Canopy
Vertical application
Overview
Canopy brings client management, workflow automation, CRM, client portal, document management, time tracking, billing, proposals, communication, and AI together under one login. Its Everywhere AI, including Canopy Coworker and Canopy Notetaker, automates repetitive work, provides firm-context recommendations, and executes workflow actions within the platform. The cloud-native platform is designed specifically for U.S. accounting firms.
- Pricing model
- Subscription
- Deployment
- SaaS (vendor-hosted), Mobile application
- Regions served
- United States
- Categories
- Language (LLM / NLP), Process automation, Subscription, Vertical application, Knowledge management, Workflow orchestration, Document review, Predictive / classical ML, Mobile application, Accounting & consulting, SaaS (vendor-hosted), Agentic / autonomous, Enterprise / custom quote
- Last updated
- 3 October 2026
- Published
- 3 October 2026
Use cases
Deployment options
Data sources & provenance
Where this information came from, how it was checked and when it was last looked at. “Last updated” records a change to the record — it does not mean the record was verified.
- Data quality
- Data quality: Editorially Reviewed
- Primary source
- getcanopy.com
- Sources cited
- 1
- Last reviewed
- 28 September 2026
- Last updated
- 3 October 2026
Spotted something out of date?
Anyone can suggest a correction — you don't need an account. An editor checks every suggestion against the sources before the record changes.