Tax and Accounting · Founded by Jahangir Mohammed

Cone

Automates proposals, billing and payments

Cost

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Cone to automate proposals, billing, and payments for accounting and professional service firms. It provides workflows for client onboarding, project management, document collection, and e-signatures through a client portal. You can send professional proposals that automatically kick-off projects after acceptance, track team tasks and deadlines, collect payments through multiple methods including ACH and credit cards, and manage your entire practice from proposal to payment in one web-based system.

What Cone does

Create and send professional service proposalsCollect electronic signatures on engagement lettersTrack project deadlines and team assignmentsGenerate invoices from proposals or projectsProcess client payments through multiple methodsGather client documents via secure portalMonitor team workflow progress and bottlenecksAutomate client onboarding after proposal acceptanceAutomatically starts projects after proposal acceptanceClient portal for document collection and e-signaturesMultiple payment methods including ACH and Direct DebitUnified proposal and billing systemTask tracking with deadline visibilityAutomated invoice creation from proposals or projectsClient request management through portalTeam workflow coordination tools

Pricing breakdown

PlanPrice10 seats / yr

Starter$5.00 / mo$600

Essentials$9.00 / mo$1,080

Growth$12.00 / mo$1,440

Annual estimates assume continuous billing at the listed list price. Volume discounts typical above 50 seats.

Tutorials & Demos

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