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What is Cone?

Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.

What is Belvak?

Belvak operates as an all-encompassing business operations platform specifically designed for service-oriented companies with employee counts between 5 and 50, which includes IT agencies, managed service providers (MSPs), consultancies, contractors, and creative firms. This platform unifies the sales process, service delivery, and revenue management into one cohesive system, enabling businesses to track their cash flow and profit margins in real-time, rather than waiting until the month's end. It boasts an array of modules, such as Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that delivers insights based on the user’s data. Users can issue invoices in more than 50 currencies and take advantage of 12 customizable templates, allowing for automated recurring billing and management of maintenance contracts, while also keeping tabs on billable hours related to project margins and overseeing hiring and payroll processes without needing any additional tools. Belvak ensures seamless integration with popular applications like Stripe, Slack, QuickBooks, and Zapier, and it also provides a REST API along with webhooks for enhanced connectivity. The platform offers a free option for a single user without the need for credit card details, while the Professional plan is priced at $49 per month for up to 5 users, with an additional fee of $8 for each extra user beyond that. In conclusion, Belvak streamlines business operations and significantly boosts efficiency through its interconnected features, thereby proving to be an indispensable resource for companies focused on service delivery. Additionally, its user-friendly interface and comprehensive support further enhance the overall experience for businesses looking to optimize their operations.

Media

Media

Integrations Supported

Axis LMS
QuickBooks Online
Slack
Stripe
Xero
Zapier
Zoho Books

Integrations Supported

Axis LMS
QuickBooks Online
Slack
Stripe
Xero
Zapier
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

$8.51 per month
Free Version
Free Trial Offered?

Pricing Information

$49/month for 5 users
Free plan available (no credit card required). Professional plan: $49/month including 5 users, then $8/month per additional user. Annual billing: $468/year including 5 users, then $72/year per additional user. All features included in the Professional plan - no per-module pricing.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cone

Date Founded

2022

Company Location

United States

Company Website

www.getcone.io

Company Facts

Organization Name

Belvak

Date Founded

2024

Company Location

Lebanon

Company Website

belvak.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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