ACCOUNTING AUTOMATION SOFTWARE
Workflow Automation
Make the workflow robots do the work for you.
Use your brainpower where it's really needed (and not where it's not).
Delegate your busywork to tech. For real.
Do More, Click Less
Workflow automation is the technology equivalent of a lever and fulcrum. Move more with less force. Simple physics.
Increase Accuracy
By automating tasks, you can minimize mistakes and avoid delays, especially when things get hectic. Fewer cracks for things to slip through is always a good thing.
Ensure Adherence
Get things done the same way, with the same level of accuracy, no matter who owns the task.
Workflow Automation
Welcome to the future of Practice Management.
Workflow Templates
Save time and streamline your process by applying automation rules to tasks, subtasks, and client requests within your preset workflow templates. Choose from a variety of different conditions and actions to automatically initiate custom, specific actions.
Client Reminders
Never send a manual reminder to your clients again. Canopy sends reminders for you, so you can keep your cool with clients. You can set client reminders to be as frequent or seldom as you’d like.
Recurring Tasks
Create logic that manages the tasks you do regularly. Choose exactly how you would like to have the task recur (after one is completed or based on a due date). No need to recreate, even if you have a template.
Automation Triggers
Reduce the mental load that goes into managing your firm’s workflow by automating tasks and subtasks. Choose from a list of triggering actions including (but not limited to):
- Once a task is created then send a client email or notify and assignee
- When a task status is changed then create another task, record a date, send a client email, send a team member notification, or set an assignee
- Send a reminder to the correct team member when a task or subtask approaches its due date
Schedule Reports
Automatically keep stakeholders informed on firm initiatives. Emailed reports will include either a CSV or PDF of the Liveboard for easy viewing. Whether you access the raw data directly in the product or via download, you’ll always be able to see and access your data. It’s your data, after all.
“One of the best aspects of [Canopy] is its ability to automate many time-consuming tasks, such as data entry and bank reconciliation, which helps save time and increase efficiency.”