Canopy vs Cliniko
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Canopy offers more features (69 vs 32) and more integrations (3 vs 2). Starting price: Canopy at $22/mo vs Cliniko at $45/mo. Canopy has 69 unique features while Cliniko has 32 unique features, with 0 features in common.
| Canopy | Cliniko | |
|---|---|---|
| Category | Project Management | Project Management |
| Total Features | 69 | 32 |
| AI-Powered Features | 6 | 0 |
| Starting Price | $22/mo | $45/mo |
| Pricing Tiers | 14 | 6 |
| Integrations | 3 | 2 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 90% | 70% |
Feature Comparison by Category
AI (5 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Auto-fill Forms | ||
| Generate Client Checklists | ||
| Insights | ||
| Smart Prep | ||
| Summarize Threads & Draft Replies |
Backup & Recovery (0 vs 1)
| Feature | Canopy | Cliniko |
|---|---|---|
| Automatic Backups |
Business Management (0 vs 3)
| Feature | Canopy | Cliniko |
|---|---|---|
| Internal Messaging | ||
| Multi-location Management | ||
| Unlimited Locations |
CRM (2 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| CRM | ||
| Client Management |
Client Engagement (7 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Client Intake | ||
| Client Portal | ||
| Client Requests | ||
| Engagements | ||
| Engagements & Proposals | ||
| Questionnaires & Organizers | ||
| Smart Intake |
Communication (3 vs 2)
| Feature | Canopy | Cliniko |
|---|---|---|
| Email Integration | ||
| Email Management | ||
| SMS Text Messages | ||
| Team Collaboration | ||
| Telehealth |
Data Management (0 vs 3)
| Feature | Canopy | Cliniko |
|---|---|---|
| Data Import/Export | ||
| Free Data Migration | ||
| Unlimited File Storage |
Document Management (10 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Desktop Sync & Print Driver | ||
| Document Interaction | ||
| Document Management | ||
| Document Storage | ||
| File Organization | ||
| Firm Workpaper Storage | ||
| Integrated eSignature | ||
| Native File Annotations | ||
| Retention Policies | ||
| Secure File Exchange |
Finance (0 vs 5)
| Feature | Canopy | Cliniko |
|---|---|---|
| Expense Tracking | ||
| Financial Reporting | ||
| Invoice Management | ||
| Payment Processing | ||
| Tax Management |
Health Records (0 vs 6)
| Feature | Canopy | Cliniko |
|---|---|---|
| Cloud-based Health Records | ||
| Customizable Treatment Notes | ||
| File Upload to Patient Records | ||
| Health Records Search | ||
| Incomplete Items Flagging | ||
| Unlimited Patients |
Integration (1 vs 1)
| Feature | Canopy | Cliniko |
|---|---|---|
| API | ||
| QBO Integration |
Maintenance (0 vs 1)
| Feature | Canopy | Cliniko |
|---|---|---|
| Frequent Software Updates |
Mobile (1 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Mobile Apps for Workflow |
Notifications (0 vs 1)
| Feature | Canopy | Cliniko |
|---|---|---|
| Appointment Notifications |
Payments (4 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Canopy Payments | ||
| Client Mobile App for Payments | ||
| Payments | ||
| Surcharging |
Reporting (6 vs 3)
| Feature | Canopy | Cliniko |
|---|---|---|
| Billing Reports | ||
| Capacity Planning Report | ||
| Custom Reports & Formulas | ||
| Marketing Channel Tracking | ||
| Performance Reporting | ||
| Performance Tracking | ||
| Pre-Built Dashboards | ||
| Profitability Report | ||
| Staff Utilization Report |
Scheduling (0 vs 3)
| Feature | Canopy | Cliniko |
|---|---|---|
| Appointment Calendar | ||
| Online Bookings | ||
| Repeat Appointments |
Security (5 vs 1)
| Feature | Canopy | Cliniko |
|---|---|---|
| 24/7 Security Monitoring | ||
| Custom Roles | ||
| Customizable Folder Permissions | ||
| Data Security | ||
| KBA eSignature | ||
| Security Controls |
Tax Resolution (9 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| At-a-Glance Transcripts | ||
| Automated Transcript Pulling | ||
| Collection Case | ||
| Letter Templates | ||
| Notice Template Library | ||
| Secure IRS Login | ||
| Tax Resolution | ||
| Transcripts & Notices | ||
| Version Comparison |
Team Management (1 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Capacity Planning |
Templates (1 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Canopy Bookkeeping Templates |
Time & Billing (4 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Invoicing | ||
| Time & Billing | ||
| Time Tracking | ||
| WIP |
User Management (0 vs 2)
| Feature | Canopy | Cliniko |
|---|---|---|
| Unlimited Admin Users | ||
| Unlimited Reception Users |
Workflow Automation (10 vs 0)
| Feature | Canopy | Cliniko |
|---|---|---|
| Automation | ||
| Custom Statuses | ||
| Process Management | ||
| Productivity Management | ||
| Projects & Tasks | ||
| Recurrences | ||
| Roles for Task Assignment | ||
| Views & Filters | ||
| Workflow | ||
| Workflow Templates |
Unique Features
Only in Canopy (69)
Auto-fill Forms
Generate Client Checklists
Insights
Smart Prep
Summarize Threads & Draft Replies
Client Intake
Client Portal
Client Requests
Engagements
Engagements & Proposals
Questionnaires & Organizers
Smart Intake
Email Integration
Email Management
Team Collaboration
Client Management
CRM
Desktop Sync & Print Driver
Document Interaction
Document Management
+ 49 more unique features
Only in Cliniko (32)
Automatic Backups
Internal Messaging
Multi-location Management
Unlimited Locations
SMS Text Messages
Telehealth
Data Import/Export
Free Data Migration
Unlimited File Storage
Expense Tracking
Financial Reporting
Invoice Management
Payment Processing
Tax Management
Cloud-based Health Records
Customizable Treatment Notes
File Upload to Patient Records
Health Records Search
Incomplete Items Flagging
Unlimited Patients
+ 12 more unique features
Want to build your own alternative to Canopy or Cliniko?
Analyze it with Reap