Compare Canopy vs DealCloud vs PDFTables

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Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

79%
what is this?
30%

Crozscore:

85%
what is this?
85%
42%
interest rising
Canopy screenshot view 2 more DealCloud screenshot view 3 more 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:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

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:

  • Third-Party Plugins/Add-Ons
  • General Account Ledger
  • Budgeting
  • Gantt Charts
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Email Integration
  • Forecasting
  • Data Visualization
  • Contact Sharing
  • Contact Management
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • Customer Management
  • Multi-Currency
  • Notifications
  • Multi-User
  • 2-Factor Authentication
  • API
  • Data Export
  • Data Import

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.

5000

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

10000

$200.00
1 user(s) / year
Included in plan:
  • 10000 page credits

Other

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

Starter

$30.00
1 user(s) / year
Included in plan:
  • 1000 page credits

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:

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

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:
69
Followers:
37

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
853

Publisher:

Founded:
-
Based in:
London
Employees:
2-10
Likes:
Followers:
695

Other:

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

Other:

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • Android
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.
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