Contact me on LinkedIn
Tech Tools
These are some of my favourite tech tools, the ones I use every day myself and continue to find great value in them.
These are some of my favourite tech tools, the ones I use every day myself and continue to find great value in them.
I recommend Always Beyond because they makes IT feel the way it should for a growing business: calm, proactive, human, and built around outcomes. Instead of a confusing menu of services or constant upsells, it’s one clear package that covers support, cybersecurity, cloud, and strategy — with a dedicated team that actually knows your business.
By handling day-to-day tech issues fast (and preventing most of them in the first place), backing up critical data, and layering on real-world cybersecurity, it frees up leadership and teams to stay focused on growth instead of firefighting. And once the core is stable, they help companies automate workflows and connect systems so the business scales without adding headcount for every new process.
BenjiPays takes the soul-sucking parts of getting paid — reminders, follow-ups, payment reconciliation — and automates them. It’s accounts receivable that actually feels modern, and it improves cash flow without the awkward “hey just checking in…” emails.
I use BenjiPays so payments happen on time by default, and my team doesn’t waste energy chasing money.
Float makes spending feel controlled without being slow. It combines corporate cards, bill pay, reimbursements, and real-time expense tracking in one platform built for Canadian businesses. I love that it removes the friction between “someone needs to buy something” and “finance needs it coded properly." It helps me automate my AP and centralize it in one place.
I treat Float as the “single hub for outflow.” The team spends through Float, receipts and categories get captured automatically, approvals happen in-flow, and it all syncs straight into QuickBooks Online. That means finance stays accurate without a bunch of manual cleanup.
Front is the reason my inbox feels like a team sport instead of a solo grind. It gives me and my EA a shared, calm place to manage email together — with visibility, assignments, and internal comments right beside the actual conversation. No forwarding chains, no “did you see this?”, no duplicate replies — just clean collaboration.
My EA can triage, draft, and organize emails in Front, and I can jump in only where I add the most value. We work in the same thread with private notes, so decisions and context live exactly where the work is happening.
Fyxer quietly keeps my inbox clean by sorting messages into what actually needs my attention versus what’s just FYI/notifications. It’s like having a great assistant doing first-pass triage 24/7, so my brain doesn’t have to.
On a heavy email day, I open Gmail and Fyxer has already surfaced the real “to respond” threads. Instead of scanning 80 emails, I go straight to the 8 that matter and clear them fast.
Helcim is the rare payments platform that feels honest: transparent pricing, no monthly fees, and a clean all-in-one setup for invoicing, online payments, and in-person transactions. It’s a “get paid without drama” tool — simple, cost-effective, and built for real SMB workflows.
I use Helcim to make paying us effortless for clients, while keeping fees predictable and reconciliation straightforward.
HubSpot is my “single source of truth” for relationships and growth. It keeps marketing, sales, service, and operations in one connected system, so nothing lives in someone’s head or hidden spreadsheet. What makes it even better in 2025 is the built-in AI layer (Smart CRM + Breeze agents) that automates the busywork and surfaces the next best actions — without needing a pile of extra tools.
I use HubSpot to make sure every lead, client, and partner has a clear journey and a clear next step. Automations handle follow-ups, deal stage movement, reminders, and reporting. The AI features help draft outreach, summarize interactions, and keep the CRM current with less manual input.
PandaDoc makes proposals, agreements, and quotes feel effortless and consistent. Instead of rebuilding documents every time, I get reusable templates, a drag-and-drop builder, and e-signatures all in one flow. What really wins me over is the automation + tracking: I can see when someone opens a doc, how long they spend on sections, and nudge at exactly the right moment. And with PandaDoc’s newer AI features, document creation keeps getting faster.
I use PandaDoc to standardize how we present offers and close deals. Templates and content blocks keep everything on-brand, while automations handle the admin steps (like notifications or follow-up tasks when a doc is viewed/signed). Plus, it integrates directly with CRMs like HubSpot so client data drops in automatically.
Plaud is my “always-on capture” tool. It lets me record conversations or meetings with one tap and then turns them into clean transcripts, summaries, and action items. The magic is that it grabs real-world moments I’d otherwise lose — ideas in the hallway, founder chats, client calls — and turns them into structured, searchable output.
I use Plaud when I’m in high-context conversations where I want to stay present, not take notes. It becomes a memory extension that spits out a usable recap.
ewind is my safety net for the most business-critical system we have: QuickBooks Online. QBO is amazing, but it’s still cloud software — mistakes happen, imports go sideways, rules duplicate transactions, or someone deletes the wrong thing. Rewind gives me automated, continuous backups and the ability to roll back or surgically restore data in minutes. It turns “uh-oh” moments into non-events.
I use Rewind so we don’t waste hours re-doing bookkeeping or untangling errors. Because it backs up QBO automatically and supports both full-file “point-in-time” restores and granular item restores, we can fix problems fast without stopping the business.
n8n is the automation tool I recommend to anyone who wants serious workflow power without being boxed into a single vendor. It’s a visual, low-code builder, but you can drop into real code whenever you need to — which means simple automations stay simple, and complex ones are actually possible. It also now has strong AI/agent capabilities baked in, so you can mix deterministic steps with AI where it adds value.
I use n8n as the “automation backbone” behind the scenes — connecting the apps we already run (email, CRM, docs, accounting, project tools) so information moves automatically and humans only touch what requires judgment. The AI nodes/agent workflows let me add smart steps like summarizing, classifying, drafting, or routing — but always anchored in clear logic and approvals.
The Beyond Technology newsletter explores the same themes as the show, but in a different way. Instead of conversations, it focuses on clear ideas, practical insights, and thoughtful reflections for leaders who want to grow, think strategically, and stay ahead. It offers a deeper look at the topics shaping modern business and leadership, delivered in a format you can read in just a few minutes each week.
