Account & Team
Manage access, roles, and settings for your organization.
Cord 101: Getting Started
Set up your account, create your first client, and send your first quote in minutes.
Inviting members and roles
Manage the access of your sales team, accounting, and administrators.
Update your deposit account
How to change the bank account where you receive payouts, in your country's format.
Email and Slack notifications
Get notified by email or Slack when your client views, approves, rejects, or pays a quote.
Connect HubSpot
Sync your Cord clients and quotes with HubSpot Companies, Contacts, and Deals.
Connect Slack
Get an alert in your channel every time a quote is sent, opened, approved, or paid.
Connect Microsoft Teams
Get a card in your Teams channel every time a quote is opened, approved or paid, and post from your workflows.
Connect WhatsApp Business
Send reminders and alerts over WhatsApp from your workflows, with your Meta-approved template.
Connect Shopify
Bring your store's products and customers into Cord to quote wholesale with real data, and keep them current on their own.
Connect Google Sheets
Every quote and every invoice as a row in your Google spreadsheet, kept current on its own, so you track your numbers where you already track them.
Connect Excel
Every quote and every invoice as a row in your Excel workbook, in a real table, kept current on its own.
Connect Gmail
Your quotes and invoices go out from your Gmail, and inside Gmail you see each quote live and build it with AI from the client's email.
Connect QuickBooks Online
Every final Cord invoice lands in your QuickBooks with its customer, its lines and its currency, without entering it twice.
Connect Xero
Every final Cord invoice lands in your Xero as a draft, with its contact, its lines and its currency.
FinTech and Accounting Glossary
Dictionary of technical, financial, tax (SAT), and reporting terms used on the Cord platform.
Annual billing for your Cord plan
Switch your Cord subscription to annual billing and get 2 months free.
Change business name or tax ID
When to edit your tax details directly and when to create a new workspace instead.
Commercial invoicing on Free
Ten commercial invoices per month, how usage works and when Starter is needed.
Configure two-factor authentication
Set up 2FA and understand when it is required.
Delete your Cord account
How to delete your organization or your personal account from Settings, and what gets deleted in each case.
Managing multiple workspaces
Switch between different organizations — even in different countries — from a single account.
Set up your account with AI
Cord reads your website, your description and your price list, and proposes your setup for you to approve.
Single Sign-On (SSO)
Enable SAML 2.0 access from Google Workspace, Microsoft Entra, or Okta.
Your Cord subscription
Plans in MXN, USD and EUR, each plan's included usage (AI, tax and commercial invoices, API, users and automatic sales tax), overage and existing contracts.
Still have questions?
Don't worry, our expert team is an email away to solve any issue.