Coming soon · Early access opening

Your Practice.
In Sync.

Everything your accounting firm needs, working together.

Manage clients, projects, tasks, communications, billing, and daily operations — all in one place.

You're on the list! We'll be in touch at launch.

Be first in line for early access. No spam — just launch updates.

app.cordevra.com

Good morning 👋

Here's what's in sync today
● All systems synced
Active clients48
Due this week23
Awaiting client7
Invoices open$12.4k
Monthly close · October Recurring
Northside Dental
Review
Harbor Law PLLC
Waiting
Summit Rehab
In progress
Bloom Studio LLC
Not started
My tasks Today
Reconcile operating account
Send onboarding form
Approve 4 client A/P bills
Review uncategorized transactions
Call with new lead · 3:00 PM

One platform instead of

SpreadsheetsEmail threadsSeparate client portalForm builderBilling toolScheduling appcordevra
Features

Built for how accounting firms actually work

Every piece of your practice, connected — so nothing slips between tools.

Recurring workflows

Cycle-based workflows for monthly closes, payroll, and tax season that roll forward on their own.

Clients & leads

One record per client with contacts, services, notes, and history. Leads live right alongside them.

Client portal

A clean dashboard where clients upload documents, answer questions, and see what's needed from them.

Custom forms

Build your own onboarding and intake forms — no extra subscription, answers land on the client record.

Document storage

Native, organized client folders built in — no syncing to a separate drive.

Billing & payments

Invoice clients and get paid online with embedded payments, tied to the work you delivered.

QuickBooks Online review

Clients review uncategorized transactions and approve A/P bills right from their portal.

Calendar & booking

A built-in calendar with booking links for discovery calls, reviews, and client meetings.

Knowledge base & SOPs

Document your firm's procedures once, so every team member does the work the same way.

How it works

Work that runs in cycles — not chaos

Accounting is recurring by nature. cordevra is built around that rhythm, so every month starts organized.

1
OnboardSend a custom intake form. The client, documents, and services are set up automatically.
2
Run the cycleRecurring workflows create the right tasks, deadlines, and client requests every period.
3
CollaborateClients answer, upload, and approve in their portal — no more chasing over email.
4
Bill & repeatInvoice, get paid, and watch the next cycle roll forward on its own.
Roadmap

From practice management to CFO-level insight

We're launching with the core of your practice, then adding advisory tools in stages.

Launching first
MODULE 1

Practice

Run the firm day to day.

  • Clients, workflows & tasks
  • Client portal & forms
  • Documents & billing
  • QBO review & approvals
Next
MODULE 2

CFO Lenses

Analysis dashboards with ready-made models.

  • Owner benefit KPIs
  • Burn rate views
  • MoM & YoY comparisons
  • Automated advisor tips
Later
MODULE 3

Foresight

Look ahead with your clients.

  • Cash flow forecasting
  • What-if simulator
Later
MODULE 4

Marketplace

Extend cordevra with add-ons and templates.

  • Workflow templates
  • Add-on tools
Why cordevra

Built inside a working accounting firm

cordevra is being designed by people who run client books every day — so it solves the problems firms actually have, not the ones software companies imagine.

Designed around recurring, cycle-based work
Fewer subscriptions — forms, storage, and payments included
A client experience that makes your firm look its best
"We built cordevra because we were tired of running our firm across a dozen tools that never talked to each other."
— The cordevra team
FAQ

Questions, answered

Who is cordevra for?

Bookkeeping, accounting, and tax firms — from solo practitioners to growing teams — that want clients, work, and billing in one place.

When does it launch?

We're building now. Waitlist members get first access and launch updates before anyone else.

How much will it cost?

Pricing will be announced closer to launch. Early-access members will hear about it first.

Does it work with QuickBooks Online?

Yes — QuickBooks Online is a core part of the plan, starting with client transaction review and A/P bill approvals in the portal.

Can I switch from my current practice management tool?

That's the goal. We're planning a simple path to bring your clients and workflows over.

Get your practice in sync.

Join the waitlist and be first to try cordevra.

You're on the list! We'll be in touch at launch.