Canopy

📍 South Jordan, United States🗓 Founded 2014👥 300 employees💰 Last funded Oct 2023
Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.
9
Total investors
1
Early stage
4
Mid stage
4
Late stage
2014
Founded
Investor geography1 country
United States
9
Investor activity2014–2023 · investors recorded per year
20141201712018120192202012021220231
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Canopy?
Canopy has 9 investors on record on gritt.io, including 1 early-stage backers, 4 mid-stage and 4 late-stage investors.
When did Canopy last raise funding?
The most recent investment in Canopy recorded on gritt.io was in October 2023.
When was Canopy founded?
Canopy was founded in 2014.
What industry is Canopy in?
Canopy operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Canopy based?
Canopy is headquartered in South Jordan, United States.