Cohesio
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Pricing

Two plans we're testing, not a finished price list

Workspace and Team are hypotheses we want to validate with real firms — not final prices. Every limit below is the one that actually applies; there's no fine print underneath it.

Join the preview waitlist

Pre-beta: joining the waitlist does not start billing or a trial.

Workspace

For a solo bookkeeper or a small team running one workflow.

$49/ month, per firm
Internal users
2
Active engagements
20
Client records
100
AI pages / month
500
Storage
10 GB
Business messages / month
300
  • Client register with engagement history
  • New-client onboarding and monthly document-pack templates
  • Evidence-backed extraction with source and page references
  • Staff review: accept, request correction, or waive with a reason
  • Deterministic completion — required items and tasks must clear
  • Reviewed handoff export (original files plus a decision manifest)
  • Client isolation, audit trail and access controls
Join the Workspace preview
TeamMost capacity

For a firm running more active engagements across staff.

$99/ month, per firm
Internal users
5
Active engagements
60
Client records
500
AI pages / month
1,500
Storage
30 GB
Business messages / month
1,000
  • Client register with engagement history
  • New-client onboarding and monthly document-pack templates
  • Evidence-backed extraction with source and page references
  • Staff review: accept, request correction, or waive with a reason
  • Deterministic completion — required items and tasks must clear
  • Reviewed handoff export (original files plus a decision manifest)
  • Client isolation, audit trail and access controls
Join the Team preview
Trial

A 14-day trial is the intended offer — not available yet

The planned trial: 14 days, 2 staff seats, 3 active engagements, 150 AI pages, 1 GB storage, no card required. Trial terms are provisional and describe the intended beta offer. Trials are not available before the invited beta opens; the current call to action is the preview waitlist.

What's not offered

Scale ($199/mo) is a future hypothesis

Phase 3 hypothesis — not an available offer. It is not sold, not linked from checkout, and not part of Phase 1. If your firm would need a larger plan than Team, tell us — it helps us prioritize.

Pricing FAQ

How limits and changes actually work

Scale ($199/month) is a Phase 3 hypothesis for larger operations and is not an available offer. Phase 1 focuses on proving Workspace and Team pricing and limits with real bookkeeping firms first.

Help us validate these numbers

Join the preview waitlist and tell us about your current client count and monthly workload — it directly shapes these plans before beta.

Join the preview waitlist