Cointab guided setup
Schedule a guided setup
Discuss your finance process with the Cointab team and see how Cointab can help simplify and automate it.
Transaction reconciliation · Account reconciliation · Reports
Free 30-minute session · No preparation required
Not sure which Cointab product you need? Just tell us what you're trying to improve.
Tell us what you'd like to discuss
Booking details
Share a few details so we can prepare for the conversation.
Bring the finance process you want to improve
Transaction reconciliation
Match transactions across systems and identify exceptions.
Bank · Payments · Vendor · Customer · Marketplace · Intercompany · Custom
Learn moreAccount reconciliation
Substantiate GL balances and manage preparation, review, and certification.
Trial balance · Supporting data · Reconciling items · Month-end review
Learn moreReports
Turn recurring finance reporting into reusable workflows.
MIS · P&L analysis · Budget vs actual · Aging · Management reporting
Learn moreNot sure where your requirement fits? Describe the process and we'll help identify the right approach.
A practical 30-minute conversation
Tell us about the process
Walk us through what your finance team does today and where the manual work sits.
See how Cointab could fit
We'll focus on the relevant Cointab product and workflow for your requirement.
Decide the next step
Start a free trial, evaluate with your own data, or plan a pilot if needed.
No generic presentation. The conversation starts with your finance process.
Trusted by finance teams across industries
“Thank you so much for this amazing software. It's really very helpful — it saves my time and manpower. Cointab automates and simplifies the reconciliation process with a great supportive team.”
Frequently asked questions
Ready to discuss your finance workflow?
See how Cointab can help turn recurring finance work into a simpler, reusable process.