Hey, !
Welcome back to AI Accounting Daily.
It was 87 pages. W-2s. Bank statements. A 2019 grocery receipt. Six copies of the same 1099.
All in one unholy PDF named "tax stuff final."
I used to spend an hour splitting these apart. Renaming. Sorting. Double-checking I didn't miss anything buried on page 73.
That's not accounting. That's unpaid IT work.
I switched to Canopy. Now? The AI rips the PDF apart.
Matches each doc to my checklist. Renames them using my firm's naming rules.
I didn't touch anything.
Stop sorting. Start working. Use Canopy.
1. 🧾 Ramp automates spend management and accounting workflows so your firm closes books faster, reduces manual errors and refocuses resources on profitable advisory services.
2. 🤝 CLI3NTS streamlines client management and document collection, helping small accounting firms automate reminders, track progress, and free time for advisory services.
3. ⚡ Reclaim.ai automates your team’s scheduling and task time-blocking so your firm protects advisory time, avoids burnout and improves capacity planning.
4. 🤝 Canopy streamlines client management, task tracking, and document requests so accounting firms eliminate email chaos, accelerate workflow visibility, and deliver smoother client experiences.
5. ⚡ Everneed AI automates content generation and routine outreach so your firm reduces marketing hours, improves client communication and frees advisers to focus on value-adds.
6. ⚡ Treble automates WhatsApp client communications through AI-driven workflows and CRM integration, helping firm owners respond faster to inquiries and maintain proactive, secure client engagement.
7. 📈 Tyms synchronises bank statements, creates financial statements and flags anomalies so your firm improves data accuracy, meets deadlines confidently and frees capacity for advisory.