

Latest in Accounting AI
Senator Warns AI Slashes Entry-Level Hires
Tax Firms That Bet On AI Pull Ahead
AI Applications
1. ⚡ ExcelMaster.ai generates precise formulas, VBA scripts, and Python models using AI so your firm automates complex spreadsheet tasks, reduces errors, and boosts productivity.
2. 🤝 KrispCall centralizes client calls, texts, and recordings so accountants manage firm communications securely, maintain audit trails, and respond faster from one platform.
3. 📈 Melio streamlines bill payments and invoicing, reducing manual transaction tracking and improving cash flow visibility for small accounting firms and their clients.
4. ⚡ Trupeer automates the creation of tutorial videos and SOP guides from screen recordings so your firm up-skills juniors, standardises training and reduces partner review time.
5. 📈 Ignition automates proposals, contracts, and upfront payment collection with AI pricing insights to eliminate accounts receivable and successfully package profitable advisory services.
6. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
Updates in AI
Amazon Rufus AI Lifts Black Friday Sales
AI Call Screening Shields CFOs From Cold Pitches
OpenAI Trains AI To Confess Missteps
Prompt Ideas
Generate Templates for Client Report Cover Pages
Presented By
Canopy: The AI platform built for modern accounting firms.
Bring all your client work into one place with AI that drafts, routes, and reminds — no extra tools, no wasted steps.
Your firm, organized by AI:
- Smart client intake and document requests that cut follow-ups
- ChatGPT email assist built into your workflow
- Secure client portal, mobile apps, and QBO sync
- SOC 2 Type II compliance and U.S. support
Trusted by 2,500+ firms.
