For accounting, bookkeeping, and fractional-CFO firms

Your implementation desk. Your client relationship.

Offer practical AI workflow automation without hiring a build team. You own the client, billing, margin, and communication; True North Agentics scopes, builds, tests, and documents behind your brand.

No discovery call required. No client solicitation. One bounded workflow at a time.

01Your briefRedacted workflow 02Fixed scopePrice + acceptance 03Our buildStaging + controls 04Your handoffEvidence + runbook

You stay in front

Client · billing · margin · communication

We stay behind the scenes

Scope · build · QA · runbook · warranty

Wholesale ladder

Three fixed steps. One clear margin.

All amounts are in Canadian dollars. Suggested retail is guidance only; the partner sets the final client price.

01 · Diagnose

Workflow Evidence Pack

Workflow map, baseline economics, risks, controls, acceptance tests, and a fixed pilot quote. Credited in full to a pilot started within 30 days.

Wholesale
CAD $950
Suggested retail
CAD $1,500
02 · Implement

One-Workflow Pilot

One workflow across up to two core systems, one human approval gate, staging, deterministic acceptance tests, a recorded demo, runbook, and 30-day defect warranty.

Wholesale
CAD $5,000
Suggested retail
CAD $7,500
03 · Maintain

Managed Reliability

Bounded monitoring, defect fixes, and an asynchronous monthly status report. New workflows and material scope changes are quoted separately.

Wholesale
CAD $1,000/mo
Suggested retail
CAD $1,500/mo

Low-call delivery

Written scope in. Acceptance evidence out.

A meeting is an exception, not the operating model.

  1. 01
    Async fit check

    Send five answers and a redacted five-minute walkthrough. We reply with fit or no-fit.

  2. 02
    Written scope

    Systems, exclusions, inputs, outputs, controls, acceptance tests, price, and timeline are documented before work starts.

  3. 03
    One clarification round

    Questions are handled in writing. One optional 20-minute exception call is available when needed.

  4. 04
    Recorded acceptance

    You receive a partner-ready demo, test evidence, limitations, and runbook before handoff.

Commercial boundaries

Designed to protect the partner relationship.

Non-circumvention. True North Agentics does not solicit partner clients.

Communication owner. The partner leads client communication unless a specific exception is agreed in writing.

Scope control. Acceptance tests, exclusions, change orders, access, and incident responsibilities are written before build work.

Brand control. Deliverables can be partner-branded; True North attribution is optional unless required by law or a third-party service.

Data minimization. The fit check uses redacted material. Live credentials and client data are handled only after scope and access controls are agreed.

Start asynchronously

Request the partner pack.

Email your firm name, who you serve, and one workflow clients ask about. You will receive the one-page scope, wholesale rate card, and the five-question fit check. No meeting is required.

Email the three-line brief