UPSMART YOUR ACCOUNTING FIRM
Canopy helps accountants build an autonomous firm
All-in-one practice management software
EVERYWHERE AI
Meet Canopy Coworker
COMING SOON. Coworker coordinates and executes work across your tasks, workflows, and clients—all securely within Canopy.
Your command, on-demand.
- Skip the manual work. Just ask Coworker to handle the execution
- Get instant, data-backed answers about team capacity or unbilled time without ever exporting to Excel
- Track every “Needs Attention” item and monitor live, multi-step tasks in progress directly within the conversation thread
- Describe a complex outcome—like archiving a year’s worth of engagements—and watch it build an executable plan in seconds
Works in the background. Thinks about what's ahead.
- An AI that doesn’t just flatter you, insert em-dashes, or process data; Canopy Coworker recommends your firm’s next move
- Automatically identifies missing information from prior-year work and suggests personalized request lists
- Monitors firm-wide workloads in real-time to recommend task reallocations and ensure high-priority deadlines are met
- Recommends the most efficient project templates and provides automated nudges for stalled tasks to keep every engagement moving forward on track
Actions without interruptions.
- Canopy Coworker does more than just suggest the next step—it executes the work for you directly within your firm’s platform
- Drafts professional, context-aware email responses and client communications natively within your inbox
- Automates workflow actions, such as creating tasks or updating project statuses the moment a client uploads a file or signs an engagement letter
- Instantly summarizes complex client histories and multi-thread conversations into actionable internal notes
- Review queue allows staff to review and approve AI drafted items from coworker sessions before they execute
Death to (Manual) Busywork
- Coworker turns your manual busywork into self-driving workflows so nothing falls through the cracks
- Automatically triggers handoffs and task reassignments the moment a project status changes
- Flags transaction-level anomalies in your bookkeeping data and creates tasks for your team before small issues become big problems
- Analyzes historical performance to recommend smarter automation rules for recurring projects
ACCOUNTING PRACTICE MANAGEMENT
Canopy Practice Management Suite
Practice management software should bring together all of your practice’s mission-critical functions in one place. Our suite—like your tax, accountancy, or bookkeeping firm—is built around your clients, with Client Management as the foundation. From there, Canopy lets you pick and choose from our other AI-enhanced modules, depending on what works best for you and your firm. And now with Canopy Coworker, our Everywhere AI, you can automate (see also: offload) busywork and workflows, saving hours of time and headaches and allowing you to focus on accounting and relationships rather than maintenance.
Ready to get started?
Your future self will thank you.