Synthetic data only
Any agency-specific screens or flows referenced in research are validated with fabricated test data — never a live client's information.
Research preview · not a live offer
Agencies: an early exploration, not a supported workflow
Bookkeeping firms are the only workflow Cohesio actively supports today. What follows is a research direction we're studying, not something you can buy or sign up for.
Why this page exists
Client onboarding and document collection show up outside bookkeeping too
Agencies that manage recurring client deliverables — asset collection, approvals, status updates — share some shape with the bookkeeping workflow. We're exploring whether the same underlying engine fits, using synthetic (made-up) data, not real client engagements.
Not sold, not scheduled
There is no agency pricing, no agency trial, and no committed release date. This is a candidate direction, not a roadmap promise.
We want to hear from agencies anyway
If you run an agency and this resonates, tell us about your onboarding and collection pain — it directly informs whether this becomes a real workflow.
Consulting & legal
Even earlier: research candidates, not previews
Consulting and legal workflows are later research candidates we have not yet begun exploring in any concrete way. They are not previewed, priced, or scheduled.
Tell us about your agency's onboarding process
Join the general preview waitlist and mention that you run an agency — it helps us decide whether to pursue this direction.