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Account
How do I access Canopy?
Canopy is easily accessible from any web browser on desktop, laptop, tablet or smartphone . Be sure to Favorite Canopy in your Bookmarks Bar! Canopy (we recommend using Google Chrome).
Depending on your relationship with Canopy, you may access Canopy from different login pages:
| Canopy direct clients | Login link |
|---|---|
| Canopy general clients | Visualizer: https://secure.canopy.cloud Engine: https://engine.canopy.cloud |
| Canopy Lite clients | Visualizer: https://lite.canopy.cloud Engine: https://engine.canopy.cloud |
| Canopy partner clients | |
| Credit Suisse clients | Login via your Credit Suise PB-APAC App |
| Bank of Singapore clients | Visualizer: https://bos.canopy.cloud |
Is 2FA available?
Yes, please contact us to enable 2FA on your account.
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How do I anonymize my data before uploading it?
You can use Canopy’s in-built inbuilt custom PDF Anonymizer tool to remove Personally Identifiable Information (PII) before uploading your data into Canopy. More information on this topic is available here.
Is there an easy way to manually upload multiple transactions in Engine?
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