Aegis for Acomba
Your Acomba week, summarized every Monday.
Sales, customers, unpaid invoices, transactions to review. Aegis reads your Acomba in read-only mode, prepares the brief before 7 a.m., and you keep the final say.
It’s the starting point. Aegis is a private AI workspace that connects your Acomba, your email and your files, remembers your business context and prepares the work you approve.
Get my first brief See the example
Acomba desktop or Acomba GO. No changes to your accounting. First brief free, no commitment.
What the brief contains
One page, in French, on Monday morning. Not one more dashboard to open: the three questions an owner already asks, with the answers and the invoices behind them.
Sales and customers
Sales for the period and for the same period last year. Your top ten customers and their share. Customers who haven’t ordered in 90 days, to call before they disappear.
Collections
Invoices flagged unpaid by age bracket, customer by customer, oldest first. The list of who to call this week, not one more report to interpret.
Transactions to review
A credit and a re-invoice on the same day. A line with an amount but no quantity. One invoice worth a third of the month. Aegis flags them; your team decides.
How it works
Read-only
Aegis connects to your Acomba, desktop or GO, on your server or on a copy. It changes nothing. The paid ODBC connector is not required.
Monday, 7 a.m.
The brief arrives by email or in Teams, in French, on one page. Recurring reports you define with us follow the same path.
You decide
Every figure links back to the source invoices. A “to review” item is a question for your team, never a verdict. Ask your own; Aegis answers with the documents.
A brief, exactly as it arrives
Real extract, anonymized. Nothing was added to make it look good: the amounts, dates and items to review come from Acomba.
What comes next
The Monday brief is the starting point.
Aegis is a private AI workspace, managed by Infotech Canada, that knows your business. Acomba is the first source we connect. Here is what it does next, always from your data and with your approval.
Ask the question, get the document
“How much has this customer bought from us this year? What did we promise them last month?” Answers in French, with the invoices and emails behind every figure.
Your reports, on your schedule
Monthly sales, suppliers, price drift, quiet customers. Each report is defined with you, then delivered on the agreed schedule, with no manual re-extraction.
Documents ready for review
A summary before a client meeting, a payment reminder, a draft quote built on past history. Aegis prepares; you review, then you send.
Email and files connected
Microsoft 365 or Gmail, shared folders, databases. Aegis connects what your team already checks in three different places to answer a single question.
A memory specific to your business
Your rules, your customers, your exceptions. Aegis remembers them from one time to the next, and you can correct or erase them.
Approval before any action
Nothing is sent or changed without a yes from your team, and every action is logged. All on a dedicated environment managed by Infotech Canada.
Learn more about Aegis · The first brief is the simplest way to start.
What it isn’t
Not financial statements. Not an official aged balance. Not fraud detection. Not a robot that touches your accounting.
It’s an operational summary, prepared from your data, so you can decide faster with the documents in front of you.
Where does my data go?
To a dedicated environment managed by Infotech Canada, with controlled access. A privacy review is available before anything is connected.
I don’t have a server.
We can set up a remote desktop environment, install Acomba there under your licences and connect the link. This is assessed and billed separately.
How much does it cost?
Quoted based on your integrations and usage. The first brief is free so you can confirm your interest, with no commitment.
First brief free
Your first brief, on your data.
Three answers, then we’ll write to you within one business day to set up read-only access. The following Monday, you get your brief. Then you decide whether you want it every week.
Prefer to talk first? Book a meeting.