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
What each tool can automate today, and on which plan
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.
Firmary publishes this site and makes Firmary, one of the products below. It’s labeled “Ours” wherever it appears.
| 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 | 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 | ||||
| Financial Cents | 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 OursWaitlist | Not offered today.21 | |||||
| Jetpack Workflow | 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 | ||
| TaxDome | Jobs recur daily to annually, set per client or as a pipeline default.47 | |||||
| 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
Financial Cents
Firmary Ours
Jetpack Workflow
- Best for
- Firms that only want recurring jobs and deadlines generated, and handle clients and billing in other tools.30,31
- 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.36,39
- 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
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.46,47 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).42,52 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.
What each column means
- Client reminders and document chasing
- Asking clients for specific files, tracking what’s outstanding, and reminding them automatically. From the vendor’s product or help pages.
- Rules that move work along
- 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 job creation
- Templates for repeating jobs (monthly close, quarterly estimates, returns) with due dates, statuses and assignees. From the vendor’s product or pricing pages.
- Invoice and payment follow-up
- Invoices, card and ACH payments, autopay and recurring billing, and the stated processing fees. From the vendor’s pricing or payments pages.
- Built-in AI
- 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.
- Your own AI assistant and API
- 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.
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.
- 1
Canopy
Automatically nudge clients to complete requests or upload documents.
- 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
- 3
Canopy
Use automations to trigger task creation or status changes once a client marks a request as complete.
- 4
Canopy
ALL PLUS FEATURES + ... Advanced workflows and automation
- 5
Canopy
COMING SOON Premium Built to scale for the autonomous firm $149
- 6
Canopy
Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists
- 7
Canopy
Auto-generate tasks and invoices when engagements are signed or completed to reduce manual work.
- 8
Canopy
Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)
- 9
Canopy
AI coworker that plans, does, and checks work across Canopy. Monthly AI credits per user. Add more as your needs grow.
- 10
Canopy
A secure, governed API for reading and writing your firm’s client, contact, task, document, and billing data
- 11
Canopy
Access Canopy’s API to sync data and build custom integrations tailored to your firm.
- 12
Financial Cents
Financial Cents will send automated text and email reminders until your client completes the request.
- 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
- 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
- 15
Financial Cents
400+ templates built for accounting firms just like you
- 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
- 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.
- 18
Financial Cents
Available on the Financial Cents Scale plan.
- 19
Firmary Ours
Clients review requests, upload documents, complete forms and message the firm in PocketFirm, which carries the firm’s name and logo.
- 20
Firmary Ours
Clients use PocketFirm in a web browser on a computer or phone and can add it to the home screen; no app install. For a single request, a client can answer from an emailed link after entering a one-time code, without signing in.
- 21
Firmary Ours
Firmary covers client requests and documents, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking, with PocketFirm as the client side.
- 22
Firmary Ours
Firmary automations: choose a trigger, define the actions and assign responsibility, then review each run in the run history.
- 23
Firmary Ours
When a client submits a form, Firmary can assign the review: the firm chooses who reviews it and when it’s due, and the task links to the client and can include the form’s answers.
- 24
Firmary Ours
Invoice details and payment status stay with the client record, with outstanding balances across clients. Clients pay invoices through Stripe.
- 25
Firmary Ours
AI is optional: the team can do all its work directly in Firmary, and an administrator can turn AI access off, allow only certain apps, or limit each connection.
- 26
Firmary Ours
Staff can connect Claude to Firmary today as a custom connector. It acts as the staff member, within their permissions and the firm’s AI rules; Claude asks before running a change unless the staff member has set that tool to always allow, and every change made through Claude is recorded in the firm’s audit log.
- 27
Firmary Ours
ChatGPT support is in testing (not live).
- 28
Firmary Ours
A firm’s own software can read and update supported records through Firmary’s API and receive webhooks.
- 29
Jetpack Workflow
Jetpack Workflow is a workflow tool, not an all-in-one practice management suite.
- 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.
- 31
Jetpack Workflow
Unlimited templates & customizable automation
- 32
Jetpack Workflow
Set tasks and projects to repeat daily, weekly, monthly, or yearly.
- 33
Jetpack Workflow
Unlimited templates & customizable automation
- 34
Jetpack Workflow
QuickBooks Online and Zapier integrations are available in version 1. Support for both in version 2 is on the roadmap.
- 35
Karbon
Business adds automatic client reminders, task automation, and industry integrations.
- 36
Karbon
Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations
- 37
Karbon
Assign tasks, create work from templates, schedule jobs, and view dashboards.
- 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)
- 39
Karbon
Karbon AI is currently available to all Karbon customers at no additional cost.
- 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
- 41
Karbon
Understand Karbon’s API rate limit of 120 requests per minute
- 42
Karbon (press)
Public MCP server: Connects Karbon to external AI tools via an open standard
- 43
TaxDome
Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices.
- 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.
- 45
TaxDome
Move jobs on triggers or conditions. ... Trigger actions from answers or approvals.
- 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.
- 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.
- 48
TaxDome
Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid.
- 49
TaxDome
AI intake is included in every plan, and Atlas is coming soon.
- 50
TaxDome
Available for $200 per month.
- 51
TaxDome
AI intake is included in every plan, and Atlas is coming soon.
- 52
TaxDome (press)
The public API and MCP server are rolling out to all TaxDome firms over the coming weeks.
- 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.
- 54
TaxDome (press)
The AI client experience is included with the TaxDome platform, independent of the firm’s AI add-on.
- 55
Uku
Automatic notifications before deadlines and for overdue tasks.
- 56
Uku
Automate recurring workflows to save time and reduce manual work.
- 57
Uku
Set recurrence rules (daily, weekly, monthly, quarterly, yearly, custom).
- 58
Uku
Put a pay button on every invoice, reminder and PDF. Connect Stripe, Montonio or your own payment page
- 59
Uku
AI agents for the busywork — on the way.
- 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.
- 61
Canopy
Standard $74 user/month ... Plus $109 user/month
- 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)
- 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.
- 64
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 65
Firmary Ours
Firmary’s pricing isn’t published.
- 66
Firmary Ours
Firmary is pre-launch: firms join a waitlist and are emailed when they can join. There is no self-serve sign-up.
- 67
Jetpack Workflow
**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually.
- 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
- 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.
- 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.
- 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
- 72
Uku
SOC 2 Type I audited
- 73
Firmary Ours
Firms define their services, send a proposal, and keep the accepted agreement with the engagement it starts.
- 74
Firmary Ours
Firmary doesn’t offer client text messaging or calendar scheduling integrations.