Bank & Credit Card Reconciliation for CPA Firm Administrators with Canopy
The Problem
Monthly close for Public Accounting Ops clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build in Canopy
AI matches bank and card feeds to Canopy entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. 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.