Every business has a list of jobs someone does by hand every day. Copying sales from the POS into QuickBooks. Chasing reviews. Building the Monday report. Reminding a branch manager about the same thing for the third time.
Trilix AI is an AI automation agency. We find those jobs, build automations that do them, and look after the automations once they're running.
Daily sales, payments and fees pulled from your POS and posted into QuickBooks or your accounting tool, mapped to the right accounts and locations. Exceptions, like a missing deposit, get flagged to a person instead of slipping through.
A text after each visit asking for a review or a short survey. Unhappy customers go to a manager before they go to Google. Read about getting more Google reviews.
Sales, car counts, call outcomes and labour pulled from each system into one daily or weekly report, sent by email or shown on the executive dashboard.
New leads from calls, forms and ads written into your CRM, assigned to the right person and followed up on a schedule. Calls from the AI phone agent arrive with a transcript and summary attached.
Discounts, refunds, purchase requests and incidents routed to the right manager, with reminders until someone acts. Every step is logged.
Invoices, forms and reports read automatically, with the key fields pulled out and filed. Useful when a team retypes the same PDF data every week.
The best first project is boring, frequent and easy to measure. We look for three things:
POS to QuickBooks is a common first project for multi-location operators for exactly those reasons. Review requests are another.
We'll usually tell you to skip anything that only happens a few times a year. It's rarely worth automating.
We sit with the person who does the work today, in person in the Toronto area or over video, and write down every step, including the workarounds nobody mentions until you ask.
You get a plain description of what the automation will do, which systems it touches, what happens when something goes wrong and who gets told. Nothing gets built until you approve it.
We connect to the software you already pay for, where it allows a connection. If a system has no way in, we tell you up front and suggest the next best option.
Sensitive steps, like posting to the books or issuing a refund, can wait for a person to approve them. Every action is logged and reviewable. Access is set by role, and you own your data.
Software changes. A POS update or a new QuickBooks rule can break an automation quietly. A monthly maintenance fee covers monitoring, fixes and small changes, so it keeps working after launch.
Plenty of automation doesn't need AI at all. Moving a number from one system to another is plain logic, and we build it that way because it's cheaper and more reliable.
We use AI where it helps: reading documents, understanding a customer's message, summarising a call, sorting a request into the right queue, or writing a first draft for a person to check. We'll tell you which parts use AI and why.
Most of our automation work is for multi-location operators in auto service, car wash and real estate, in Canada, the US, Saudi Arabia and the UAE. Our systems are used by Kwik Kar, Exxpress Lube, Tire City & Auto, Fast Lube & Oil, Drive & Shine, Charlie's Tire & Fast Lube, the Express Wash Concepts brands and Johaar Real Estate in Jeddah.
The same approach works for clinics, property managers, franchise groups and service businesses. See our pages for Toronto and the GTA, Saudi Arabia and the UAE.
Still unsure? Ask us directly.
We find repetitive work in your business, design an automation for it, build it on your existing tools and keep it running. Some steps use AI, like reading documents or summarising calls. Many are plain rules.
In many cases, yes. It depends on whether your POS lets us read sales data. We confirm that on the first call, before quoting.
We quote each project after the first call, based on the systems involved and how many locations it covers. After launch, a monthly maintenance fee covers monitoring, fixes and small changes.
It stops and tells a person, instead of carrying on with bad data. We monitor automations as part of maintenance and fix issues when they come up.
Tell us the task your team hates most. We'll tell you if it's worth automating and what we'd build first.
Also see: All solutions · Start with a pilot
