AR Collections & Dunning for CPA Firm Administrators with Canopy

Canopy CPA Firm Administrator Public Accounting Ops

The Problem

Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Public Accounting Ops clients that churn quietly cost the firm the most on an annual basis.

What We Build in Canopy

AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.

Canopy Integration Approach

1

Audit your Canopy configuration

We map the specific Canopy objects, custom fields, and workflows the automation needs to touch for your public accounting ops practice.

2

Build on the Canopy API or agent

Integration happens inside Canopy — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in Canopy with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your Canopy instance

30-minute call. We'll look at your actual Canopy setup and show exactly how this workflow fits.

More About This Workflow

AR Collections & Dunning for CPA Firm Administrators

AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human collections call — DSO drops 12–18 days.

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