See it before you trial it
A 20-minute walkthrough with a real onboarding, monthly pack and review queue — using your firm’s client types, not a generic demo.
Book a walkthrough, or just ask
Tell us a little about your firm and we’ll set up a walkthrough — or answer your question directly.
Prefer email?
Reach sales directly at hello@cohesio.ai. For product support, see the support page.
Already know Cohesio is right for your firm? Start your free 7-day trial instead — no card required.
Just want an answer, not a call? The FAQ page and help center cover most plan, security and integration questions directly.
A walkthrough is for a firm still deciding, not one that’s ready to click start
If you already know the plan you want, the trial gets you there faster. A walkthrough is worth the 20 minutes when you want someone to answer specifics before you commit any time to setup.
More than ten staff
Scale covers up to ten staff. Talk to us if your firm is larger, or if you need SSO and SCIM rolled out ahead of a trial.
Migrating from another tool
Coming from Content Snare, Financial Cents, TaxDome or Double? We’ll help you plan the client and template migration.
Everything else
Security questionnaires, procurement, or a question the FAQ didn’t answer — send it and a person will reply.
What an actual walkthrough covers
- Setting up one real client and issuing an onboarding checklist
- Building a monthly document pack template for a client type you name
- Walking through the review queue: accept, request a correction, or waive
- Answering plan, limits and migration questions specific to your firm
There’s no slide deck and no pitch beyond that — the goal is that you leave the call having actually used the review queue on a real client, not having watched someone else use it. If a plan or migration question comes up partway through, we answer it then rather than deferring it to a follow-up email.
Refer a firm, or explore working together
If you’re an accountant who refers other firms to tools you trust, or a consultancy interested in a broader partnership, say so in the message above or write to hello@cohesio.ai directly. We’ll route it to someone who can talk specifics rather than a general sales queue.
This is a conversation, not a signup form — every arrangement is discussed directly with sales rather than generated automatically, so terms fit the actual relationship instead of a one-size template. If you’re simply recommending Cohesio to a client or colleague without needing anything formal in return, that’s appreciated too and doesn’t require reaching out first.
Three things worth having to hand
Your current monthly ask. Bring the email or checklist you send clients today, even if it is a screenshot. Twenty minutes goes further when we can build your real template live instead of a generic one, and you leave the call with something you can issue to a client the same afternoon.
One awkward client. Every firm has the client whose statements arrive as phone photos, whose payroll runs straddle month-end, or who replies to reminders with a question instead of a file. Tell us about that one. It is the fastest way to see how exceptions, corrections and waivers behave.
Where the files need to end up. QuickBooks Online, Xero, a Drive folder per client, a SharePoint library — the destination changes how we set up the close. If you are unsure, that is a fine answer; we will show the options and you can decide during the trial.
No pressure, no sequence
A walkthrough request puts you in touch with one person, not a drip campaign. You will get a reply within one business day with two or three times, a calendar link, and nothing else. If the fit is wrong we will say so on the call and point you at a tool that suits you better — the comparison pages on this site exist for exactly that reason.
We also do not ask for a card, a contract, or a commitment to a plan before or after the call. The 7-day trial is the same whether you speak to us first or not; the walkthrough simply shortens the time to your first issued pack.