ABM Connect Reviews

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

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.

EcoStruxure Microgrid Advisor is a cutting-edge cloud platform aimed at managing energy demand effectively, allowing users to collect, predict, and improve the efficiency of their distributed energy resources using sophisticated predictive algorithms. It connects seamlessly with on-site energy systems and consumption loads, offering real-time control over energy generation, storage, use, and sales, while also complying with utility pricing and consumption patterns. The platform boasts an intuitive web interface that enables users to track real-time metrics related to savings, revenue, and CO₂ emissions, promoting transparency and facilitating informed decision-making. In addition, it integrates smoothly with the Energy Control Center, creating a smart, customizable hub for power management that enhances the efficiency of facilities. Through AI-driven forecasting and optimization capabilities, EcoStruxure Microgrid Advisor ensures that distributed energy resources are utilized at peak times, leading to improved sustainability and operational efficiency. This all-encompassing solution not only helps organizations meet their economic objectives but also fosters a commitment to environmental responsibility, making it a vital tool for modern energy management. Ultimately, the platform empowers users to harness energy resources strategically, aligning operational practices with both financial and ecological benefits.