A harmonious pair that gives you all-in-one functionality, powered by Canopy & Zapier.
Free up your time
Automate busywork so you can focus on higher-value client relationships and smarter financial decisions. With less time spent on manual processes, you’ll have more capacity to deliver timely insights, personalize client interactions, and guide firms toward better outcomes with confidence and clarity.
Sync info automatically
Automatically sync client records, create individual or business records, or find a record in Canopy. You can also initiate a bank transaction or transfer, create a new quote, send a sales invoice, create a bill, or update a sales invoice in Xero. All of this so your team stays in sync.
Cloud-native combo
Canopy and Xero form a powerful combination that helps your firm operate with greater clarity and efficiency. Built for flexibility, scalability, and secure collaboration, these solutions work in sync to create a unified experience tailored to the way modern accounting firms work.
Canopy is your all-in-one Practice Management Solution. But you have other things to manage. See the additional software Canopy works well with.
