Back office for fuel & convenience operators

Run the whole store from one place.

Canopy is the single platform independent operators run their business from — every dollar on one calendar, cash reconciled to the penny, and loyalty that works at the register. It reads from the systems you already use; it doesn't add another one to juggle.

Built for Passport & Commander stores · multi-store from day one · self-hosted
bloom.runcanopy.app/calendar
Bloom financial calendar — daily revenue and fuel volume per day
Why operators switch

One pane of glass — not five browser tabs.

Most operators stitch the business together from the POS, the bank portal, the distributor's EDI, and a back-office tool that only does half of it. Canopy consolidates that into one place and makes it make sense.

Every dollar on a calendar

Daily revenue and fuel volume on each day, invoices pinned to their arrival dates, payment-due dates surfaced inline, and notes attached to the day they happened.

Cash reconciled to the penny

Safe → POS → bank, with variance traced down to the shift and the employee. You know exactly where a short came from, not just that there was one.

Reads what you already run

Passport for the POS, your bank for deposits, your distributor for invoices — and for paper invoices, a photo is enough: AI reads them straight into the books. No rip-and-replace.

Bloom · Back office

The numbers, finally in one place — and current.

Bloom turns the data your POS already produces — and the paperwork your vendors hand you — into the day-by-day picture you actually run on.

The financial calendar

The hook that wins the demo: open the month and every cell shows that day's sales and fuel volume, with closed days checked off and the running month total up top.

  • Revenue + gallons on every day, at a glance
  • EDI invoices and payment-due dates pinned to dates
  • Cash-variance flags and notes right on the cell
bloom.runcanopy.app/calendar
Financial calendar with daily revenue and fuel
bloom.runcanopy.app/money
Money overview — cash in, cash out, net, with cash/card split

Money in, money out, reconciled

One screen for the cash picture across any period — POS sales split by tender, merchandise vs fuel, expenses and card fees out, net cash flow charted. Manufacturer offers, rebates, and scan-data payments are reconciled here too, so the money you're owed stops living in a spreadsheet.

  • This week / MTD / QTD / YTD or any custom range
  • Cash vs card, merchandise vs fuel, instantly
  • Manufacturer offers & rebates tracked against what you're actually paid
  • Period-over-period comparison built in

Snap any invoice — AI reads it for you

Take a photo of the paper invoice the driver hands you. Bloom reads the vendor, the invoice number, and every line item with quantities and costs — you review, fix anything, and save. No more typing in deliveries line by line.

  • Photo or PDF in — vendor, dates, and line items out
  • You review before anything saves to the books
  • New items flow into the pricebook with dept & price
  • Costs feed margins and inventory automatically
bloom.runcanopy.app/money
AI invoice reader — photographed invoice parsed into editable line items

Fuel margin you can see

Per-grade pricing with the cash-discount model, gallons and revenue by day, and profit once landed cost is in — plus push prices back to the pumps when you're ready.

  • Credit + cash price per grade, side by side
  • Gallons & revenue per day with trailing average
  • Push-to-pumps pricing built in
bloom.runcanopy.app/fuel
Fuel page — grade pricing, gallons and revenue per day

A dashboard that flags what needs you

Today's sales and fuel live, week-to-date against a trailing four-week average, and action items that surface the things worth looking at — so a quiet day stays quiet and a problem doesn't hide.

  • Live today + week-to-date trend
  • Action items: $0 ring-ups, dead stock, variances
  • Reports for sales, cash, and full P&L
bloom.runcanopy.app/dashboard
Operator dashboard — today's sales, week-to-date, action items
In your pocket

The whole back office, on your phone.

Check the day from the floor, the car, or the couch — and snap invoices the moment the driver hands them over. Bloom is built mobile-first, not shrunk down.

Bloom calendar on mobile
AI invoice reader on mobile — snap a photo, review the parsed lines
Bloom money overview on mobile
Bloom dashboard on mobile
Roots · Loyalty

Know your customers — and give them a reason to come back.

Roots is the loyalty half of Canopy: it turns anonymous foot traffic into customers you actually know. Members enroll with a phone number right at the register, every visit builds their profile, and personalized deals on the things they already buy bring them back through the door. One login shared with Bloom, so identity stays in sync.

roots.runcanopy.app/admin/offers
Roots offers — personalized deals with live redemption counts

Personalized deals that bring them back

Build offers for the customers you want back — a coffee BOGO for the morning crowd, bonus points for new members, a win-back deal for anyone who hasn't visited in a month. Roots applies them at the register and counts every redemption, so you see exactly which deals move the needle.

  • Discount, bonus-points, and BOGO offer types
  • Target segments: regulars, new members, lapsed visitors
  • Live redemption counts show what's working

Customer data you own — captured by phone number

Every member enrolls at the counter with just a phone number — no app to install, no card to carry. Each visit adds to their profile: points, tier, how often they come in. That's a real customer list you own, ready to segment, message, and reward.

  • Phone-number signup at the point of sale — no app needed
  • Points, tiers, and visit history at a glance
  • Segments, campaigns, and SMS built in
roots.runcanopy.app/admin/members
Roots members — loyalty members with points and tiers
Ready when you are

See your own store on the calendar.

Sign in to Bloom or reach out to get your store set up — most operators are reconciled to the penny within the first week.