Annual reviews
It spots clients whose review is coming up, gathers statements and notes, prepares a summary sheet for each and schedules the meetings.
Every meeting prepared the day beforeAI employees for small businesses
Delegate the work. Keep the results.
Skillia puts AI employees to work in your business. They build your files, prepare your reports, follow up with clients and track your deadlines. You approve, they execute.
LLea· AI employee
Prepare the November annual reviews for my clients.clients-2026.xlsx
- 14 clients due for review identified
- Statements and last meeting notes gathered
- 14 summary sheets created in your files
- Time slots offered: 9 meetings already confirmed
Done. The 5 clients who haven't replied will get a reminder on Thursday.
Give Lea a task...
It works in the tools you already use
- Gmail
- Outlook
- Google Calendar
- Excel
- Google Sheets
- Google Drive
- OneDrive
- Microsoft Teams
- Slack
Built for the work that moves your business forward
LLea's day · mortgage brokerage
- Report
Weekly update sent: 11 active files, 3 waiting on documents, 2 approvals received.
- Lambert file
Tax assessment received and filed. The file is complete, ready to submit.
- Renewals
6 clients whose mortgage matures in March contacted to schedule a review.
- Roy family
Comparison table of 3 lenders' offers prepared, waiting for your approval.
- Partners
Progress update sent to the real estate broker and notary on the Martin file.
It takes the initiative
It watches your files, deadlines and inboxes on the schedule you set, and acts without waiting to be asked.
- Deadlines tracked and anticipated
- Follows up until it gets an answer
You stay in control
Anything that commits your business goes through you: it prepares, you approve. Correct it with a message and it remembers.
- Full log of its actions
- Approval before any sensitive send
It knows your files
Your clients, procedures, document templates and the history of every exchange. It relies on your sources, never on guesses.
- Remembers every client
- Works in English, French and more
Use cases
The work it takes on, industry by industry
Real tasks, handed to an AI employee every week.
Compliance files
It tracks expiring IDs and investor profiles, requests updates at the right time and files the documents received.
Files up to date when the audit comesMeeting summaries
From your notes, it writes the summary, lists next steps and sends the recap to the client once you approve.
No follow-up forgottenClient newsletter
It prepares a monthly update tailored to each client segment, which you review before sending.
A relationship maintained all yearBuilding files
It lists the documents needed for each borrower profile, checks what comes in and follows up until the file is complete.
Files ready to submit soonerRenewal tracking
It spots mortgages maturing in 4 to 6 months, contacts your clients and schedules a review before their bank renews them.
Your clients stay with youOffer comparison
It lays out lenders' proposals (rate, term, conditions) in a clear table for your client.
Faster decisionsPartner updates
It keeps the real estate broker, the notary and the client informed at every step.
Fewer "where is my file" callsDonation campaigns
It segments your donors, writes personalized messages, follows up and thanks every donor.
More recurring donationsReceipts and thank-yous
It prepares and sends tax receipts, handles duplicate requests and keeps the donor list up to date.
Receipts sent on timeGrant applications
It finds open calls, gathers the documents, drafts a first version of the application and tracks deadlines.
No funding deadline missedMembers, events and volunteers
It manages dues, event registrations and the volunteer schedule, in English and French.
A team freed up for the missionInsurer pre-approvals
From the quote, it prepares and sends pre-approval requests to supplementary health insurers, tracks the answers and flags refusals.
Eyewear delivered without delayReimbursement tracking
It matches payments from national health insurance and insurers against your files, spots rejections and unpaid direct-billing claims, and follows up.
No direct-billing claim forgottenPrescriptions and renewals
It tracks prescription validity and lets your clients know as soon as their eyewear can be renewed and reimbursed.
Clients who come back to youOrders and pickups
It tells clients when their glasses or contact lenses are ready and books the fitting appointment.
Fewer calls, more on-time pickupsDocument collection
It sends each client their year-end document list, follows up and files what comes in.
A calmer tax seasonTax calendar
It warns each client before their deadlines and prepares the reminders.
Fewer penalties for your clientsShared inbox
It sorts email, answers simple questions and forwards the rest to the right colleague.
An empty inbox every eveningUnpaid fees
It tracks due dates and follows up tactfully, invoice attached.
Healthier cash flowLead qualification
It answers questions about your listings and checks budget, financing and criteria before passing leads to you.
You only see serious buyersViewing scheduling
It offers slots, confirms, reminds and handles cancellations.
Full calendars, no back-and-forthSeller reports
Every week it sends your sellers a summary of viewings and feedback.
Well-informed sellersFile follow-up
It collects documents from tenants and buyers and follows up until the file is complete.
Deals that don't stallQuote follow-up
It follows up on unanswered quotes and books interested prospects into your calendar.
More quotes signedUnpaid invoices
It tracks due dates and chases late invoices, with the right tone.
Invoices paid soonerWeekly report
Every Monday, it summarizes your sales, quotes and delays from your spreadsheets.
Your week clear in 2 minutesEmail customer service
It answers common questions from your documents and forwards special cases.
Clients answered within the hourEmployees
Employees that work alongside you
Each employee is trained for one role. It relies on your data, documents and rules to deliver finished work.
The file manager
Complete files, without chasing documents
It lists the documents needed, checks every one that comes in, follows up on what is missing and tells you as soon as a file is ready.
Lambert file · financing
- ID documentReceived
- Last two pay stubsReceived
- 2025 tax assessmentFollowed up yesterday
- Bank statements (3 months)Received
- Signed purchase offerMissing
4 of 5 · next reminder tomorrow 9 a.m.
The analyst
Your numbers summarized every Monday morning
It reads your spreadsheets and tools, calculates what matters, spots what is slipping and sends you a clear summary before your first meeting.
Weekly report
11Active files
2Approved
3Pending
- The Martin file has been waiting on the bank for 9 days: follow-up suggested.
- 6 renewals come up in March.
- Average file build time: 12 days, trending down.
The coordinator
Your events organized end to end
Registrations, reminders, lists, volunteer schedules and post-event follow-up. It coordinates, you get a status update whenever you want.
Annual gala · November 14
Volunteer call sent to 48 people this morning
The business developer
No opportunity forgotten
It tracks your prospects, follows up at the right time, anticipates renewals and books the meetings that matter into your calendar.
Upcoming renewals
| Roy family | March 2027 | Meeting on 11/12 |
| Mr. Haddad | March 2027 | Followed up |
| Ms. Cohen | April 2027 | Review sent |
| Nguyen family | April 2027 | To contact |
How it works
At work within days
- 01
You describe the job
The tasks to hand over, your rules, your document templates, and what it must never do. A 30-minute conversation is enough.
- 02
We set it up
We connect it to your email, calendar, files and spreadsheets, and train it on your business.
- 03
It works, you supervise
It executes and reports back. You adjust its instructions with a message, as often as you like.
Security and compliance
Your data stays yours
Built for businesses that handle sensitive information, in Europe and in Quebec.
GDPR and Quebec Law 25
Data processing agreement, list of subprocessors and respect for individual rights, for our clients in Europe and in Quebec.
Your own Claude subscription
Your employee runs on your own Claude subscription, in your name. You know exactly where your data goes.
Human approval
Anything that commits your business goes through you before it is sent. It always introduces itself as your company's virtual assistant.
Clear limits
No financial, legal or medical advice. It prepares, organizes and passes things on to the professionals.
Integrations
Connected to your tools from day one
No new software to learn. Your employee works where you already work.
Email
GmailOutlook
Calendar
Google CalendarOutlook
Files
Google DriveOneDriveSharePoint
Spreadsheets
ExcelGoogle Sheets
Team
Microsoft TeamsSlack
Messaging
WhatsAppTelegramDedicated number
Compare
What an administrative assistant really costs
| Skillia employee | Part-time assistant | Freelance virtual assistant | |
|---|---|---|---|
| Monthly cost | US$349 | US$1,300 to 2,000, payroll costs included | US$25 to 45 an hour |
| Availability | 24/7 | 20 hours a week | Depends on their schedule |
| Time to start | A few days | 4 to 8 weeks | 1 to 2 weeks |
| Knows your files | Yes, and remembers them | After training | Partly |
| Works on | Email, files, spreadsheets, calendar | Depends on the person | Depends on the assignment |
| Commitment | 6 months | Employment contract | Hourly |
Indicative figures for France and Quebec. An AI employee does not replace human judgment: decisions stay yours.
Pricing
One price, everything included
$349USD per month per employee
About US$11.60 a day, before tax.
US$299 per employee from 5 employees
Book a demoOnboarding included. 6-month commitment, then cancel anytime. Applicable taxes extra.
Included
- Setup and training on your business
- Dedicated email address
- Connection to all your tools
- Unlimited changes to its instructions
- Activity reports
- Support from a human, in English and French
Your Claude subscription
Your employee uses your own Claude subscription. No credits to buy from us, no overage charges.
Frequently asked questions
What can it actually do?
Any work that runs through email, documents, spreadsheets and calendars: building files, following up, preparing reports, writing meeting summaries, organizing meetings and events.
What happens when it doesn't know?
It doesn't guess. It flags it, logs the question and passes it to the right person on your team, with the full context.
Does it send things without my approval?
You decide. Routine tasks can go out on their own, sensitive sends wait for your approval.
Why do I need a Claude subscription?
Your employee uses Claude's intelligence through your own subscription. You stay in control of the account and never pay us for credits. We help you set it up.
Is my data protected?
Yes. We sign a data processing agreement compliant with GDPR and Quebec Law 25, and you can revoke its access at any time.
Can I have several employees?
Yes. They split the work and hand tasks to each other. From 5 employees, the price drops to US$299 per employee.
What is the commitment?
6 months, then you can stop at any time, at no cost.
Watch it work on your own files
In 20 minutes, we show you an AI employee on a real task from your business and answer all your questions. Free, no commitment.
- Reply within one business day
- Demo by video call
- A clear proposal, no surprises