Book workflow review

Teams at NorthStar, Harbour CFO & more — read what they said

Grow your firm
without adding busywork.

We audit your AP, AR, and reporting workflows to find the biggest manual bottlenecks — then assemble automations to free up your staff's time.

Request a free review

A free 30-minute call to walk through your workflows and see where automation would help — no pitch, just clarity.

Trusted by forward-thinking firms

NorthStar CPAs Maple Leaf Accounting Harbour CFO Prairie Books Summit Audit

About Chorus

We're CPAs and technical experts

Chorus is a small, senior team specialized in helping accounting firms with workflow improvements without a bloated consultancy. We combine accounting-domain judgment, controls awareness, and hands-on implementation to ship automations your team can rely on.

Founded in accounting practice

We speak GAAP, close checklists, and client delivery—not just generic “AI.”

Controls by design

Canadian data residency, least-privilege access, and audit trails on every automated action.

Partnership, not shelfware

Pilot on a slice of your book, prove value, then scale with your team — we're here to help every step of the way.

01 — Problem

Manual work is still eating up capacity

  • Senior staff are still doing manual cleanup
  • Tool sprawl creates copy-paste work and missed handoffs
  • Clients want answers before month-end

02 — Services

We automate the busywork that slows your team down

AP & vendor workflow automation

Invoice intake, coding suggestions, approval routing, and exception queues — with human review before anything posts.

Reconciliations & close acceleration

Bank rec support, checklist automation, exception handling, and evidence-linked close workflows.

Client reporting packs

Automated variance commentary, recurring reporting prep, and cleaner handoffs from bookkeeping to advisory.

03 — How we work

From pilot to production in 30 days

1

Workflow review

A free, 30-minute call to identify one workflow worth fixing.

2

Audit

A short paid engagement to map the process, controls, exceptions, and ROI.

3

Pilot

A fixed-fee pilot where we deploy one workflow, acceptance test, and train your team.

4

Optimize

Monitor, refine, and expand only after the first workflow proves out.

04 — Works inside your tools

We integrate with what you use

Connect in minutes via approved APIs. Read-only by default, with full audit logs and data residency controls.

QuickBooks

QuickBooks Online

Xero

Xero

Sage

Sage

Excel

Microsoft 365

Your CRM/ERP

05 — Testimonials

Our results speak for themselves

Toronto • 12-person firm

"We cut our close from 14 days to 4. The team now spends Fridays on advisory work instead of chasing receipts."

Sarah Chen, CPA

Managing Partner, NorthStar CPAs

Time saved

71% reduction

Clients

47 on platform

Fractional CFO • 3-person team

"The anomaly detection caught a $40k duplicate payment in week one. Paid for the whole year."

Marcus Thompson

Fractional CFO, Harbour CFO

ROI

12x in 90 days

Errors caught

23 in Q1

06 — Trust & Controls

Designed for control, not just automation

Human-in-the-loop by design

Automations that support your team — not replace their judgment. Approval gates and review steps are built around your workflows.

Read-only by default

We start with the minimum access required and keep permissions tightly scoped to each workflow.

Clear audit trail

Actions, approvals, and exceptions are logged so your team can trace what happened and why.

Training and handoff included

Your team gets the documentation, training, and context needed to run the workflows with confidence.

Book your free workflow review

In 30 minutes, we'll walk through your current workflows and see where automation would help — no pitches, just clarity.