Canopy
Unclunk your accounting firm
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Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.
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Features
- Client Management
- Document Management
- Workflow
- Time & Billing
- Insights
- Canopy AI
- Canopy Mobile App
- Client Portal
- Engagements & Proposals
- Payments
- eSignatures
- Desktop Assistant
Advantages
- Canopy is an all-in-one solution that can help firms manage all of their practice's mission-critical functions in one place.
- Canopy is designed to be easy to use and efficient, so firms can save time and focus on providing better client experiences.
- Canopy is affordable and scalable, so it is a good option for firms of all sizes.
- Canopy is backed by a team of experts who are dedicated to providing excellent customer support.
- Canopy is constantly being updated with new features and improvements, so firms can always be sure that they are using the latest and greatest technology.
Disadvantages
- Canopy can be expensive for some firms.
- Canopy can be complex to set up and use.
- Canopy may not be suitable for all firms.
Frequently Asked Questions
-
Q:What is Canopy?
A:Canopy is an all-in-one practice management software for accounting and tax firms. -
Q:What are the benefits of using Canopy?
A:Canopy can help firms save time, improve efficiency, and provide better client experiences. -
Q:How much does Canopy cost?
A:Canopy's pricing starts at $49 per month. -
Q:Is Canopy easy to use?
A:Yes, Canopy is designed to be easy to use and efficient. -
Q:What kind of support does Canopy offer?
A:Canopy offers a variety of support options, including phone, email, and chat.
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AiTax
AiTax is an AI-based tax-preparation software that leverages Artificial Intelligence and Machine Learning to help individuals and entrepreneurs prepare and file their taxes accurately and efficiently. The software eliminates the risk of human error, ensures the lowest possible tax amount, prioritizes data security, and offers free audit and legal defense support. AiTax aims to simplify the tax-filing process, maximize potential refunds, and minimize the chances of an audit, providing users with a reliable and secure solution for their tax needs.
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Itemery
Itemery is an Office Inventory Software designed for small and medium businesses, offering an AI-based solution for inventory management. It allows users to easily track and manage items, integrate with Excel and Google Threads, import existing property databases, use AI for quick item addition, and organize the working system efficiently. With features like easy inventory taking, location display, dashboard representation, and audits, Itemery simplifies asset management processes. The application offers different subscription plans with varying features such as AI recognition, in-app scanning, and photo addition for items, catering to different business needs.
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Ramp
Ramp is a financial technology company offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides an easy-to-use platform for corporate cards, bill payments, accounting, and more, all in one place. With features like Frictionless expenses, AP Automation, Smarter spend controls, and Procurement automation, Ramp aims to make finance teams faster and happier. The platform saves time and money for businesses by automating expense management, accounting processes, and compliance tasks. Ramp integrates seamlessly with accounting systems, offers global payment capabilities, and provides dedicated support to users.
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Kintsugi
Kintsugi is a sales tax automation tool designed to help companies globally manage their sales tax compliance effortlessly. The platform offers comprehensive features to automate tax calculations, registrations, filings, and exposure monitoring. Kintsugi provides a user-friendly interface and integrates with various platforms to streamline the sales tax process for businesses of all sizes. With Kintsugi, users can save time, reduce errors, and ensure compliance with sales tax regulations.
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Humanlike
Humanlike is an AI-powered AP/AR tool that helps businesses cut costs by 80% compared to outsourcing accounts payable and receivable. It uses human-like AI to process invoices efficiently and accurately. The tool is built by fintech veterans from Stripe and Modern Treasury, offering a risk-free trial period and SOC 2 compliance. Humanlike enables businesses to scale sub-linearly, grow without increasing headcount, and reduce reliance on outsourcing. It boasts 24/7 availability, a 4-week implementation time, and an average cost reduction of 80% by automating exception handling and shortening cycle time.
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wallet.AI
wallet.AI is an AI tool that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of data pieces to help users make better daily financial decisions. The tool aims to assist people in making informed financial choices by leveraging artificial intelligence technology.
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WellyBox
WellyBox is a modern 'CRM for your receipts' that offers a customized receipt management solution for small businesses. With over 70 million documents processed and 45,000+ happy customers from 51 countries, WellyBox specializes in collecting receipts, extracting data, and automating data entry from receipts and invoices. The AI & OCR-driven platform seamlessly finds, organizes, and stores receipts from email accounts, converts them into Excel spreadsheets for analysis, and integrates with accounting software like QuickBooks, Xero, and FreshBooks.
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Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for $20 per month and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
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Navan
Navan is a comprehensive business travel and expense management solution that helps companies streamline their travel programs and expense management processes. With Navan, businesses can create company travel programs, manage company cards and expenses, arrange team offsites, book trips for employees and executives, and more. The platform offers unrivaled visibility, control, and savings, empowering employees to achieve business goals while staying within spending limits. Navan also provides AI-powered insights to streamline expense management and optimize savings. Trusted by thousands of companies, Navan is the go-to destination for all travel and expense needs, offering special rates, spend guardrails, rewards programs, and 24/7 support.
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Procys
Procys is a document processing platform powered by AI that offers solutions for various document-related tasks. It features a self-learning engine for efficient document processing, seamless integration with over 260 apps, OCR API powered by AI for optical character recognition, customized data extraction capabilities, and AI autosplit for automatic document splitting. Procys caters to different use cases such as invoice OCR, ID card OCR, receipt OCR, and account payable automation. The platform ensures data security as a top priority and provides enterprise-grade security and compliance solutions.
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AI Bank Statement Converter
AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. The tool offers modernized bookkeeping solutions by automating financial document processing, ensuring accuracy, security, and efficiency. It revolutionizes how accounting businesses handle financial documents by providing multi-format conversion, AI-powered accuracy, tailored solutions for accounting, data security, and integration with popular accounting software.
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SplitMyExpenses
SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills, track debts, and settle up with integrated payment apps. The app offers modern design, AI receipt itemization, friend data powered by payment apps, and beautiful spending charts. With over 150 supported currencies, secure handling of data, and a user-friendly interface, SplitMyExpenses revolutionizes the age-old problem of bill splitting.
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Receipt OCR API
Receipt OCR API by ReceiptUp is an advanced tool that leverages OCR and AI technology to extract structured data from receipt and invoice images. The API offers high accuracy and multilingual support, making it ideal for businesses worldwide to streamline financial operations. With features like multilingual support, high accuracy, support for multiple formats, accounting downloads, and affordability, Receipt OCR API is a powerful tool for efficient receipt management and data extraction.
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Bitskout
Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance productivity and efficiency. It helps in managing client requests, customer onboarding, and information intake, allowing firms to double their bandwidth without the need for additional headcount. The platform leverages AI technology to streamline workflows, reduce manual tasks, and improve client interactions, ultimately leading to increased profitability and client satisfaction.
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CanTax.ai
CanTax.ai is an AI-powered platform offering instant tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security with industry-leading encryption protocols. The platform's artificial intelligence is proficiently trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability. CanTax aims to simplify the tax filing process and empower Canadians with expert-level tax guidance.
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Truewind
Truewind is a next-generation AI-powered accounting solution that brings generative AI to automate accounting tasks for accounting firms, startups, and SMBs. It offers end-to-end services, core AI platform, and month-end close powered by AI. Truewind helps accountants close their books faster, provides AI-powered bookkeeping services, and offers CFO services for strategic scaling. The platform ensures enterprise-grade data security and privacy, and integrates with various accounting systems. Truewind is SOC 2 certified and adheres to strict data privacy policies.
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Respaid
Respaid is a B2B collections tool that focuses on respectful and efficient debt recovery. It utilizes AI-powered precision messaging to optimize communication with debtors, resulting in a 50% collection rate and 30x faster performance than traditional methods. The tool offers features such as direct payments, database cleaning, and insights into why customers aren't paying. Respaid aims to protect your brand reputation while helping you recover unpaid invoices in a respectful manner.
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Expense Sorted
Expense Sorted is an AI-powered tool designed to automate the categorization of expenses, eliminating the manual effort required every month. By integrating with Google Sheets, users can streamline their workflow and benefit from accurate transaction identification. The tool offers customizable categories to suit personal or business needs, ensuring a seamless user experience.
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Airparser
Airparser is an AI-powered email and document parser tool that revolutionizes data extraction by utilizing the GPT parser engine. It allows users to automate the extraction of structured data from various sources such as emails, PDFs, documents, and handwritten texts. With features like automatic extraction, export to multiple platforms, and support for multiple languages, Airparser simplifies data extraction processes for individuals and businesses. The tool ensures data security and offers seamless integration with other applications through APIs and webhooks.
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SparkReceipt
SparkReceipt is an AI-powered receipt scanner, expense tracker, and document manager application that streamlines pre-accounting tasks by reducing manual data entry up to 95%. It allows users to scan receipts, invoices, and bank statements, track expenses and income with AI-powered scanning and automatic categorization. The application works in any language and supports 150 currencies. SparkReceipt offers features like automatic data extraction (OCR), forwarding e-receipts from email, managing finances across borders, separating business and personal expenses, real-time profit/loss monitoring, and lightning-fast expense tracking.