Everything we can answer honestly, in one place

Cohesio is a shared client workspace for bookkeeping firms: create a client and engagement, confirm required documents and answers, let the client submit them, let staff review evidence and resolve exceptions, and hand off a reviewed month. The next month starts as a new draft from the same template.

No. Cohesio does not connect to bank accounts, file taxes, run payroll, perform KYC checks or make accounting entries. It is an onboarding and document-collection workspace that sits alongside your existing bookkeeping tools, not a replacement for them.

AI reads supported documents and answers to suggest candidate facts and likely mismatches, each with a source document, page reference and version. It cannot accept a submission, waive a requirement, change a recipient, send a message, or mark an engagement complete — only an authorized staff member can do that. A missing or unreadable source returns 'unknown,' never a guessed match.

Bookkeeping is the only actively supported Phase 1 workflow. Agencies are a research preview with synthetic data only. Consulting and legal are later research candidates. We will not sell an unsupported industry as a live offer.

Phase 1 is planned for English PDF, JPG and PNG files, with proposed limits of 20 MB and 50 pages each. Quarantine and malware scanning before conversion or review are release requirements, not verified production claims. We exclude bank passwords, payment card security codes, other credentials, medical records, KYC data and payroll administration from Phase 1 scope.

Workspace ($49/month) and Team ($99/month) are test offers with explicit limits on users, active engagements, client records, AI pages, storage and business messages — not validated final prices. See the pricing page for exact limits and the honest math behind them.

A 14-day trial (two staff, three active engagements, 150 AI pages, 1 GB storage, no card) is the intended Phase 1 offer, but it is not available before the invited beta opens. Right now, the call to action is joining the preview waitlist.

The proposed service-end policy stops new external intake, AI processing and business messages, then gives an owner or admin a 30-day export window. It remains subject to operational and legal review. Deletion will follow a reviewed retention and backup policy published before beta — we won't invent an instant-erasure promise we can't keep.

Not yet, and we won't claim otherwise. No SOC 2, GDPR-certified, bank-grade or zero-retention claims are made anywhere on this site. Security work — legal entity, data processing terms, access controls, and incident runbooks — is scoped in our security page and must be completed before any real client data is accepted.