Canada’s First CPA Firm Offering AI Tools You Can Mix, Match, and Automate — All Under One Roof
Run your business smarter with AI chatbots, voice agents, review responders, schedulers, and more — all managed from one secure dashboard.
Choose only what fits your business needs. And when you sign up for an annual bookkeeping & accounting plan, you get any two AI tools completely free.
Every business is different. A local trades company might benefit most from our Voice Agent and Google
Review Responder, while an e-commerce brand might prefer the Chatbot and Social Scheduler.
That’s why CloudSide AI Suite is fully modular — you only pay for what you actually use.
The Next Evolution of Small Business Efficiency.
AI automates the busywork—customer inquiries, scheduling, follow-ups, and reputation management—so you and your team can focus on growth. CloudSide Advisory is Canada’s first CPA firm to offer a complete suite of AI tools backed by professional accounting oversight.
10+ Hours
Saved per week
Automate repetitive tasks and free up your team to focus on high-value activities that drive growth.
5x Faster
Response time
Instant responses to customer inquiries, even outside business hours, improving customer satisfaction.
100%
Review coverage
Never miss a review again. Automatic responses maintain your online reputation around the clock.
One Dashboard. Endless Automation.
All tools run from a single login. No more juggling apps or passwords — your AI chatbot, voice agent, CRM, and automations are all connected for you.
Secure & Reliable
Enterprise-grade security with 99.9% uptime guarantee
Easy Integration
Connects with your existing tools and workflows seamlessly
Expert Support
Dedicated support team and setup assistance included
Your 24/7 AI Website Chatbot.
Not another chat widget. Our AI chatbot is trained on your business info and tone to answer questions intelligently in real time. It greets visitors, captures details, books appointments, and supports customers after hours — sounding just like you.
Includes setup support and training tutorials
$97 CAD/month
Free with annual bookkeeping plan
Never Miss a Call Again
Keep your staff as the first point of contact — when they can’t answer, our AI voice agent steps in. It greets callers, answers questions, or books appointments naturally using your brand tone. You’ll never send customers to voicemail again.
Includes quick setup and support ticket access
$127 CAD/month
Free with annual bookkeeping plan
Protect Your Reputation on Autopilot
Every new Google review gets an instant, authentic reply in your brand voice. Keep your profile active, build trust, and show customers you care — without logging in.
Instant responses to all reviews
Brand-consistent tone and
messaging
Handles positive and negative feedback
Multi-platform support
Review analytics and insights
Includes email and chat support.
$87 CAD/month
Free with annual bookkeeping plan
Plan Months of Posts in Minutes.
Connect all your social accounts in one dashboard. Use the built-in calendar to plan content for weeks or months ahead, and let it publish automatically. Stay consistent without logging into multiple platforms.
Includes onboarding video and setup chat support.
$67 CAD/month
Free with annual bookkeeping plan
Your Own World-Class CRM Platform.
Manage leads, clients, texts, and emails all in one organized dashboard. Because CloudSide holds an enterprise license, you get access at no cost when you sign up for annual bookkeeping. Normally hundreds per month elsewhere.
Includes onboarding and lifetime chat/email support.
$297 CAD/month
Free with annual bookkeeping plan
Automate Your Repetitive Tasks.
Every business has bottlenecks — we fix them. From invoice reminders to lead routing or follow-up tasks, we design automations that save hours weekly. Custom-built using n8n for your specific workflow.
Includes strategy call and white-glove setup.
Custom Quote
Book a consultation to scope your workflow.
Let AI Manage Your Inbox.
Choose how it works — either auto-reply to client inquiries or intelligently sort, tag, and draft responses for your approval. Our AI learns your tone and workflow. It’s like having a digital assistant that never sleeps.
Includes setup call, email support, and tutorial.
$97 CAD/month
Free with annual bookkeeping plan
Your 24/7 AI Website Chatbot.
Not another chat widget. Our AI chatbot is trained on your business info and tone to answer questions intelligently in real time. It greets visitors, captures details, books appointments, and supports customers after hours — sounding just like you.
Includes setup support and training tutorials
$97 CAD/month
Free with annual bookkeeping plan
Every AI Tool Includes
Professional setup and ongoing support for all your AI tools
Setup Done for You
Our team handles the complete setup and configuration. You don't need to worry about technical details.
Quick-Start Tutorials
Step-by-step video guides to help you master your new AI tools quickly and efficiently.
Chat + Email Support
Get help when you need it with our responsive chat and email support team.
Knowledge Base Access
Comprehensive documentation and guides available 24/7 for all your questions.
Frequently Asked Questions
You have questions, we’ve got answers:
Do I need a lawyer and an accountant?
Not anymore — our joint team handles both in one engagement.
Is this offered Canada-wide?
Yes — 100 % virtual and CRA compliant nationwide.
How long does setup take?
Incorporations ≈ 2 weeks, HoldCos ≈ 3 weeks, Trusts ≈ 3–4 weeks after intake.
What does “fixed fee” mean?
We quote the total price before work begins — covering both legal and accounting components.
Will I still own the legal documents and minute book?
Yes — you own everything. We simply set it up and hand over secure copies.
Bring AI Into Your Business — Without the Complexity.
Book a consultation to see how CloudSide can automate your operations and marketing.
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