Feature

Bookkeeping automation with CPA review

No. Automation supports the workflow, but CPA accountants and bookkeeping staff review the work before reports are finalized.

Automation helps move repetitive bookkeeping work forward, while Agile CPA accountants review the details that need judgment.

Weekly updated booksCPA accountant reviewOkanagan roots, Canada-wide

What it helps with

Less owner admin, clearer books

Repeatable bookkeeping steps stay organized in one workflow.

Owners can see what is needed and what has been reviewed.

CPA review helps catch details before reports are finalized.

How Agile uses it

Connected tools and documents feed the Agile App.

Automation helps route tasks, questions, and exceptions.

Agile checks the details before reports are delivered.

FAQ

Is this feature included in every plan?

Feature availability depends on your bookkeeping package and workload. The quote process confirms what your business needs.

Does Agile rely only on automation?

No. Automation supports the workflow, but bookkeeping CPA accountants review the work before reports are finalized.

"Consistent bookkeeping services with useful online dashboards and portals to track outstanding items and missing support."

Ryan Maarschalk, CFO, Ryan Maarschalk CFO Services

Next Step

Get a custom bookkeeping quote from an Okanagan-based Canadian team serving businesses across Canada.