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

Overall 0.0 / 5
ease 0.0 / 5
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
Cloud
Training
Documentation
Live Online
Support
Online

Cone Frequently Asked Questions

Q: What kinds of users and organization types does Cone work with?
Cone works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Cone support in their product?
Cone supports these languages: English.
Q: What kind of support options does Cone offer?
Cone offers support via online.
Q: What other applications or services does Cone integrate with?
Cone integrates with: Axis LMS, Xero, and Zoho Books.
Q: What type of training does Cone provide?
Cone provides training in the form of documentation and live online.
Q: Does Cone offer a free trial?
Yes, Cone offers a free trial.
Q: How much does Cone cost?
Pricing for Cone starts at $8.51 per month.

Cone Product Features

Accounting Practice Management

Approval Workflow Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Time Tracking Not Supported
Due Date Tracking Not Supported
Document Management Not Supported
Staff Management Not Supported
Client Portal Not Supported
Project Management Not Supported
For CPA Firms Not Supported

Professional Services Automation

Time & Expense Tracking Not Supported
Proposal Generation Not Supported
Billing & Invoicing Not Supported
Collaboration Tools Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Quote Management Not Supported
Document Management Not Supported
Client Portal Not Supported
Project Management Not Supported
CRM Not Supported

Work Management

Task Management Not Supported
Project Management Not Supported
Messaging / Discussion Not Supported
File Storage / File Sharing Not Supported
Time Tracking Not Supported
Resource Management Not Supported
Kanban Not Supported
Reporting / Analytics Not Supported
CRM Not Supported
Calendar Management Not Supported
Collaboration Tools Not Supported
Access Roles / Permissions Not Supported
Workflow Management Not Supported
Strategic Planning Not Supported
Version Control Not Supported
Performance Metrics Not Supported