Staff hold the pen
AI can propose a fact or flag a mismatch, but only a named staff member can accept, correct or waive it. Nothing closes an engagement on its own.
A narrow tool, built for one recurring problem
Cohesio exists because getting documents and answers out of a client, every single month, is a solved problem in theory and an unsolved one in most small firms' actual inboxes.
The problem wasn’t the bookkeeping — it was getting to it
Small bookkeeping firms don’t lose time doing the close. They lose it chasing the inputs to the close: a bank statement stuck in a client’s downloads folder, a payroll summary nobody thought to forward, a one-line explanation for a large transaction that takes three follow-up emails to get. None of that work shows up on an invoice, and none of it gets easier by adding more general-purpose practice-management software on top of it.
Cohesio was built to fix that specific gap rather than to be a broader replacement for the tools a firm already trusts. It doesn’t compete with your ledger, your tax software or your payroll provider — it exists so the documents and answers those tools depend on actually arrive, on time, with a record of who reviewed what.
Most of the tools a firm already owns were built for a different job. Practice-management suites track engagements and time; file-sync tools move bytes without knowing what a bank statement is versus a payroll summary; generic form builders collect answers but forget them the moment the form closes. None of that is wrong for what it was designed to do — it just isn’t designed for a recurring, evidence-backed handoff between a client and the person who has to sign off on the close. That specific combination — the same request every month, an AI-assisted read of what came back, and a named person choosing to accept or correct it — was the gap nothing else on the market was built to close.
What the product won’t compromise on
No client logins
A client should never need to create an account or remember a password just to send a document. A scoped link is enough, and it’s all they get.
Recurrence is the whole point
Most of what a firm does for a client repeats: the same categories of statement, the same reconciliation questions, the same handful of exceptions. The product treats that repetition as the default case rather than as an edge case a workflow tool tolerates — but every cycle still gets its own independent review before anything closes.
Honesty in claims
If a control is still in progress, the page says so — see the security page’s compliance status. We’d rather under-claim than have a customer find the gap themselves.
A small team, building narrow and deep
Cohesio is built by a small team based in the United States, not a large practice-management vendor adding a collection feature as one line among hundreds. That size is a deliberate choice: a narrow product can afford to treat evidence, waivers and exceptions as first-class rather than as an afterthought bolted onto a generic form builder. It also means a support request is answered by someone who has read the code behind the feature you’re asking about, not a first-line agent working from a script.
- Every account gets US data residency — see the trust & security page for specifics
- Product decisions are shaped by how a monthly close actually runs, not by a generic project-management template
- Shipping fewer things well is preferred over shipping many things adequately
- Feature requests come from firms already using the product, not from a roadmap built in isolation
What Cohesio deliberately doesn’t do
Being narrow only works if the boundary is explicit. These are handed off to the tools built for them, not half-built inside Cohesio.
Bank feeds
Cohesio doesn’t connect directly to bank accounts or pull transaction feeds. Documents come in through the client, reviewed with evidence attached.
Tax preparation
No filings, no tax calculations. Collected documents hand off cleanly to whatever tax software your firm already uses.
Payroll administration
Cohesio reads a payroll summary for classification purposes. It doesn’t run payroll, calculate withholdings, or file payroll taxes.
Legal or tax advice
Every checklist and template on this site is practical guidance, not a substitute for advice from a licensed professional familiar with your specific situation.
Talk to the team directly
Cohesio is built and operated in the United States. Reach sales and general questions at hello@cohesio.ai, or see the support page for existing-customer channels and response targets by plan.
Prefer to see it before deciding? Book a 20-minute walkthrough from the contact page, or start the free 7-day trial directly and bring your own first client into it.
If something is missing or working the way it does for a specific reason that isn’t obvious, that’s useful for the team to hear directly — send it to the sales address above and it reaches someone who can act on it, rather than sitting in a general feedback form nobody reads.
See it on your own clients
No sales call required to start: begin the free 7-day trial and bring in a real client whenever you’re ready.