Canopy Integrations

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

Axis LMS is a powerful, flexible learning management system built for businesses that take training seriously. Whether you’re onboarding employees, managing certifications, or delivering compliance training, Axis LMS makes it easy with automation, customization, and robust reporting. Designed for real-world use, it supports video, SCORM, quizzes, surveys and much more - all in a responsive, mobile-friendly interface for users. With powerful admin tools and branding options, Axis LMS helps you create engaging learning experiences that scale with your organization, both online and virtual classrooms. Trusted by organizations of all sizes since 1997, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs.

Shift is a fully customizable browser where you can drag and drop apps, bars, and controls to create a central hub that adapts to however you work. Integrate 1,500+ apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. Shift is also proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features: - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on. - Shift AI: A built-in AI assistant to help you work smarter across every tab and app

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers. Mailchimp Transactional adds API-first email and SMS delivery with 99.99% uptime and sub-second speed.

Slack is a work collaboration platform that brings people, apps, data, and AI agents together in one shared workspace. It helps teams communicate through channels, direct messages, huddles, Slack Connect, files, canvases, lists, workflows, and integrations. The platform includes Slackbot, a context-aware AI agent that can summarize conversations, search across messages and files, prepare users for meetings, analyze documents, and help complete tasks without leaving Slack. Slack also supports connected apps such as Salesforce, Google Drive, GitHub, Zoom, Asana, Box, Workday, ChatGPT, and many others. Teams can use Workflow Builder to automate stand-ups, project updates, approvals, notifications, and routine business processes. With enterprise search, AI assistance, secure collaboration, and a large integration ecosystem, Slack helps organizations stay aligned, move faster, and reduce work scattered across disconnected tools.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.

Track your clients’ income and expenses in one place, so you can easily produce the necessary documents at tax time. Easily import your clients’ bank and credit card transactions, and QuickBooks Online will categorize them for you. Because your client can snap a photo of a receipt and easily attach it to any transaction, you can see an up-to-date view of their expenses. Your clients can give you access to their books, so you can easily answer questions and help them resolve issues. Analyze your clients’ financial health with more than 65 built-in reports, including accountant-specific data. Get more done with Intuit-approved third-party apps tha integrate with QuickBooks Online and expand its functionality. You’re always using the latest version with automatic updates. Security system on par with internet banking ensures your data is safe with us. Your data is backed up, so if your computer crashes, your work doesn’t.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Google Forms is an online form and survey platform designed to help individuals and organizations collect information, gather feedback, and analyze responses quickly and efficiently. The platform allows users to create customizable forms using multiple question types, drag-and-drop editing tools, templates, quizzes, and conditional logic to improve user experiences and response completion rates. Google Forms makes it easy to share forms through email, websites, and social media while allowing respondents to submit answers from virtually any device. Responses are collected in real time and can be visualized through built-in charts, summaries, and analytics tools for faster decision-making. Users can also export form data directly into Google Sheets for deeper analysis, reporting, and collaboration with teams.

Google Sheets is an AI-powered online spreadsheet platform designed to help individuals and teams organize, analyze, and visualize data collaboratively. The platform includes Gemini AI features that allow users to create formulas, generate trackers, analyze datasets, and build data visualizations using simple text prompts. Google Sheets supports real-time collaboration with live co-editing, comments, version history, and customizable sharing controls that help teams work together from any location. Users can streamline workflows with smart tables, pre-built templates, Connected Sheets for BigQuery and Looker data, and integrations with third-party applications such as Salesforce, Intuit, and Asana. The platform also enhances Microsoft Excel files by adding collaborative editing, intelligent suggestions, and task management capabilities directly within spreadsheets.

Keep your address book clean, safely backed up, and available everywhere with Google Contacts, a free contact management and address book solution that integrates with G Suite an Gmail.

Just use plain English to describe your workflow steps. If the step can be automated, Nekton AI will write automation code for you and run it in the cloud. It's easy to get started, and you don't need to learn any complicated tools. Nekton integrates with thousands of services and can automate different business and personal workflows. Collect input from users and use it in automation. Send a link to your workflow to others, so they can run it. No sign-ups are required. Nekton AI can automate highly-customized tasks, and you don't need to learn complex platforms or hire developers. Mix manual and automated steps in a workflow, and automate things gradually as needed. Automation runs in the cloud, so you don’t need to set up and maintain any infrastructure. Run automation locally on your computer or use services that are not accessible from the Internet. Process small-to-medium amounts of data.

Knolli is an AI copilot platform that enables users to build, launch, and scale custom AI copilots and agents without writing code by turning knowledge, documents, datasets, and proprietary content into interactive, conversational assistants. It provides a no-code workspace where creators, teams, and businesses can describe their idea in plain language and have Knolli automatically structure uploaded content into a usable AI copilot, organize and protect data securely with encrypted private knowledge bases, and connect to tools such as CRMs, file storage, and databases to pull in live data for context-aware responses. It supports multi-agent architecture to run specialized agents inside one copilot, pre-built templates for common use cases, custom branding and white-labeling, and advanced analytics so users can monitor performance, usage, and ROI. Knolli also offers workflow automation, letting copilots automate multi-step tasks and integrate with existing systems.