Workflow automation
Move data between forms, spreadsheets, CRMs and accounting tools without copy and paste.
Ottawa service
Phtiana Software helps Ottawa businesses automate repetitive work. We connect the apps you already use, set up document and email workflows, and add AI where it saves real time, with a person still in control.
Move data between forms, spreadsheets, CRMs and accounting tools without copy and paste.
Sort, extract and file information from invoices, forms and inboxes.
Find the tasks where AI actually helps, and set it up with clear limits and review steps.
Short guides and help so your team keeps using the tools as they change.
We learn how you work and what you need to solve.
You get clear options, with the trade-offs explained.
We put the right solution in place and help you keep moving.
Most rule-based, repeated tasks: moving data between apps, sending reminders, filing documents, creating reports and routing requests. We look at your week and start with the task that costs the most time.
It depends on the tool and the data. We recommend options that fit your privacy needs, explain what leaves your systems, and keep a human review step where mistakes would matter.
Often not. Many tools you already pay for have automation built in or can be connected with a small amount of setup.
Tell us what is getting in the way. We’ll help you work out a practical next step.
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