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Work operating system for professional service businesses
Cone is an AI-powered work operating system that unifies accounting workflows — proposals, tasks, billing, payments, and client engagement into one platform
Cone offers a work management platform tailored for accounting and professional service firms, combining proposals, billing, payments, and practice management in one system. It emphasizes streamlining proposals, approvals, project kick-off, and automated billing to improve efficiency and speed up payments.
Cone provides a unified platform that • creates and automates proposals, quotes, and engagement letters; • manages billing and payments with support for multiple methods (ACH, direct debit, cards) and automated invoicing; • integrates proposal workflows with project initiation (projects start after acceptance) and client portal capabilities for forms and e-signatures; • offers time tracking, document management, sales pipeline, and task visibility to streamline practice management for accounting firms; • includes invoicing templates, integrations with QBO/Xero/Zoho and payment gateways, and a tiered pricing structure with features per plan.
Who it’s for: Accounting firms, bookkeepers, and professional service firms looking to unify proposals, practice management, and billing in a single platform.
Pricing page content with multiple plans and regional currency options; mentions 14-day free trial and book a demo, indicating product-market fit and active sales/marketing efforts.
Jahangir is the co-founder of Cone. Before Cone, Jahangir was the co-founder of Joveo - the leading platform that finds companies worldwide the most qualified hires in the least amount of time. From 4 to 300 employees, he helped the company scale and find product-market fit. He worked across all functions of the company. He has held several technical and product leadership roles. He also advises early-stage startups. He has a MS degree in Computer Science from Stony Brook University.
Bharath is the co-founder of Cone. Before Cone, he was a founding engineer at Rialtic. He led the engineering team to build a scalable and extensible platform for healthcare claims (raising $45 million in series A). Before that, he co-founded adaptive.team, which allowed businesses to manage OKRs through conversational bots. He has a Bachelor's and Master's degree in Electrical Engineering from IIT Madras.
Formerly “Cone software private limited”
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