Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
Learn more
Gravity Software
Multi-Entity Cloud Accounting Software for Growing Businesses
Gravity Software® is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems.
Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required.
🎈 Multi-entity & multi-location accounting
🎈 Automated intercompany transactions
🎈 AP automation & multi-level approvals
🎈 Real-time consolidated reporting & dashboards
🎈 Advanced analytics with Microsoft Power BI
🎈 Easy navigation from accounting to sales & service
Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.
Learn more
NetSuite
Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.
Learn more