Canopy launches AI Document Renaming, streamlines plan offerings
What happened
Between the Apr 20, 2026 and Apr 27, 2026 captures of Canopy's pricing page, Pulse recorded 2 changes: Plus plan card bullet updated from 'Custom roles and access controls' to 'User roles and access controls'; Premium plan marked 'COMING SOON' in plan header; Document Renaming feature upgraded to AI Document Renaming with expanded description: now includes global naming conventions and AI-powered renaming of uploaded documents. Pulse files it as a product change (positioning, feature change) with a neutral direction. Pulse's latest capture (Sep 28, 2026) lists Standard at $74, Plus at $109, Premium at $149, Knowledge-Based Authentication (KBA) at $1.25 per KBA credit and Smart Intake at $11 per client credit.
It lands 5 days after Canopy's previous change, "Canopy ditches modular billing for all-in-one tiers starting at $74/user/yr" (Apr 22, 2026). Canopy has been tracked since 2023-11-14.
In the same window HubSpot, Zoho, Salesforce, Pipedrive and monday.com also changed their Business Operations pricing pages. Those moves are listed further down, and the Pulse Agent can compare them side by side.
- Plus, Premium · PositioningReworded
BeforeCustom roles and access controls
AfterUser roles and access controls
- — · FeatureFeature change
Document Renaming feature upgraded to AI Document Renaming with expanded description: now includes global naming conventions and AI-powered renaming of uploaded documents.
| Plan | Field | Before | After | Change |
|---|---|---|---|---|
| Plus, Premium | Positioning | Custom roles and access controls | User roles and access controls | Reworded |
| — | Feature | Document Renaming feature upgraded to AI Document Renaming with expanded description: now includes global naming conventions and AI-powered renaming of uploaded documents. | Feature change | |
Values as written on Canopy's public pricing page in the two captures Pulse compared; where the page states no number, the cells give the wording before and after.
Evidence
The two captures Pulse comparedFull-page captures of Canopy's pricing page (getcanopy.com) from Apr 20, 2026 and Apr 27, 2026; the change is marked near the top of the page, where "Custom roles and access controls" becomes "User roles and access controls".
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The two full-page captures with this change marked up are free with an account.
Canopy, the last 90 days
Full history- Jun 1, 2026packagingCanopy rebrands Bookkeeping add-on to Close Automation
- May 19, 2026improvedCanopy adds Engagements & Proposals with e-signature tools
- May 4, 2026packagingCanopy launches free Bookkeeping beta with portfolio-wide book health visi...
- Apr 27, 2026improvedCanopy launches AI Document Renaming, streamlines plan offerings · this change
- Apr 22, 2026packagingCanopy ditches modular billing for all-in-one tiers starting at $74/user/yr
Across Business Operations in the same window
All Business Operations changes- HubSpotApr 27HubSpot Suite Enterprise adds Contracts beta to Commerce Hub lineup
- ZohoApr 19Zoho Sprints Expands to 5 Tiers With New Free and Enterprise Plans
- SalesforceApr 14Salesforce Loyalty Management rebrands AppExchange to AgentExchange
- PipedriveApr 6Pipedrive Drops Competitive Comparison Section From Pricing Page
- monday.comApr 5monday.com Restructures Standard Plan, Swaps Calendar View for Unlimited Boards
Questions about this change
Did Canopy raise prices in April 2026?
No list-price increase was recorded between Apr 20, 2026 and Apr 27, 2026. The change Pulse detected was a product change: positioning, feature change.
What changed on Canopy's pricing page between Apr 20, 2026 and Apr 27, 2026?
Plus, Premium positioning: Custom roles and access controls → User roles and access controls, reworded; Document Renaming feature upgraded to AI Document Renaming with expanded description: now includes global naming conventions and AI-powered renaming of uploaded documents. Pulse compared the captures it took on Apr 20, 2026 and Apr 27, 2026; the before/after table above lists each item as written on the page.
How often does Canopy change its pricing?
Pulse recorded 1 other pricing-page change for Canopy in the 90 days before this one; the previous change was "Canopy ditches modular billing for all-in-one tiers starting at $74/user/yr" on Apr 22, 2026; Canopy has been tracked since 2023-11-14.