Compare Canopy vs Satago vs WorkWave

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Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

84%
what is this?
86%
28%
interest falling

Crozscore:

81%
what is this?
90%
36%
no significant changes
Canopy screenshot view 2 more Satago screenshot view 4 more WorkWave 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:

You as a credit controller - just automated.
Customisable invoice reminders and statements that look and feel like they are coming from you. Set schedules for each of your customers and keep all communication neatly in one place.

Know you customers like never before.
Identify the risk of all outstanding invoices. Recognise your problematic customers and act accordingly. See recommended credit limits for your customers and be warned if they’ re exceeded.

Overcome cashflow gaps with instant finance.
Choose individual invoices to finance. We advance up to 85% of the invoice value to you in less than 24 hours. No need to wait for your customer to pay you. Easy.

Software Description:

WorkWave is a cloud-based office management software and mobile workforce management solutions for the field service industry.
It provides services that help companies manage core business processes including invoicing & payment processing, CRM, scheduling & route optimization, material & inventory management, estimating & job costing.
Beside that, there is a full range of marketing services to help their clients succeed in the marketplace.

Features:

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

Features:

  • Billing/Invoicing
  • Notifications
  • Accounts Receivable

Features:

  • Dashboard
  • Scheduling

Summary:

    No key features associated with this application.

Summary:

  • Sell individual invoices as and when you need it

  • Reports about your biggest and oldest debtors

  • Integrated communication system - receive copies of email conversations automatically and respond back all within Satago

  • Email tracking - See who opened your emails

  • Letter before action at a click of a button

  • Automated, customisable email reminders, statements, thank you messages

  • Credit risk insights - get an idea who you really do business with

  • Flexible invoice finance - bridge your cash flow gaps

Summary:

  • Field Service Management: Improves the day-to-day operations of business by providing a single system of record that automates the entire processes.

  • Fleet Management: It includes Intelligent route optimization solution and GPS solutions.

  • Marketing: Full range of marketing solutions including website design and hosting, SEO, Search Engine Marketing, social media, and more.

Pricing:

  • Starting from: $0.00/month
  • Credit card required: No
  • It's free to connect Satago to your cloud accounting software (desktop accounting software is £99/mo)

    Invoice finance is charged on an invoice by invoices basis - fees ranging from 2% to 4%
    Top level credit risk data is free - Full credit reports start from £165/yr
    Chasing features and debtor CRM system are completely free to us

Pricing:

  • Credit card required: N/A
  • Pricing on request.

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 integrate with any other apps?
  • Yes, 300+ accounting software packages

  • Who are the main user groups of this service?
  • Startups, SMEs and freelancers

  • What is this service generally used for?
  • Improving cash flow over time and cutting down on the admin time you would normal spend chasing your clients.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, up to 10 users

  • Does this service offer guides, tutorials and or customer support?
  • Yes, in-app guides and tutorials. Customer service available through email, phone and in-app messaging

FAQs:

    Who are the main user groups of this service?
  • Main users of this solution are field service companies.

  • What is this service generally used for?
  • It is used as a fleet management, office management and mobile workforce management solution.

  • What platforms does this service support?
  • WorkWave is a cloud-based service. Mobile version is run on native mobile apps.

  • Does this service integrate with any other apps?
  • It provides GPS Integration.

  • Does this service offer an API?
  • There is an API available.

  • Does this service offer guides, tutorials and or customer support?
  • It offers: documentation, webinars and live online support.

Publisher:

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

Publisher:

Founded:
-
Based in:
London
Employees:
11-50
Likes:
Followers:

Publisher:

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

Other:

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

Other:

Who uses Satago
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Invoice finance and credit risk data only available in the UK

Other:

Regional Restrictions:
No restrictions.
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