Overview
Cone provides a software suite to streamline how professional service businesses operate. It's designed to manage work, amplify revenue growth, and cultivate enduring client relationships, by providing users with an intuitive interface to manage everything from proposal creation to project management to efficient payment processing.
Cone + Xero
By integrating Cone with Xero, businesses can streamline their accounting processes, reducing manual data entry and ensuring accuracy in financial reports
Automated Synchronization: Automatically sync your customers and invoices from Cone to Xero, eliminating the need for manual data entry
Error Reduction: Integration reduces the likelihood of errors caused by manual data entry, ensuring your financial records are accurate
Time Saving: Spend less time on bookkeeping and more time on your business with automated data syncing
Improved Visibility: With real-time data sync, you have up-to-date financial information at your fingertips, aiding in better decision-making
Pricing plans
This app includes a free 14 day trial
Practice - Starter
- £6.00 per user per month
- Manage unlimited clients
- Project and task management
- Project template library
- Time tracking
- Custom Branding
- Send recurring invoices
- Receive and track payments
- Integrations - QBO, Xero, and Zoho Books
Propose - Essentials
- £9.00 per user per month
- Manage unlimited clients
- Unlimited proposals and templates
- Dynamic pricing table/quotes
- Send invoice and track payments
- Custom Branding
- Flexible Proposal Editor
- Integrations - QBO, Xero and Zoho Books
Practice - Essentials
- £11.00 per user per month
- Create recurring projects
- Client requests management
- Create and send unlimited proposals
- Integrated email management
- Secure document management
- Automated invoicing
- Flexible proposal editor
Propose - Growth
- £12.00 per user per month
- Deal Management
- Automated Invoicing
- Automated Payment Collection
- Client reminders and notification
- Remove Cone logo from client communication emails
Practice - Growth
- £16.00 per user per month
- Global automations
- Profitability and utilization reports
- Client portal
- Deals management
- Automated client reminders
- Custom statuses for projects
- Automated payment collection
- Remove Cone logo from client communication emails
Getting started
Get started by navigating to integration settings
Login to your Cone account and access the dashboard. Then, go to "Settings" by clicking on user avatar icon on the bottom left. Select "Integrations" to view the available accounting software options. Find and click "Xero" to start the integration process
