Double From $10/mo 9.2 Visit 
CoGroAccounting
cogrox.com
What it is
CoGroAccounting is a web platform for month-end close, reconciliations, policy management, and client collaboration. Close checklists support task groups, assignments, due dates, and real-time status tracking, with table, Kanban, and calendar views. Bank reconciliation records 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 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. The activity log records actions and can be searched, filtered, and signed off; the site describes it as SOX-ready. Its Claude-powered assistant can draft policies, analyze variances, and answer questions within the app. The 60-day trial includes full feature access, all modules, and up to 10 team members, requires no credit card, and can be canceled anytime. The Pro plan is billed at 79 USD per company per month, plus 15 USD per user, with unlimited closes and tasks, a full team, and priority support. The product names finance teams at Series A SaaS companies, regional CPA firms, PE-backed companies, mid-market controllers, and family office finance teams as intended users.
Spec sheet
- What it does
- CoGroAccounting is an AI-powered platform for month-end close, reconciliations, policy management, and client collaboration.Read 7 Oct 2026 · cogrox.com
- 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.Read 7 Oct 2026 · cogrox.com
- Integrations
- The page names Claude as the AI assistant provider but does not identify other integrations.Read 7 Oct 2026 · cogrox.com
- Support
- The Pro plan includes priority support.Read 7 Oct 2026 · cogrox.com
- AI assistant
- The Claude-powered assistant can draft policies, analyze variances, and answer questions within the app.Read 7 Oct 2026 · cogrox.com
- 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.Read 7 Oct 2026 · cogrox.com
- Close management
- Close checklists support task groups, assignments, due dates, real-time status tracking, and table, Kanban, and calendar views.Read 7 Oct 2026 · cogrox.com
- 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.Read 7 Oct 2026 · cogrox.com
- Policies and controls
- Users can document, version, and approve internal controls with version history and approval workflows.Read 7 Oct 2026 · cogrox.com
- Reconciliations
- The bank reconciliation format tracks opening balance, reconciling items, adjusted balance, and variance.Read 7 Oct 2026 · cogrox.com
- Trial terms
- The 60-day free trial includes full feature access, requires no credit card, and can be canceled anytime.Read 7 Oct 2026 · cogrox.com
Plans and prices
Free Trial Free $0 for 60 days Up to 10 team members · Unlimited closes & tasks · All modules included · AI assistant access Read 7 Oct 2026 · cogrox.com
CoGroAccounting Pro Price not published $79 per company per month, plus $15 per user Unlimited closes & tasks · Full team · Priority support Read 7 Oct 2026 · cogrox.com
Enterprise Priced on request Enterprise plans available for larger teams For larger teams Read 7 Oct 2026 · cogrox.com
Strong points and limits
Strong points
- Close checklists include three view types
- Tracks key bank reconciliation balances and variance
- File links expire and log access
- 60-day trial includes all modules
Limits
- No free plan
- Pro is billed at 79 USD per company monthly, plus 15 USD per user
- No ERP connectivity is listed
- Multi-entity close is not supported
Who it suits
CoGroAccounting suits finance teams managing close tasks, reconciliations, internal controls, and document sharing with clients or auditors. Its listed audiences include SaaS companies, CPA firms, PE-backed businesses, controllers, and family offices.
Verdict
CoGroAccounting combines close management, reconciliation tracking, control approvals, file sharing, and an in-app AI assistant. The trial covers up to 10 team members; the Pro price adds a per-user charge to the company fee.
Where Specifiction places it
- Financial Close Software#14 of 297.4
