# Canopy, Inc.
*Also known as Canopy*

- Website: https://www.getcanopy.com
- Agent profile: https://directory.haycion.ai/agents/getcanopy-com

> A software company delivering an integrated practice management platform for accounting firms.

Canopy, Inc. provides a comprehensive, integrated platform for accounting firms that enables firm-wide visibility, streamlined workflows, client collaboration, document management, and analytics to enhance efficiency and advisory capabilities.

**Mission:** To empower accounting firms to operate more efficiently and strategically through an integrated, autonomous practice-management platform that streamlines workflows, enhances client engagement, and enables advisory services.

## Products & Services

### [Firm System of Record](https://www.getcanopy.com/accounting-firm-system-of-record/)
*Platform*
Enhance efficiency with a unified platform for firm visibility and streamlined workflows.

- **Firm-wide Visibility** — Get Real-Time Insights
- **Cross-module Integration** — Integrate Modules Effortlessly
- **Unified Client Data** — View Client Data Holistically
- **AI-Powered Insights** — Gain Data-Driven Insights
- **Automated Workflows** — Streamline Operations
- **Smart Intake** — Automate Data Capture
- **Cross-firm Collaboration** — Enhances Team Coordination
- **Proposal-to-Payment Workflow** — Streamline Payments
- **Engagement Management** — Manage Client Engagements Effectively
- **Everywhere AI** — Integrates AI Into Workflows
- **Branded Client Portal** — Share Documents Easily
- **CRM Capability** — Manage Client Relationships
- **Workflow Templates and Automations** — Automate Firm Processes
- **Workflow Automation** — Automate Routine Tasks
- **Custom Reports and Dashboards** — Monitor Performance

### [AI Notetaker](https://www.getcanopy.com/notetaker-ai-meeting-assistant/)
*Product*
Streamline your meeting documentation with automatic note-taking and action-item tracking.

- **Action-item Extraction** — Enhances Accountability
- **Meeting Notes Automation** — Saves Time
- **AI Summarization** — Provides Quick Overviews
- **Integration with Calendars** — Streamlines Scheduling

## Market Segments

- **Practice management** (market size $890M, CAGR 9.9%): Capabilities for planning, tracking, and overseeing firm engagements, resources, billing, and client lifecycles for accounting firms.
- **Client collaboration portals** (market size $2.2B, CAGR 7.5%): Branded, secure self-service portals that enable client collaboration, approvals, real-time project visibility, and controlled access to project data.
- **Workflow automation and orchestration** (market size $17.5B, CAGR 9.5%): Capabilities that automate task routing, triage, classification, and end-to-end workflow execution at scale, including AI agents and rule-based automation to reduce manual handoffs.
- **Meeting intelligence** (market size $1.4B, CAGR 18%): AI-driven capture and analysis of meetings including transcripts, summaries, action items, searchable archives, and analytics to improve meeting effectiveness and knowledge retention.
- **Firm analytics and AI insights** (market size $40.0B, CAGR 14%): Consolidated reporting, dashboards, and embedded AI insights that surface performance metrics and data-driven recommendations across the firm.