Cone
What it is
Cone brings proposals, billing, payments, and practice management together for professional service businesses. Users can build branded web proposals with customizable sections and pricing packages, track engagement, and collect electronic signatures. Proposals can generate invoices, while recurring billing and payment collection can be automated. Practice tools include project and task workflows, templates, client requests, time tracking, and document management. Its client portal supports chat, file uploads, forms, and document signing. Integrations listed include QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless; the Growth plan lists Zapier and email among its advanced integrations. Cone is available on web, Android, and iOS, and firms can offer clients white-labelled mobile apps for portal access. The maker says the service is SOC 2 Type 1 and GDPR compliant and advertises free migration support. There is no free plan, but a 14-day trial is available. Pricing starts at $9/user/mo (annual). Essentials is $13 a month and Growth is $18 a month, billed monthly per user.
For and against
For
- Proposals support pricing packages and e-signatures.
- Invoices can be generated from proposals.
- Client portal supports chat, files, and forms.
- Integrations include QuickBooks Online, Xero, and Stripe.
- Free migration support is advertised.
Against
- No free plan is available.
- The 14-day trial is limited in duration.
- Multiple signers and pricing packages are paid add-ons.
The verdict
Cone combines proposal creation and client-management workflows with billing and payment collection. Compare its per-user pricing and paid add-ons against the functions your firm needs.
Who it suits
Cone is aimed at accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses. It may suit firms looking to manage proposals, client work, and payment activity in one platform.
Plans and prices
Essentials
Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management
Read 11 Oct 2026 · getcone.io
Essentials
Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management
Read 11 Oct 2026 · getcone.io
Growth
Everything in Essentials · Automated invoicing · Automated payment collection · Remove Cone branding from emails
Read 11 Oct 2026 · getcone.io
Growth
Everything in Essentials · Automated invoicing · Automated payment collection · Remove Cone branding from emails
Read 11 Oct 2026 · getcone.io
On the record
- Analytics and reporting
- Yesgetcone.io · read 21 Sep 2026
- Automation integrations
- The Growth plan lists Zapier and email among its advanced integrations.getcone.io · read 11 Oct 2026
- Billing
- Cone can generate invoices from proposals and automate recurring billing and payment collection.getcone.io · read 11 Oct 2026
- Client portal
- Clients can use a portal to chat, upload files, submit forms, and sign documents.getcone.io · read 11 Oct 2026
- Client activity tracking
- Yesgetcone.io · read 21 Sep 2026
- Custom branding
- Yesgetcone.io · read 21 Sep 2026
- Built-in e-signatures
- Yesgetcone.io · read 21 Sep 2026
- Integrations
- Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations.getcone.io · read 11 Oct 2026
- Intended users
- Cone identifies accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses as users.getcone.io · read 11 Oct 2026
- Mobile apps
- Cone says firms can provide clients with white-labelled iOS and Android apps to access their portal.getcone.io · read 11 Oct 2026
- Online payment collection
- Yesgetcone.io · read 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.getcone.io · read 11 Oct 2026
- Practice management
- Cone includes project and task workflows, templates, client requests, time tracking, and document management.getcone.io · read 11 Oct 2026
- Product
- Cone combines proposals, billing, payments, and practice management in one platform.getcone.io · read 11 Oct 2026
- Proposals
- Users can create branded web proposals, customize sections, track engagement, and collect electronic signatures.getcone.io · read 11 Oct 2026
- Quotes
- Cone supports customizable quotes and multiple pricing packages in a single proposal.getcone.io · read 11 Oct 2026
- Security
- Cone states that it is SOC 2 Type 1 and GDPR compliant.getcone.io · read 11 Oct 2026
- Paid from
- 9getcone.io · read 21 Sep 2026
