COUNT
COUNT is an AI-Powered accounting tool designed for small businesses. It automates accounting tasks, providing seamless data organization a...
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What is COUNT?
COUNT is an AI-powered accounting platform designed to help founders, freelancers, small businesses, and accounting firms run bookkeeping and financial operations with less manual work. Its positioning centers on “accounting on autopilot,” combining a general ledger, practice management, client collaboration, and automation in one secure system.
For businesses, COUNT focuses on core accounting workflows like bank feeds, transaction matching, invoices, estimates, bill tracking, document uploads, and reporting. It also includes AI-assisted features such as bank transaction matching, receipt automatching, custom automation rules, and, on higher plans, an AI chat assistant and continuous accuracy monitoring.
For accounting firms, COUNT adds workflow and collaboration tools like template-driven task management, monthly close checklists, reviewer sign-off, inline comments, client portals, and role-based collaboration. The platform is built to reduce context switching by keeping general ledger work, practice management, and client communication in the same workspace.
COUNT also extends into team operations with payroll, time tracking, expense claims, and sales rep tools as paid add-ons. The website presents it as a modern, scalable replacement for spreadsheet-heavy or legacy accounting setups, with one-click migration from popular systems and support for both cash and accrual books.
The product appears best suited for founders who want cleaner books with automation, and for firms that need a unified operating system for accounting operations, collaboration, and review. Its feature set suggests a strong emphasis on automation, control, and workflow efficiency rather than a minimal bookkeeping-only tool.
COUNT pricing
Pricing model: Paid
COUNT offers a 30-day free trial on its paid plans. Starter costs $15 USD per month and includes 2 bank connections, 50 transactions per month, 1 active project, AI bank transaction matching, and unlimited invoices and estimates. Growth costs $29 USD per month and includes 5 bank connections, unlimited transactions, unlimited projects, receipt automatching, and tags & groups. Pro costs $99 USD per month and includes unlimited bank connections, advanced AI reasoning models, continuous accuracy monitoring, COUNT AI chat assistant, and a dedicated account manager. There is also an optional employee add-on priced at $6 per month per employee or contractor, which unlocks Payroll, Time Tracking, Expense Claims, and Sales Rep tools. Payroll is available in the US only and has an additional $40 per month per workspace fee. The pricing page also lists processing fees such as 2.99% plus a fixed fee for credit card payments and 1% ACH fees capped at $15 per month.
COUNT pros
- AI bank transaction matching
- Receipt automatching
- Unlimited invoices and estimates
- Unlimited bill tracking
- Read-only bank connections
- Unlimited team members
- Template-driven recurring workflows
- Monthly close wizard
- Inline comments and @mentions
- Client portal for document exchange
- Cash and accrual books
- Audit logs of all actions
- One-click migration from other systems
- Dedicated account manager on Pro
- Continuous accuracy monitoring on Pro
- Custom automation rules
- Payroll, time tracking, and expense claims add-on
- Searchable help center
- Live chat support
- SOC 2 Type II compliance
COUNT cons
- Starter plan limited to 2 bank connections
- Starter plan capped at 50 transactions per month
- Starter plan includes only 1 active project
- Payroll available only in the US
- Payroll costs extra per workspace and per active person
- Some features are marked coming soon
- Higher-end automation is mostly on Pro
- Storage is limited on lower tiers
- Credit card and ACH fees still apply
- Some business tools require add-ons
- No moving money through bank connections
- Advanced team/firm controls may need higher plans
Frequently asked questions about COUNT
How does COUNT connect to banks?
COUNT uses read-only bank connections to import transactions and statements. That means it can sync financial data into the ledger, but it cannot move money. Imported transactions are then matched by COUNT’s AI and can post automatically.
What happens if I exceed my plan limits?
If you go over limits like monthly transactions or storage, COUNT prompts you to upgrade. Your historical data stays intact, but importing new data may pause until you upgrade or until the next cycle starts.
Does COUNT include invoicing?
Yes. All listed plans include unlimited invoices and estimates. The platform also supports bill tracking, recurring invoices, and payment-related workflows, with different plan limits on fees and connected accounts.
Is COUNT meant for accountants and bookkeepers?
Yes. COUNT positions itself as a platform for accounting firms with a general ledger, practice management, and client collaboration in one system. It includes workflow automation, close checklists, reviewer sign-off, audit trails, and a client portal.
Can I invite my team to COUNT?
Yes. COUNT says you can invite unlimited team members on all plans. The website also notes that employees can be given access to time tracking, expenses, and related tools when enabled, while sensitive accounting views remain role-based.
What support is included?
All plans include email support, live chat support, and a searchable help center. The Pro plan also includes a dedicated account manager.
Is COUNT secure?
COUNT says it is SOC 2 Type II compliant and uses 256-bit SSL encryption. It also states that it runs in secure Microsoft Azure data centers behind web application firewalls, and that integrations are read-only unless explicitly authorized.
Can I export my data if I leave?
Yes. COUNT says you can export transactions, reports, invoices, and documents at any time. After cancellation, you retain read-only access to historical data.
Does COUNT replace QuickBooks or Xero?
COUNT says yes, it is a full general ledger with practice management and offers one-click migration from popular systems. The site says you can bring over accounts, vendors, customers, products, and transactions.
Is payroll included in the base plans?
No. Payroll is an optional add-on rather than a base-plan feature. It costs $40 per month per workspace plus $6 per employee or contractor, and the website says payroll is available in the US only.