The Asset Guardian (TAG) Mobi, an AI-powered EAM solution embedded in Microsoft Dynamics 365 Business Central, now enhanced with mobiMentor AI to help maintenance teams maximize wrench time.
TAG Mobi helps teams manage assets, schedule maintenance, dispatch work orders, and complete field work from one mobile-ready platform. With IoT and SCADA integration, teams can turn asset signals into maintenance action by monitoring conditions, reducing alert noise, and triggering work orders when issues need attention.
Key features include:
• Asset Lifecycle Management: Extend equipment life
• Preventive & Predictive Maintenance: Reduce failures and downtime
• Work Order Management: Simplify dispatch, tracking, and completion
• Reporting: View KPIs, costs, and performance
• IoT Monitoring: Connect asset signals to alerts and work orders
With AI-driven workflows and voice-enabled execution, TAG Mobi helps teams spend less time on admin work and more time maintaining critical assets
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Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login.
By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability.
Key capabilities include:
Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load.
Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record.
Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM.
Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time.
Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging.
Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep.
Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options.
Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace.
Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.
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Tractian is the Industrial Copilot for maintenance and reliability, providing a cutting-edge platform designed to prevent unplanned downtime, boost operational efficiency, and enhance maintenance capacity.
Trusted by global brands such as Bosch, Kraft Heinz, Carrier, Hyundai, Johnson Controls, and P&G, Tractian combines condition monitoring, energy efficiency, and a CMMS into a comprehensive, mobile-first solution. With Tractian, you can:
Monitor real-time vibration, temperature, runtime, and RPM across critical assets
Get real-time alerts and detailed diagnostics to address potential issues before they lead to failures
Digitize workflows for streamlined work order management, planning & scheduling, and materials management
Optimize energy consumption for improved sustainability and cost savings
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