Question 1

Is this online, or do I download software?

Accepted Answer

CogniFlow Books is a cloud-based online platform. There's no software to download or install—just log in from any device with an internet connection and start working.

Question 2

How do I get started with CogniFlow Books?

Accepted Answer

Simply sign up for our 7-day free trial. Add a payment method to activate your trial, and you can cancel anytime before it ends. Once you create your account, you can start creating estimates, managing invoices, and tracking your business finances immediately.

Question 3

Is it easy to get started?

Accepted Answer

Absolutely! Our platform features an intuitive design that anyone can navigate, even without accounting experience. You'll be up and running in minutes. We also offer comprehensive onboarding support and helpful training materials to ensure you succeed.

Question 4

Is there a free trial?

Accepted Answer

Yes! We offer a 7-day free trial with full access to all features. A payment method is required to start your trial, but you won't be charged until the trial ends. Cancel anytime before then.

Question 5

Can I import data from other accounting software?

Accepted Answer

Yes, we support data imports from QuickBooks, Excel, and CSV files. Our support team can help guide you through the import process.

Question 6

Why should I use cloud accounting software?

Accepted Answer

Cloud-based accounting gives you the freedom to access your financial data from anywhere with internet access. You'll get real-time updates from your bank accounts, seamless integration with other business tools, and easy collaboration with your team and financial advisors. Plus, your data is automatically backed up and protected with enterprise-grade security.

Question 7

What features are included?

Accepted Answer

CogniFlow Books includes estimates & invoices, customer management, AR/AP tracking, payroll & timesheets, financial reports, receipt management, and more. All features are included in every plan.

Question 8

Do I have to pay extra for mobile apps?

Accepted Answer

No! Access from any device—desktop, tablet, or mobile—is included with your subscription at no extra cost. CogniFlow Books is fully responsive and works seamlessly on all devices.

Question 9

Can I create custom estimates and invoices?

Accepted Answer

Absolutely! You can customize your estimates and invoices with your logo, fully customizable multi-stage payment schedules (50/40/10 default or create your own splits and labels), deposits, and notes.

Question 10

Does it handle payroll?

Accepted Answer

Yes, CogniFlow Books includes complete payroll management with timesheets, automatic overtime calculations, payroll tax estimates for all 50 states, and multiple pay periods (hourly, daily, weekly, biweekly, monthly).

Question 11

Can I add my accountant, bookkeeper, or tax pro?

Accepted Answer

Definitely! Grant secure access to your financial professionals with customizable permission levels. Your CPA, bookkeeper, or tax preparer can review your books, prepare reports, and assist with tax filings—all while maintaining proper security controls.

Question 12

Can multiple team members access the account?

Accepted Answer

Yes! You can invite team members with role-based access control. Assign roles like Owner, Project Manager, Office Manager, or Accountant to control what each user can see and do.

Question 13

Can I use Excel for bookkeeping?

Accepted Answer

While Excel can handle basic bookkeeping, it becomes inefficient as your business grows. Spreadsheets require manual data entry, formula maintenance, and juggling multiple files. CogniFlow Books automates these tasks, centralizes your financial data in one secure location, and performs calculations automatically to ensure accuracy. Our cloud platform means you and your accounting professionals can access everything from any device, making collaboration seamless.

Question 14

How much does CogniFlow Books cost?

Accepted Answer

We offer simple, transparent pricing with no hidden fees. Visit our Pricing page for current rates and plan details.

Question 15

Can I upgrade between plans?

Accepted Answer

Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any billing adjustments.

Question 16

Can I switch plans or cancel at any time?

Accepted Answer

Absolutely! You have complete flexibility to switch plans or cancel your subscription at any time. There are no long-term contracts or cancellation fees.

Question 17

Are there any setup fees or hidden costs?

Accepted Answer

No setup fees, no hidden costs, no surprise charges. What you see is what you pay—one simple monthly or annual price.

Question 18

Is the cost of CogniFlow Books tax deductible?

Accepted Answer

Generally speaking, yes! Accounting software subscriptions usually qualify as deductible business expenses. That said, every business situation is unique, so we encourage you to discuss your specific circumstances with your tax advisor for personalized guidance.

Question 19

Do you offer discounts for annual billing?

Accepted Answer

Yes! Annual billing comes with a discount compared to monthly billing. Check our Pricing page for details.

Question 20

Is my data secure?

Accepted Answer

Absolutely. We use bank-level encryption (256-bit SSL), automated backups, and enterprise-grade security to keep your data safe and secure.

Question 21

Can I export my data?

Accepted Answer

Yes, you can export your data at any time in standard formats like Excel, CSV, and PDF.

Question 22

What happens if I cancel?

Accepted Answer

If you cancel, you'll retain access until the end of your billing period. You can export all your data before your account closes.

Frequently Asked Questions

Getting Started

Features & Functionality

Pricing & Billing

Security & Data

Still have questions?