We connect your tools, automate repetitive work, and apply AI where it genuinely helps, so quotes, follow-ups, administration, and operations keep moving without always depending on the same people.We connect your tools and automate repetitive work so operations keep moving without always depending on the same people.
Harmony Movers · Montréal+94% new customers+86% revenue in one yearProblems we fix
When quote requests wait, buyers keep moving.
Need a quote for your services on June 14th.
78% of buyers hire whoever replies firstLead-response research
The buyer hears back before they call anyone else.
Need a quote for your services on June 14th.
Quote request and history routed to the right rep.
21× more likely to qualify a lead when you reply within 5 minutesMIT lead-response study
The budget, the date, the ask: each one lands somewhere else.
“Would like a quote for June 14th”
“Budget’s around $2,400…” · 0:26
“Push to next week please”
Rush: needs it fast
Prefers email over calls
Q2_Rates.xlsx · row 27
Client profile, incomplete
Budget, dates, and the ask land in one client record.
“Quote, June 14th”“Budget ~$2,400”“Push to next week please”Rush jobQ2_Rates · row 27
The client is ready, but the paperwork becomes the delay.
“I am ready to book for June 14th.”
The contract is ready to sign the same day, not two days later.
“I am ready to book for June 14th.”
Client details
Service scope
Payment terms
Request confirmed
Timeline
Notes
Ready to sign
The money came in, but the records do not agree.
Bank / Payments
Card payment4,250 $EFT deposit5,000 $Receipt1,800 $
Processing fee-570 $Accounting systemInvoice paid?4,250 $EFT deposit missing0 $Fee not split0 $Receipt not attached1,800 $Payments, invoices, and receipts land in accounting as the work happens.
Bank / PaymentsCard payment4,250 $EFT deposit5,000 $Receipt1,800 $Processing fee-570 $Accounting system
QuickBooks
Xero
Sage+ your systemInvoice paid?4,250 $EFT deposit5,000 $Receipt attached1,800 $Fee split-570 $The buyer is ready now, but no one gets to the call.
Incoming call“I’d like to get a quote.”
(555) 264-8731No one on the line
All reps occupied
No answer
Client booked elsewhere.
Nights, weekends, and overflow calls still end in a booking.
Incoming call“I’d like to get a quote.”
(555) 264-8731
Voice call active
Auto-book the appointmentSend to your team to finalize the bookingProof · Case studies
Real operations, repaired. We keep the numbers we can stand behind, and caveat the rest.
Local moving co. · Montréal
A client’s history lived in one rep’s head: when they were out, calls and follow-ups went missing.
One client file any rep can pick up cold, with follow-ups that run on their own so no lead goes quiet.
No context lost on a handoff, and far higher response rates from the human plus automated follow-up combo, so fewer leads slip through.
Year-over-year, same month:June 2025 → June 2026.
More operating results
Swipe →
Fire protection equipment supplier · Trois-Rivières
Every product search took 15 to 20 seconds to return results, on a search page that was hard to navigate across more than 100,000 products.
We fixed the causes of the site’s slowdowns and moved search to Typesense on a dedicated server, with AI-assisted product labelling. WordPress and WooCommerce stay in place.
Searches now return in 100–200 milliseconds, and customers find the right product far more easily. ValStratis monitors, backs up, and maintains the search service.
Search engine response time, before and after Typesense:15–20 s → 100–200 ms
Pool installation co. · L’Assomption
Every quote was built by hand from scratch: about 30 minutes of prep before the client heard anything, and no two quotes alike.
Requests now come back as complete, consistent quotes in about 5 minutes: the rep just reviews and sends.
Clients now get an accurate quote within about five minutes of asking instead of waiting on manual prep, and every quote lands consistent.
Quote prep time,~30 min → ~5 min per quote (automated).
How we work
A 20-minute call, video or phone, to see if we’re a good fit for each other. It’s where we scope the diagnostic, or point you to a better option than us.
We sit down with the people who see the leaks: the owner, the admin who sees every file, the ops lead. Within two weeks you get a report showing what’s working, where money slips out, and the first project worth starting.
We fix the process first: who does what, in what order, before a single tool gets involved.
We connect your tools and automate the repetitive steps, adding AI only where it earns its keep.
We run it, train your team, and keep it working, so it sticks instead of becoming a tool no one opens.
Start a $2,500+ project within 60 days and the diagnostic comes off the bill.
More than ~10 full-timers? We scope it on the call.
Automation without process improvement just makes bad habits happen faster.
We work inside the tools you already pay for
Google Sheets
Excel
Gmail
Outlook
HubSpot
Jobber
Housecall Pro
QuickBooks
Sage 50
Acomba
Stripe
Clover+ your toolThe people behind it
One of them ran his own business and saw the operational mess up close; the other has built automation systems for years. They build what they recommend and stay on to run it, so the work keeps moving without landing back on your desk.
Founder
Winner of the AQIII Prix de la relève, Québec’s 2026 award for rising independent IT consultants. Before advising other businesses, he owned and ran a money services business, an industry where licensing, AML checks, and reporting touch every transaction. He later spent years inside Harmony Movers, handling what owners actually face: hiring and firing, CNESST claims, keeping the accounting books up to date, answering sales calls, the daily scramble. His fixes come from sitting in that chair. Off the clock, video games are his péché mignon.
Partner
Philippe has worked in IT since 2014. In 2019 he joined TCG Process and built accounts-payable automation years before it was common, the kind of system where a dropped invoice means money actually goes missing. He came to ValStratis as a partner to bring that same low tolerance for slippage to small and mid-sized businesses: understand how a company actually runs, then automate the parts that quietly drain its time and money. Off the clock, he’s out on his bike.
Operating questions
Short answers for business leaders comparing automation and systems work without wanting a vendor circus.
ValStratis is a Montréal technology partner for operations, sales, automation, and managed AI systems. We find where work, follow-ups, money, or information gets lost between your tools, then connect those tools and fix the process underneath.
ValStratis works with service businesses where work moves through too many disconnected places, from sales and scheduling to bookkeeping and onboarding. If someone on the team is still the glue between systems, there is probably a leak worth diagnosing.
Yes. We work inside the tools you already own and connect them with named accounts and scoped access, so we do not copy your customer data into places it does not need to live. What we build runs on infrastructure you control or that we host in Montréal, kept in line with Québec’s Law 25 on personal information. Where AI touches customer records, everything is logged and supervised; it never decides on its own.
ValStratis carries $2 million in professional liability insurance, including cyber risks, and $2 million in general liability insurance. If our work causes you a loss, or personal or confidential information in our care is exposed, the policy covers the resulting claims, subject to its terms and limits. We send our certificate of insurance on request.
Yes. ValStratis is based in Montréal and works with service businesses across Québec, in English and French. We can work on-site in the Montréal area or remotely anywhere in the province, and what we host stays in Montréal under Québec’s Law 25.
The ValStratis Operations Diagnostic is a fixed $1,250 CAD plus tax, for teams of about 10 full-time employees or fewer. Within about two weeks you get a report showing where you’re losing money, how much, and what to fix first. Any fixes are quoted from what it finds, so you decide with real numbers in hand. Start a project of $2,500 or more within 60 days and the diagnostic comes off the bill. Bigger team? We scope it on the call.
In the Operations Diagnostic, ValStratis sits down with the people who see how the work really moves: the owner, whoever runs the files, whoever runs operations. We follow your real calls, quotes, jobs, invoices, and follow-ups, and mark where each one stalls or slips. You get a written report: what’s working, where money and time leak with the dollars attached, a prioritized list of fixes, and the first project worth starting. It lands within about two weeks.
Broken decisions, unclear ownership, sensitive customer moments, and exceptions nobody understands yet. Automating a messy process usually just makes the mess faster. We fix the route first, then automate the parts that are stable enough to trust.
Yes. ValStratis uses Hermes in its daily operations, and our contributions have been accepted and merged into the Hermes Agent GitHub repository. We also work with OpenClaw, and we host and manage agent deployments for businesses, connected to the tools they already use.
Get started
Pick a time and tell us where work is slipping. A short call to see if we are a fit, both ways.
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