Feature

Monthly close without the scramble

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

Agile turns month-end into a visible checklist instead of a scramble through receipts and unclear reports.

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.

"We have been able to have up-to-date financial information, which has been critical to make timely operational decisions."

Dione Chambers, Executive Director, The Okanagan Science Centre

Next Step

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