Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
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Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows.
The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance.
Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.
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NetSuite
Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.
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Looker
Looker, Google Cloud’s business intelligence platform, enables you to chat with your data. Organizations turn to Looker for self-service and governed BI, to build custom applications with trusted metrics, or to bring Looker modeling to their existing environment. The result is improved data engineering efficiency and true business transformation.
Looker is reinventing business intelligence for the modern company. Looker works the way the web does: browser-based, its unique modeling language lets any employee leverage the work of your best data analysts. Operating 100% in-database, Looker capitalizes on the newest, fastest analytic databases—to get real results, in real time.
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