
GM, !
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Client uploaded one giant PDF. I didn't cry.
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.
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AI Applications
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