents. Soft and hard deadlines, reminders, and a clear owner per item.
Web, iOS and Android. Approve a payment run from the phone, read the proposal with its evidence, and see the log on the same screen.
Hosting, encrypted storage and daily off-site backups in Quebec, monitoring and alerts, security updates and SSL — included in every plan.
Every account starts with our team: configuration, launch support, import of the email history, and initial training on your data with rules tuned to your profession.
Monthly account plans in Canadian dollars, hosting in Quebec included. Plans differ only by AI actions per month and encrypted storage. An AI action is a task an agent hands to the engine — sorting an email, summarising a document, drafting a reply. Rules and duplicates are free.
Up to 2,000 AI actions a month and 1 GB of encrypted storage. A solo professional or a small team.
Up to 6,000 AI actions a month and 5 GB of encrypted storage. An SME with several mailboxes and busy agents.
Up to 20,000 AI actions a month and 20 GB of encrypted storage. A support desk or high volumes.
Setup, always with our team, from $2,500 one time. No overage billing and no cut-off: going over the limit makes the next plan up mandatory at the next billing cycle. Cloud AI engines are opt-in (Economy included, Smart from +$10 a month). Connectors from $1,000 setup + $10 a month. Taxes extra.
The product site has the full feature list, the recurring-task catalogue and the pricing page in French and English. Every account starts with a guided setup — tell us about the firm and the tasks that come back every month.
A product of APIgoat. Hosted and supported from Quebec; local AI by default, cloud engines only with consent.
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