Cone

Cone is a proposals, billing, and payments platform built for accounting firms. It covers proposal creation, engagement letter signing, recurring invoicing, time tracking, and payment collection in a single tool.

Firms use Cone to send proposals with service packages and pricing, collect e-signatures on engagement letters, set up recurring billing schedules, and accept payments — all within one workflow. Engagement letter templates are pre-built for common accounting services. Time tracking is included for firms that bill by the hour, with tracked time feeding directly into invoices.

The platform is best suited for small to mid-sized firms that want to consolidate their proposal-to-payment workflow without subscribing to separate tools for proposals, billing, and time tracking. Firms with more complex practice management needs (workflow automation, document management, client portals) typically use Cone alongside a dedicated practice management platform.