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BUSINESS SOLUTIONS · AUTOMATION

Automation that saves you 10 hours a week.

Automated invoicing, follow-ups, reporting, inventory alerts, customer communication — connected directly to your SavPay payment data.

Talk to Our Team Call +1 (514) 863-6540

WHAT WE DO

What gets automated.

01

Invoicing on autopilot

Recurring invoices generated, sent, and reconciled automatically. Failed-payment retries built in. Materially cuts time spent on AR.

02

Customer follow-ups

Post-purchase emails, review requests, win-back campaigns triggered by transaction events. No CRM gymnastics required.

03

End-of-day reporting

Auto-generated reports delivered to your inbox at close. Sales by hour, cash vs card breakdown, tip allocation — no manual exports.

04

Inventory alerts

Low-stock alerts triggered by sales velocity, not by static thresholds. Reorder reminders sent to the right person.

05

Internal notifications

Slack / Gmail alerts when high-value transactions clear, when refunds happen, when chargebacks open. You stay informed without checking dashboards.

TYPICAL OUTCOME

Restaurant groups using our automation package typically cut end-of-night admin time substantially.

INTEGRATIONS

Built-in integrations.

QuickBooksXeroSage IntacctHubSpotSlackGmailMailchimpZapier

FAQ

Common questions.

Do I need a developer to set this up?+
No. Our team configures everything during onboarding. Most automations are running within 5 business days of going live. If you want custom triggers later, we can build them — or you can use the Zapier integration.
What does it cost?+
Pricing depends on scope — number of workflows, number of integrations, and volume. We quote per project after a 20-minute discovery call. Most merchants recover the cost in saved admin time within the first month.
Will this work if I'm on Clover/Moneris/Nuvei?+
Yes — all three. Automations are tied to your SavPay account, not the specific processor, so you can switch processors without rebuilding workflows.
Can I customize the email templates?+
Yes. We provide bilingual defaults, but you can edit any template, add your logo, change the tone. Most merchants spend an hour with us on first-pass customization, then forget about it.

READY?

Let's talk about your stack.

30 minutes. No obligation. You leave with a plan.

Book a Call Call +1 (514) 863-6540