Compare Canopy vs PDFTables vs Crunch

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Crozscore:

69%
what is this?
60%
25%
interest falling

Crozscore:

85%
what is this?
85%
41%
interest falling

Crozscore:

81%
what is this?
68%
41%
interest rising
Canopy screenshot view 2 more PDFTables screenshot view 2 more Crunch screenshot view 4 more

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

PDFTables accurately converts PDFs containing tables to XLS, XML or CSV. Most of our customers use PDFTables via the PDFTables.com Cloud service which allows you to convert documents without downloading any software. We have an API too which means you can convert multiple PDFs at one time. There is also a separate On-Premises Enterprise version available.

When we convert a PDF, we use an algorithm which examines the structures in the PDF. It understands the spacing between items to identify the rows and columns, much as your eye does when you scan a page. It is designed to work reliably with large quantities of data.

When you land on our page, you will receive 25 free pages. Then, once you sign up, you will receive 50 more free pages. After this, our pricing packages offer an affordable and competitive rate.

Each core can process roughly 3 pages per second. When the cores are not as busy, the pages will be converted “in parallel”, which means that the cores can process up to 12 pages per second.

PDFTables doesn't perform Optical Character Recognition (OCR)

Software Description:

Crunch delivers a unique combination of accounting software and real accountants for the freelance, contractor and start-up business.

Our software is developed in-house, unique to us, and tailored specifically to the needs of those audiences. Our limited company accountants help you stay on top of your finances, giving you more time to focus on running your business.

Unlimited accountancy support
Our accountants are always on hand to provide support tailored to your limited company, from answering queries on allowable business expenses to proactive advice on managing your accounts.

Manage your accounts online
Our online accounting software helps you keep on top of your limited company accounts and bookkeeping. Send invoices, record expenses and get a real-time view of your accounts and how much tax you owe - anytime, anywhere.

VAT returns
If your limited company is VAT registered, our software makes submitting VAT returns to HMRC simple. We'll also let you know when your VAT deadlines are approaching, helping you avoid any nasty fines.

Year end accounts
When your year end comes, your client manager will work with you to ensure we've everything we need to file your accounts direct with HMRC. We'll also take care of your Company Tax return and will let you know exactly how much Corporation Tax is due.

Accountancy review
Our accountancy reviews make sure your limited company accounts are in good shape. With a full check-up from one of our accountants, you'll get advice on how to claim for complex expenses, be made aware of tax schemes available to you, and much more.

IR35 review
Not sure if you're affected by IR35? We'll help you navigate the sometimes complicated rules. Our IR35 review service will assess your contracts and working practices to find out if you're at risk from an HMRC investigation and advise on the best course of action.

Our Accreditations
You can feel safe in the knowledge that we are experts in our field. Our accountants have a range of qualifications from the Association of Accounting Technicians (AAT), Association of Chartered Certified Accountants (ACCA) and the Institute of Chartered Accountants in England and Wales (ICAEW). We are also IPSE accredited (which recognises our particular expertise in dealing with tax issues for the self-employed), and an AAT Accredited Employer.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Billing/Invoicing
  • Forecasting
  • Balance Sheet
  • Project Management
  • Data Visualization
  • Organization Management
  • Stripe
  • API
  • Analytics

Features:

  • Notifications
  • Balance Sheet
  • Forecasting
  • General Account Ledger
  • Data Export
  • Accounts Receivable
  • Billing/Invoicing
  • Budgeting
  • Expense Tracking
  • Dashboard
  • Payroll
  • Multi-User
  • Data Import
  • API
  • Data Visualization
  • Tax Management
  • P&L
  • Accounts Payable

Summary:

    No key features associated with this application.

Summary:

  • Convert PDF tables to Excel accurately. SaaS or On-Premises.

  • Large scale PDF to Excel conversion tool, both cloud and on-premises.

  • PDF to Excel.

  • PDF to CSV.

  • PDF to XML.

Summary:

  • Online accounting software

  • Dedicated client manager

  • Access to team of accountants

  • Unlimited phone and email support

  • Mileage app

  • Receipt scanning app

  • Registration for company taxes

  • VAT returns completed and submitted

  • Annual accounts

  • Company Tax return filing

Starter

$15.00
1 user(s) / year
Included in plan:
  • 500 page credits

2500

$50.00
1 user(s) / year
Included in plan:
  • 2500 page credits

5000

$100.00
1 user(s) / year
Included in plan:
  • 5000 page credits

Other

$2,000.00
1 user(s) / year
Included in plan:
  • Choose number page credits up to 100,000. Price changes accordingly

Enterprise

$9,950.00
1 server(s) / year
Included in plan:
  • Unlimited page credits

Basic

$96.29
1 user(s) / month
Included in plan:
  • Online accounting software
  • Dedicated client manager
  • Access to team of accountants
  • Unlimited phone and email support
  • Mileage app
  • Receipt scanning app
  • Registration for company taxes
  • VAT returns completed and submitted
  • Annual accounts
  • Company Tax return filing
  • End of year PAYE
  • Payroll for directors (up to the NI threshold)
  • Dividend payment functionality
  • Registered Office
  • Mortgage service

Plus

$151.71
1 user(s) / month
Included in plan:
  • As basic plus:
  • Self Assessment filing (up to two directors)
  • In-app chat for quicker responses
  • Service office address and forward
  • References (two per year)
  • IR35 review (one standard IR35 review)
  • Business Protect Insurance worth £59.50 plus IPT (must be activated)
  • Payroll for up to 10 employees
  • Accountancy healthcheck (one per year)
  • Mortgage service (£150 cashback)

Premium

$272.24
1 user(s) / month
Included in plan:
  • As Plus, plus:
  • Self Assessment filing (up to four directors)
  • IR35 review (two standard IR35 reviews or one enhanced IR35 review)
  • Payroll for up to 10 employees
  • Accountancy healthcheck (two per year)
  • Mortgage service (£250 cashback)
  • Bookkeeping
  • Pension auto-enrolment (set up costs additional £270+VAT)

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Who are the main user groups of this service?
  • Oil & Gas industry, Healthcare industry and Financial Services industry.

  • What platforms does this service support?
  • Windows, Mac, Linux.

  • What is this service generally used for?
  • To convert PDFs containing tables to Excel, CSV or XML.

  • What are some applications this service is commonly used in tandem with?
  • Python, Java, R and more.

  • Does this service offer an API?
  • Yes with many programming languages including Python, R, C#, Go and more.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We have a blog containing many tutorials. We also have an FAQ section as well as a responsive customer support team.

FAQs:

    Who are the main user groups of this service?
  • Freelancers, contractors, self employed and start-up businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, unlimited support via phone, email, and in-app chat. Plus, a series of help centre articles, videos and business guides.

  • What is this service generally used for?
  • Managing business finances.

  • What platforms does this service support?
  • Web app, iOS app, and Android App.

  • Does this service offer an API?
  • Yes.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
68
Followers:
36

Publisher:

Founded:
-
Based in:
London
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
myself only
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses PDFTables
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Crunch
  • Personal
  • Freelance
  • Startups
Desktop Platforms:
  • Web App
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
UK only
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