More billable hours. Fewer admin hours. Happier clients.
Workilo is the AI workflow platform built for small Canadian accounting and bookkeeping firms. Engagement letters, proposals and client communication — handled, with a partner approving every step.
Canadian-hosted on dedicated infrastructure. No credit card required.
Your billable hours are leaking into admin.
Every small CPA firm is feeling this. The work multiplied. The capacity didn’t.
Partners are drafting engagement letters at 9 PM.
The twenty-minute job becomes a two-hour job because nobody has a clean template, the client context is in three different folders, and the senior associate is on something else.
Last quarter’s client report gets rebuilt from scratch.
Every monthly statement, every quarterly dashboard, every year-end package — none of it is templated, so it eats billable hours that should be on advisory.
Proposals sit in drafts while competitors close.
The polished version is nine days late. By the time it goes out, the prospect already signed with the firm that responded same-day.
Half the team is pasting client financials into ChatGPT.
The other half won’t touch it because they read the terms of service. Both are right. There is no firm-wide answer.
Built for small firms. Workflow-first.
Workilo turns the document workflows your partners already do into repeatable Workalongs. Pick the workflow. The AI handles it step by step. A partner approves before it ships.
Sage
Imaginative, articulate storyteller who transforms briefs and research into persuasive, on-brand content.
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Milo
Calm, structured visual thinker who turns outlines and data into polished, on-brand slide decks.
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Rowan
Systems thinker who turns chaos into checklists and cross-team momentum.
View profileEvery workflow runs on the model that’s best for the job — OpenAI, Anthropic, DeepSeek or Cohere. You don’t pick the model. The workflow does.
How it works.
Pick your workflow.
Engagement letter, client report, proposal, advisory memo. Start from a firm template or build your own.
AI handles it step by step.
Each Workalong runs its piece, hands off to the next and shows its work.
A partner approves before it ships.
Nothing leaves the platform without sign-off. The final document lands in your DMS or email draft, not a chat window.
Infrastructure over magic.
Canadian-hosted
Dedicated infrastructure. Client data stays in Canada.
Multi-model
OpenAI, Anthropic, DeepSeek and Cohere. The right model for each step.
No prompts. No coding.
Just work that gets done.
Spin up your digital crew today
No code. No waiting. Just Workilo.
30-day free trial · No credit card required · Cancel anytime