Close Automation Overview

Close Automation is Canopy's month-end close management tool — it helps your firm track close work, monitor ledger health, and manage client deliverables for connected accounting software clients, all without leaving Canopy.

Why it matters: Managing month-end close across multiple clients means juggling checklists, client follow-ups, ledger reviews, and sign-offs — often across email and spreadsheets. Close Automation brings all of that into one place, tied directly to your client records in Canopy.

Required: Close Automation is free while in Beta. It will be available as an add-on for any Canopy plan once released to General Access. A client must be linked to QBO through the Close Automation tab to pull in data.

💡 This feature is currently in Beta. Enable it in Settings > Experimental Features.

📝 Note: During the Early Access phase, each account can connect up to 5 clients to Close Automation for free. To request additional capacity, contact your Customer Support.

View Close Automation Data in the Client List

Use the Client List to get a high-level view of close health and outstanding items across all your connected clients.

Navigate to Clients > Client List in the global navigation bar.
Click the Close Automation tab at the top of the client list.
- This tab displays three columns by default: Accounting Software, Health Score, and Items to Review.
- The Close Automation tab cannot be deleted.
To show or hide individual columns, click the Customize columns icon (grid icon) at the top left of the list.
In the Customize Client List panel, click Customize columns.
Scroll down to the Close Automation section.
Check or uncheck Accounting Software, Health Score, and Items to Review as needed.
Click Done.

Access Close Automation in the Client Record

Close Automation in the client record gives you the full close workflow for an individual client — health score, close checklist, items to review, ledger data, and financial reports.

Open any client record.
Click the Close Automation tab in the client record navigation.
- If no accounting software account is connected, data will not populate.
- QuickBooks Online is currently the supported integration.
Use the sub-tabs to navigate each area of Close Automation:

Sub-tab	What it shows
Overview	Health score, health score trend, score breakout, and data monitor summary
Close Checklist	Month-end close tasks, subtasks, status, priority, assignee, due dates, and sign-off controls
Items to Review	Flagged items from active monitors, with review status and actions
Ledger	Revenue, expenses, net income, and cash on hand pulled from your connected accounting software, with account-level detail
Report	Monthly financial report including profit and loss, receivables and outlook, and AI-generated analysis

📝 Note: The connected accounting software account is shown in the upper right of the Close Automation tab. Use the Disconnect link there to unlink it from this client.

Summary

This article introduced Close Automation and the two places it surfaces in Canopy — the Client List for a cross-client view and the client record for managing an individual client's close. For next steps, see the related articles below to start running a close or reviewing flagged items.