Customers
Results from firms
using Coco.
From seven-office firms to specialist advisers: what changed when firms put Coco to work.
Coco’s performance reviews
Trusted by 70+ accounting firms
In their own words
What our customers say.
“Our people are fully engaged on client work, so the question was never willingness, it was capacity. Combinely adds that capacity.”
Ashley Phillips, FCCA
Partner, McCabe Ford Williams
“Working with Combinely has allowed us to go from thinking about AI to actually embedding it into our daily operations, without needing to change our workflows.”
Chrissie Krappe
Managing Director, Blu Sky
“It ran a payroll earlier using an agent that I created, with no errors. It was the first time we went full end-to-end automation. That was brilliant.”
“Combinely has transformed Incra, streamlining our accounting, cutting our software reliance and admin load, and freeing us to deliver a sharper, more refined client experience.”
Ben Holt
Commercial Director, Incra Group
Customer stories.
Customer Story
McCabe Ford Williams: From 0 to 78 Agents in 8 Weeks
How a seven-office Kent firm built 78 agents across every service line in an eight-week pilot led by the people who do the work.
Read the story
Customer Story
LedgerPlus: From Claude to Combinely
How a growing London firm went from operating Claude by hand to running payroll end to end.
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Customer Story
Blu Sky: 4x Higher Client Satisfaction in 4 Months
From thinking about AI to actually using it, without changing workflows.
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Customer Story
Incra Group: Freeing Accountants to Advise
How a fast-growing Australian firm put AI agents to work across tax, accounting, and client service.
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Partnership
Blick Rothenberg x Combinely
Supporting specialist US Expansion and US/UK advisory teams with carefully applied AI tools.
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Partnership
Oury Clark x Combinely
Automating manual tax and accounting processes for a firm of accountants, solicitors, and advisers since 1935.
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The team
Built by accountants and engineers.
We’ve done the work Coco does. Former accountants from EY, Deloitte, Crowe and S&W, and engineers from Google, Monzo, Barclays and J.P. Morgan, building Coco with accountants, not around them.
About usAccountants from
Engineers from
More stories.
Customer Story
FBT: from a 3-month scramble to a checked first draft
How Incra handed the process-heavy parts of Fringe Benefits Tax to AI, and kept the judgement calls where they belong.
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Customer Story
Financial statements: from verifying balances to advising on them
Incra handed the reconciliations to Coco. The accountants kept the decisions.
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Customer Story
Statements of advice: from weeks to an hour
Incra brought the drafting of statements of advice back in-house. The wait went from weeks to an hour.
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Coco knows 50+ accounting workflows.
From chasing to submission.
Bookkeeping
Assign to Coco
- Bookkeeping – Posting Invoices and Bills
- Bank Reconciliation & Missing Receipts Summary
QuickBooks
Xero
Sage Intacct
NetSuite
OutlookSales tax
Assign to Coco
- Sales Tax Return Prep
- Sales Tax Nexus Review
AvalaraQuickBooksXero
ExcelPayroll
Assign to Coco
- Payroll Information Input
- Payroll Email Drafting
Gusto
ADP
PaychexQuickBooksOutlookIndividual tax
Assign to Coco
- 1040 Workpaper Prep
- 1040 Return Review
IRS
UltraTax CS
LacerteExcelOutlookBusiness tax
Assign to Coco
- Business Tax Workpaper Prep (1120, 1120-S, 1065)
- R&D Tax Credit Review
IRS
CCH AxcessUltraTax CSExcelOutlookFinancial statements
Assign to Coco
- Year-End Close Workpapers
- Monthly Financial Statements
QuickBooksXeroExcel
WordFirm admin
Assign to Coco
- Document Request Tracking
- Engagement Scope Review
Outlook
Karbon
Canopy
IgnitionNot on the list? If you can do it, Coco can learn it.
Write it like you’d brief a new starter. Coco turns it into an agent in minutes.
No AI training on your data
What you share stays yours. It is never used to train or fine-tune any model.
SOC 2 Type II
Our controls are independently audited against the Trust Services Criteria.
You approve everything
Coco prepares the work and flags what needs your judgment. Nothing is final until you approve it.
Put your first agent to work this week.
Set Coco up in minutes. It does the preparation in the tools you already use — you review the work.
Prefer a walkthrough? Book a demo
- 1
Choose an agent
Pick from 50+ agents built for US firms.
- 2
Connect your apps
QuickBooks, Gusto, UltraTax CS and your inbox.
- 3
Review the work
Coco prepares, you approve — nothing is final until your firm signs it off.