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COUNT

Guided onboarding

From signup to a live set of books, in order.

Clearer work, fewer loose ends

  • From signup to a live set of books, in order.
  • COUNT tells you what to do next instead of dropping you into an empty dashboard.

Guided onboarding

Step 1

From signup to a live set of books, in order

COUNT tells you what to do next instead of dropping you into an empty dashboard.

What your accountant sees

A step by step workspace setup covering chart of accounts, bank connections, contacts, opening balances and team invites, with a Review Your Books stage before you go live.

Back to Client Workspace
  • Data imports

    Bring your own spreadsheets.

    Read more
  • Conversion balances

    Opening balances that reconcile cleanly from day one.

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  • Managed Xero migration

    Move from Xero with the migration handled for you.

    Read more

See guided onboarding on your own data