Search results for Coconut Accounting

CoCountant is a premium provider of tech-driven financial services, specializing in fully managed bookkeeping and accounting solutions tailored for startups and small businesses.

CoCounsel Audit leverages artificial intelligence to streamline and enhance your audit processes.

CoController AI is a month-end close tool for US accounting firms on QuickBooks Online. A Chrome extension (https://chromewebstore.google.com/detail/cocontroller-ai-%E2%80%94-qbo-clo/eofdfecgbhnhfajdojmknfecloljibjd) works inside QBO, and the web Close Center tracks close status across clients: bank recs, uncategorized items and statements. AI suggests categorizations with confidence and reasons, learning from the firm's history; it supports reconciliations, drafts flux variance explanations and exports workpapers. Live agents: Bank Feed, Fixed Asset depreciation, Prepaids & Accruals. Every change needs accountant approval and is audit-logged. Founder-led and improving with user feedback.

Cocoroute is a cloud CRM and operations system built only for freight forwarders. One subscription covers the whole business, so sales, operations and finance stop working from spreadsheets, WhatsApp threads and a separate accounting package. Sales desk: enquiries land in a queue with an owner. Collect partner rates, build the quotation with margin visible, send it, and let the customer accept it in their portal. Operations desk: the accepted quote becomes the job. Carrier bookings, milestones, border crossings, B/L approval, incidents and costs all sit on the job, and the customer sees tracking without calling. Finance desk: vendor bills, customer invoices, payments, credits and balances, journals and a profit figure on every job the day it closes. Commission runs for staff are built in. Customer portal: shippers see quotes, approve invoices, track shipments and message the team from one login, white-labelled on the forwarder's own domain. Also included: staff tasks, a daily AI briefing for each desk, workflow boards, role-based permissions, audit trail, and multi-currency with pinned FX rates. Cocoroute is in daily use at a Dubai forwarder running 90+ jobs a month across 20+ staff and 70+ shipper accounts. There is no implementation project: onboarding is a workspace setup and a short training per desk, usually inside two weeks. Built for forwarders with 10 to 60 staff in India, the Gulf and South-East Asia.