Tech roundup: Canopy launches capacity planning and engagement packages

Published December 19, 2025 11:40 AM

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Updated December 22, 2025 11:43 AM

1 Min Read

Canopy launches capacity planning and engagement packages; AvidXChange touts "Accounts Payable as a Service"; BillingPlatform announces features for insights, visualizations, API; and other accounting tech news.

Canopy launches capacity planning and engagement packages

Accounting practice management solutions provider Canopy announced the availability of its new Capacity Planning and Engagement Packages additions to its software suite. Capacity Planning provides instant visibility into team workloads using a drag-and-drop board view built directly into Canopy Workflow, which lets firm leaders see who is over capacity or underutilized and adjust workloads without switching tools. Meanwhile, Engagement Packages helps fcirms price more confidently to protect their margins: using a proven three-tier model—good, better, best—firms can align services to client needs, increase average revenue per engagement by 20-30%, and avoid scope creep. When paired with templates and automated workflows in Canopy, engagement packages help firms turn client agreements into scalable, repeatable revenue streams. Both new capabilities are available today to Canopy customers. To learn more, visit getcanopy.com.

AvidXChange touts "Accounts Payable as a Service"

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AP and payment automation solutions provider AvidXchange announced Accounts Payable as a Service, enabling ERP providers to deliver a fully integrated AP and payments experience that lets customers manage the entire process without leaving their ERP platform. It offers embedded onboarding, support, and payment activation; flexible APIs and prebuilt modules to embed invoice and payment workflows directly within ERP platforms; a centralized system of record that keeps workflows and data within the ERP interface; and plug-and-play developer APIs and prebuilt UI components that enable ERP developers to directly embed AP and payments.

BillingPlatform announces features for insights, visualizations, API access

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Billing platform BillingPlatform announced new features for insights and visualizations, as well as a new developer‑centric usage API. Users can now access Revenue Waterfall Reports by Product and Contract, which lets them track revenue recognized and remaining revenue in real time across the entire portfolio; Revenue Contract Summary Metrics Reports which surface KPIs like total contract value, recognition progress, and revenue allocations in a single view; AI Descriptions for Formulas and Workflows that leverage embedded AI to instantly generate human-readable explanations of formulas and process logic; and Workflow Visualization Capabilities that map billing processes and data flows to simplify audits and gain business process insight. Meanwhile, the high-volume API lets users process thousands of records per second.

AppZen rolls out AI agent studio

Finance solutions provider AppZen announced the general availability of AI Agent Studio, after first being previewed in September, which allows finance teams to create and deploy AI Agents that act as digital coworkers, enabling companies to automate high-volume finance work that has historically required outsourced labor. The AI Agent Studio is built on AppZen's Mastermind AI Automation Platform, which automates finance specific workflows with reasoning and execution integrated to deliver autonomous processes. The AI Agent Studio is now available to all new and current AppZen customers seeking to transform enterprise finance operations.

Dext launches AI agent

Dext, which provides bookkeeping automation solutions, announced the beta launch of its new AI Agent. It is described as an intelligent assistant designed to learn from users' ways of working to provide guidance on how to automate and streamline daily and repetitive bookkeeping tasks. Throughout January, accounting firms, bookkeepers and businesses on the waitlist will be invited into the beta, building on the insights provided by early partners throughout November and December. Dext said it is also continuing the beta for its Payments feature, which completes the accounts payable workflow from document upload to payment. The Canadian beta program will launch in Q1 2026, based on learnings from the successful UK beta. The news comes at a time when Dext touted 170K gross clients added globally this year with more than 110 new feature releases. Customer experience metrics also reached new highs with a 92 per cent Customer Satisfaction (CSat) score.

CPAClub launches 'Guardian Pass' for quality management monitoring

Accounting talent solutions provider CPAClub announced the availability of its new Guardian Pass, an annual subscription designed to help CPA firms plan, execute, and sustain the ongoing and periodic monitoring activities required under the AICPA's System of Quality Management standards (SQMS) and the PCAOB's QC 1000. CPAClub's Guardian Pass supports a firm's monitoring program through a co-sourced or outsourced delivery model, providing a structured, continuous approach to monitoring supported by enabling technology and aligned with the requirements of the new standards. Guardian supports ongoing and periodic monitoring activities throughout the year, including engagement inspections, use of quality indicators, root cause analysis, remediation planning and support, and evidence-based evaluation. For firms that are still early in their quality management journey, CPAClub's Compass Pass remains available to support both SQMS and QC 1000 implementation. Compass is designed for firms still building their system of quality management, while Guardian supports firms as they transition from implementation to continuous monitoring.

MYCPE ONE announces AI CPE Academy

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Accounting CPE provider MYCPE ONE announced the launch of its new AI CPE Academy, which provides structured CPE-approved learning courses and certifications that blend real-world case studies, hands-on practice, and expert-led content meant to help professionals understand, adopt, and apply AI tools. Courses include AI Productivity Tips with Microsoft Copilot for Professionals; Advanced ChatGPT for Accountants; The Controller's role in Artificial Intelligence; Beyond Binary - Ethics and AI ; and ChatGPT Agent for CFOs and Controllers. The AI CPE Academy also features certification programs such as Certification in AI for Accountants (CAIA); AI Masterclass Certification (AIMC); Certified ChatGPT and AI Tools Mastery (CCAITM); Generative AI & ChatGPT for Management Consultants (GAICMC); and Certification in Practical AI Applications (CPAIA). Professionals and firms can access the full AI CPE Academy through a MYCPE ONE subscription, which in turn provides access to their full catalog of educational materials.

Integrations, partnerships and M&A

Accounting and finance solutions provider BlackLine announced it has acquired WiseLayer, a New York-based company that specializes in AI-powered agents to automate complex, judgment-based finance and accounting processes. By embedding WiseLayer's trusted AI agents directly into the BlackLine Verity™ suite, customers can automate judgment-based tasks, such as accruals and payroll accounting. … Top 25 firm Citrin Cooperman announced a new strategic alliance with Priority Software Ltd., a provider of AI-based cloud ERP and business management solutions. Under the alliance, Citrin Cooperman Advisors LLC's Digital Services practice will serve as Priority Software's premier U.S. implementation provider, supporting clients across key industries including manufacturing, distribution, and professional services. The companies expect initial joint client engagements to launch in early 2026.

Survey requests

Harness Wealth, a tax and personal finance advisory firm, is seeking professionals who can take part in their anonymous Tax Advisor Tech Survey. The Harness Tax Advisor Tech Survey is designed to capture a clear, data-driven picture of how today's tax and accounting firms are leveraging technology and where the biggest gaps, opportunities, and needs still exist. Individual responses are anonymous, and all respondents will be entered into a raffle to win a $500 Amazon gift card. … Savant Labs, an agentic AI-powered analytics automation specialist, today announced the launch of its 2026 Agentic AI & Automation in Finance Trends Survey, a new research initiative designed to capture how finance, tax, and accounting leaders are preparing for AI and automation-driven change in the year ahead. Savant's survey will gather perspectives from director-level and senior leaders across North America on the evolving finance, tax and accounting landscape, including readiness for regulatory change, interest in emerging technologies, AI and automation adoption, and perceived benefits and risks. Findings will be published in Savant's 2026 Agentic AI & Automation Finance Trends Report, scheduled for release in January. The survey will be open for responses beginning December 18th 2025, and is available to director-level and up leaders in finance within larger North America enterprises. Response time is approximately 5 -8 minutes. To participate in the survey, click this link. Full completion of the survey required for e-gift delivery, valid in North America only.

New hires and appointments

Accounting and HR solutions provider IRIS Software Group announced the appointment of Chris Hall as Chief Product Officer. Joining on January 2, Hall will lead IRIS' long-term product vision across each of its sectors and drive the company's AI-first strategy. Most recently, he served as Chief Product Officer at Precisely, a global leader in data integrity tools used by more than 12,000 organisations, including 93 of the Fortune 100. Prior to that, he held senior product leadership roles across B2B software companies including Pitney Bowes, Imagitas, and Red Venture. Hall will collaborate closely with IRIS teams globally, ensuring the company's product innovation remains deeply connected to customer needs in every region. … Leaseweb, a cloud services and Infrastructure as a Service (IaaS) provider, has announced the appointment of Ronald Richardson as its new Chief Revenue Officer (CRO). In his new role, Richardson will focus on strengthening customer partnerships worldwide and enhancing Leaseweb's commercial strategy, working closely with sales, marketing, product, and operations to drive stronger alignment across the organization. Previously, Richardson has held senior leadership roles in high-growth B2B technology organizations, including at Banyan, Microsoft, AdEspresso, Axon Inc., and ESS Inc. … Accounting talent solutions provider CPAClub announced that Drew Carrick, widely known across the profession as The Rapping CPA, has joined the organization full time, returning to public accounting in a role aligned with his values and vision. Drew will help lead CPA firm experience and strategy initiatives, with a focus on telling the CPAClub story, elevating the passholder experience, and helping firms drive positive cultural change.

Other news

Top 10 firm Forvis Mazars has implemented a suite of AI-powered tools for its R&D tax credit practice team to expand their capacities for clients. The team will use these enhanced tools to help manage client information requests and conduct in-depth R&D tax credit studies with refined accuracy and turnaround time via web-based, end-to-end automation. They will also have streamlined workflows, custom surveys, data visualization capabilities, and real-time dashboards for progress tracking. … Practice management solutions provider TaxDome announced the release of its 2025 Annual Report, its second annually. TaxDome is a private, bootstrapped company and is not required to publish annual reports, but, inspired by organizations such as Berkshire Hathaway and Stripe, it chose to publish the report voluntarily to provide firms with greater visibility into the companies they rely on. It claims it is currently the only company in the accounting practice management industry to publish an annual report.