Visualizing Data already in Xero


Usually a customer's accounting system is their 'source of truth'

Customers often want to visualize data that is sitting in their accounting systems, without having to reenter all of it into Canopy (which will create two sets of data with all sorts of reconciliation issues)

For such customers, Canopy automatically creates a Trade Blotter from the General Ledger which then goes through the entire Canopy process. This ensures that there is only one set of data to be maintained by the client