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 — it scans the ledger for issues; it doesn't categorize, reconcile, or draft the close.
Synoro fix
Synoro's agents are built in — not an upsell. $5 per company per month, all included, covers PM, execution, portal, and firm economics. You don't pay twice to get the work actually done.
Competitor pricing and features may change. Verify current details with each provider. See Synoro pricing →
Worked example
5-person firm · 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 (50 active companies)
$250/month — 50 active companies × $5. Unlimited users. Integrations, practice management, portal, and agents included. Start with a 60-day free trial; cancel anytime.
Canopy is ~$995/month for five seats plus a close add-on that watches the books. Synoro is $250/month for 50 companies — unlimited users, AI included, not an add-on.
Competitor pricing and features may change. Verify current details with each provider.
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