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Esker vs Canopy Comparison (2026)
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Good recommendations?
Overview
Esker is a global cloud platform built to unlock strategic value for Finance, Procurement and Customer Service professionals, and strengthen collaboration between companies by automating the cash conversion cycle.
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
- 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
Pricing
User reviews
4.6
38
5
4
3
2
1
24
12
2
0
0
- Value for money
- Ease of use
- Features
- Customer support
94%
would recommend this app4.5
286
5
4
3
2
1
186
81
9
4
6
- Value for money
- Ease of use
- Features
- Customer support
81%
would recommend this appPros
“Esker is a very intuitive software, it speeds up the processes of approving invoices and receiving orders, and its interface is very friendly and easy to use.”
JA
Jorge A.
TI Coordinator
“I like how it is cloud based, easy to use and also the customer service is really good.”
RH
Rose H.
Accounts
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
Not enoughreviews yet
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
“Additionally, the AI chat support is not always accurate, which can sometimes slow things down.”
SG
Sophie G.
Partner
“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
- Vendor responds to reviews
- Last review2 years ago
- Vendor responds to reviews
- Last review2 months ago
Key features
- Total features102
- @mentions
- ACH Payment Processing
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Aging Tracking
- Alerts/Notifications
- Annotations
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Automated Notices
- Automated Scheduling
- Bank Reconciliation
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- Bulk Send
- CRM
- Calendar Management
- Cash Flow Management
- Cash Management
- Catalog Management
- Check Processing
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Contingency Billing
- Contract/License Management
- Credit Card Processing
- Credit Reporting
- Customer Database
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Synchronization
- 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
- Duplicate Payment Alert
- EDI
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Email Reminders
- Email Templates
- Employee Activity Monitoring
- Employee Management
- Expense Tracking
- File Conversion
- File Recovery
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- Financial Reporting
- For Accountants
- For CPA Firms
- For Small Businesses
- For Tax Practices
- Forecasting
- Forms Management
- Fraud Detection
- Full Text Search
- Generative AI
- Historical Reporting
- Hourly Billing
- In-House Collections
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Meeting Management
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Payments
- Monitoring
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Currency
- Multi-Location
- Multiple Payment Options
- Multiple Projects
- Multiple User Accounts
- Offline Access
- Online Invoicing
- Online Payments
- Optical Character Recognition
- Order Entry
- Order Fulfillment
- Order Management
- Order Processing
- Order Tracking
- Overpayment Processing
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Processing
- Payment Reconciliation
- Payroll Management
- Procurement Management
- Progress Tracking
- Project Accounting
- Project Billing
- Project Costing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Projections
- Purchase Order Reconciliation
- Purchasing & Receiving
- Purchasing Reports
- QuickBooks Integration
- Quotes/Estimates
- Real Time Order Entry
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Recurring Orders
- Recurring Payments
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Remote Order Entry
- Remote Support
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requisition Management
- Resource Management
- Risk Assessment
- Sales Order Management
- Sales Tax Management
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Shipping Management
- Sourcing Management
- Special Order Management
- Spend Analysis
- Spend Management
- Staff Management
- Status Tracking
- Supplier Management
- Tagging
- Task Management
- Tax Calculation
- Tax Compliance
- Tax Forms
- Tax Management
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Zone Tracking
- Timer
- Timesheet Management
- Traditional Methodologies
- 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 Receivable
- Activity Dashboard
- Activity Tracking
- Aging Tracking
- Alerts/Notifications
- Annotations
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Automated Notices
- Automated Scheduling
- Bank Reconciliation
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- Bulk Send
- CRM
- Calendar Management
- Cash Flow Management
- Cash Management
- Catalog Management
- Check Processing
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Contingency Billing
- Contract/License Management
- Credit Card Processing
- Credit Reporting
- Customer Database
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Synchronization
- 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
- Duplicate Payment Alert
- EDI
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Email Reminders
- Email Templates
- Employee Activity Monitoring
- Employee Management
- Expense Tracking
- File Conversion
- File Recovery
- File Sharing
- File Transfer
- Financial Analysis
- Financial Management
- Financial Reporting
- For Accountants
- For CPA Firms
- For Small Businesses
- For Tax Practices
- Forecasting
- Forms Management
- Fraud Detection
- Full Text Search
- Generative AI
- Historical Reporting
- Hourly Billing
- In-House Collections
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Meeting Management
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Mobile Payments
- Monitoring
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Currency
- Multi-Location
- Multiple Payment Options
- Multiple Projects
- Multiple User Accounts
- Offline Access
- Online Invoicing
- Online Payments
- Optical Character Recognition
- Order Entry
- Order Fulfillment
- Order Management
- Order Processing
- Order Tracking
- Overpayment Processing
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Processing
- Payment Reconciliation
- Payroll Management
- Procurement Management
- Progress Tracking
- Project Accounting
- Project Billing
- Project Costing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Projections
- Purchase Order Reconciliation
- Purchasing & Receiving
- Purchasing Reports
- QuickBooks Integration
- Quotes/Estimates
- Real Time Order Entry
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Recurring Orders
- Recurring Payments
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Remote Order Entry
- Remote Support
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requisition Management
- Resource Management
- Risk Assessment
- Sales Order Management
- Sales Tax Management
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Shipping Management
- Sourcing Management
- Special Order Management
- Spend Analysis
- Spend Management
- Staff Management
- Status Tracking
- Supplier Management
- Tagging
- Task Management
- Tax Calculation
- Tax Compliance
- Tax Forms
- Tax Management
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Zone Tracking
- Timer
- Timesheet Management
- Traditional Methodologies
- User Management
- Vendor Management
- Version Control
- Workflow Automation
- Workflow Management
Integrations
- Total integrations6
- Adyen
- Calendly
- Drake Tax
- Dynamics 365
- FreshBooks
- Gmail
- Google Calendar
- Google Contacts
- Google Forms
- Google Sheets
- Infor CRM
- Intuit ProConnect Tax
- Lacerte Tax
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- Oracle Service
- ProSeries Tax
- QuickBooks Online
- SAP Customer Experience
- Sage CRM
- Slack
- Typeform
- UltraTax CS
- Xero
- Zapier
- Total integrations21
- Adyen
- Calendly
- Drake Tax
- Dynamics 365
- FreshBooks
- Gmail
- Google Calendar
- Google Contacts
- Google Forms
- Google Sheets
- Infor CRM
- Intuit ProConnect Tax
- Lacerte Tax
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- Oracle Service
- ProSeries Tax
- QuickBooks Online
- SAP Customer Experience
- Sage CRM
- Slack
- Typeform
- UltraTax CS
- Xero
- Zapier
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