Proposal and Billing Software for Accountants
Cone offers a proposal software for accountants that automates proposals, engagement letters, billing and payments all in a single platform. Create professional accounting proposals now and close more deals.
No credit card required
Testimonials
Don’t just take our word for it
“We use Cone in our accounting business and it has been a game changer. It's easy to use, easy to integrate with Xero and our proposals look so professional.”
"We send a high volume of proposals, having a software like Cone lets us share the engagements quickly. We can now price our services consistently and profitably on fly."
"For us, as an agency, to have proposals and payments all taken care of in a single place has saved us massive headaches. Great product w/ great people. That makes for one heck of a deal!"
“Cone is a user-friendly solution to raise proposals and draft engagement letters, with integration to accounting software and payments. Also, the support has been speedy and responsive.”
“We love Cone at Mirandus Accountants. The proposal tool itself looks great. It is also incredibly affordable, highly recommended!”
"Cone’s Proposal product transformed our workflow by streamlining proposals, billing and payments into one platform improving efficiency. Exceptional support."
How it works
Beyond proposals - customize your workflow as you want.
Features
Why is Cone the best Proposal and Billing software for Accounting firms?
Before
Broken, stressful
and costly process
Manual quotes, proposals in e-mail/pdfs
Strict formatting requirements and limited editorial control over proposals
Hard to follow-up on leads and losing business
Missed invoices and bills?
Money collection and reminders EVERY MONTH is time taking and overwhelming!
Struggling to price right and consistently?
Forgot to renew the contract and increase the price
Spending $100 or 70£ per user/month on Proposal, Invoicing and Collections software tools?
After
Cone’s unified and cost-effective Accounting Proposal Software
Impressive web and PDF proposals.
Flexible proposal editor to build customizable accounting proposals.
Automated follow-ups, open tracking, negotiate better and 27% more business.
Automate Invoicing & Billing.
Visibility into due invoices, automated payment reminders. Save 30 hrs a month.
Robust pricing tool.
Automated renewal reminders, e-Sign quickly.
No limits on proposals or clients, affordable software starting at $8 or 6.5£ per user/month.
Features
Send stunning accounting proposals
and impress clients
Tired of spending hours crafting proposals that don't look great? Generate captivating, branded accounting proposals in seconds with our flexible editor and no limitations to fixed formats. Choose from ready-made accounting proposal templates or use your own content to create a proposal that is sure to impress.
Use pre-built impressive templates
Real-time editing and alerts to close deals faster
Custom branding options to bring your brand front-and-centre
Track pending proposals and
view the funnel
Features
Built-in e-sign and pricing tools
Simplify your accounting proposal processes and save time by utilizing the built-in e-signature and pricing tools designed to enhance your workflow.
Provide a secure way to sign with an e-sign tool
Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
Price services profitably with an in-built pricing tool
Quickly generate accurate prices, ramp up new sales in record time, and ensure consistent pricing.
Features
Automate invoicing
Say "no" to manual processes. Never miss an un-billed invoice. Automate invoicing and billing on Cone's Accounting Proposal Software.
Streamline your recurring and one-off services
Automate monthly recurring invoices to ensure no payments are missed. Plus, effortlessly manage one-off or variable services such as reviews, payroll, or billable hours - simply review and approve your invoices!
Features
Stress-free payment collections
Take the hassle out of collections and let technology do the work for you. Reduced errors, and faster results, all while maintaining control of your receivables.
Payment follow-ups
Effectively manage payment follow-ups to ensure timely collection and improve cash flow in your accounts receivable process.
Renew accounts faster, and on time!
No more delayed renewals and missed opportunities. Get your renewals streamlined with Cone Proposal-to-Payment. We help you automate renewals so you never miss revenue.
Payments dashboard
Track cash flow, invoices vs. payments and top services getting you paid. Identify gaps and bottlenecks to streamline your process and fix them confidently to grow your business.
Features
Supercharge with CRM and Analytics
Simplify your processes and save time by utilizing the built-in e-signature and quotation tools designed to enhance your workflow.
Manage and track client interactions with CRM
Our CRM manages all client data in one place—track sales pipeline, and updates.
Analytics dashboard
Cone's Accounting Proposal Software offers a dashboard to track proposal status, conversion rate, revenue and pipeline.
Data
Integrations
Seamlessly integrate with your existing tools
Security
We take data privacy and security seriously.
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.
SOC-2 Type-1 Compliance
We have been independently audited and verified to meet the standards for Security, Availability, Processing Integrity, Confidentiality, and Privacy. This certification assures you that we have implemented the necessary controls and procedures to safeguard your data.
GDPR Compliance
The General Data Protection Regulation (GDPR) is a comprehensive data protection regulation that applies to all companies operating within the European Union (EU). As a data processor, Cone is committed to complying with GDPR requirements and ensuring the protection of your personal data.
All features
How Accountants can use
Cone Proposal and Billing Software
Proposal and contract management
Client management
Leads management
Automated Invoicing and billing
Payment collections
E-signature and digital signatures
Renewals and upsell
Performance and analytics dashboards
QBO, Xero, Zohobooks integrations