# Time Entry & WIP Capture for CPA Firm Administrators with Canopy

> AI watches calendar, email, and Canopy activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Canopy](https://calish.com/workflows/tool/canopy/)
- **Role:** [CPA Firm Administrator](https://calish.com/workflows/for/cpa-firm-administrator/)
- **Specialty:** Public Accounting Ops
- **Category:** Data Entry & Processing
- **Canonical URL:** https://calish.com/workflows/with/time-entry-and-wip-capture-for-cpa-firm-administrator-with-canopy/

## The Problem

CPA Firm Administrators write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.

## What We Build in Canopy

AI watches calendar, email, and Canopy activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.

## Canopy Integration Approach

1. **Audit your Canopy configuration.** We map the specific Canopy objects, custom fields, and workflows the automation needs to touch for your public accounting ops practice.
2. **Build on the Canopy API or agent.** Integration happens inside Canopy — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Canopy with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Time Entry & WIP Capture for CPA Firm Administrators](https://calish.com/workflows/time-entry-and-wip-capture-for-cpa-firm-administrator/)
- AI watches calendar, email, and Canopy activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.

## Other Canopy Automations

- [Client Onboarding for CPA Firm Administrators](https://calish.com/workflows/with/client-onboarding-for-cpa-firm-administrator-with-canopy/)
- [Client Status Communication for CPA Firm Administrators](https://calish.com/workflows/with/client-status-communication-for-cpa-firm-administrator-with-canopy/)
- [Financial Due Diligence Prep for CPA Firm Administrators](https://calish.com/workflows/with/financial-due-diligence-prep-for-cpa-firm-administrator-with-canopy/)
- [13-Week Cash Flow Forecast for CPA Firm Administrators](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-cpa-firm-administrator-with-canopy/)
- [Operating KPI Dashboard for CPA Firm Administrators](https://calish.com/workflows/with/operating-kpi-dashboard-for-cpa-firm-administrator-with-canopy/)
- [Tax Document Gathering for CPA Firm Administrators](https://calish.com/workflows/with/tax-document-gathering-for-cpa-firm-administrator-with-canopy/)
- [Tax Return Review for CPA Firm Administrators](https://calish.com/workflows/with/tax-return-review-for-cpa-firm-administrator-with-canopy/)
- [Client Intake & Conflict Screening for Tax Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-canopy/)

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