Recurring work without the rework
Bookkeepers in New Zealand use COUNT to manage monthly cycles, reconcile bank feeds and hand off clean books. All in one shared system of record with the accountants they work alongside.
Keep the books moving, without the rework
Reliable monthly routines, easier client collaboration and cleaner handovers. COUNT brings the work around the books into the same system as the books themselves.
Take on more clients without more chasing
Run recurring work with a clear view of the next task, the missing information and the approaching deadline.
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A growing client list should not mean a growing collection of spreadsheets and reminders. Practice Manager brings recurring projects, tasks and time tracking together so you can see the monthly workload across clients and keep responsibilities clear.
Standard workflows give each cycle a dependable shape. When documents and client responses stay alongside the work, less time disappears into finding out where things stand and more time goes into keeping the books current.
Spend less of the day entering the same data
Bring bank activity, receipts and bills together with coding support inside the ledger.
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COUNT combines bank feeds, document capture, reconciliation and AI-supported coding in one accounting workspace. Rather than moving evidence between a receipt tool and a ledger, you work with the transaction and its supporting document together.
Rules, history and COUNT intelligence help with repetitive processing while you retain the judgement to review exceptions and resolve unfamiliar items. The goal is not to remove your expertise. It is to stop routine entry consuming the time that expertise deserves.
Close the month with fewer loose ends
Keep reconciliations, evidence and review connected so the next cycle starts from a reliable position.
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Unanswered questions and missing receipts tend to accumulate until period end. COUNT keeps requests, documents and accounting work in the same system, helping you identify what is still needed while there is time to resolve it.
Period-close workflows, workpapers and locked periods support a consistent review process. You can complete the month with the supporting context in place, rather than assembling it again when the accountant asks.
Make client responses easier to get
Give clients one portal for the documents, questionnaires and tasks you need from them.
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A clear request is more useful than another long email thread. COUNT’s client portal keeps information requests and document exchange connected to the client file, so clients have a place to respond and you have a place to find the answer.
You can use the portal with a Client File or COUNT Lite without giving the client access to a ledger. For clients who want to manage invoicing, bills and their own numbers, COUNT Workspace provides the full accounting experience. And in addition to tasks, questionnaires, documents and the portal, chat and collaboration reach right down to transaction level, so a question about a specific entry is answered beside the record itself.
Hand over clean books, not a bundle of files
Work with accountants from the same information instead of reconstructing the story at year end.
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When your client uses COUNT Workspace, their accountant can work from the same ledger, documents and close context. Questions can be resolved against the work itself instead of an exported snapshot that has already gone out of date. Chat and collaboration extend to individual transactions, keeping the discussion with the work rather than in a separate thread.
For clients still on another system, Practice Manager can manage the tasks, time and billing independently. COUNT Lite also lets you import trial, conversion and comparison balances for firm use, giving you a practical way to bring financial context into the work as clients transition.
See the value of the work you deliver
Keep client time and billing connected so a busy month also makes business sense.
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Bookkeeping firms need visibility over their own business as well as their clients’ books. COUNT brings time tracking and client invoicing into Practice Manager, keeping the effort of delivery alongside the engagement it supports.
That makes it easier to recognise recurring friction, refine the scope of a service and have better pricing conversations. Efficiency can create room for more thoughtful support, not just more transactions in the same day.
“Recurring client work just flows. The AI coding on the bank feed does the heavy lifting, and I can see exactly where every client is up to without opening a spreadsheet.”
Owner, [Bookkeeping firm]Draft review · pending verification · Placeholder photography
Frequently asked questions
- Can I run my bookkeeping clients on COUNT without involving the accountant?
- Yes. You get a dedicated workspace for each client with bank feeds, coding, reconciliation, invoicing and bills. When the accountant needs access, they see the same live data, not a file export.
- Do I still need a separate practice management tool?
- No. Practice Manager is built in, with the same pricing for bookkeepers and accountants: clients on COUNT are free to manage and there are no per-user fees. Jobs, deadlines, client queries, document requests and WIP tracking are built into the same platform.
- How does recurring work scale across many clients?
- Templates, schedules and automation rules copy across clients. A change to your standard checklist or chart of accounts can roll out to every client you choose, and dashboards show what needs attention each morning.
- What happens when I want to hand a client to an accounting partner?
- Advisor access is free, so your accountant or the client’s accountant can step into the same workspace. There is no import, export or reconciliation catch-up.
Migrate with Confidence
Start with a few clients, then move in well-managed waves. Import all your clients into Practice Manager at any time to start tracking tasks, time and billing.
- 1
Pilot
Weeks 1 to 4
Set up Practice Manager for the firm and move a small group of clients onto COUNT Workspace.
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Parallel run
One full cycle
Run a full monthly or GST filing cycle in COUNT alongside your current systems, then compare the results line by line.
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Transition
In waves you choose
Migrate clients into COUNT in progressive waves that suit your workload, avoiding busy season. Each wave brings clients fully onto COUNT Workspace. For clients on non-cloud or desktop accounting systems, you can still manage their tasks, time and billing in Practice Manager.
Learn more - 4
Firm-wide
Ongoing
Standardise jobs, workpapers and reporting, train the whole team, and retire the tools and connectors you no longer need.
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Works with the tools you already use
Connect engagement, identity and scheduling tools to the same client record.
- Anchor
- Microsoft SSO
- Google SSO
- Google Calendar
Become a COUNT partner bookkeeper
Clients on COUNT are free to manage in Practice Manager, and your clients can stay on other ledgers while you migrate them at your own pace.