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.
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MaintainX
MaintainX is the world-leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT-enabled cloud-based tool for maintenance, safety, and operations on equipment and facilities.
MaintainX helps businesses track reactive and preventive maintenance, and control daily operations, such as safety inspections, quality inspections, and operating checklists—all with a digital audit trail.
Here's what we digitize and take away from the clipboard:
- Safety Procedures
- Environmental Checklists
- Tooling & Gauge Reporting
- Maintenance Procedures
- Auditing/Inspection Workflows
- Training Checklists
We allow plant managers to become more efficient operators by delivering real-time business insights from the field.
MaintainX is designed to work with organizations of all sizes - whether you're running a small team of 2 or coordinating a massive team of thousands of folks around multiple locations.
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enSights.ai
enSights.ai is your AI‑based asset manager and centralized clean‑energy optimization platform that collects, stores, learns from, and analyzes digital assets in a single real‑time environment. It seamlessly connects directly to inverters, loggers, weather data, SCADA, DAS, revenue‑grade meters, PV, wind, storage batteries, EV charging stations, smart meters, and more, without extra hardware, and integrates across vendors via remote connectors. Utilizing digital‑twin technology, AI/ML algorithms, big‑data ingestion, data scrubbing, live monitoring, performance and financial analytics, maintenance management with ticketing, CRM, billing, financial visibility, and reporting, enSights delivers operational excellence and profitable growth. Users benefit from AI‑recommended diagnostics, root‑cause analysis, automated alerts, SLA tracking, CRM profiles, end‑user interfaces, and EV‑charging support with OCPP 1.6j.
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