Cone
Cone combines proposals, billing, payments, and practice management for professional service businesses.
What Cone is
Cone combines proposals, billing, payments, and practice management for professional service businesses. Users can create branded web proposals with customizable sections, engagement tracking, electronic signatures, and multiple pricing packages. Proposals can produce invoices, automate recurring billing, and collect payments online. Practice-management tools cover project and task workflows, templates, client requests, time tracking, and document management. A client portal supports chat, file uploads, forms, and document signing. Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations; Growth lists Zapier and email among advanced integrations. The service runs on web, Android, and iOS, and firms can offer clients white-labelled mobile portal apps. Built-in capabilities include custom branding, analytics and reporting, and client activity tracking. Cone states SOC 2 Type 1 and GDPR compliance and offers free migration support. There is no free plan.
Good
- Branded proposals with electronic signatures
- Automated recurring billing and payment collection
- Client portal supports files, forms, and chat
- Available on web, Android, and iOS
- Free migration support is advertised
Watch out
- No free plan
- Multiple signers cost extra
- Multiple pricing packages cost extra
- Transaction categorizer is marked coming soon
Who it suits
Cone is aimed at accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses. It suits teams wanting proposals, client portals, billing, payments, and workflows together.
Verdict
Cone brings proposal work, payments, billing, and client management into one service with mobile and web access.
Plans and prices
From Cone's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essentials | $11 a year | Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management · Recurring workflows · Client requests · Client portal · per user billed annually |
| Essentials | $16 a month | Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management · Recurring workflows · Client requests · Client portal · per user billed monthly |
| Growth | $17 a year | Everything in Essentials · Automated invoicing · Automated payment collection · Remove Cone branding from emails · Custom client request emails · Bulk creation of projects and client requests · Advanced integrations · per user billed annually |
| Growth | $24 a month | Everything in Essentials · Automated invoicing · Automated payment collection · Remove Cone branding from emails · Custom client request emails · Bulk creation of projects and client requests · Advanced integrations · per user billed monthly |
The facts
Each one read from Cone's own pages, with the date it was checked.
What it does
- Analytics and reporting
- Yeschecked 21 Sep 2026
- Automation integrations
- The Growth plan lists Zapier and email among its advanced integrations.checked 11 Oct 2026
- Built-in e-signatures
- Yeschecked 21 Sep 2026
- Client activity tracking
- Yeschecked 21 Sep 2026
- Client portal
- Clients can use a portal to chat, upload files, submit forms, and sign documents.checked 11 Oct 2026
- Custom branding
- Yeschecked 21 Sep 2026
- Integrations
- Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations.checked 11 Oct 2026
- Intended users
- Cone identifies accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses as users.checked 11 Oct 2026
- Online payment collection
- Yeschecked 21 Sep 2026
- Paid from
- 9checked 21 Sep 2026
- Practice management
- Cone includes project and task workflows, templates, client requests, time tracking, and document management.checked 11 Oct 2026
- Product
- Cone combines proposals, billing, payments, and practice management in one platform.checked 11 Oct 2026
- Proposals
- Users can create branded web proposals, customize sections, track engagement, and collect electronic signatures.checked 11 Oct 2026
- Quotes
- Cone supports customizable quotes and multiple pricing packages in a single proposal.checked 11 Oct 2026
- Security
- Cone states that it is SOC 2 Type 1 and GDPR compliant.checked 11 Oct 2026
- Support
- Cone advertises free migration support to help customers move from an existing system.checked 11 Oct 2026
Money
- Billing
- Cone can generate invoices from proposals and automate recurring billing and payment collection.checked 11 Oct 2026
- Free plan
- Nochecked 21 Sep 2026
- Plan add-ons
- Multiple signers and multiple pricing packages are paid add-ons available across plans; the transaction categorizer is marked coming soon.checked 11 Oct 2026
Where it runs
- Mobile apps
- Cone says firms can provide clients with white-labelled iOS and Android apps to access their portal.checked 11 Oct 2026
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