Empower

Accounting Simplified

Transform your financial management with our integrated Cosmos Accounting Suite for family offices.

Insights

Transforming Financial Reporting for Family Offices

Cosmos Dashboards revolutionize financial management by consolidating data across all entities. Gain unparalleled visibility and control over your family office's financial landscape.

Data Aggregation

Seamless integration ensures accurate, real-time financial data across all your investments.

Performance Visualization

Custom dashboards provide insights tailored to stakeholders, enhancing decision-making and accountability.

Transform Your Financial Oversight with Our Comprehensive Accounting Suite

Multi-Entity Data Aggregation for Streamlined Financial Management

Effortlessly consolidate financial data across all your investment entities and operating companies.

Visualize Financial Performance with Customizable Dashboards

Create tailored dashboards that provide insights for family members and executives alike.

Comprehensive Portfolio-Wide Financial Analysis at Your Fingertips

Monitor cash positions and analyze financial performance across all entities seamlessly.

Efficiency

Streamline Your Expense Management Effortlessly

The Cosmos Expense Manager revolutionizes accounts payable automation and cash flow oversight. Tailored for family offices, it simplifies complex financial processes across multiple entities.

Automated invoice processing for seamless financial operations.

Real-time cash flow visibility across all accounts.

Customizable approval workflows for enhanced control.

Key Features of the Cosmos Expense Manager

Automated Accounts Payable Processing for Seamless Management

Experience AI-driven invoice capture and intelligent coding for efficient AP processing.

Comprehensive Cash Flow Management for Enhanced Financial Oversight

Gain centralized visibility and predictive insights into your cash positions.

Streamlined Approval Workflows to Enhance Operational Efficiency

Implement multi-tiered approval hierarchies tailored to your family office's needs.

Empower Your Family Office with the Cosmos Investor Portal

The Cosmos Investor Portal revolutionizes financial communication for family offices. It offers tailored reporting and insights that enhance transparency and security for all stakeholders.

Custom Reporting

Tailored dashboards provide clear financial performance views for various stakeholder groups.

Performance Analytics

Visualize asset allocation and analyze performance metrics against relevant benchmarks.

Insights

Key Features of the Investor Portal

The Investor Portal offers tailored financial reporting and analytics for family offices, ensuring stakeholders have the insights they need at their fingertips. With customizable dashboards and secure document management, it enhances transparency and efficiency.

Customized Financial Reporting

Create tailored dashboards for various stakeholders to visualize financial performance.

Investment Performance Analytics

Analyze asset allocation and performance metrics to drive informed investment decisions.

Capital Account Management

Track individual capital accounts and ownership percentages for family members.

Explore the Power of Cosmos Accounting with Our Interactive Chat

Engage with Cosmos Accounting through our chat feature to streamline your financial inquiries. Get instant answers to your accounting questions and enhance your operational efficiency.

Get Instant Answers with Cosmos Accounting Chat

Our chat functionality allows you to ask specific questions about your accounts and transactions. Whether it's checking balances or tracking payments, Cosmos Accounting has you covered.

Discover the Cosmos Advantage

Unlock the full potential of your family office with our integrated accounting solutions. Request a demo today to see how Cosmos can streamline your financial management.