BOOKKEEPING + ADVISORY SOFTWARE

Canopy Bookkeeping

Coming Summer 2026.
Portfolio-wide book health and workload visibility.
No tool-hopping required.

“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

With Bookkeeping, Canopy can:

Sync with the GL and connect directly to items for review, decreasing app hopping
Generate polished, client-ready reports without rebuilding charts in Excel or slides
Standardize reporting across clients so every deliverable looks consistent and intentional
Provide a singular client portal to rule them all (your clients will thank you)
Support value-based pricing with real signals—not gut feel or guesswork

Less admin. More advisory.

Standardize issue detection and resolution across clients, assign and track work at scale, and surface trends earlier to support pricing, staffing, and advisory conversations.

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.

GENERAL LEDGER SOFTWARE

Turn Messy Books into Managed Work

Close the books faster by turning issues into trackable work—in the same place you already manage clients—so you’re not chasing updates across email threads and spreadsheets.

Centralized visibility into exceptions and shifts across your client portfolio
Issues become assigned work linked to source transactions (faster review + resolution)
Standardized reporting outputs across teams and client segments
Built-in client follow-up through the existing portal to reduce email burnout
Clear signals for scoping, pricing reviews, and capacity planning

ADVISORY SOFTWARE

Make Financials Make Sense

Connect QuickBooks Online or Xero to spot issues earlier, turn them into assigned tasks, and deliver consistent, client-ready reporting—without living in spreadsheets.

See what needs attention all month with issue surfacing tied to the underlying ledger data
Turn issues into trackable work (owner, status, next step) linked to the source transaction
Send fewer, clearer client requests through the Canopy Client Portal—grouped so clients aren’t inundated
Standardize monthly deliverables with reusable report formats that stay consistent across clientss
Protect margins with real signals (exceptions, volume shifts, unresolved items) to support pricing and capacity decision

“Canopy Bookkeeping 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

What is Canopy Bookkeeping?

Canopy Bookkeeping is Canopy’s bookkeeping companion that connects to QuickBooks Online and Xero to give firms real-time general ledger visibility, surface book issues throughout the month, and turn them into trackable tasks tied to the source transactions.

WITH CANOPY BOOKKEEPING ACCOUNTING FIRMS CAN:

Monitor the general ledger in real time (via QuickBooks Online or Xero connections)
Catch shifts, exceptions, and missing items earlier throughout the month
Turn bookkeeping issues into trackable tasks your team can assign and complete
Link each task to the exact source transaction so fixes happen faster and in the right place

Frequently Asked Questions

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

Canopy Bookkeeping 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 and Xero, helping bookkeeping firms and bookkeepers monitor book health, manage month-end close, and surface and resolve issues without leaving Canopy.

Bookkeeping practice management software is a category of software designed to help bookkeeping firms run monthly bookkeeping and month-end close automation work in a structured, repeatable way. It combines workflow management, recurring tasks, client communication, billing, and integrations with accounting systems like QuickBooks and Xero, so firms can manage multiple clients without spreadsheets or disconnected tools.

Canopy Bookkeeping is practice management software for bookkeepers and bookkeeping firms. By pairing accounting practice management with real-time bookkeeping workflows: it surfaces month-end issues, creates tasks tied directly to underlying ledger transactions, and keeps all bookkeeping workflows, client requests, and reporting inside one platform. This makes Canopy an all-in-one accounting practice management system, a bookkeeping practice management system, and a month-end close platform all in one tool.

Canopy Bookkeeping works inside Canopy’s accounting practice management software instead of operating as a separate bookkeeping system. This lets firms manage workflows, tasks, client communication, and bookkeeping insights in one place rather than switching between tools or spreadsheets.

Canopy Bookkeeping reduces month-end chaos by surfacing bookkeeping issues earlier and turning them into actionable tasks. Firms spend less time chasing clients, reconciling data manually, or managing spreadsheets, and more time closing books and advising clients.

No. Canopy Bookkeeping connects directly to QuickBooks or Xero and works alongside them. The general ledger remains in the accounting system, while Canopy Bookkeeping provides monitoring, issue tracking, reporting, and workflow management inside Canopy.

Canopy Bookkeeping is designed to replace tools like Keeper by bringing ledger visibility, issue tracking, and month-end workflows directly into Canopy. Unlike standalone tools, it integrates with Canopy’s tasks, billing, client portal, and reporting for a single end-to-end workflow.

Yes. Firms using Keeper (now called Double) for bookkeeping can do the same work inside Canopy without maintaining a separate tool. Canopy Bookkeeping offers general ledger monitoring, issue tracking, month-end close workflows, and client reporting, all integrated with the accounting practice management features accounting firms already use.

Canopy Bookkeeping continuously evaluates client accounting data to surface uncategorized transactions, anomalies, and trends. These insights help firms identify issues earlier, scope work more accurately, and support ongoing advisory conversations.

Canopy Bookkeeping uses the existing Canopy Client Portal to handle bookkeeping-related questions and document requests. Firms can ask clients, in bulk, about specific transactions or missing information without email chains or separate tools.

Yes. Canopy Bookkeeping helps firms close the books faster by highlighting issues throughout the month instead of waiting until month end. Tasks link directly to the source transactions, reducing review time and manual tracking and eliminating email threads and spreadsheet trackers.

Canopy Bookkeeping is planned to enter beta testing after tax season 2026, with an expected timeframe around July. Interested firms can request early access to stay informed as the release approaches.

Pricing for Canopy Bookkeeping has not been finalized yet. More details will be shared closer to the beta release, and early access participants will receive pricing information first.

Yes. Canopy Bookkeeping connects directly to QuickBooks Online and Xero to sync general ledger data in real time. Your team sees up-to-date client books inside Canopy without switching between platforms or manually importing data.

Yes, that’s what makes Canopy an all-in-one accounting practice management system. Canopy Bookkeeping is built into the same accounting practice management platform firms already use for tax, workflow, document management, and client communication. No separate login, no data sync to manage, no extra tool to pay for.

Schedule your Canopy Demo.