Supported today · Bookkeeping firms

The first workflow Cohesio is built to support

US bookkeeping firms with 1–10 staff and recurring monthly clients are who we're building for first — before any other industry.

Join the preview waitlist

Built for 1–10 staff firms

Cohesio is scoped for small and mid-size bookkeeping firms running recurring monthly engagements — not enterprise finance teams.

Recurring clients, not one-off projects

The engagement template is designed to be reused month after month for the same roster of clients.

Statements, receipts and answers

The document types bookkeeping firms chase every month — bank and processor statements, receipts, and short factual questions.

A monthly close that repeats itself

Once one month is handed off, the next month's engagement drafts itself from the same template.

Create the engagement

Owner starts from the versioned monthly template: period, contact and due date confirmed.

Client responds

The client uploads statements and answers a short checklist on their phone or laptop.

Staff reviews evidence

Staff see extracted candidates with source and page references — accept, correct, or waive.

Confirm & hand off

Required items are accepted or waived, required tasks are done, and the export goes out.

Next month drafts

A new draft engagement is prepared for review — old evidence never counts twice.

What's explicitly out of scope

Cohesio does not replace your bookkeeping software

No bank account connections or automated feeds
No tax filing, payroll processing or accounting entries
No KYC/identity verification checks
No legal, tax or financial advice generated by AI

Help define the first release

We're recruiting a small number of bookkeeping firms for an invited beta. Join the preview waitlist and tell us about your current onboarding process.