For Business Owners
Ring up a sale at the counter and it's already in the books. Drop in a bank statement and it comes back sorted, with the math checked against the balances your bank printed. At month end you send your accountant a packet instead of a shoebox. Built for cash-heavy service shops, where the person working the counter is the person doing the books. It reads your statements too — that's the floor, not the pitch.
Upload your statements, or connect your bank read-only. Cohara never sees your password.
November 2025 bank statement.pdf
Truist · business checking
41 transactions · beginning balance + money in − money out = the printed ending balance
Ring cash and card sales in seconds, hand every customer a clean receipt link, and keep ringing when the wifi drops — the sale syncs itself when the connection returns.
Every sale builds the customer list. Pipeline, tasks, and (soon) texting live where the sales happen — so the follow-up is one tap, not a separate app nobody opens.
Every counter sale, invoice, and uploaded statement lands categorized and traceable. Month-end is a packet, not a project — and no number in it is ever guessed.
Put one thing you sell on the till.
A name and a price is enough — Wash & Fold, a haircut, a cone. Or import your list from Square or QuickBooks in one file.
Ring your first sale.
Thirty seconds at the register: tap the item, take cash or card, hand over the receipt link. That's the whole tool your counter needs.
Let the books build themselves.
Sales land categorized as they happen. Add bank statements when you're ready, and month-end becomes a packet your CPA can trace line by line.
Most tools import what they can and quietly move on. Every Cohara upload gets a plain-English receipt: what became a transaction, what was set aside (like balance rows and summaries — and why), and what needs your OK. And when your statement prints its balances, Cohara checks the math — beginning balance plus money in, minus money out — and says plainly whether it reconciles, has a gap, or couldn't be checked.
Read · Accounted for · Explained
You know roughly what came in. You know the drawer was short that one Tuesday. The statements are in an inbox, the receipts are in the truck, and the answer to "how did last month actually go" is three hours away — so it waits, and then it's April and your accountant is asking about a $600 charge from eight months ago.
Cohara is for that. It is built for owners who run the business and keep the books — the same person, most days. It keeps the record as the day happens, so the answer is already there when you want it, and so is the proof behind it.
Works with or without a POS — Square and Clover connections are optional, never required.
Cohara never sees your bank password.
Connect read-only in your bank's own window — or skip it and just upload files.
A connection can read, never move.
Cohara reads transactions and balances. It cannot move money out of your account.
Your files stay organized in your Vault.
Every original is kept, with a clear record of what Cohara did with it.
Upload it, see what Cohara finds, and watch your Command Center light up.