Freedom251 › Financial Close Software
CoGroAccounting
What CoGroAccounting is
CoGroAccounting is a web-based platform for finance teams handling month-end close, reconciliations, internal controls, and client collaboration. Close checklists support grouped tasks, assignments, due dates, real-time status tracking, and table, Kanban, or 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 that preserve version history. A file portal shares documents with clients and auditors using password-protected links with expiry dates and access logging; recipients do not need to log in. The audit trail records actions and supports search, filtering, and sign-off, which the site describes as SOX-ready. A Claude-powered assistant can draft policies, analyze variances, and answer questions in the app. Its 60-day free trial includes all modules and full feature access for up to 10 team members without a credit card. The Pro plan is billed at $79 per company per month, plus $15 per user; Enterprise plans are available for larger teams, with pricing not listed.
Who it suits
It is aimed at finance teams such as Series A SaaS companies, regional CPA firms, PE-backed companies, mid-market controllers, and family offices. Its tools suit teams coordinating close tasks, controls, reconciliations, and client or auditor file sharing.
What it does well
- 60-day trial includes all modules and up to 10 team members
- Close tasks have assignments, due dates, and live status
- Password-protected file links expire and log access
- Control workflows retain version history
- Claude assistant can draft policies and analyze variances
What to know first
- No free plan beyond the 60-day trial
- Pro costs $79 per company per month plus $15 per user
- No multi-entity close support
- No ERP connectivity is listed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free Trial | $0 for 60 days · Up to 10 team members · Unlimited closes & tasks · All modules included · AI assistant access | Free |
| CoGroAccounting Pro | $79 per company per month, plus $15 per user · Unlimited closes & tasks · Full team · Priority support | On request |
| Enterprise | Enterprise plans available for larger teams · For larger teams | On request |
As cogrox.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
CoGroAccounting combines close coordination, reconciliation records, control approvals, and secure file sharing for finance teams. The trial provides full feature access, while ongoing Pro pricing includes both a company fee and a per-user charge.
Facts from CoGroAccounting's own pages
- AI assistant
- The Claude-powered assistant can draft policies, analyze variances, and answer questions within the app. · cogrox.com, 7 Oct 2026
- 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. · cogrox.com, 7 Oct 2026
- Close management
- Close checklists support task groups, assignments, due dates, real-time status tracking, and table, Kanban, and calendar views. · cogrox.com, 7 Oct 2026
- 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. · cogrox.com, 7 Oct 2026
- Integrations
- The page names Claude as the AI assistant provider but does not identify other integrations. · cogrox.com, 7 Oct 2026
- 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. · cogrox.com, 7 Oct 2026
- Policies and controls
- Users can document, version, and approve internal controls with version history and approval workflows. · cogrox.com, 7 Oct 2026
- Reconciliations
- The bank reconciliation format tracks opening balance, reconciling items, adjusted balance, and variance. · cogrox.com, 7 Oct 2026
- Support
- The Pro plan includes priority support. · cogrox.com, 7 Oct 2026
- Trial terms
- The 60-day free trial includes full feature access, requires no credit card, and can be canceled anytime. · cogrox.com, 7 Oct 2026
- What it does
- CoGroAccounting is an AI-powered platform for month-end close, reconciliations, policy management, and client collaboration. · cogrox.com, 7 Oct 2026
Where CoGroAccounting stands on Freedom251
- Financial Close Software#6 of 29