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Enterprise Layer Intelligence
Categories/Tax & Accounting/Combinely
Combinely

Combinely

Founded by Tom Invernizzi in 2024

Automate tax prep, bookkeeping, and payroll workflows directly across existing accounting applications

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Coco to prepare accounting workflows across your firm's existing applications. It handles routine tasks like bank reconciliations, sales tax return preparation, payroll data input, and 1040 workpaper creation. Instead of manually entering data between QuickBooks, Gusto, and tax software, you can delegate tasks to automated agents that draft the work directly in those systems. Coco flags items requiring professional judgment, keeping your staff in control so you only need to review and approve the final work before client delivery.

What Combinely does

Post bills and invoices into accounting ledgersDraft payroll confirmation emails to clientsReconcile monthly bank and credit card accountsCompile corporate R&D tax credit schedulesTrack open client tax document requestsExtract transaction details from receipts and invoice PDFsAssemble workpaper binders for individual tax returnsPrepares 1040 and business tax workpapers across UltraTax CS, Lacerte, and CCH AxcessPerforms bank reconciliations and compiles missing receipt summaries in QuickBooks and XeroInputs payroll records and drafts confirmation emails across Gusto, ADP, and PaychexPrepares sales tax returns and tracks economic nexus thresholds with AvalaraDrafts monthly financial statements and year-end close workpaper bindersLearns custom accounting procedures written in plain English like a staff briefEnforces strict human approval safeguards so no task finalizes without staff review

Pricing breakdown

Pricing model: Paid

PlanList price
Coco licence (per user) (annual billing)£180 / mo, billed annually
Coco licence (per user)£200 / mo
Coco licence (per user)£220 / mo
View full pricing page ↗

Frequently asked

QuickBooksQuickBooksXeroXeroNetSuiteNetSuiteMicrosoft OutlookMicrosoft OutlookMicrosoft ExcelMicrosoft ExcelMicrosoft WordMicrosoft WordAvalaraAvalaraGustoGustoADPADPPaychexPaychexKarbonKarbonCanopyCanopy

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Coco, Combinely, accounting automation, bookkeeping, tax preparation, payroll processing, bank reconciliation, sales tax filing, 1040 workpapers, QuickBooks, Xero, Gusto, UltraTax CS, CPA automation, accounting AI