Custom AI workflows built specifically for public accounting ops: deep integrations with the Canopy stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI monitors Canopy and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI reconciles each line of the return against source docs in Canopy and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in Canopy, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to Canopy entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Public Accounting Ops patterns, routes approvals, and sends payment files to Canopy — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
AI manages the PBC list, pulls each requested schedule from Canopy, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back.
The workflows above are starting points. Every public accounting ops operation runs differently — we build what you actually need.
