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Ledger Care + Client Connect

Billing operations and client engagement, unified.

Send invoices, collect payments, and keep clients moving—without juggling disconnected tools. Cohessra unifies billing operations (Ledger Care) and a secure client portal (Client Connect).

Live
InvoicesPaymentsSubscriptionsMessages
Recent invoices
Last 30 days
INV-1042
Sent
$1,480
INV-1041
Paid
$620
INV-1040
Processing
$940
Payment velocity
Fewer steps from “sent” to “paid”.
Client activity
Portal messages and files.
New message2m
“Can we reschedule to Thursday? Also attached the intake form.”
File receivedToday
intake.pdfVerified
AppointmentThu
Confirmed • 2:00 PM • Reminder scheduled
Clear limits
Users and locations are explicit by plan.
3-day trial
Designed for clarity

Less tool switching, fewer gaps.

Replace disconnected billing tools and ad‑hoc client communication with a single system that keeps work consistent from invoice to follow-up.

Billing + payments

Send invoices, track status, and collect payments with fewer manual touch points.

Scheduling + reminders

Reduce coordination overhead with straightforward scheduling and timely reminders.

Secure portal + messaging

Keep messages and attachments in a controlled portal instead of scattered inbox threads.

Two products, one platform

Reduce follow-ups by connecting ops to the client experience.

Ledger Care keeps billing structured and predictable. Client Connect gives clients one place to pay, schedule, message, and share securely—so work doesn’t leak into email threads.

Ledger Care

Run billing with clarity: invoices, payments, and subscription access with roles and locations that match how you operate.

Client Connect

Give clients clear next steps: pay invoices, schedule, message, and share files in a secure portal.

Security

Security that supports real workflows.

Access is controlled by roles, and sign‑in can be protected with MFA. Our Security page explains the approach in plain language—without vague claims.

FAQ

Answers buyers ask early.

Short, direct answers. If you want a tailored walkthrough, book a demo and we’ll map Cohessra to your workflow.

Tip: after a few minutes of inactivity, this section resets to the overview.

See Cohessra in your workflow.

We’ll tailor the walkthrough to how your team bills, schedules, and communicates—and recommend the right starting plan.