Keep client records, reconciliation exceptions and period-end work moving
Coordinate the document chase and review queue around your accounting tools. Preserve the source evidence and leave accounting judgements with the practitioner.
For Practice manager, accountant or bookkeeping business owner
Use the ledger’s native rules for standard matching. Custom work is useful for cross-client document collection, unusual reconciliation evidence and ownership of recurring exceptions.
Connect the records you already use
Accounting ledgers and bank feeds
Client document portal and source records
Practice tasks and review approvals
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Can matching rules replace an accountant’s judgement?
No. Approved deterministic matches can be completed within scope; uncertain treatment, adjustments and professional conclusions require the designated reviewer.
Can this work across different client accounting systems?
Potentially, after checking each integration and its permissions. The initial scope should define supported records and review boundaries for each system.
How would document chasing stay specific to each client and reporting period?
Build the request from the agreed entity, period and checklist rather than a generic missing-documents email. Match incoming files to that request and identify wrong periods, duplicates or incomplete statements. Confirm portal or mailbox access and communication permissions before enabling any client follow-up.
What happens when a late document changes work already reviewed?
Keep the source document linked to the affected reconciliation or period-end task. Flag which prepared or reviewed result may need reopening and assign it to the designated reviewer. Preserve the previous decision; a new attachment should not silently alter a finalised ledger or erase the review history.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
Understand Canvo’s starting prices, the factors that change implementation scope, and an illustrative cost and capacity calculation without double-counting savings.
