Canopy
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Kantata
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability
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ICONICS IoT
Enhance the accessibility and efficiency of your HMI/SCADA platform by leveraging the capabilities of the Internet of Things (IoT). The IoT perceives the world as a smart and interconnected ecosystem, aiming to link various assets, or "things," within a comprehensive software network that constitutes a smart grid. These "things" possess features for actuation, control, automation, and autonomous operation. The integration of these devices leads to the accumulation of extensive data, providing users with unprecedented opportunities and insights. With ICONICS’ SCADA integrated with IoT, this data is harnessed to offer operators a new dimension of actionable intelligence. The ICONICS IoT solution interconnects your buildings, facilities, and equipment through secure TLS encryption and Microsoft Azure, ensuring your cloud data is readily accessible from anywhere. Utilizing a pub/sub architecture, it facilitates real-time visualization of key performance indicator (KPI) data right at the edge. Additionally, we provide a reliable and secure connection to the cloud using bi-directional AMQP specifically designed for Microsoft Azure, ensuring seamless data flow and operational efficiency. This integration not only enhances system performance but also empowers users to make informed decisions based on real-time data analysis.
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EcoStruxure Microgrid Advisor
EcoStruxure Microgrid Advisor is an innovative cloud-based platform designed for demand-side energy management, enabling users to gather, anticipate, and enhance the performance of distributed energy resources through advanced predictive algorithms. This platform effortlessly links with your on-site energy resources and consumption loads, allowing for dynamic control over energy production, storage, consumption, or sale, all while adhering to utility tariff structures and consumption trends. Featuring a user-friendly web interface, it provides the capability to monitor real-time data on savings, revenue, and CO₂ emissions, which fosters enhanced transparency and actionable insights. Additionally, it integrates seamlessly with the Energy Control Center, forming an intelligent and configurable power management hub that optimizes facility efficiency. With AI-powered forecasting and optimization, EcoStruxure Microgrid Advisor guarantees that your facility will utilize distributed energy resources at optimal times, ultimately enhancing sustainability and operational effectiveness. This comprehensive solution empowers organizations to make informed decisions that contribute to both economic and environmental goals.
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