Canopy Classroom: Close Automation- The Reality of Today and the Vision for Tomorrow

Close every client’s books faster, all from one screen.

Right now, many firms are piecing a close together across Canopy, QuickBooks, and a spreadsheet or two, just to answer one simple question: are these books actually ready to close? Issues tend to surface at month-end, when there’s no time left to fix them without a scramble, and client document requests get lost across email threads instead of tracked anywhere useful.

Close Automation brings all of that into one place. You’ll see a client’s book health at a glance, resolve what’s flagged without leaving Canopy, and walk through the report and sign-off that used to take a dozen small steps. We’ll also open the floor on what’s coming next, and where we want your input to shape it.

By the end of this session, you’ll be able to:

• See a client’s book health at a glance, without opening a second tool.
• Resolve flagged issues directly inside Canopy, with a straight line to the source transaction when needed.
• Send and track client document requests from the same queue where issues are flagged.
• Generate a client-ready report and complete sign-off, start to finish, in one place.
• Get a first look at what’s coming next for Close Automation, and share what you want to see.