Let the robots do your busywork. Well it’s artificial intelligence… but you get the idea.
Accounting is Changing. So Should Your Tech.
57%
of accountants believe GenAI will significantly impact the accounting profession
36M
AI & Automation actions taken in Canopy
1/3
of Accounting Firms Are Currently Using AI
AI BUILT FOR ACCOUNTANTS, NOT TECH GEEKS
Behind Every Great Accountant is Canopy AI
Working in the background, it:
Auto-generates tasks, reminders, and follow-ups based on client actions
Passes the assignment baton, decreasing time spent in the handoff
Renames and classifies documents, making files easy to find
Nags and pesters clients with outstanding items– i.e. document requests, overdue payments
Surfaces insights to help you prioritize work and stay ahead of deadlines
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“This is like the best of AI married with the value of having all of your firm data in one place. You can actually gather some really helpful insights from it.” —Jason Staats, CPA
Can’t find the answer you are looking for? Reach out to our support team.
Canopy AI is a set of tools built into Canopy’s practice management software that helps accounting firms automate repetitive tasks, draft emails, generate reports, and provide actionable insights. It helps firms save time, reduce errors, and improve decision-making by centralizing and analyzing client and firm data.
No, Canopy AI features are available within specific modules, including client engagement, workflow, and Insights. Firms can choose the modules that fit their needs and still benefit from AI-driven automation, reporting, and communication tools.
Yes, Canopy AI operates within Canopy’s SOC 2 Type II compliance framework and uses 256-bit encryption. Your client and firm data is protected by enterprise-grade security, including role-based access and multi-factor authentication. LEARN MORE
Yes, Canopy’s Insights tool allows you to create custom dashboards and reports powered by AI. You can monitor KPIs, client profitability, workload distribution, and team productivity, all in real-time.
Canopy AI does not directly prepare tax returns, but it integrates into your workflow by managing documents, tasks, and client communication.
