Compare Canopy vs Lively HSA vs PDFTables

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Crozscore:

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

Crozscore:

76%
what is this?
35%
interest falling

Crozscore:

85%
what is this?
85%
41%
interest falling
Canopy screenshot view 2 more Lively HSA screenshot PDFTables screenshot view 2 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:

Lively is a Health Savings Account (HSA) platform for employers and individuals. A 401(k) for healthcare. We created a beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone.

Lively provides employers and employees a paperless and digital way to manage their health savings account this includes simple easy sign up (less than 5 minutes), payroll syncing, and transparent pricing.

Lively is not a bank but has all of the benefits of one.

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)

Features:

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

Features:

  • Batch Permissions & Access
  • Forecasting
  • Employee Database
  • Data Import
  • Organization Management
  • Multi-User
  • Customer Management
  • Scheduling
  • Dashboard
  • API

Features:

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

Summary:

    No key features associated with this application.

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.

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

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:

    No FAQs associated with this application.

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.

Publisher:

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

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
2-10
Likes:
Followers:

Publisher:

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

Other:

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

Other:

Who uses Lively HSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
United States

Other:

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