Platform
The AI OS for your firm.
CANOPE understands your business, works alongside your people, and asks for input only when it truly matters. One intelligence, present in every project, every hour, every invoice.
CANOPE isn’t one more system to fill in. It’s an AI that watches the real work, connects the dots on its own, and asks your people for a decision, never for paperwork. Projects, time, expenses, invoicing, clients, HR, accounting: all in one place, driven by a single intelligence.
CANOPE helps your projects succeed.
Projects
Your engagements live in three clear levels: project, sub-project, task, each with its budgets, rates, and progress. CANOPE reads that structure continuously and tells you where everything stands, without anyone compiling it.
- Tracks progress on every task and compares actuals to budget in real time
- Predicts overruns before they happen and points to the task behind them
- Spins up a new project from a winning proposal by cloning its whole structure
- Always knows what has been billed on each task: calculated, never guessed
CANOPE builds the timesheets on its own.
Timesheets
No more blank page on Friday. CANOPE reconstructs everyone’s day from their real work and hands over a sheet that’s ready to approve. The employee reviews, adjusts, and submits; approval follows in a single move.
- Rebuilds the week by task from observed activity, rounded to the quarter hour
- Flags billable hours and separates client time from internal time
- Routes each sheet to the right approver, HR or project lead, per your rules
- Surfaces pending sheets and follows up so no one has to remember
CANOPE takes control of spending before it lands.
Expenses
Meals, lodging, materials, mileage: every expense is captured under the right rules, taxable or not, and charged to the right task. Mileage even proposes itself, straight from the day’s travel.
- Infers your trips from real meetings and proposes the round trip to confirm
- Applies the correct rate and taxability for each expense type
- Charges every cost to the right project and readies it for client re-billing
- Stops duplicates and keeps each expense tied to its receipt
CANOPE catches the billable hours you’d miss.
Invoicing
Fixed-fee or time-and-materials, the invoice builds itself from the hours, expenses, and progress ready to bill on an engagement. Once produced, it becomes a frozen, faithful, untouchable document, with GST and QST applied exactly once.
- Gathers everything ready to bill and flags what would have been left out
- Computes GST and QST correctly on every billable line
- Freezes the finished invoice: the sources stay the truth, never rewritten
- Produces a clean document, ready to email in one click
CANOPE knows who owes you what, and for how long.
Statements
For each client, CANOPE draws up the statement of approved invoices still unpaid and sorts them by age, from current to badly overdue. You follow up at the right moment, with a clean document in hand.
- Breaks each balance owed into aging buckets, from current to 120-plus days
- Skips clients with nothing owed so you chase only what matters
- Produces a send-ready statement carrying your header and details
- Keeps track of what’s been sent, so you know who was reminded, and when
CANOPE ties every purchase order to the real work.
Purchase orders
Orders received from clients, orders issued to your subcontractors: CANOPE links them to tasks and tracks what has actually been billed. The billed-to-date figure updates on its own, with no double counting.
- Links each portion of an order to its task and tracks the committed amount
- Updates billed-to-date the moment a client invoice is approved
- Picks the right order to credit when several overlap, never counting twice
- Tracks the remaining-to-bill on the supplier side and the time since delivery
CANOPE keeps one true record per client.
Clients
Clients, suppliers, and contacts live in one unified directory, wired to projects, purchase orders, and invoicing. The billing address is frozen on each invoice, and CANOPE tells you the moment it changes.
- Unifies client, supplier, and contacts into one record tied to everything else
- Freezes the billing identity on each invoice for a faithful record
- Detects when a client’s address has changed since the last invoice
- Resolves the right billing contact for every send
CANOPE knows your people and their terms.
Human resources
Every employee has a full record: identity, org chart, salary terms, credentials, reviews, and access rights. CANOPE keeps it all current and shields sensitive data based on who’s looking.
- Keeps salary terms current and carries them onto the live record
- Computes vacation balances and the hours bank with no manual entry
- Protects payroll data and opens each tab only to authorized people
- Creates app access the day an employee arrives, and revokes it when they leave
CANOPE talks to your accounting on its own.
Accounting
Your approved invoices flow into Acomba with no re-keying, split account by account against your chart of accounts. CANOPE picks the right revenue account by discipline and pushes the client record along the way.
- Transfers every approved invoice into Acomba with no double entry
- Splits account by account and picks the right revenue account by discipline
- Learns your chart of accounts and keeps it tidy at each acquisition
- Syncs client records and their Acomba number as transfers happen
One base, one AI, one truth. CANOPE brings your firm’s entire work into a single space where information is always current, always consistent, always ready. Your people decide; the AI handles the rest.
Built for your field
CANOPE, in your industry
These capabilities come to life differently in each discipline. See how CANOPE fits yours.
Ready to see CANOPE understand your business?
A personalized demo on your own cases, no strings attached.