Everything you need to know, in one place
If your question isn’t here, ask us directly — see the support page.
Getting started
Most firms are running a real engagement within the first session: create a client record, choose the template closest to that client’s business type, adjust the requirement list if needed, and issue the engagement. The client receives one link and starts submitting immediately — there’s no separate client-side setup, invitation acceptance flow, or account creation step to wait on.
Yes. Bulk import reads a CSV export from whatever you’re using today — a spreadsheet, another portal, or your practice management tool — and maps common columns like name, contact email and entity type automatically. Rows it can’t confidently place are flagged for manual review before anything is created, so an import never silently mis-files a client.
No. Cohesio is built around the current and future monthly cycle, not a historical archive. Start a client’s onboarding engagement with whatever forward-looking requirements apply, and begin the recurring monthly pack from the next period. There’s no requirement to backfill prior months' documents to use the product going forward.
Clients & collection
A scoped page listing exactly what’s outstanding for their current engagement — nothing about other clients, other periods, or your firm’s internal tooling. Each requirement shows what’s needed and accepts a drag-and-drop file, a phone camera capture, or a typed answer depending on how it’s configured, and issues an immediate receipt once something is submitted.
They can forward the document as an email attachment to the engagement’s dedicated intake address instead of using the upload page, which covers the client who already has a bank or point-of-sale export sitting in their inbox. Anything that still doesn’t match a requirement lands in a holding area for staff to route manually rather than being silently discarded.
No — each checklist link is scoped to a single engagement and client at the point of issuance, with no shared login or dashboard a client could navigate away from into someone else’s data. Client and engagement records are isolated from each other inside the product, not just hidden behind a link.
Review & AI
An exception fires when AI extraction finds a submission that doesn’t match what was expected — an amount that doesn’t reconcile against a prior period’s pattern, a period on a document that doesn’t align with the engagement’s period, or a document type that doesn’t match the requirement it was submitted against. It’s raised for a reviewer to look at, not resolved automatically either way.
A plain accept doesn’t require a written note, but a waiver does — reviewers pick from a firm-defined reasons library or write a custom one, so waived requirements stay searchable and consistent across engagements. Every decision, accept or waive, is timestamped, attributed to the staff member who made it, and recorded permanently in that engagement’s audit trail.
The requirement reopens on the client’s checklist with the specific reason attached, and the client resubmits against the same requirement rather than starting over. The original submission isn’t deleted — both versions remain visible in the engagement’s history, so a reviewer or auditor can see exactly what changed between the first attempt and the corrected one.
Integrations
No. Every integration is optional — the core workflow of onboarding, collection, review and close works entirely on its own. Ledger sync, storage mirroring, chat notifications and SSO each solve a specific handoff problem for firms that already run one of those tools; connect only the ones that match what your firm actually uses.
The engagement’s close inside Cohesio isn’t affected — the signed manifest and audit trail are produced regardless of downstream sync status. A failed push to QuickBooks Online or Xero is flagged on that client’s Integrations tab with the specific error, and can be retried once the underlying issue (an expired grant, for instance) is resolved, without redoing the review itself.
Yes, on the Scale plan. The REST API and eight webhook events cover the full engagement lifecycle — issued, received, accepted, correction requested, waived, exception raised, closed and client created — so a team with development resources can wire Cohesio into internal tooling or a platform not on the native integrations list.
Security & data
US regions on Microsoft Azure, with no cross-region replication outside that boundary. If your firm or a client requires additional transfer documentation for its own regulatory obligations — for example under GDPR or a similar framework — that’s covered in the data processing addendum, available on request with a signed, firm-specific copy.
Access is limited to the engineering staff who need it to operate the service (for example, responding to a support request you’ve raised), governed by role-based access control and logged in the same audit trail the product uses for your own team’s actions. Cohesio staff don’t browse client documents as a matter of course.
Bank account passwords or credentials, payment card security codes, medical records, government identity or KYC verification data, and payroll administration data are excluded from scope by design — firms are contractually restricted from requesting these categories through Cohesio, and the product isn’t built to store them safely in the first place.
Billing
No setup fee, and no minimum term on any plan — Workspace, Team and Scale are all billed monthly or annually with no long-term commitment required to start. Annual billing is available for firms that prefer to lock in the discounted rate, but monthly billing with the ability to cancel any time is the default.
Credit and debit card for monthly and annual billing on Workspace and Team. Scale accounts, and any firm that specifically needs it, can arrange invoicing with net payment terms through our sales team instead of a card on file — reach out at hello@cohesio.ai to set that up.
Yes. An upgrade shows the prorated charge before you confirm it, and a downgrade shows a clear warning if anything on your account currently exceeds the new plan’s limits, before the change takes effect at your next renewal. There’s no billing surprise where a plan change charges or restricts something without a heads-up first.
Plans, limits and the trial
Pricing questions have their own detailed answers on the pricing page.
Still have a question?
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