A modern accounting system people will actually use
Client Workspace is where the business keeps its books: bookkeeping, banking, invoicing, bills, expenses, assets, inventory, tax and payroll, with rules and history coding your transactions before AI is asked anything.
Everything the business needs to keep the books moving
- Run bookkeeping, banking, invoicing, bills and expenses in one workspace.
- Keep assets, inventory, tax and payroll connected to the same ledger.
- Work from the same live records as your accountant, without exports or re-keying.
Client Workspace
Previewing: Bookkeeping and ledger
Built around the outcomes that matter
Keep the books moving, understand performance and work with your accountant from the same financial picture.
Keep accurate books with less effort
Bring transactions, evidence and reconciliation together on a clean accounting foundation.
When invoices, receipts and bank activity live in different places, keeping the books up to date becomes a task you put off. COUNT combines bank feeds, document capture and reconciliation with a complete accounting ledger, reducing the movement of information between tools.
Coding rules and COUNT intelligence help with repetitive processing, while you or your bookkeeper review what needs attention. You have a clearer financial foundation without having to become an accounting specialist.
Understand cash and performance
See current business performance from the same records your accounting team works with.
COUNT’s reporting works from the same accounting records your team maintains. Projects and tags let you explore income and spending from different angles without building a separate spreadsheet or a sprawling chart of accounts.
You can investigate what sits behind a result and discuss it with your accountant from the same information. That gives decisions about pricing, spending and growth a firmer foundation than an occasional exported report.
Manage money moving in and out
Keep invoicing, bills, expenses and approvals connected to the ledger.
Cash flow is affected by everyday work: sending invoices promptly, following up receivables and knowing which bills need approval. COUNT keeps those activities in the same workspace as the ledger, so the financial picture stays connected to what the team is doing.
Clear approval responsibilities and role-based access let people participate without giving everyone control over everything. You get a practical way to manage day-to-day money with the oversight a growing business needs.
Stay ready for tax and reporting
Maintain the detail and controls your accountant needs without a year-end reconstruction.
COUNT combines accounting foundations with an audit trail, locked periods and role-based permissions. As the business becomes more complex, projects, tags and multi-entity reporting provide additional structure within the same platform.
Workspace plans include the same features and built-in AI. Pricing scales primarily with activity volumes, so you do not have to change plans simply to unlock the capability your business needs.
Work with your accountant in one system
Share live information and resolve questions without exports, copies or long email chains.
Your accountant or bookkeeper can work in the same COUNT Workspace as your business. They see the accounting information you see, with access appropriate to their role, so questions can be addressed against the underlying records.
COUNT’s portal also brings document requests, questionnaires and tasks into one place. The relationship becomes an ongoing shared workflow rather than a scramble to collect everything at year end. And beyond tasks, questionnaires and documents, you and your accountant can chat and collaborate right down to individual transactions.
Connect data, apps and agents safely
Use governed access to extend the workspace while keeping permissions and accountability clear.
COUNT intelligence and governed API and MCP access let you explore your accounting information without treating a general AI response as a substitute for your books. Access follows roles and permissions, keeping the data available to the right people and tools.
Your accountant still brings judgement, business context and professional accountability. COUNT makes the information more accessible so that both you and your advisor can focus on the decisions it supports.
Ready to see Client Workspace on your own numbers?
We'll set you up with your own practice management account with the demo client so you can learn and get started quickly.
