Practical AI for your finance team, one safe step at a time.
2D Canada helps businesses earning $100K to $10M a year put AI to work on real finance tasks: reports, checks, reconciliations and questions about your numbers. You start small, see results, then build up to full automation.
What 2D Canada sets up for you
- A short review of where your team spends its hours, and which tasks AI can take on first
- AI tools set up for your team, with simple guides and clear rules about what data goes where
- Ready-made prompts for month-end commentary, variance notes, reports and email drafts
- AI connected to Excel, Power BI and your accounting system, so numbers flow without retyping
- Automated checks and reports that run on their own, with a person reviewing the result
- Training so your team can keep improving the setup without outside help
A good fit if your team…
Spends days on the same reports
Monthly packs, board reports and investor updates rebuilt by hand every time.
Copies numbers between systems
Exports, pastes and retyping between the accounting system, Excel and email.
Is curious but cautious
You want the time savings but need to be sure client and company data stays protected.
Three steps, each one paying off before the next.
Explore
Find the jobs AI can safely take on first, ranked by time saved.
Try it
Your team uses AI on real tasks with guides and data rules.
Automate
Connect the tools so routine work runs on its own, with people reviewing.
Common questions
Do we need to buy new software?
Usually not. Most teams start with AI tools that work alongside Microsoft 365, Excel and the accounting system they already have.
Is our financial data safe?
Data rules come first. Before your team uses any AI tool, 2D Canada helps you decide what can and cannot be shared, and sets up the tools to match.
Will AI replace our finance staff?
The goal is to take repeat work off your team so they spend their time reviewing, explaining and advising. People stay in charge of every number that goes out.
We have never used AI. Is it too early?
No. Most clients start at step one. The first stage is a short review that shows where AI fits and where it does not.
Do you work outside Ottawa?
Yes. 2D Canada is based in Ottawa and works with clients across Canada and around the world, mostly online.
Let's find your first step.
Tell 2D Canada what is slowing your finance team down. You'll get a straight answer on where to start.