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Neat vs Canopy Comparison (2026)

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Neat logo

Neat

Canopy logo

Canopy

Overview

Neat is your all-in-one small business accounting and bookkeeping software that replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Try for free today!

All-in-one accounting practice management platform. Canopy unifies your CRM, billing, document storage, and daily workflows into one platform with one login. Boost firm capacity using advanced, built-in AI tools like Canopy Coworker and Canopy Notetaker.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

288

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

22

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.0

100

5

4

3

2

1

53

23

10

3

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
56%
would recommend this app

4.5

286

5

4

3

2

1

186

81

9

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
81%
would recommend this app

Pros

“Good invoice cloud storage and ease to use”
MS

Marcelo S.

Vice President

“In the age where most business is conducted through Credit Card transactions, it is vital to match charges to invoices.”
RT

Ralph T.

Owner

“Being able to take a picture of the receipt and not needing to keep a physical copy is awesome and such a time saver.”
TC

Taylor C.

Accountant

Pros

“It’s a solid, reliable platform that helps us stay organized, manage client communication in one place, and maintain a clean, professional workflow on the tax side.”
MA

Mariela A.

Office Manager

“It solves several problems, from secure document storage, file sharing with clients, e-signatures, and task management, to invoicing, payment processing, engagements, and many more.”
AR

Amy R.

Owner

“We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app.”
BS

Brent S.

President

Cons

“There is no functionality to export data other than to export the whole database making it virtually impossible to switch to another system if one has a lot of data.”
RW

Ralph W.

CEO

“Can't find receipts, Can't print reports”
Mr

Maryann r.

Owner

“That it doesn't mesh w simply accounting”
Tl

Theresa-lynn R.

Owner

Cons

“Not having the ability to integrate invoicing into QBD, use a another payment processor in the program, and editing and then signing a PDF.”
GK

Garrett K.

Managing Member

“I do not like that so often the client portal tells our clients that they "do not exist" and they have to log out of the portal to fix this.”
TJ

Taylor J.

Administrative Specialist

“It is very tedious organizing almost four thousand files and determining who is active and not active”
NB

Neal B.

Office Manager

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features47
  • @mentions
  • ACH Payment Processing
  • AI Copilot
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Bulk Send
  • CRM
  • Calendar Management
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Editing
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Employee Activity Monitoring
  • Employee Management
  • Encryption
  • Expense Claims
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Generative AI
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Payment Reconciliation
  • Payroll Management
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Spend Management
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Transaction History
  • User Management
  • Vendor Management
  • Version Control
  • Workflow Automation
  • Workflow Management
  • Total features140
  • @mentions
  • ACH Payment Processing
  • AI Copilot
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • Bulk Send
  • CRM
  • Calendar Management
  • Categorization/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Editing
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Employee Activity Monitoring
  • Employee Management
  • Encryption
  • Expense Claims
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • Generative AI
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Payment Reconciliation
  • Payroll Management
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Spend Management
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Transaction History
  • User Management
  • Vendor Management
  • Version Control
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations8
  • Adyen
  • Calendly
  • Campaign Monitor by Marigold
  • Constant Contact
  • Drake Tax
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • ProSeries Tax
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Quicken
  • Slack
  • TurboTax Business
  • Typeform
  • UltraTax CS
  • Xero
  • Zapier
  • Total integrations19
  • Adyen
  • Calendly
  • Campaign Monitor by Marigold
  • Constant Contact
  • Drake Tax
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • ProSeries Tax
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Quicken
  • Slack
  • TurboTax Business
  • Typeform
  • UltraTax CS
  • Xero
  • Zapier