Canopy's Time & Billing software is designed to help accounting firms manage their most valuable assets: time and money. It provides a comprehensive solution for accounting for staff efforts, ensuring every billable minute is captured and analyzed. The software facilitates faster client payments through integrated invoicing and payment processing, including automated reminders for past-due accounts. Users can budget and track time spent on specific projects, leveraging this data for informed business decisions. The billing module offers customization, helpful reports, and seamless integration with QuickBooks. Time and expense management allows for precise recording of client-related activities, connected directly to invoices. Key features include built-in timers, expense management, and the ability to reconcile payments with robust reporting. Canopy aims to simplify time and billing processes, reduce accounts receivable, and provide deep insights into firm profitability, staff utilization, and service item efficiency.

Features & Benefits

• Account for Firm's Efforts: Record, designate, and analyze staff time spent on each client and project.
• Get Paid Faster: Streamline invoicing and process payments securely, with automated reminders for overdue invoices.
• Manage and Track Time: Budget and track time on specific projects for better business decision-making.
• Streamlined Billing: Customize billing, generate and send invoices effortlessly, track billable minutes, and manage Work-in-Progress (WIP).
• Integrated Payments: Securely collect card payments and ACH transfers, with options for surcharging and reconciliation reports.
• Reporting & Analysis: Utilize live data, visualizations, and reports for profitability, capacity planning, WIP management, and more.