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Canvas Cloud

The complete AI platform for accounting and CPA firms

What Canvas Cloud does

Canvas Cloud connects to your clients’ ERPs, normalises all financial data into a single data model, and deploys AI agents that monitor, compute, and act — continuously. Your team operates everything through the Canvas Assistant and a structured workflow queue.

Layer 1 — Connect
20+ ERP connectors. Tally, Zoho, SAP, QuickBooks, Xero, any SQL database, any data warehouse. AI-assisted field mapping. Live in minutes.

Layer 2 — Monitor & Compute
43 pre-built agents watch every client continuously. Bookkeeping anomalies, compliance risks, payroll variances, AR aging, cash flow gaps — caught in real time. Computation engines handle tax calculations, reconciliations, and close processes automatically.

Layer 3 — Act
Every finding surfaces as a workflow item — alert, draft entry, draft email, checklist task, or advisory note. Nothing executes without your approval. Your team reviews, approves, and publishes. Canvas logs everything.

Everything your firm needs. One platform.

  • Bookkeeping

    Transaction review and reclassification. Chart of accounts health monitoring. Bank reconciliation with AI-assisted matching. Bill management and approval workflows. Document requests and client upload portal.

  • Payroll

    Payroll journal entry review with variance detection. Suggested correcting entries. Tax calendar with filing deadlines by jurisdiction. Continuous payroll monitoring agents.

  • CFO Intelligence

    Financial health scoring across 9 dimensions. Book close workflow. Proforma P&L and scenario modelling. AR and AP reconciliation. Revenue recognition agent. 13-week cash flow forecast. Advisory chat.

  • Compliance (India)

    GST lifecycle — GSTR-1, GSTR-3B, GSTR-2B reconciliation. TDS compliance — Form 26Q/27Q, 26AS reconciliation. ITC intelligence with full statutory adjustments.

  • Compliance (US)

    Economic nexus tracking across all states. Sales tax filing calendar. 1099 compliance — NEC, MISC, W-9 collection. Payroll tax oversight — Form 941, 940, SUTA.

  • Budget

    Budget management with manual entry, Excel import, or AI-assisted creation. Monthly variance analysis. Budget vs actual reporting.

  • Agents & Workflows

    43 pre-built monitoring agents. Custom agents via plain English — describe a business rule, Canvas compiles it into a deterministic query. Workflow Command Center — calendar-driven delivery of all client work.

  • Canvas Assistant

    Chat-based interface for everything. Ask questions grounded in real client data. Queue actions that wait for your approval. Multi-turn conversation with full context. Works across all modules.

  • Custom Agents & Workflows

    Build your own monitoring agents without any coding. Describe a business rule in plain English — “Alert if AR days outstanding exceeds 60 for any client” — and Canvas compiles it into a deterministic query that runs continuously. Create multi-step workflows and approval chains from a single prompt. Your rules, your logic, your firm.

Designed for professional accountability

Every computation Canvas makes can be inspected, explained, and overridden. Every action Canvas proposes waits for human confirmation before executing. This isn’t a black box — it’s a transparent system designed for professionals who carry legal and fiduciary responsibility for their clients.

How it works:

  1. Canvas detects an issue or prepares an action
  2. It surfaces in your workflow queue with full context and supporting data
  3. You review, modify if needed, and approve
  4. Canvas executes and logs the action with full audit trail

Your signature. Your approval. Your professional judgment. Canvas just removes the manual work that gets in the way.

Your firm, operated through conversation

The Canvas Assistant is the primary interface for your team. Ask it anything about any client. It pulls real data, runs the right tools, and gives you answers — not dashboards to navigate.

  • “What should I focus on today?” → Briefing across all clients, prioritised by urgency
  • “Which of our clients are approaching sales tax nexus?” → Multi-client nexus summary
  • “Send a payment reminder to Blue Ridge Outdoor Co” → Composes, previews, waits for your send
  • “What’s the ITC impact if we accept these 3 vendors?” → Computed on the spot
  • “Are there any payroll tax deadlines this week?” → Calendar pulled and summarised

Every action the Assistant proposes is queued for your approval before executing.

See Canvas Cloud running on a real account

We’ll walk you through every module — bookkeeping, compliance, CFO intelligence, and the Canvas Assistant — live on real data.

See a Live Demo