Automate the manual work in Canopy

FullSpec maps how Canopy fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Canopy by the numbers

Insights from real process mapping sessions that involve Canopy.

No processes mapped yet using Canopy. Map a process that uses Canopy to see automation data here.

Map a Canopy automation

Top 5 Canopy friction points when done manually

Reconciling Canopy transactions manually

You spend hours each month matching bank feeds in Canopy against your actual deposits and expenses because the system doesn't auto-reconcile across all your accounts.

78% report this

Chasing down missing Canopy receipts

Team members forget to upload receipts to Canopy, forcing you to hunt them down after the fact or manually recreate expense entries without documentation.

71% report this

Correcting Canopy categorization errors

Transactions import into Canopy with wrong expense categories, and you have to manually recategorize dozens of entries each month to get accurate reporting.

62% report this

Exporting Canopy data for tax prep

Your accountant needs reports in specific formats that Canopy doesn't generate automatically, so you manually export and reformat data before sending it over.

51% report this

Tracking Canopy multi-currency conversions

When you have international transactions, Canopy doesn't consistently apply the right exchange rates, requiring you to manually verify and adjust currency conversions.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Canopy

Browse popular Canopy automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.