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Cone

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34 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.9
Serving customers since
2022

Profile Name

Star Rating

31
3
0
0
0

Cone Reviews

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Profile Name
Star Rating
31
3
0
0
0
RS
Ria S.
08/21/2025
Validated Reviewer
Verified Current User
Review source: Organic

Streamlined, Smart, and Built for Accounting Operations

|Cone
Cone has been a game-changer for our firm. As an accounting team that thrives on precision and efficiency, we needed a solution that could keep up with our workflows—and Cone absolutely delivers. From proposal creation and tracking to the integrated client portal for secure file uploads, Cone’s platform integrates seamlessly with our operations. It’s intuitive, customizable, and has helped us reduce manual follow-ups while maintaining a professional, consistent brand voice across platforms. The ability to tailor messaging, manage inbound leads, and keep everything organized in one place has saved us hours each week. It was super easy to implement and integrate with Zapier and we are in Cone every day to track proposals, payments and make adjustments to services. Plus, the responsiveness and support from the Cone team have been outstanding. If you're an accounting firm looking to elevate your client experience and streamline internal processes, Cone is the tool you’ve been waiting for.
JA
Jenny A.
07/30/2025
Validated Reviewer
Review source: Organic

User friendly, customisable and great support team

|Cone
I tried other proposal softwares but Cone felt much less overwhelming, more intuitive and user friendly. The support team is very responsive and open to feedback.
Wajih K.
WK
Wajih K.
07/29/2025
Validated Reviewer
Verified Current User
Review source: Organic

Seemless and efficient proposal software

|Cone
Creating proposals is quick and easy, and the ability to save templates, duplicate proposals, and customise them makes the platform incredibly user-friendly.

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HQ Location:
United States

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What is Cone?

Cone is a service that provides real-time financial reporting and forecasting tools designed for modern businesses. By integrating with existing financial software and databases, Cone allows companies to seamlessly manage their financial data, generate insightful reports, and make informed decisions. The platform focuses on enhancing clarity and reducing complexity in financial planning, aiming to empower teams with accessible and actionable financial insights.

Details

Year Founded
2022
Website
www.getcone.io