Data Monitors

Data monitors are rules that automatically flag records in your client's connected accounting software when specific conditions are met. Canopy includes 11 default monitors and allows you to create custom monitors for your firm's specific needs.

Why it matters: Monitors run automatically as soon as a client's accounting software is connected, surfacing issues like missing vendor addresses, uncategorized expenses, and large transactions before they become close problems — without manual review of every transaction.

Required: Close Automation add-on. A connected accounting software account is required.

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

View Data Monitors

Open a client record and click the Close Automation tab.
Click Overview in the sub-tab navigation.
Scroll down to the Data Monitors section and click View Monitors.
- The Data Monitors list opens, showing all active and inactive monitors for this client.
- Each monitor displays its Monitor Name, Description, Review Status, Item Type, Active status, and Created On date.
Click any monitor name to open it and view its details or make changes.

📝 Note: Canopy includes 11 default monitors that run automatically as soon as a client's accounting software is connected. Default monitors can be edited or deactivated but cannot be deleted.

Create a Custom Monitor

Use custom monitors to flag conditions specific to your firm or a particular client — beyond what the default monitors cover.

In the Data Monitors list, click Create New Monitor in the upper right.
In the Create New Monitor modal, choose how to build your monitor:
- Generate with AI (toggle on, default) — describe the monitor you want in plain language and let AI generate the rule conditions for you.
- Manual setup (toggle off) — enter all monitor details yourself.

Generate with AI

With the Generate with AI toggle on, type a plain-language description of what you want the monitor to flag in the text field.
- Example: Flag any purchase over $5,000 with no vendor assigned.
Click Generate.
- AI populates the Monitor Details and Monitor Rule Conditions fields automatically.
To review or adjust the generated settings before saving, click Advanced to expand the Monitor Details section.
- You can edit the Monitor Name, Description, Record Type, Monitor Level, Active toggle, and Rule Conditions here.
- Any manual edits made in Advanced after generating will override the AI-generated values for those fields.
Click Save monitor.

Set Up Manually:

Toggle off Generate with AI.
Under Monitor Details, fill in the following:
- Monitor Name — up to 25 characters
- Description — up to 120 characters
- Record Type — the type of record to monitor (e.g., Account, Bill, Check, Purchase)
- Monitor Level — the severity level for flagged items (e.g., Note, Warning)
- Active — toggle on to activate the monitor immediately
Under Monitor Rule Conditions, set the conditions that will trigger the monitor:
- Select a Field, an Operator (e.g., is, is not, contains, greater than), and a Value.
- Click + And to add additional conditions to the same rule.
Click Save monitor.

Edit or Deactivate a Monitor

Skip this section if you don't need to change an existing monitor's settings or turn it off.

Both default and custom monitors can be edited or deactivated. Monitors cannot be deleted.

In the Data Monitors list, click the name of the monitor you want to edit.
In the monitor details modal, make any needed changes to the name, description, record type, monitor level, or rule conditions.
- To deactivate the monitor, toggle Active off. Deactivated monitors no longer flag items and do not appear in Items to Review.
- To reactivate a monitor, toggle Active back on.
Click Save monitor.

Summary

This article covered how to view, create, and manage data monitors in Close Automation. Default monitors run automatically for every connected client — custom monitors let you extend that coverage to fit your firm's specific workflows. Flagged items from active monitors appear in the Items to Review tab.