engagement.issued
Fires when a client's monthly pack or onboarding engagement is created and the checklist link is sent.
Integrations
Cohesio fits next to your stack, not instead of it
Ledgers, storage, chat, payroll, automation platforms and identity providers — connected where it matters, and a REST API with webhooks for everything else.
Everything, at a glance
Twelve integrations across six categories
Every card below is live. Ledger sync and SSO/SCIM are available on the plans noted in pricing.
- QuickBooks OnlineLedger
- XeroLedger
- Google DriveStorage
- DropboxStorage
- SharePoint & OneDriveStorage
- SlackCommunication
- Microsoft TeamsCommunication
- GustoPayroll
- ZapierAutomation
- MakeAutomation
- Google Workspace SSOIdentity
- Microsoft Entra IDIdentity
Ledger
Ledgers
Sync clients and periods so the closed month's manifest and originals land where your books already live.
- QuickBooks OnlineTwo-way client and period sync; push the closed month's manifest and originals to the client file.
- XeroMatch clients to Xero organisations, sync periods, attach handoff bundles to the period.
Storage
Storage
Accepted originals and manifests mirror automatically into the folder structure your firm already uses.
- Google DriveMirror accepted originals and manifests into your firm's folder structure automatically.
- DropboxSame as Drive — accepted files land where your team already works.
- SharePoint & OneDriveFor Microsoft 365 firms: per-client libraries with retention labels honoured.
Communication
Communication
Exceptions, client replies and closes post to the channel your team is already watching.
- SlackExceptions, client replies and closes post to the channel you choose.
- Microsoft TeamsAdaptive cards for review-ready packs and exceptions.
Payroll
Payroll
Pull the numbers you'd otherwise have to ask a client for.
- GustoPull payroll summaries for the exact period instead of asking the client.
Automation
Automation
Trigger your own workflows on the same events Cohesio's built-in automations use.
- ZapierTriggers for engagement issued, pack complete, exception raised and month closed.
- MakeSame triggers, visual scenarios.
Identity
Identity & access
Staff sign in with the identity provider your firm already trusts, with roles mapped from groups.
- Google Workspace SSOStaff sign in with Google; roles map from groups.
- Microsoft Entra IDSAML SSO and SCIM provisioning on Scale.
Build your own
A REST API and webhooks for anything not on this list
The Scale plan includes full API access and webhook subscriptions, so you can wire Cohesio into whatever the built-ins don't cover.
pack.completed
Fires when a client finishes every requirement in a pack — before staff review, so you can start downstream work early.
exception.raised
Fires when AI extraction flags a mismatch or a requirement is waived, with the reason attached.
month.closed
Fires when a reviewer signs the decision manifest and the engagement is handed off.
Don't see the tool you need?
Tell us what you're trying to connect — new integrations ship from real requests, not a public roadmap.