Audit PBC List Management for CPA Firm Administrators with Canopy
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Public Accounting Ops operators and the audit team.
What We Build in Canopy
AI manages the PBC list, pulls each requested schedule from Canopy, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
Canopy Integration Approach
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.
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.
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.