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MONTH-END CLOSE AUTOMATION FOR ACCOUNTING FIRMS

Close Automation

Portfolio-wide book health and workload visibility. No tool-hopping required.

With Close Automation, Canopy can:
  • Checkmark Sync with the GL and connect directly to items for review, decreasing app hopping
  • Checkmark Generate polished, client-ready reports without rebuilding charts in Excel or slides
  • Checkmark Standardize reporting across clients so every deliverable looks consistent and intentional
  • Checkmark Provide a singular client portal to rule them all (your clients will thank you)
  • Checkmark Support value-based pricing with real signals—not gut feel or guesswork
“Firms have told us they want fewer tools, earlier visibility, and easier collaboration with their clients. By bringing bookkeeping directly into Canopy and embedding AI that continuously reviews the books, we give teams one place to work reducing manual cleanup, catching issues earlier, and giving bookkeepers confidence in the books all month long, not just at close.”
Hanna Bjornn, VP of Product at Canopy

Less admin. More advisory.

Catch issues early. Fix them fast. See what's coming next.

Faster, Easier, Calmer Month-End Close

Spot issues earlier, fix them faster, close the books, and call it a night.

Fewer Emails & Less Follow-Up

Turn questions into clean client requests. No more chasing down answers in your inbox.

Bookkeeping That Fuels Advisory

Keep books clean and current, so you can catch trends sooner and deliver better insights, forecasting, and planning.

ADVISORY SOFTWARE

The Busywork is Done

Canopy Close Automation frees your team from time-consuming data entry so you can scale custom, high-margin advisory services across your entire portfolio.

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    11+ purpose-built data monitors constantly scan your ledger to flag anomalies like uncategorized expenses, missing vendor, duplicate expenses and more

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    Pull live client data instantly into professional templates, eliminating the need to manually export data to spreadsheets

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    Automatically generate intelligent financial analysis, summaries, risks, and opportunities, to deliver deep strategic narratives

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    Review automated book health scores across your entire portfolio in one command center

Accounting practice management software interface displaying key performance indicators like expenses and bank balances.
Using accounting practice management software to send 4 uncategorized items to a client portal for completion.

ALL IN ONE PRACTICE MANAGEMENT

One Step Closer to Your Autonomous Firm

Canopy Close Automation eliminates the friction of navigating separate point solutions

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    Jump straight from a flagged bookkeeping issue to the exact source transaction in QuickBooks Online

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    Automated data monitors constantly scan the general ledger to flag anomalies and merge them into Canopy’s central task manager

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    Send bulk, transaction-tied documentation requests directly to the Client Portal

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    With click to resolve you can go from task to transaction with no hunting

DATA BACKED SERVICES

Scope Work Accurately and Price Accordingly

Canopy Close Automation replaces guesswork with real book data so you can protect your margins and back up your pricing

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    The Books Health Score instantly shows where a client’s books need attention

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    Leverage transparent book health visibility to evaluate new clients during the prospecting stage, ensuring you price correctly

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    Monitor portfolio-wide health trends in a single command center so managers have the visibility they need to step in and adjust fees before messy client habits erode profitability

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    Provides objective, explainable book data to justify necessary pricing changes to existing clients

GENERAL LEDGER VISIBILITY

Instantly Know the Health of Every Client's Books

Canopy Close Automation surfaces an explainable, real-time look into your ledger quality.

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    Instantly evaluate client needs and track financial quality over time using a clear, transparent score

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    Track real-time progress, potential ledger risks, and team effort across all your bookkeeping clients and staff

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    Use centralized portfolio insights to easily identify problem accounts early, manage staff capacity, and balance internal workloads

What is Close Automation?

Close Automation brings real-time general ledger visibility directly into Canopy to transform the month-end close from a manual, fragmented scramble into a repeatable and defensible workflow.

With Close Automation accounting firms can:

  • Checkmark Monitor the general ledger in real time (via QuickBooks Online connection)
  • Checkmark Catch shifts, exceptions, and missing items earlier throughout the month
  • Checkmark Turn bookkeeping issues into trackable tasks your team can assign and complete
  • Checkmark Link each task to the exact source transaction so fixes happen faster and in the right place
“Close Automation brings AI-powered bookkeeping into Canopy, giving firms cleaner books, month-end close automation, and a stronger foundation for Client Advisory Services.”
Joe Dwyer, Canopy Product Manager

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Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Close Automation is a new native bookkeeping module built directly into Canopy’s all-in-one accounting practice management platform. It provides real-time visibility into general ledger data from QuickBooks, helping bookkeeping firms and bookkeepers monitor book health, manage month-end close, and surface and resolve issues without leaving Canopy.