RESOURCES · BLOG
Plain answers for owners on putting AI to work.
Short, dated posts for owners of Canadian companies of 50 to 500 people: what to ask, what to watch for, and what we found when we tested it ourselves.
· 4 min read
Board and family-council prep without the spreadsheet weekend
The monthly council or board pack is a recurring loop: same sources, same sums, same deadline. Most of it can run as code inside your accounting system. One step uses a model, a person signs, and the decisions stay with the family.
· 3 min read
Your ERP isn't going away. Who uses it is.
AI agents won't replace your ERP, CRM or accounting system. They become its busiest users. What that changes for an owner-run company, and four things to do now.
· 4 min read
What a lender's reporting cycle costs, and what it should
Few owners have counted what the quarterly lender package costs. Count it first. Most of it is rules a computer can apply, and a covenant figure is a number no model should judge.
· 3 min read
Succession and systems: what the next generation inherits
Succession plans cover ownership and governance. They rarely cover how the business actually runs. A successor should be able to read that on day one.
· 5 min read
How do we build AI that actually reaches production? The Agent Forge Way, explained simply
The fourteen rules behind every Agent Forge build, in plain language: measure first, sort every step, earn trust before acting, and keep the owner in control.
· 6 min read
How should AI connect to your company's accounting and business systems?
How AI should connect to your accounting system: four questions to ask, five protections for any change, and what we found testing QuickBooks and Xero.
30 minutes · no deck · no cost. Bring the work that piles up.