Canopy Features

Provides a cloud based version of the platform

Contains in-application messaging abilities

Contains built-in payment processing capabilities or integrates with payment processing software

Private online space that lets businesses securely share documents and provide information access to clients

Automates some or all operation related tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Provide real-time access of files with the most updated versions

Manage the process of evaluating documents or requests submitted for approval

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

Pre-designed layouts that can be customized to match preferences and requirements

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Monitor and record expenses such as purchases or charges incurred

Use AI to generate content in the form of text, images, videos, etc.

Accept and process online payment transactions

Communicate using messages within the system

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage contact details and communication with clients

Store, manage, and track all electronic documents in a centralized location

Measure and track time including hours worked and paid time off (PTO)

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Search and filter data across systems to locate required information by entering keywords or certain criteria

Software specialized for accountants and accounting firms

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Application programming interface that allows for integration with other systems/databases

Reporting on how each user, task or process has advanced since its initiation

Create, manage and track all task activities and progression

Securely stores data to prevent data loss or breaches

Electronically collect payments for goods or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Log and record hours worked and costs spent to assist in billing and invoicing

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage various aspects of appointments including booking, rescheduling, canceling

Route documents and other data through one or more stakeholders for review and approval

Create, manage, and send invoices or bills to customers

Store and organize documents in a centralized system

Track the status over time for a request, process, asset, or transaction

Configure existing workflows to meet your organization's needs

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Measure time to completion or hours worked for projects

Timed notification for any upcoming task, deadline, appointment, or activity

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Creation, processing, verification, and execution of invoices till the payment is made

Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making

Have features and use cases that do not fit into existing AI software categories

Address unique or niche requirements not covered by mainstream software solutions

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Compare and match accounting/financial records with corresponding bank statements

Application programming interface that allows for integration with other systems/databases

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Receive system updates as soon as any changes are made

Reminders sent via email

Track and manage adherence to policies for any service, product, process, or supplier

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Manage and track all internal and external communication conducted via calls, email, text, or chat

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Declaration of income made to tax authorities

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Configure existing workflows to meet your organization's needs

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Create, design and manage workflows for repetitive tasks

Track the status over time for a request, process, asset, or transaction

Manage contact details and communication with clients

Designed for tax practices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track employee schedules, availability, and performance across projects and tasks

Measure and track time including hours worked and paid time off (PTO)

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Store, manage, and track all electronic documents in a centralized location