Audience

Accounting and professional services firms interested in a solution to automate proposals, billing and payments

About Cone

Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.

Pricing

Starting Price:
$8.51 per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Cone
Founded: 2022
United States
www.getcone.io

Videos and Screen Captures

Cone Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Online

Cone Frequently Asked Questions

Q: What kinds of users and organization types does Cone work with?
Q: What languages does Cone support in their product?
Q: What type of training does Cone provide?
Q: Does Cone offer a free trial?
Q: How much does Cone cost?

Cone Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Time Tracking
Due Date Tracking
Document Management
Staff Management
Client Portal
Project Management
For CPA Firms

Professional Services Automation

Time & Expense Tracking
Proposal Generation
Billing & Invoicing
Collaboration Tools
Portfolio Management
Resource Management
Quote Management
Document Management
Client Portal
Project Management
CRM

Work Management

Task Management
Project Management
Messaging / Discussion
File Storage / File Sharing
Time Tracking
Resource Management
Kanban
Reporting / Analytics
CRM
Calendar Management
Collaboration Tools
Access Roles / Permissions
Workflow Management
Strategic Planning
Version Control
Performance Metrics