CoGroAccounting
CoGroAccounting is a web platform for month-end close, reconciliations, internal controls, and client collaboration.
What CoGroAccounting is
CoGroAccounting is a web platform for month-end close, reconciliations, internal controls, and client collaboration. Close checklists group tasks, assign owners, set due dates, and show real-time status in table, Kanban, or calendar views. Bank reconciliation records include opening balance, reconciling items, adjusted balance, and variance. Teams can document and version internal controls, then approve them through workflows with version history. A secure portal shares files with clients and auditors through password-protected links that expire and log access; recipients do not need to log in. Every action is recorded in a searchable, filterable audit trail that supports sign-off and is described as SOX-ready. The Claude-powered assistant drafts policies, analyzes variances, and answers questions inside the app. A 60-day trial provides full features for up to 10 team members without a credit card. Paid pricing starts at $79/user/mo. The product targets modern finance teams, including SaaS, CPA, private-equity-backed, controller, and family-office groups.
Good
- Real-time close checklists with multiple views
- Versioned controls and approval workflows
- Expiring file links log access
- Searchable SOX-ready activity trail
- 60-day full-feature trial
Watch out
- No free plan
- Paid pricing starts at $79/user/mo
- No multi-entity close
- No ERP connectivity listed
Who it suits
It suits finance teams handling close work, reconciliations, controls, and secure client document exchange. Named audiences include Series A SaaS companies, regional CPA firms, PE-backed companies, mid-market controllers, and family offices.
Verdict
CoGroAccounting combines close management, controls, reconciliations, file exchange, and an in-app AI assistant. Its trial allows teams to review the full workflow before committing to paid use.
Plans and prices
From CoGroAccounting's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free Trial | Free | Up to 10 team members · Unlimited closes & tasks · All modules included · AI assistant access · $0 for 60 days |
| CoGroAccounting Pro | — | Unlimited closes & tasks · Full team · Priority support · $79 per company per month, plus $15 per user |
| Enterprise | Priced on request | For larger teams · Enterprise plans available for larger teams |
The facts
Each one read from CoGroAccounting's own pages, with the date it was checked.
What it does
- AI assistant
- The Claude-powered assistant can draft policies, analyze variances, and answer questions within the app.checked 7 Oct 2026
- Audit trail
- Every action is logged, and audit events can be searched, filtered, and signed off; the site describes the activity logging as SOX-ready.checked 7 Oct 2026
- Close management
- Close checklists support task groups, assignments, due dates, real-time status tracking, and table, Kanban, and calendar views.checked 7 Oct 2026
- File sharing
- The secure file portal shares files with clients and auditors through password-protected links with expiry dates and access logging; recipients do not need to log in.checked 7 Oct 2026
- Integrations
- The page names Claude as the AI assistant provider but does not identify other integrations.checked 7 Oct 2026
- Intended users
- The site says the product is built for modern finance teams and names Series A SaaS companies, regional CPA firms, PE-backed companies, mid-market controllers, and family office finance teams.checked 7 Oct 2026
- Policies and controls
- Users can document, version, and approve internal controls with version history and approval workflows.checked 7 Oct 2026
- Reconciliations
- The bank reconciliation format tracks opening balance, reconciling items, adjusted balance, and variance.checked 7 Oct 2026
- Support
- The Pro plan includes priority support.checked 7 Oct 2026
- What it does
- CoGroAccounting is an AI-powered platform for month-end close, reconciliations, policy management, and client collaboration.checked 7 Oct 2026
Money
- Trial terms
- The 60-day free trial includes full feature access, requires no credit card, and can be canceled anytime.checked 7 Oct 2026
