# What each tool can automate today, and on which plan

Source: https://accountingworkflowautomation.pages.dev/compare/

> Firmary publishes this site and makes Firmary, one of the products below. It's labeled "Ours" wherever it appears.

Seven tools, compared only on what they automate: chasing clients, rules that move work along, recurring job creation, billing follow-up, built-in AI, and connecting the AI assistant your staff already use. Where a vendor ties an automation to a plan or add-on, the cell names it. Beta, early access and coming-soon features are labeled. Every cell is sourced from the vendor's own page, or dated trade press where noted, checked on 10 Nov 2026. Firmary is ours. Tools appear in alphabetical order, with no scores.

| Product | Client reminders and document chasing | Rules that move work along | Recurring job creation | Invoice and payment follow-up | Built-in AI | Your own AI assistant and API |
| --- | --- | --- | --- | --- | --- | --- |
| Canopy | Client requests and document checklists, with automated reminders that nudge clients to finish requests or upload documents.[^1] | Conditions and actions on tasks, subtasks and client requests, saved in templates; a completed client request can create a task or change a status.[^2][^3] "Advanced workflows and automation" are listed for Premium, marked coming soon.[^4][^5] | Recurring task logic and a scheduler on every plan.[^6] A signed engagement can create its tasks automatically.[^7] | Invoicing, recurring billing and group billing on every plan.[^8] A signed engagement can create the invoice.[^7] | Canopy Coworker plans, does and checks work with the firm's approval. It's in open beta, on every plan, with monthly AI credits per user.[^9] | A new API with read and write access to client, task, document and billing data.[^10] An MCP server or a Claude or ChatGPT connection isn't listed.[^11] |
| Financial Cents | Client tasks send automated text and email reminders until the client finishes; auto-follow-ups are listed under Scale.[^12][^13] | Basic workflow automations on every plan; task dependencies, auto-send email updates and auto-created work on Scale.[^13] Staff are notified when their work is ready to begin.[^14] | Auto-created work is listed under Scale,[^13] with 400+ templates built for accounting firms.[^15] | Financial Cents says it invoices automatically when a proposal is signed or on a recurring schedule, and charges saved payment methods; that page doesn't name a plan.[^16] | Three AI agents check, rename and route client uploads on every plan; each can act automatically or wait for approval.[^17] | MCP server for Claude, ChatGPT, Gemini and other assistants, with 40+ read and write tools, on Scale. The open API is on Scale and webhooks on Enterprise.[^18] |
| Firmary (Ours) | Clients answer requests in PocketFirm or, for a single request, from an emailed link and a one-time code.[^19][^20] Automatic reminders for open requests are not among Firmary's published features.[^21] | Choose a trigger, define the actions and assign who is responsible; each run is recorded for review.[^22] When a client submits a form, Firmary can open a review task for the person and due date you set.[^23] | Not offered today.[^21] | Invoice details and payment status stay with the client record, with outstanding balances across clients; clients pay through Stripe.[^24] Automatic payment reminders are not among Firmary's published features.[^21] | Built-in AI features are not among Firmary's published features.[^21] Staff connect their own assistant (next column). AI is optional, and an administrator can turn it off, allow only certain apps or limit each connection.[^25] | Staff can connect Claude today as a custom connector. Claude acts as that person, within their permissions and the firm's AI rules, and every change is logged.[^26][^25] ChatGPT support is in testing.[^27] API and webhooks are available.[^28] |
| Jetpack Workflow | A client portal isn't listed on the pricing page; Jetpack says firms that need one pair it with other tools.[^29][^30] | Customizable automation of recurring tasks and deadlines on every plan.[^31] | Tasks and projects repeat daily, weekly, monthly or yearly from templates applied in one click.[^32] | Doesn't handle billing or invoicing, by the vendor's own description.[^30] | AI features aren't listed on the pricing or product tour pages.[^33] | An API or AI-assistant connection isn't listed in the vendor's own summary, which names QuickBooks Online and Zapier integrations in version 1.[^34] |
| Karbon | Client requests on every plan; automatic client reminders on Business and above.[^35] | Task automation on Business or Enterprise.[^36] | Scheduled recurring jobs on every plan.[^37] | Plans include recurring billing and auto-payments.[^38] | Karbon AI drafts emails, writes summaries, suggests assignments and flags missed time, at no extra cost.[^39] Kai and agent workflows are in limited early access with a waitlist; every agent action waits for approval.[^40] | Public API with webhooks, at 120 requests a minute.[^41] A public MCP server was announced on 3 Jun 2026; we couldn't confirm it's available now.[^42] |
| TaxDome | Request lists track completion, and automated emails, texts and portal notifications go out when documents are due or approvals are needed.[^43][^44] | Jobs move through pipeline stages on triggers or conditions, and rules act on client answers or approvals, in the single plan.[^45] Pipelines can assign tasks automatically.[^46] | Jobs recur daily to annually, set per client or as a pipeline default.[^47] | Recurring invoices, and automated reminders for unpaid invoices.[^48][^43] | AI intake builds a document checklist from last year's return on every plan.[^49] The AI add-on covers document renaming, tagging and return delivery.[^50] Atlas, an agent system, is coming soon.[^51] | Firm MCP server and public API released 28 Oct 2026 and rolling out, with per-area read or read-write permissions; both need the AI add-on.[^52][^53] A separate client MCP is free.[^54] |
| Uku | Clients submit documents in the portal and get automatic notifications before deadlines and for overdue tasks; document management isn't on Team.[^55] | Workflow automations and one-click "magic buttons" on every plan.[^56] | Recurrence rules, checklists, task dependencies and workflow templates on every plan.[^57] | Invoicing with price lists per client; payment links on Elite and above.[^58] | AI agents, including a morning team briefing and client email drafting, are marked as coming.[^59] | MCP server on Elite: Claude or ChatGPT can run tasks, time, clients, invoicing and reports under the signed-in user's permissions, with financial data behind separate consent. A REST API is also on Elite.[^60] |

## Each tool in brief

### Canopy

- Best for: Firms whose work stalls waiting on clients, who want a finished client request to start the next task with nobody moving it.[^3]
- Watch out for: The plan that lists advanced automation is marked coming soon, so ask which rules Standard and Plus cover today.[^4][^5] Coworker is a beta and draws on AI credits.[^9]
- Price: Standard $74 and Plus $109 per user per month, billed annually, as of 10 Nov 2026.[^61] Premium ($149 per user per month) is marked coming soon.[^5]

### Financial Cents

- Best for: Firms that chase clients by text as well as email and want their own AI assistant connected, with auto-follow-ups and the MCP server both listed on Scale.[^13][^18]
- Watch out for: Most of the automation that removes the chasing (auto-follow-ups, dependencies, auto-created work) is on Scale, at $69 per user per month billed annually.[^13][^62]
- Price: Team $49 and Scale $69 per user per month, billed annually, as of 10 Nov 2026.[^62][^63]

### Firmary (Ours)

- Best for: Firms whose staff already use Claude and want it working in client records under each person's permissions, with every change logged.[^26]
- Watch out for: Recurring job creation isn't offered today.[^21] There's no QuickBooks, Xero or tax software integration.[^64] ChatGPT support is in testing.[^27]
- Price: Not published. Firms join a waitlist and are emailed when they can join.[^65][^66]

### Jetpack Workflow

- Best for: Firms that only want recurring jobs and deadlines generated, and handle clients and billing in other tools.[^31][^30]
- Watch out for: Its listed automation covers recurring tasks and deadlines; for billing and a client portal, the vendor points you to other tools.[^30]
- Price: Starter $40 and Premium $50 per user per month billed annually, as of 10 Nov 2026.[^67]

### Karbon

- Best for: Firms that want AI drafting and summaries included, and will buy Business for client reminders and task automation.[^39][^36]
- Watch out for: Team leaves out automatic client reminders and task automation, so price Business if you want either.[^36]
- Price: Team $59 and Business $89 per user per month billed annually, as of 10 Nov 2026.[^68]

### TaxDome

- Best for: Firms that want jobs to move, reminders to go out and tasks to be assigned by rules in the base plan.[^46]
- Watch out for: Connecting Claude or ChatGPT to the firm's data costs $200 a month on top of the plan.[^53] TaxDome said on 28 Oct 2026 that the firm MCP server would reach all firms over the following weeks.[^52]
- Price: One plan from $1,500 a year for 150 active clients and 20 seats, as of 10 Nov 2026.[^69] The AI add-on is $200 a month.[^70]

### Uku

- Best for: Firms that want Claude or ChatGPT working in their practice software now, on a plan under $50 per member per month billed annually.[^60][^71]
- Watch out for: Uku states a SOC 2 Type I audit, so check that suits your clients.[^72] Its own AI agents are still marked as coming.[^59]
- Price: Team $38 and Elite $48 per member per month billed annually ($49 and $62 monthly), as of 10 Nov 2026.[^71]

## When another tool is a better fit than Firmary

- **Canopy**: If engagements drive your work, Canopy creates the tasks and invoices when a client signs.[^7] Firmary keeps the accepted agreement with the engagement it starts,[^73] but creating invoices from a signed engagement isn't among its published features.[^21]
- **Financial Cents**: If your clients answer texts faster than email, Financial Cents sends automated text and email reminders until a client finishes a task.[^12] Firmary doesn't offer client text messaging.[^74]
- **Karbon**: If you want built-in AI that drafts client emails and suggests assignments without connecting an outside assistant, Karbon AI does that at no extra cost.[^39] Built-in AI isn't among Firmary's published features; staff connect Claude instead.[^21][^26]
- **TaxDome**: If you want recurring jobs created and moved between stages by rule, TaxDome does both in its single plan.[^47][^46] Firmary doesn't create recurring jobs on a schedule today.[^21]
- **Uku**: If your staff use ChatGPT rather than Claude, Uku's MCP server works with both on Elite,[^60] and Financial Cents' works with both on Scale.[^18] Firmary's ChatGPT support is in testing.[^27]

## How we compared them

The columns follow the six workflows in this site's playbook, so each one answers "can this tool do that step for us, and on which plan?" We read each vendor's pricing, product and help pages on 10 Nov 2026, and used dated trade press only where a vendor page didn't cover a release (TaxDome's MCP server, Karbon's MCP announcement).[^52][^42] Beta, early access and coming-soon status is copied from the vendor's own label. Where a cell says "isn't listed", we didn't find the feature on the named page that day, and the tool may still have it. Capacity, time tracking and the client app are left to the workflow software comparison, because they don't decide what you can automate.

[^1]: Canopy, "Automatically nudge clients to complete requests or upload documents." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^2]: Canopy, "Canopy allows users to set automated conditions and actions on tasks, subtasks, and client requests as subtasks. Additionally, these automation rules can be implemented inside of templates" https://www.getcanopy.com/workflow (checked 10 Nov 2026)
[^3]: Canopy, "Use automations to trigger task creation or status changes once a client marks a request as complete." https://www.getcanopy.com/workflow (checked 10 Nov 2026)
[^4]: Canopy, "ALL PLUS FEATURES + ... Advanced workflows and automation" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^5]: Canopy, "COMING SOON Premium Built to scale for the autonomous firm $149" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^6]: Canopy, "Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^7]: Canopy, "Auto-generate tasks and invoices when engagements are signed or completed to reduce manual work." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^8]: Canopy, "Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^9]: Canopy, "AI coworker that plans, does, and checks work across Canopy. Monthly AI credits per user. Add more as your needs grow." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^10]: Canopy, "A secure, governed API for reading and writing your firm's client, contact, task, document, and billing data" https://www.getcanopy.com/api/ (checked 10 Nov 2026)
[^11]: Canopy, "Access Canopy’s API to sync data and build custom integrations tailored to your firm." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^12]: Financial Cents, "Financial Cents will send automated text and email reminders until your client completes the request." https://financial-cents.com/client-tasks/ (checked 10 Nov 2026)
[^13]: Financial Cents, "Everything in Team Plan, plus Auto-follow ups for client tasks Customize client task emails Task dependencies Auto-send email updates Auto-create work" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^14]: Financial Cents, "Automatically notify team members when their work is ready to begin ... Automatically trigger email updates to clients as certain actions are taken" https://financial-cents.com/workflow-automation/ (checked 10 Nov 2026)
[^15]: Financial Cents, "400+ templates built for accounting firms just like you" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^16]: Financial Cents, "Automatically invoice clients when a proposal is signed or on a recurring frequency ... Automatically charge client payment methods to reduce accounts receivables" https://financial-cents.com/workflow-automation/ (checked 10 Nov 2026)
[^17]: Financial Cents, "The agents are available on every Financial Cents plan, and your firm decides whether each one acts automatically or waits for approval." https://financial-cents.com/artificial-intelligence/ (checked 10 Nov 2026)
[^18]: Financial Cents, "Available on the Financial Cents Scale plan." https://financial-cents.com/mcp/ (checked 10 Nov 2026)
[^19]: Firmary, "Clients can review requests, upload documents, complete forms, and message your team in PocketFirm, which carries your firm's name and logo." https://firmary.app/ (checked 10 Nov 2026)
[^20]: Firmary, "Clients use PocketFirm in a web browser on a computer or phone, and can add it to their phone's home screen. ... For a single request, a client can also respond from an emailed link after entering a one-time code, without signing in to PocketFirm." https://firmary.app/ (checked 10 Nov 2026)
[^21]: Firmary, "PocketFirm, the client portal that carries the firm's branding (pocketfirm.app), document requests, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^22]: Firmary, "Choose a trigger, define the actions, and assign responsibility. Review each run to see what happened." https://firmary.app/ (checked 10 Nov 2026)
[^23]: Firmary, "Choose who reviews the submission and when it is due. The resulting task links to the client and can include answers from the submitted form." https://firmary.app/ (checked 10 Nov 2026)
[^24]: Firmary, "Keep invoice details and payment status with the client record, and review outstanding balances across your clients. ... Clients pay invoices through Stripe." https://firmary.app/ (checked 10 Nov 2026)
[^25]: Firmary, "No. Your team can do all of its work directly in Firmary. An administrator can turn off AI assistant access for the whole firm, allow only certain apps, or limit what each connection can reach and do." https://firmary.app/ (checked 10 Nov 2026)
[^26]: Firmary, "In Claude, open Customize → Connectors and choose Add custom connector (Firmary isn’t in Claude’s directory yet) ... Claude only ever acts as you. ... Claude asks you to confirm before it runs, unless you’ve set that tool to always allow. ... Every change made through Claude is recorded in your firm’s audit log." https://firmary.app/claude/ (checked 10 Nov 2026)
[^27]: Firmary, "Claude connects today as a custom connector; ChatGPT support is in testing." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^28]: Firmary, "The firm wants its own software to read and update records through the API and receive webhooks." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^29]: Jetpack Workflow, "Jetpack Workflow is a workflow tool, not an all-in-one practice management suite." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^30]: Jetpack Workflow, "Firms that need billing, a client portal or document management either pair Jetpack Workflow with the tools they already use, or choose a broader platform." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^31]: Jetpack Workflow, "Unlimited templates & customizable automation" https://jetpackworkflow.com/pricing/ (checked 10 Nov 2026)
[^32]: Jetpack Workflow, "Set tasks and projects to repeat daily, weekly, monthly, or yearly." https://jetpackworkflow.com/how-it-works/ (checked 10 Nov 2026)
[^33]: Jetpack Workflow, "Unlimited templates & customizable automation" https://jetpackworkflow.com/pricing/ (checked 10 Nov 2026)
[^34]: Jetpack Workflow, "QuickBooks Online and Zapier integrations are available in version 1. Support for both in version 2 is on the roadmap." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^35]: Karbon, "Business adds automatic client reminders, task automation, and industry integrations." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^36]: Karbon, "Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^37]: Karbon, "Assign tasks, create work from templates, schedule jobs, and view dashboards." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^38]: Karbon, "Standard Cards Most standard Visa/Mastercard credit and debit cards 2.6% + $0.30 ... ACH Direct Debit 1% + $0.30 (max $5.00)" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^39]: Karbon, "Karbon AI is currently available to all Karbon customers at no additional cost." https://karbonhq.com/feature/ai/ (checked 10 Nov 2026)
[^40]: Karbon, "Kai is available to Karbon customers now in limited early access with the list of capabilities growing each week. You can join the waitlist" https://karbonhq.com/kai/ (checked 10 Nov 2026)
[^41]: Karbon, "Understand Karbon's API rate limit of 120 requests per minute" https://developers.karbonhq.com/ (checked 10 Nov 2026)
[^42]: Karbon, "Public MCP server: Connects Karbon to external AI tools via an open standard" https://www.cpapracticeadvisor.com/2026/06/03/karbon-introduces-ai-coworker-kai/184484/ (checked 10 Nov 2026)
[^43]: TaxDome, "Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices." https://taxdome.com/pricing (checked 10 Nov 2026)
[^44]: TaxDome, "Yes, with TaxDome you can send automated emails, texts, and portal notifications when documents are due, payments are late, or approvals are needed." https://taxdome.com/workflow (checked 10 Nov 2026)
[^45]: TaxDome, "Move jobs on triggers or conditions. ... Trigger actions from answers or approvals." https://taxdome.com/pricing (checked 10 Nov 2026)
[^46]: TaxDome, "TaxDome lets you create custom pipelines for different services like bookkeeping or tax preparation, automatically moves jobs through stages, sends reminders, and assigns tasks without manual work." https://taxdome.com/workflow (checked 10 Nov 2026)
[^47]: TaxDome, "TaxDome allows you to have jobs repeat as needed, automatically generating them in your pipelines. You can set up a default schedule for all jobs you add to a pipeline or configure it separately for each recurrence. Make your jobs recur daily, weekly, biweekly, monthly, quarterly, or annually." https://help.taxdome.com/article/290-adding-recurring-jobs (checked 10 Nov 2026)
[^48]: TaxDome, "Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid." https://taxdome.com/pricing (checked 10 Nov 2026)
[^49]: TaxDome, "AI intake is included in every plan, and Atlas is coming soon." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^50]: TaxDome, "Available for $200 per month." https://taxdome.com/add-ons (checked 10 Nov 2026)
[^51]: TaxDome, "AI intake is included in every plan, and Atlas is coming soon." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^52]: TaxDome, "The public API and MCP server are rolling out to all TaxDome firms over the coming weeks." https://www.cpapracticeadvisor.com/2026/10/28/taxdome-releases-public-api-and-mcp-server-for-ai-agents-and-developers/192686/ (checked 10 Nov 2026)
[^53]: TaxDome, "Yes, with the TaxDome AI add-on. The open Model Context Protocol (MCP) connector lets your AI tool read and act on TaxDome data directly." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^54]: TaxDome, "The AI client experience is included with the TaxDome platform, independent of the firm’s AI add-on." https://www.cpapracticeadvisor.com/?p=193347 (checked 10 Nov 2026)
[^55]: Uku, "Automatic notifications before deadlines and for overdue tasks." https://getuku.com/pricing (checked 10 Nov 2026)
[^56]: Uku, "Automate recurring workflows to save time and reduce manual work." https://getuku.com/pricing (checked 10 Nov 2026)
[^57]: Uku, "Set recurrence rules (daily, weekly, monthly, quarterly, yearly, custom)." https://getuku.com/pricing (checked 10 Nov 2026)
[^58]: Uku, "Put a pay button on every invoice, reminder and PDF. Connect Stripe, Montonio or your own payment page" https://getuku.com/pricing (checked 10 Nov 2026)
[^59]: Uku, "AI agents for the busywork — on the way." https://getuku.com/ (checked 10 Nov 2026)
[^60]: Uku, "88 tools let Claude or ChatGPT run tasks, time, clients, invoicing and BI reports inside Uku, under the permissions of the person who signed in." https://getuku.com/mcp (checked 10 Nov 2026)
[^61]: Canopy, "Standard $74 user/month ... Plus $109 user/month" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^62]: Financial Cents, "Solo ($19/mo annual) – Best for single-user firms. Team ($49/mo annual, $69/mo monthly) ... Scale ($69/mo annual, $89/mo monthly)" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^63]: Financial Cents, "Financial Cents pricing is per user. ... Month-End close, our tool for managing uncategorized transactions, is an add-on for $5/month per client, billed annually." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^64]: Firmary, "What not to say: ... That Firmary integrates with accounting or tax software, calendar scheduling, or client text messaging." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^65]: Firmary, "Pricing isn't published." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^66]: Firmary, "Firms join the waitlist at https://firmary.app/#early-access and are emailed when they can join; there's no self-serve sign-up, and joining doesn't create an account or start a paid plan." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^67]: Jetpack Workflow, "**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^68]: Karbon, "Team$59/month, per user, paid annually Or $79/month per user, paid monthly ... Business$89/month, per user, paid annually Or $99/month per user, paid monthly" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^69]: TaxDome, "Pricing starts at 150 active clients, which is $1,500 a year, or about $0.83 per client a month. That minimum applies even if you have fewer than 150 active clients." https://taxdome.com/pricing (checked 10 Nov 2026)
[^70]: TaxDome, "AI is $200 a month, Managed Client Care is $100 a month, and Premium support is $249 a month. The white-labeled client app and Extended API are priced on request." https://taxdome.com/pricing (checked 10 Nov 2026)
[^71]: Uku, "$ 38 /mo per member, billed annually or $49/mo billed monthly ... $ 48 /mo per member, billed annually or $62/mo billed monthly ... $ 88 /mo per member, billed annually or $99/mo billed monthly" https://getuku.com/pricing (checked 10 Nov 2026)
[^72]: Uku, "SOC 2 Type I audited" https://getuku.com/pricing (checked 10 Nov 2026)
[^73]: Firmary, "Define the services you offer, send a proposal, and keep the accepted agreement with the engagement it starts." https://firmary.app/ (checked 10 Nov 2026)
[^74]: Firmary, "What not to say: ... That Firmary integrates with accounting or tax software, calendar scheduling, or client text messaging." https://firmary.app/llms.txt (checked 10 Nov 2026)