Finally. An answer to “where did the time (& billing & payments) go?”
Manage & track them both with Canopy.
Account for your firms efforts
Accounting for your time is just as important as accounting for your clients’ money. Record, designate, and analyze the time your staff spends on each client.
Get paid faster
Make it easier on your clients and yourself by invoicing and processing payments in Canopy. Got past due invoices? Use automated invoice reminders.
Manage & track time
Budget and track time spent on specific projects and use that data to make better business decisions.
Manage payments per client: save client payment methods, process payments, set up recurring payments, process refunds, run payment reports
Run profitability report based on each client record
View insights into payments on each client record (image on left)
WIP for each client
Storing invoices (image on left)
Export reports and store them
Less context switching/Time savings
Prevent out-of-scope work
Create and manage time entries per task/subtask
Profitability reports
Capacity planning (image on left)
Comparing billable vs. non-billable hours
Internal tasks (write up/write down, send invoices, clear WIP, enter/manage time entries)
Streamline the way you bill with customizations, helpful reports, reminders, and by leveraging our QBO integration.
Track any time or expenses related to your clients and connect those to invoices.
You’ve done all the work, now it’s time to get paid.
Utilize live data, easy-to-read visualizations, and the ability to save and share insights.
