FINANCIAL CENTS VS CANOPY

What Separates Canopy from Financial Cents?

Choose the right solution for your practice management.

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FINANCIAL CENTS VS CANOPY

Complete Practice Management Under One Roof
(no integrations needed)

Not all cloud-based practice management software is built the same. They might look similar from the outside, but what’s inside will either save or cost your team precious time. Inside Canopy, you get all of the basic practice management needs met (Client Management, Document Management, Time & Billing) plus some invaluable bells and whistles (Engagements, Payments, mobile apps, & more). And you get the features for real—no bait & switch requiring you to integrate with other solutions just to enjoy the promised benefits.   

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Full Document Management

Create & send invoices (no integration required)

Recurring billing

Process payments

Time-based and flat rate billing

Highly-rated mobile apps (for you and your clients)

Engagements & Proposals

Workflow Automations

Limited

Branded Client Portal

Limited

Client Management

Frame-Canopy
FinancialCents-White

Full Document Management

Create & send invoices (no integration required)

Recurring billing

Process payments

Time-based and flat rate billing

Highly-rated mobile apps (for you and your clients)

Engagements & Proposals

Workflow Automations

Limited

Branded Client Portal

Limited

Client Management

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4.5 stars on Capterra

I've been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application.

Jessie B. / CPA Firm President

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FINANCIAL CENTS VS CANOPY

Leverage Comprehensive Document Management 

Your firm’s success depends heavily on collecting, interacting with, storing, organizing, and sharing files. A true document management solution makes it easy for you to collect documents from your clients (and for them to securely share), provides unlimited storage at no extra cost, includes folder templates for organization, and enables intuitive tools to interact with documents. Canopy offers all of these as well unlimited eSignatures, secure links to share or upload documents, a virtual drive, desktop assistant (print to/scan to), and more without depending on other solutions to store your files. 

 

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FINANCIAL CENTS VS CANOPY

Manage all Billing and Payments in One Platform

Context switching can cost you and your team valuable time and energy. You need one platform to not only manage clients, documents, and work, but you also need it to manage and track your time and billing. With Canopy you can do all of that–time tracking, invoices, reporting, collecting payments, and more–under the same roof. No need to go to another software to send out an invoice or collect the payment. After all, you’ve done all the work, so getting paid should be simple, fast, and affordable, right? 

 

Why Canopy is the better solution:

Time

Automations Save You Time

Great technology will save you time by reducing the menial tasks you have to perform manually. Canopy's automations take several forms across modules including invoice reminders, late fees, task automations, status updates, client request reminders, and email communications. 

SimplifyYourWork

Simplify Your Work

With time tracking, payments, document management, and workflow all in one place, suddenly you’re clicking less and getting more done in less time. Project management has never been so easy. You can also set up custom roles and attributes to help you assign the work. Use custom fields and tags to sort, filter, and segment your clients.

GrowYourFirm

Can (and will) Grow with Your Firm

Ensure your investment into new practice management software is worth it. Canopy is built to scale with your firm — whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.

Want an overview of Canopy?

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FINANCIAL CENTS VS CANOPY

Enable Remote Work for You and Your Clients

Quickly search contacts, manage files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device. Now imagine your clients can view requests, scan and upload documents, view and pay their invoices from anywhere, and more using their phone. The Canopy Client Portal makes running your firm on-the-go and clients interacting with your firm convenient and efficient.

WHAT OUR CUSTOMERS LOVE ABOUT US
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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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“I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for CRM, communication, client portal, and workflow management... Canopy makes it possible for all my clients to be under one "CANOPY". ”

Danny N. / Founding Partner

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“I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly.”

Lisa B. / Owner

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“Having a secure online portal made the need to meet face to face not necessary. Our firm is trying to determine if being 100% virtual is possible. Without Canopy, we couldn't even have that conversation.”

Jon F. / CEO

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“Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff.”

Cassandra H. / Office Manager

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“You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency.”

Adam R. / Payroll Professional

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Canopy provides a comprehensive practice management solution under one roof. It does not require an integration to QuickBooks Online (QBO) to deliver time and billing functionality nor does it require other softwares like Dropbox to deliver file storage capabilities. Financial Cents provides simplistic value to its customers, but lacks a comprehensive offering of features that firms expect from a practice management solution. Additionally, Canopy offers more advanced features like Engagements and Proposals, Insights (advanced reporting and visualizations), Canopy Payments, and more, setting itself apart from Financial Cents and providing value for your customers from proposal to payment. 

Canopy’s Document Management module offers a plethora of features and functionality that help firms collect, share, store, interact with, and manage files. Some features that help accomplish these include secure links (collecting and sharing documents), unlimited file storage, annotations, and folder templates. Financial Cents, on the other hand, lacks these extensive document management capabilities, providing a limited experience. Most notably, Financial Cents lacks the ability for firms to store unlimited amounts of files in their software and requires integrating with another solution. 

Canopy simplifies billing and payments by allowing you to manage everything in one platform. Unlike Financial Cents, Canopy eliminates the need to integrate with QBO to send invoices and collect payments from your clients. With Canopy, handle time tracking, invoices, reporting, payment collection, and more—all in a single, practice management solution. Experience the convenience of managing your entire billing workflow without the need to switch between different software platforms.