aucra Get in touch

For service businesses

Automate intake
and follow-up.

Aucra builds custom CRM systems, workflow automation, and AI agents. Give your team one place to track clients and take repetitive work off their plate.

Discuss your workflow See examples

AI Frontdesk

Interactive demo

New request

A client needs bookkeeping help

“We need monthly bookkeeping. What documents should we send?”

Request type
Bookkeeping
Next step
Draft a follow-up

Awaiting review

The agent prepares a draft

The agent suggests requesting the latest bank statements and the prior month’s records. A team member can edit the draft before approving it.

Proposed action
Create a CRM task
Next step
Review the draft

Task created

The next action has an owner

The approved task is saved to the client record. The assigned team can see what to send and where to record the reply.

Assigned to
Client services
Next step
Send the document checklist
Staff approve drafts before records change.

Services

Where we can help

Start with one workflow, or connect intake, client records, and follow-up across your team.

Custom CRM

Give your team a shared view of every customer, what’s been done, and what needs attention next.

  • Client records, notes, and files
  • Task ownership and status tracking

Workflow automation

Connect your tools and automate the routine steps that keep work moving between people and systems.

  • Intake, routing, and reminders
  • Approvals and document handoffs

AI agents

Use AI to read requests, extract details, and draft next steps. Add staff approval before agents take actions that affect client records.

  • Request triage and structured drafts
  • Staff review before sensitive actions

Examples

How it works in practice

Workflow demo

AI Frontdesk for accounting teams

An accounting workflow prototype that turns incoming requests into reviewable drafts. Staff can save approved follow-up tasks, notes, and invoice drafts with the client record.

Explore the demo

Anonymized case study

Internal operations platform

A private web app that brings attendance, staff onboarding, and document management into one system. Role-based workspaces give each group access to the records and tasks relevant to them.

Which workflow is slowing you down?

Tell us how your team handles it today, which tools you use, and what you’d like to improve. We’ll use that to identify a practical first step.

Email Aucra

hello@aucra.ca