Resources
Everything you need to evaluate, plan, and implement AI in your organization.
Free downloads
Templates and checklists from our fixed-price engagements. Email-gated so we can send updates when regulations change.
AI Vendor RFP Template (Canada)
A fill-in-the-blanks RFP for businesses buying AI implementation or consulting. Background and scope prompts, the 10 capability questions that expose lock-in and data-handling gaps, pricing questions, a weighted scoring matrix, a timeline template, and a red-flags appendix.
Get the download →AI Readiness Assessment Checklist
27-point assessment used in our engagement kickoffs. Self-score your org on data, workflow, talent, and compliance readiness before committing to an AI project.
Get the download →30-Day AI Pilot Kickoff Checklist
Day-by-day playbook for launching an AI pilot in 30 days. The same outline we use for fixed-price Automation Starter engagements.
Get the download →AI Consulting Proposal Template
What a real fixed-price AI consulting proposal looks like, the same structure we use to deliver scopes that ship in two to four weeks. A print-ready template with fill-in placeholders you can copy into your own document.
Get the download →PIPEDA + AI Compliance Checklist
A 34-point pre-deployment checklist for putting AI into a business that handles personal information under PIPEDA. Plain-language yes/no items across data inventory, vendor assessment, consent, access controls, and incident response, plus Quebec Law 25 notes and a ready/not-ready scorecard.
Get the download →Where AI Pays Back First: A Worksheet for Non-Technical Owners
A fill-in worksheet that helps an owner with no AI background find the single workflow worth automating first, and estimate the dollar payback, in about fifteen minutes. No jargon, no tools to learn.
Get the download →Canada AI Pricing Cheat Sheet
Every major AI tool’s real cost in Canadian dollars on one page: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, and Cursor, with all plans, the hidden FX fee, and quick picks by use case. Updated monthly.
Get the download →5 SaaS Tools You Can Replace with One AI Agent
The five SaaS categories where a custom AI replacement most often pays for itself (support desk, CRM, content tools, reporting, and scheduling), with typical CAD costs, build-price ranges, savings rates, break-even math, and what NOT to replace.
Get the download →OpenAI vs Anthropic: A Canadian Deployment Guide
A short, decision-ready guide for Canadian teams choosing between ChatGPT, Claude, and a multi-model stack. Compares capability, cost in CAD, PIPEDA + AIDA posture, and where multi-model routing wins.
Get the download →For Finance Leaders
Tools and guides to quantify AI savings, automate reporting, and build a business case for AI investment.
SaaS Cost Calculator
Calculate your annual software spend and see what you could save.
ROI Calculator
Estimate the return on investment for your AI project.
AI for Accounting Firms
How Canadian accounting firms are using AI.
Automate Financial Reports
Stop spending 15+ hours a week on manual reporting.
For IT Leaders
Assess readiness, plan integrations with legacy systems, and deploy AI infrastructure securely.
AI Readiness Scorecard
Assess your organization's readiness for AI adoption.
CIO Playbook: AI + Legacy ERP
How to introduce AI without ripping out your ERP.
Enterprise Data Security with AI
Keep your data safe while deploying AI at scale.
Self-Hosted AI Infrastructure
Full control over your AI models and data.
Generative AI for SAP S/4HANA
Step-by-step implementation guide.
For Operations Teams
Reduce meeting overhead, automate workflows, and improve forecasting with AI-powered operations.
Meeting Cost Calculator
Find out how much your meetings actually cost.
AI Agents & Automation
Automate repetitive tasks and reclaim 10–20 hours per week.
AI for Manufacturing
AI-driven production scheduling and optimization.
Demand Forecasting with AI
Predict demand more accurately with real-time signals.
Getting Started
New to AI? Start here. Quick assessments, beginner guides, and a direct line to our team.
Free AI Assessment
A 2-minute assessment to identify your best AI opportunities.
How to Use ChatGPT
A practical introduction for business users.
Build Your First Custom GPT
Create a specialized AI assistant in 30 minutes.
AI Glossary
55+ AI terms explained in plain language.
Book a Free Call
Talk to our team about your specific situation.
Not sure where to start?
Take our free 2-minute assessment to discover where AI can make the biggest impact in your business, or book a call to talk it through with our team.
Frequently Asked Questions
Are all these tools and calculators free to use?
Yes. Every calculator, assessment, and tool on this page is completely free with no signup required. We built them to help Canadian business owners make better decisions, whether or not they work with us.
How accurate are the calculators?
Our calculators use current 2026 Canadian tax rates, provincial data, and industry benchmarks. They provide reliable estimates for planning purposes, though we recommend consulting a professional for final financial decisions.
Which resource should I start with?
If you're new to AI, start with the AI Readiness Scorecard, it takes 5 minutes and gives you a personalized assessment of where AI can help your business most. For specific cost analysis, try the SaaS Cost Calculator or AI Cost Estimator.
Do you have resources for specific roles like CFOs or IT directors?
Yes. Our resources are organized by role, Finance Leaders, IT Directors, Operations Managers, and Getting Started. Each section highlights the tools and guides most relevant to that role's priorities.
Can I share these resources with my team?
Absolutely. All our resources are freely shareable. Send the direct link to any calculator or guide, no login required. Many of our clients share the AI Readiness Scorecard across their leadership team.