Onboarding

Up and running before your first cup of coffee gets cold

Connect your clients’ ERPs, deploy 43 agents, and start seeing findings — in minutes.

Onboarding in 3 steps

Step 1 — Connect
Choose your client’s ERP from 20+ connectors. One-click OAuth for cloud systems. Lightweight agent for on-premise Tally. AI-assisted field mapping for SQL databases — 90%+ accuracy on the first pass. No IT projects. No data migration.
Step 2 — Deploy
43 monitoring agents activate automatically across bookkeeping, compliance, payroll, AR, AP, cash, and close. The Workflow Command Center configures the monthly calendar. The Canvas Assistant is ready from day one.
Step 3 — Go live
Your team receives the first briefing. Findings surface in the workflow queue. The Canvas Assistant answers questions about every client. You’re operational immediately.

What happens every month — automatically

Week 1 (Days 1–7)
Continuous monitoring active. Daily bank reconciliation. Transaction reclassification queue reviewed. Bookkeeping agents flag anomalies as they occur.
Week 2 (Days 8–14)
Tax compliance preparations begin. GST GSTR-1 computed and validated (India). Sales tax liability calculated (US). 1099 eligibility updated (US). GSTR-2B matching run (India). Vendor follow-up emails drafted for W-9 or invoice gaps.
Week 3 (Days 15–21)
Filing preparation complete. GSTR-3B computed (India). TDS challans verified (India). Payroll tax calendar reviewed (US). Month-end close checklist activated. Accrual reversals verified.
Week 4 (Days 22–28)
Close completed. Financial statements finalised. Monthly CFO advisory report generated. Intelligence scores computed across all 9 dimensions. Recommendations delivered to your team for review.
Every day
Monitoring agents running. Alerts surfacing in workflow queue. Canvas Assistant available. Nothing filed or sent without your approval.
Human in the Loop
Canvas does the heavy lifting every week — but every action it prepares waits for your approval before anything happens. No filing is submitted, no email is sent, no journal entry is posted without a human reviewing and confirming it first. 95% automated. 100% accountable.

Every finding. One queue. Your approval required.

Everything Canvas discovers, computes, or prepares surfaces in your Workflow Command Center as a structured item — alert, draft journal entry, draft email, checklist task, or advisory note. Each item carries full context: the data that triggered it, the recommended action, and the impact if unaddressed.

Your team reviews, approves or modifies, and publishes. Canvas logs every action with a full audit trail.

Alerts — Issues requiring attention with source data and recommended action
Draft journal entries — Prepared and balanced, waiting for your review and posting
Draft emails — Client or vendor communications composed and ready to send
Checklist items — Close and compliance tasks with blocking/non-blocking classification
Advisory notes — Recommendations from the intelligence engine with supporting analysis

Your team’s daily interface

The Canvas Assistant is how your team interacts with Canvas day-to-day. It’s not a chatbot — it’s a work interface that understands accounting, knows your clients, and can act on your behalf with your approval.

Your team can ask questions, get answers grounded in real data, queue actions, and approve outcomes — all through conversation. No navigating between modules. No looking up numbers. Just ask.

Works with every ERP. Whatever your clients use.

On-Premise ERPs — A lightweight agent runs on the client's machine, reads data locally, and syncs to Canvas securely.

Cloud ERPs

One-click OAuth or API connection. No agent installation needed.

Any SQL Database

For custom ERPs, legacy systems, or any database. AI-assisted field mapping — 90%+ accuracy on the first pass.

Enterprise Data Platforms

For enterprises that centralise financial data in modern data platforms. Canvas connects directly to your warehouse and monitors at scale.

Don't see your ERP? If it has a database, we can connect to it.

Built for professional data

All data encrypted in transit and at rest
Client data isolated by account — no cross-client data access
Full audit trail on every computation, alert, and action
Role-based access control for your team
Hosted on AWS with regional data residency (ap-south-1 for India, us-east-1 for US)

Ready to go live?

Connect your first client, deploy 43 agents, and start seeing findings — in minutes.

See a Live Demo

Up and running before your first cup of coffee gets cold

Onboarding in 3 steps

Step 1 — Connect

Step 2 — Deploy

Step 3 — Go live

What happens every month — automatically

Week 1 (Days 1–7)

Week 2 (Days 8–14)

Week 3 (Days 15–21)

Week 4 (Days 22–28)

Every day

Human in the Loop