Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms.
From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools.
Cone’s platform includes:
- Customizable Proposals & Engagement Letters (standalone or integrated)
- Billing & Payments (with automated invoicing, reminders, and recurring billing)
- Multiple Pricing Packages
- Time Tracking
- Document Management
- Email Management
- Workflow Automation
- Client Portal
- Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more
Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank.
P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.