Accounting Operations Platform

Close the books faster.
Control everything better.

CoGroX replaces spreadsheets and legacy tools with an AI-powered platform for month-end close, reconciliations, policy management, and client collaboration.

$20/user/monthvs Competitors$1,500–$2,500/month

60-day free trial · No credit card required · Cancel anytime

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Ops — CoGroX LLC
Home
Close Management
Closes
Task Library
Templates
Controls & Compliance
Reconciliations
Policy & Controls
Audit Trail
Client Management
File Portal
CRM
Insights
Analytics
Good morning, Chris 👋
+ New Close
3
Active Closes
5
Due Today
1
Overdue
2
Pending Review
Active Closes
Mar 2026 Close
In Progress
65%
Feb 2026 Close
In Progress
92%
Q1 2026 Review
Open
0%

Trusted by accounting teams at

Series A SaaS
Regional CPA Firms
PE-Backed Companies
Mid-Market Controllers
Family Office Finance
Everything you need
One platform for your entire close
Stop juggling spreadsheets, email threads, and disconnected tools. CoGroX brings your entire accounting operation into one place.
Month-End Close
Manage close checklists with task groups, assignments, due dates, and real-time status tracking across your entire team.
Table · Kanban · Calendar views
Reconciliations
Built-in bank reconciliation format with opening balance, reconciling items, adjusted balance, and variance tracking.
Variance → $0.00 to reconcile
Policy & Controls
Document, version, and approve internal controls. Track policy changes with full version history and approval workflows.
Draft → Review → Active
Secure File Portal
Share files securely with clients and auditors via password-protected portals with expiry dates and full access logging.
No login required for recipients
Audit Trail
Every action is logged. Search, filter, and sign off on audit events with full traceability for your controllers and auditors.
SOX-ready activity logging
AI Assistant
Claude-powered AI that understands accounting context. Draft policies, analyze variances, and get answers without leaving the app.
Powered by Claude
CoGroX vs The Competition
Enterprise features. A fraction of the cost.
Stop paying $1,500–$2,500/month for features you can get for $20/user. CoGroX is built for teams serious about accounting operations who refuse to overpay.
Feature
CoGroX
Competitors
Month-end close management
✓
✓
Bank reconciliations
✓
✓
Policy & controls management
✓
✓
Secure client file portal
✓
✗
Built-in CRM
✓
✗
AI assistant (Claude-powered)
✓
✗
60-day free trial
✓
✗
Monthly price per user
$20
$125–$208
Simple pricing
No surprises, ever
One plan, everything included. Pay only for the seats you use.
Free Trial
$0 for 60 days
Full access to every feature. No credit card required.
  • Unlimited closes & tasks
  • All modules included
  • Up to 10 team members
  • AI assistant access
  • 60 days, no strings attached
Most Popular
CoGroX Pro
$20 / user / month
Everything in trial, plus your full team and priority support.
  • Month-end close management
  • Reconciliations module
  • Policy & Controls
  • Secure File Portal
  • CRM & Analytics
  • Audit Trail & Sign-offs
  • AI Assistant (Claude)
  • Unlimited closes & tasks

Enterprise plans available for larger teams · Contact us

Ready to close faster?

Join accounting teams that have replaced spreadsheets and expensive legacy tools with CoGroX.

No credit card · Full access · Cancel anytime