Early access · free 14-day trial
One connected workspace for modern accounting firms.
Bring client management, accounting workflows, documents, tasks and connected business tools together in one intelligent workspace.
Accounting work is scattered. It doesn't have to be.
Most practices run on a patchwork of tools. COHESORA puts the day-to-day operations of the practice in one place.
Disconnected software
Practice, bookkeeping and document tools that never quite talk to each other.
Repeated data entry
The same client details and invoice figures typed again and again.
Scattered documents
Invoices in inboxes, folders and chat threads.
Email-led chasing
Follow-ups and approvals buried in long threads.
Untracked deadlines
Dates that live in someone's head or a spreadsheet.
No shared view
Hard to see who is doing what across staff and clients.
Everything the practice needs, connected
Only capabilities that exist in the product today are listed here.
Client & firm management
One directory of clients with services, contacts, year ends, owners and a live view of how each client's work is going.
Secure client portal
Invite clients to their own secure workspace: they answer information requests, send documents, see key dates and message the firm — and see nothing else.
Needs-attention work queue
Overdue tasks and deadlines, unanswered requests, client responses, approvals and incomplete records, from fixed rules over live data.
Tasks & deadlines
Engagements, tasks and due dates with status you can move along, plus reminders and an overview of what is overdue.
Secure document management
Upload invoices per client; files are stored privately and opened through short-lived, signed links.
Assisted document processing
Text and OCR extraction, validation checks and duplicate detection — then an accountant reviews and approves. It assists; it never approves on its own.
Team & staff access
Invite colleagues by email with a role, and limit who can see which clients.
Accounting software connections
A read-only Xero connection is available today. Other connectors are labelled honestly (demo or planned) until verified.
Practice-wide visibility
Dashboard and reports across clients, tasks and documents so partners can see the whole practice.
Audit trail
Important actions are recorded in a tamper-evident log so you can see who did what and when.
Try it before you sign up
This is a working simulation of a COHESORA workspace with a fictional firm. Open a client, move a task, review a document. Nothing is saved.
Preview not loading? Open the demo in its own page.
Integrations, labelled honestly
We separate what is genuinely connected from what is still a demo or a plan, so you never have to guess.
Xero
AvailableOAuth connection with read-only scopes; verified against the Xero Demo Company. COHESORA does not write accounting records.
CSV / XLSX exchange
AvailableImport client and transaction files, export reviewed entries. Operational.
Email notifications
AvailableSent from a verified domain through a transactional email provider.
QuickBooks Online
Demo / mockConnector implemented and tested against a mock provider only. Not verified against a live account.
Sage
Demo / mockConnector implemented and tested against a mock provider only.
Google Workspace · Microsoft 365
Demo / mockImplemented with mock-provider tests only; not verified with live tenants.
Companies House · HMRC
PlannedNot connected. No filings are made by COHESORA.
How it works
- 1
Create your firm
Sign up, verify your email and become the firm administrator.
- 2
Invite your team
Add colleagues with roles and client-level access.
- 3
Connect existing tools
Authorise a read-only Xero connection, or import CSV/XLSX files.
- 4
Organise clients, documents and tasks
Bring your client list in, upload invoices and set deadlines.
- 5
Run the practice from one workspace
Review, approve and track everything in one place.
Security you can inspect
What is actually implemented today — described plainly.
Per-firm data isolation
Every firm's data is separated in the database itself with row-level security, not just in application code.
Role-based permissions & MFA
Roles limit what each person can do; firm administrators are required to enable multi-factor sign-in.
Secure sessions & downloads
HTTP-only session cookies, CSRF protection, rate limits, and short-lived signed document links.
Tamper-evident audit log
Actions are hash-chained so changes to history can be detected. Evident, not tamper-proof.
COHESORA is an early-access product. It has not been independently audited or certified (for example SOC 2 or ISO 27001), and it does not file returns or write to your accounting software.
Ready to bring your accounting practice together?
The free trial lasts 14 days. Paid subscriptions are not available yet: when the trial ends the workspace is suspended and you can export your data.