Close faster. Advise sooner
Advisory teams and CFOs in New Zealand use COUNT to turn the monthly close into a continuous source of insight. Live data, dimensions and repeatable deliverables in one system.
Turn financial clarity into better decisions
Clients need more than a dashboard. COUNT gives CFOs and advisory teams a connected foundation for current insight, repeatable delivery and accountable professional judgement.
Get to the conversation sooner
Reduce the reconstruction between the ledger, the close and the advice.
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Advice loses relevance when the first part of every engagement is spent making the numbers usable. COUNT connects accounting data with period-close work, reconciliations and review, allowing the team to resolve the foundation before building its interpretation.
Reporting draws from the same ledger rather than a separate spreadsheet copy. As records are updated, you can work from the latest recorded position and spend more of the engagement exploring what it means for the client.
See what drives performance
Explore results by project, department, location or other dimensions without multiplying account codes.
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A single profit-and-loss total rarely answers the question a client is really asking. COUNT’s projects and tags add analytical dimensions to the chart of accounts, making it possible to examine revenue and costs from the perspectives that matter to the business.
You can move from a broad result to its underlying transactions and supporting evidence. The discussion becomes more specific: which work is profitable, where costs are changing and which part of the business deserves attention.
Deliver consistent advice across a portfolio
Reuse the structure of the work while keeping the conclusions specific to each client.
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Customisable workpaper and report packs give advisory engagements a repeatable foundation. Practice Manager connects the project, tasks and delivery process with the accounting information the advice rests on.
Consistency does not mean generic recommendations. It means your team can spend less time assembling the same pack and more time bringing the client’s objectives, constraints and off-ledger context into a considered recommendation.
Make decisions with the client, not just reports for them
Keep information requests and financial context connected to the relationship.
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Good advice depends on what the numbers do not tell you as well as what they do. COUNT’s portal and client questionnaires help gather that context alongside the financial work, rather than leaving it scattered across inboxes.
You can use a shared view of the business to challenge assumptions, explore trade-offs and agree a practical next step. The client receives an informed professional partner, not just another document to interpret alone.
Scale insight without surrendering accountability
Use live-data AI as a starting point for analysis, with people responsible for the recommendation.
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Through COUNT’s MCP service, a client or advisor can ask questions against their own ledger data within the access they have been granted. Better access to facts is valuable, but an answer about accounting data is not the same as an advisory engagement.
Your value lies in knowing which question matters, checking the quality and completeness of the information, bringing in business context and taking professional responsibility for your advice. Governed access and an audit trail support that work without replacing judgement.
Frequently asked questions
- Can COUNT replace my reporting spreadsheet stack?
- For most firms and businesses it can. Live dashboards, dimensions, custom reports and scheduled packs replace the monthly build of manual spreadsheets. When you need Excel, exports are one click away.
- How do dimensions and tags work?
- You can tag transactions, customers, suppliers and projects with unlimited dimensions, then report across them in real time. A single line can belong to a department, a location and a service line without duplicating the chart of accounts.
- Can advisory and accounting work happen in the same tool?
- Yes. Practice Manager tracks the job, deliverables and sign-off stages; the same client workspace holds the live data. Your team never has to ask whether the numbers match the file.
- What about multi-entity consolidation?
- Consolidation is included on every tier. Intercompany eliminations, currency translation and group-level reporting run automatically once your entities are linked.
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.
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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
Turn your close into a competitive advantage
Clients on COUNT are free to manage in Practice Manager; client workspaces start with a 30-day trial.