Author: Nadali. Prepared using AI.
On November 10, 2026, Canopy announced Coworker’s availability to accounting firms on Standard, Plus and Premium plans as an experimental feature. The company describes work with documents, tasks and reports inside its platform. For an existing customer, this is a reason to try one small operation before handing an entire client process to AI.
The announcement date is not the start of testing: the FAQ dates the open beta to November 2. Firms on legacy modular plans are advised to ask about access. Coworker works with Canopy data, not other apps, and does not process payments.
Two levels of action review
The usage guide says Auto execute skips advance plan approval; Plan mode shows the plan to a person first. Both modes retain approval requests for actions marked Review required. Session history lets users inspect lookups and changes.
Trust settings apply across the firm. By default, viewing data is allowed, while record changes and sending messages require approval. An administrator can change these rules, but they do not expand an employee’s own permissions. Creating a recurring job and being allowed to approve it are also separate. A separate security approval for actions after accessing sensitive data can remain mandatory regardless of Trust settings.
What happens to data and credits
The data-protection documentation says client data is not used to train foundation models. However, Canopy logs inputs, outputs and automated task activity and reviews them to improve Coworker. A firm-level opt-out from that use is still described as planned. This distinction matters when choosing test materials.
Credits are allocated to individual users and reset on the first of the month. Automated jobs and recommendations also consume them; work pauses at the limit. The guide describes additional monthly credits through tax season but does not specify an exact allocation or future price in that article.
A manager’s first test
Our editorial workflow:
- Choose one process and define the expected result and the person responsible for checking it.
- Start with approved test materials or properly de-identified records. Agree on rules for client data before using real records.
- Compare the output with the source records: client, period, counts and missing documents.
- Separately check the recipient and message before sending. Do not treat plan approval as verification of every result.
- Record errors, credits consumed and human review time. Only then assess whether broader use makes sense.
Primary sources were read on November 11, 2026. Nadali has not tested an account, accuracy or time savings, or confirmed access for a particular Ukrainian firm. The cover is an original AI illustration, not Canopy’s interface.
