Pelion Venture Partners

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

Yendo is a company that offers accounting software and asset-backed credit card solutions for small and medium-sized businesses and consumers. The accounting software, accessible via the cloud, allows users to manage various financial aspects including invoicing, expenses, and financial reporting, enabling them to track their company's performance effectively. Based in Ireland, Yendo serves a notable customer base in the United Kingdom and the United States. Additionally, the company provides credit cards secured by vehicles and homes, allowing consumers to leverage the equity in their assets for higher credit limits and lower interest rates compared to traditional bank-issued credit cards. This platform enables users to qualify for credit without the need for a FICO score check, making it accessible to a wider audience.

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

Yendo is a company that offers accounting software and asset-backed credit card solutions for small and medium-sized businesses and consumers. The accounting software, accessible via the cloud, allows users to manage various financial aspects including invoicing, expenses, and financial reporting, enabling them to track their company's performance effectively. Based in Ireland, Yendo serves a notable customer base in the United Kingdom and the United States. Additionally, the company provides credit cards secured by vehicles and homes, allowing consumers to leverage the equity in their assets for higher credit limits and lower interest rates compared to traditional bank-issued credit cards. This platform enables users to qualify for credit without the need for a FICO score check, making it accessible to a wider audience.

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

Canopy offers a cloud-based Practice Management solution for Accounting firms. This includes CRM, Client Portal, Document Management, eSignatures, Workflow, Time & Billing, Payments, Tax Resolution, and Transcripts and Notices.

ZipBooks develops online accounting software tailored for small business owners and accountants. The platform offers a free Starter plan that includes features such as unlimited invoicing, automatic bank imports, and machine learning categorization, all accessible from anywhere. For accountants, ZipBooks provides a communication tool that allows texting clients to facilitate faster reconciliation. Additional features available as add-ons include smart tagging, payroll integration, reputation management, and comprehensive bookkeeping services. The software is designed to help users manage their cash flow effectively, keep their financial records current, handle payroll taxes, and identify potential tax deductions, making it a useful tool for businesses aiming to streamline their accounting processes.