The AI Handbook for Accounting Firms
You Don’t Need an AI Strategy. You Need a Place to Start.
Eighty-eight percent of finance leaders say AI will reshape accounting within two years. Only 8% feel prepared to use it. That gap—between knowing change is coming and knowing what to do about it—is exactly what this handbook is built to close.
When Canopy polled accounting professionals about where they stand, more than 90% said they’re interested in using AI. Most of them just aren’t sure where to start. The firms already moving forward aren’t waiting for the technology to be perfect, and they’re not secretly brilliant coders. They’re just willing to try one small thing and build from there.
The AI Handbook gives you the practical answers: what to try first, which tools your peers are actually using, how to protect client data, and how to get your whole team on board without a mandate.
Grab your copy now!

What you'll learn:
- A 90-day starting plan, broken into three manageable phases
- A side-by-side breakdown of the six most common generalist AI tools
- Five security rules for handling client PII with AI
- What the IRS's June 2026 guidance means for your firm
- A fill-in-the-blank AI governance template for your firm
Ready to get started?
Your future self will thank you.