Compare Canopy vs Sage Intacct vs PDFTables

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Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

90%
what is this?
90%
32%
no significant changes

Crozscore:

85%
what is this?
85%
42%
interest rising
Canopy screenshot view 2 more Sage Intacct screenshot view 5 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:

Intacct is a cloud-based financial management and accounting software. The main purpose of Sage Intacct is to help CFOs, mainly in small and midsize companies, conduct financial management and accounting operations. The platform implements financial and operational insights as well as crucial processes automation.

This is one of the most trusted accounting software solutions, mainly thanks to its powerful features in accounting, purchasing, order management, financial reporting and business intelligence. Intacct's users can take full advantage of its technology to automate their processes, decrease cycle duration, and speed-up the financial close. They significantly reduce their dependence on spreadsheets at the same time.

The platform is cloud-based, it seamlessly integrates with most-used business applications, and secures GAAP, IFRS, Sarbanes-Oxley and SAS 70 Type II compliance. The main benefit of Intacct's solution is that professionals in the accounting departments can rely on it to deliver reliable financial decisions based on key figures and statistics.

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:

  • CRM Integration
  • Balance Sheet
  • Payroll
  • Scheduling
  • Billing/Invoicing
  • Expense Tracking
  • Tax Management
  • Accounts Payable
  • Data Visualization
  • Dashboard
  • API
  • Data Export
  • Data Import
  • Accounts Receivable
  • External Integrations
  • Inventory Tracking
  • Multi-Currency
  • Calendar Management
  • Stripe
  • General Account Ledger
  • PayPal

Features:

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

Summary:

    No key features associated with this application.

Summary:

  • Revenue Recognition

  • Subscription Billing

  • Time and Expense Management

  • Inventory Management

  • Order Management

  • Audit-Ready Financials

  • Accounts Receivable

  • Purchasing

  • Accounts Payable

  • Fixed Assets

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.

Subscription

$423.00
Monthly
Included in plan:
  • The monthly subscription fee is based on the number of users and business entities.

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, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce Sales Cloud, Certify, Nexonia Expenses, ADP Workforce Now, ServiceTrade Commercial, Expensify, PayPal, Adaptive Insights, Mavenlink, Concur, Bill.com, Magento, Clarizen, Microsoft Excel, QuickBase, Domo, Xactly Express, Xactly Incent, Pepperi, Abacus, SutiExpense, Salesforce App Cloud, Authorize.net, Avalara, ExpensePath, Clear Spider, Workato, Fluxx, TriNet Expense, FieldEdge.

  • Who are the main user groups of this service?
  • Main users of Intacct are senior financial professionals in mid-sized organizations.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • What platforms does this service support?
  • Intacct is a cloud-based software.

  • What is this service generally used for?
  • This service is generally used for financial and accounting management.

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:

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 Sage Intacct
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • 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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