Canopy
Type
startup
Founded
2014
Funding captured
$100.0m
Deals captured
1
About Canopy
Canopy provides a cloud-native, all-in-one practice management platform for accounting, tax, CPA, and bookkeeping firms in the United States. Its SaaS software centralizes client management, document management, workflow automation, billing, and CRM, and includes AI features (Canopy Coworker) to automate busywork, improve firm efficiency, and replace fragmented tool stacks for firms from solo practitioners to multi-office teams.
Canopy funding captured (1)
| Deal type | Stage | Date | Amount | Investors |
|---|---|---|---|---|
| Equity | Unspecified | Jul 17, 2025 | $100.0m |
Canopy investments captured (1)
| Company Name | Stage | Total Deal Amount | Date |
|---|---|---|---|
| Acquired | undisclosed | Jul 16, 2026 |