Shaped around how your business actually runs, and connected to every tool you already use
A quote request taken from end to end: the email comes in, the missing details are requested from the client, the project file is created, the estimate is prepared, the quote goes out, and it is followed up until it is accepted.
Minutes written up, action items assigned to an owner with a due date, late stages pushed out in the schedule, the follow-up meeting booked in the calendar, and the summary sent to everyone who attended.
The plans are taken off element by element, materials, subcontracting and labour are priced at the company’s own rates, then the margin is applied and the quote awaits the project manager’s approval.
Pick the fabrication family, fill in a handful of parameters: the agent works out the stair geometry, traces the drawing at 17 × 11, fills in the official title block and files the file for approval.
On the first of the month, the agent spots the contracts billed on progress and asks the project manager for the schedule. Once the percentages are in, the invoice breaks down line by line, reconciles with the contract and waits for approval before going out to QuickBooks.
The mailbox is swept every fifteen minutes: the agent tells a payment request from a plain account statement, reads the attached PDF, pulls out the amount, the taxes and the due date, proposes the project and the ledger account, and the expense goes to QuickBooks in one click.
Local AI knows your business: it plugs into your tools, runs on the infrastructure you already own, and handles your administrative work as though you had done it yourself.
Connected to your tools
Microsoft 365
Outlook
SharePoint
Word
ExcelAccounting
QuickBooks
Sage 50
AcombaERP
CMMS
IBM Maximo
Guide Ti
MaintainXOn your own server
Set up on your own server and taught your business: your procedures, your files, your contracts, your history. It answers in the vocabulary of the house, cites its sources, and no document ever leaves the building.
Wired into your systems
Connected to the systems you already run: accounting, ERP, CMMS, document management. Repetitive work happens the moment the information arrives, and every step stays auditable.
No management system yet, or one that has run its course? We supply the modules, from the chart of accounts to the purchase order, and the AI plugs into them from day one.
Accounting
General ledger, payables, receivables, bank reconciliation, financial statements.
CRM
Client records, opportunities, follow-ups, the full history of every exchange.
Sales
Quotes, sales orders, invoicing, taxes, payment tracking.
Purchasing
Requisitions, supplier orders, receiving, cost by project.
First step
Confirm that your need lends itself to a sovereign solution, and set the boundaries of what comes next.
Deliverable: An expert opinion on whether it is worth going further, plus a few recommendations on which implementations to tackle first.
Step 1
Confirm that the project is both buildable and profitable: a map of your processes, your data and your systems, then a dollar value for each use case.
Deliverable: A costed digital plan and a requirements document, often eligible under stream 1B of the ESSOR program.
Grants availableESSOR 1B (50%)
Step 2
Implement the selected solutions on your local infrastructure: install the server hosted on your premises, configure your AI, and connect it to your environment and everyday tools.
Deliverable: A working solution in a controlled environment, technical documentation and test suites.
Grants availableESSOR 1C (50%)MFOR (75%)C3I (15% to 25%)
Step 3
Keep the solution fast and compliant: monitoring, model updates and a monthly report.
Deliverable: Uptime maintained, a bank of hours for enhancements, and documented governance.
Up to 50% of an eligible project and 75% of the training. We build the applications with you. The actual amount depends on your project.
Cogio (cogio.ai) is a Quebec consulting firm specialised in sovereign artificial intelligence. The firm builds custom AI agents hosted on its clients’ own servers, in Quebec: audit and scoping, implementation, commissioning, then managed maintenance. Deployments comply with Law 25 and are partly funded by public programs such as ESSOR and NRC IRAP.
Local AI is an artificial intelligence system that runs on the company’s own infrastructure, or with a Canadian-owned host in Quebec, so that no data falls under a foreign jurisdiction. Where the server sits is not enough on its own: what counts is the jurisdiction of the provider’s owner, largely because of the US CLOUD Act.
Never. The agents we deploy read your documents at the moment they answer, an approach known as RAG, and they cite their sources. They retrain no model, neither yours nor anyone else’s, and your documents never leave your infrastructure.
Your agents keep running: open models under the Apache 2.0 licence, documented configurations, your data handed back. Reversibility is written into the contract, with no per-seat royalty and no exit fee. That is the difference between owning an asset and renting a subscription.
