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Canopy vs Financial Cents Comparison

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Overview

Category Leaders

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected...

Category Leaders

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate...

  • 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
  • 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

Video & Screenshots

No videos yet

Pricing

Starting from

40

/user

Per month

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

Starting from

23

/user

Per month

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

User reviews

4.5

214

5

4

3

2

1

141

59

5

3

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.7

81

5

4

3

2

1

60

21

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.
Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.

Pros

I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.
Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.
Resolved with the notifications and better abilities to filter down on dashboard views.

Cons

After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.
Customer Service is Terribly - This Company is too new to meet deadlines.

Cons

Thus confusing the client before we even get to work on them.
So much wasted time is now a thing of the past.
The fact we have to pay per user. It could get expensive if I hire too many employees.
  • Vendor responds to reviews
  • Last review13 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features120
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Trail
  • Billing & Invoicing
  • Billing Portal
  • CPA Firms
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Core Accounting
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • 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
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Forms
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Version Control
  • Web-based Deployment
  • Workflow Management
  • Total features43
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Trail
  • Billing & Invoicing
  • Billing Portal
  • CPA Firms
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Core Accounting
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • 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
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Forms
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Version Control
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations14
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations1
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

CD
AvatarImg

Chandra D.

Financial Services, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Canopy logo

Canopy

My experience using Canopy was superior!

Reviewed 5 years ago

On stop shop database and communication source that serves all of my clients. I love being able to provide a private and secure ePortal to my clients!

Pros

Being able to automate my tax business services, clients create and securely login to their own accounts, and send mass emails with sheer ease!

Cons

Not being able to choose the financial institution/service for customer payments, like PayPal and/or Square.

RH
AvatarImg

Robert H.

Accounting, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Canopy logo

Canopy

Tax Resolution Software

Reviewed a year ago
Pros

In the beginning, Canopy was a tax resolution software. The survey option to send to the clients for their financial summary was very helpful to construct a resolution for their tax problems.

Cons

The company evolved into a tax management software. I don't need those functions. I need a tax resolution software only. The software was cost prohibitive forcing us to purchase features we don't use. (practice management)

MM
AvatarImg

Margaret M.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Canopy logo

Canopy

Canopy Tax

Reviewed 6 months ago

Very good experience. Tech Support has been very helpful. Our clients like the portal too.

Pros

Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet.

Cons

Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns.