Canopy organizes your practice. Synoro runs it
Canopy bundles practice management, documents, and a portal — organization, not execution. Synoro is PM + execution + portal + economics in one governed system.
The gap
Pain point
Canopy sells AI as a separate paid add-on (Power-Ups) on top of per-user pricing ($74–$149/user/month on Plus), so automation costs extra even after you're already paying for practice management. Its Close Automation add-on is $10/client/month — close to Synoro's own Plus tier — but it scans the ledger for issues; it doesn't categorize, reconcile, or draft the close.
Synoro fix
Synoro's agents are built in at every tier — not an upsell. One per-company price covers PM, execution, portal, and firm economics; you don't pay twice to get the work actually done.
Feature sets evolve quickly — verify against each vendor's current offering. See Synoro pricing →
Worked example
5-person team · 50 client companies
Canopy
Canopy Plus + Close Automation
~$995/month — $545 base (5 × $109/user) plus ~$450 Close Automation on 45 billable clients (5 free). AI watches the close; your staff still does the books.
Synoro
Synoro Plus (50 companies)
$750/month — agents execute categorization, reconciliation, and close inside governed workflows with human checkpoints.
Canopy's own per-client AI pricing validates the model — but you're paying per seat and per client for automation that doesn't execute the work. Synoro's single per-company price does.
The difference
Where Canopy stops, Synoro continues.
Organization isn't execution
Canopy bundles PM, documents, and a portal, then charges extra for AI Power-Ups. No agents run categorization, reconciliation, or close in the base product. Synoro does the work inside the system that organizes it — without a second invoice for automation.
Reporting at the ledger level
Canopy has no consolidated, ledger-level reporting. Synoro builds multi-entity P&L and balance sheets straight from the ledger.
Economics, computed
Canopy tracks margin in modules. Synoro computes it from time, payroll, and AI cost per client.
Per-client revenue, cost, and margin — the proof behind the claim.
Migration & coexistence
Migrating from Canopy? Documents and client records import cleanly, and workflow templates map to Synoro's service-line templates.
See it run a real month.
Watch Synoro execute a real close — intake to published report — in a 30-minute walkthrough.
Book a demo