Canopy said in a press release on 10 November that its AI agent is now widely available for customers to try. Coworker is available to all firms on Standard, Plus and Premium plans through the company’s Experimental Feature programme. Canopy uses the programme to give early access to new features and likens it to an open beta.

Canopy is management software for accounting firms that covers client management, documents, workflows, and time tracking and billing, among other things. Coworker is an AI agent: a program that uses an AI model to plan steps of work and carry them out itself. The agent works inside Canopy and therefore already knows the firm’s clients, team, workflows and permissions, the company said.

Firm sets the objective and agent flags exceptions, executive says

Hanna Bjornn, Canopy’s head of product, said in the release that the work taking up the most time at accounting firms is chasing, checking, reminding and cleaning up.

‘Coworker automates that operational cycle in three steps: the firm sets the objective, the system executes the workflow across the entire client base, and it flags only the exceptions that need professional review,’ Bjornn said.

The company’s examples from early access

Canopy described how firms used the agent during early access:

• The agent compared the documents clients had sent against the previous year’s records and drafted reminders. The company said this was one of the most popular capabilities in early access.
• One firm used the agent to fix 338 bookkeeping tasks that were missing a tax-year tag. No one had to open the tasks one by one.
• One team asked a single question and got a list of 147 clients with the status ‘Not Tax Ready’. Those clients had, however, already uploaded their source documents.
• The agent found clients who had been billed for a lot of bookkeeping hours without a monthly agreement.

The examples are the company’s own descriptions. The release does not say how many firms tried the agent or how often it made mistakes.

Permissions, logs and approvals

Canopy said the agent does not share client data with external AI tools. The agent follows each firm’s user and role permissions and logs every action. It asks for approval whenever the firm requires it. A firm can give the agent more autonomy as trust grows, the company said.

A week earlier, Canopy released Tax Workflow Automation, which the company said handles the intake, preparation and delivery of each tax return. Coworker monitors all returns at once, spots those that are stuck or incomplete and drafts a reminder, Canopy said.

Every plan includes credits for using Coworker. Until April 2027, Canopy is adding bonus credits on top of these. The release does not give prices. More information is available at getcanopy.com/coworker.