Canopy is a cloud-based practice management platform designed to optimize accounting firm operations through artificial intelligence. By integrating AI, Canopy automates routine tasks, allowing accountants to focus on higher-value activities.
The platform offers tools for client management, document handling, workflow automation, and time and billing management, all within a unified system.
A standout feature is Canopy’s AI Assistant, which aids in drafting professional emails by generating content from user-provided keywords and adjusting formality levels as needed.
Additionally, the platform’s AI capabilities extend to data analysis, enabling accountants to generate visualizations and insights through natural language processing. This approach ensures that firms can manage their operations efficiently while maintaining high standards of client service.
