Who publishes this playbook, and how each automation was checked
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
The site answers one question for a 2 to 20 person accounting, tax or bookkeeping firm: which repeat steps are worth handing to software, which tools can do each step today, on which plan, and what a person should keep checking. Choosing the workflow tool itself is covered by a separate guide, also published by Firmary.
How the tools were chosen. We included tools that small US firms use to run client work and that publish enough about their automation, plan limits and AI connections for us to source every cell: Canopy, Financial Cents, Jetpack Workflow, Karbon, TaxDome and Uku. Firmary is in the list because we make it; every table and list marks it “Ours”.
How facts are checked. Each fact comes from the vendor’s own pricing, product or help page, read on 10 Nov 2026, and carries a numbered note with the link and that date. Where a vendor page didn’t cover a release, we used dated trade press and said so. Beta, early access and coming-soon labels are the vendor’s own and travel with the feature. A feature marked “isn’t listed” wasn’t on the named page that day; it may still exist. Prices are list prices.
The conflict of interest. Firmary competes with every other tool here. Tools appear in alphabetical order with no ranks or ratings, and the compare page names the cases where another tool fits better than Firmary. Firmary’s facts come only from its own live pages; that includes what it lacks today. Firmary doesn’t schedule recurring jobs today,1 and its ChatGPT support is still in testing.2
Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
Every fact here was last checked on 10 Nov 2026.
What this site compares
- Document requests
- Asking clients for specific files, tracking what’s outstanding, and reminding them automatically. From the vendor’s product or help pages.
- Automation
- Rules that move work along without a person: status changes, client reminders, job creation, triggers and actions. From the vendor’s product or pricing pages; plan limits noted.
- Recurring work and checklists
- Templates for repeating jobs (monthly close, quarterly estimates, returns) with due dates, statuses and assignees. From the vendor’s product or pricing pages.
- Invoicing and payments
- Invoices, card and ACH payments, autopay and recurring billing, and the stated processing fees. From the vendor’s pricing or payments pages.
- AI features
- AI features the vendor says are available now, with what they cost; announced or beta features are labeled as such. From the vendor’s pages and dated trade press. Beta and waitlist status is stated.
- API and AI-assistant connections
- A public API, and whether staff or clients can connect AI assistants such as Claude or ChatGPT (for example over MCP). From the vendor’s developer pages and dated announcements.
- Price
- The public list price, the unit it’s charged on, and how it’s billed. Read from the vendor’s own pricing page on the date shown. If no price is published, we say so.
- Switching and onboarding
- What the vendor says about moving in: imports, migration help, stated onboarding time, and what it costs. From the vendor’s migration or implementation pages.
- Getting your data out
- What you can export, in what format, if you leave. From the vendor’s help or product pages. If nothing is published, we say so.
Join the Firmary waitlist
Firms join the Firmary waitlist and are emailed when they can join.
Sources
Each product fact on this page links to a numbered source. Quotes are copied as the page’s text reads on the date shown, spacing included.