REPORT
Preparing for 2027:
How Canadian firms plan to grow, automate, and put AI to work
We asked 500+ Canadian accountants and bookkeepers how they're feeling about the year ahead. Here's what the most optimistic respondents are doing differently and how to follow their lead.
Get the free report
Accountants and bookkeepers are heading into 2027 with plenty of optimism, but that confidence isn't spread evenly. Those who have put technology to work and whose clients are open to following their lead are the most confident about the year ahead.
So what are they doing differently, and how can your firm get there?
Our new report breaks down where firms are strongest, where they want to invest and improve, and the advice they'd give their peers for 2027.
Plus, we've turned it all into a practical checklist, so you know exactly what to tackle first.
Download the report to learn:
- Why tech-forward firms are the most confident about 2027 and what's driving the gap
- Where firms say they're strongest and the capacity gaps holding them back
- What firms are prioritizing in 2027, from winning new clients to better work-life balance
- How much firms are embracing AI from experiments to everyday work
- The top reasons clients hesitate to adopt new technology and how to answer each one
- Advice from your peers for 2027, plus a 7-step checklist to put it into practice
Get the free report
About Plooto
Plooto is a payment automation platform that helps accountants, bookkeepers, and their clients streamline accounts payable and receivable in one secure, easy-to-use solution. With automated workflows, built-in approval controls, and two-way sync with QuickBooks, Xero, and NetSuite, Plooto reduces manual work, minimizes risk, and eliminates costly human errors.
Designed to keep businesses in the driver’s seat, Plooto ensures that funds move with explicit approvals and full visibility — helping firms and their clients save time, stay compliant, and scale with confidence.
Founded in 2014 and headquartered in Toronto, Plooto serves over 14,000 businesses across North America.
