One platform. Every tool your business needs.
Everything below is included in every CountBucks plan — no add-ons, no per-tool pricing, no juggling logins.
Accounting & Bookkeeping
Real double-entry accounting without the accounting degree.
- Chart of accounts, journal entries & general ledger
- P&L, balance sheet & cash flow reports
- Recurring entries & batch imports
- Audit log on every change
AI Assistant
240+ AI models that actually know your numbers.
- ChatGPT, Claude, Gemini, Perplexity & more in one chat
- Ask questions about your real financial data
- AI document reading & smart categorization
- CFO Buck: forecasts, insights & recommendations
Documents & OCR
Every receipt, statement and contract — organized for you.
- Drag-and-drop uploads with smart folders
- OCR scanning pulls totals, dates & vendors automatically
- Email-forwarding inbox for receipts
- Folder templates & client-sharing links
Invoicing & Payments
Send branded invoices and get paid without chasing.
- Branded invoices in your colors & logo
- Online payments via Stripe
- Recurring invoices & payment reminders
- Bills, vendors & accounts payable
Banking & Reconciliation
Connect your accounts. Match every transaction.
- Secure bank connections via Plaid
- Statement uploads & smart matching
- Split transactions & categorization rules
- Month-end reconciliation workflows
Client Portal & eSignatures
A professional branded portal your clients will love.
- Branded client logins on your own URL
- Share documents, invoices & checklists
- Legally-binding eSignatures built in
- Client messaging & task checklists
Real CPA Support
Software plus real humans who know taxes.
- Real CPAs, not just chatbots
- Tax savings reports & strategy guidance
- Guided onboarding & QuickBooks migration
- Time tracking & practice tools included
All of it. Starting at $9.99/mo.
Try every feature free for 7 days. No credit card required.
Start Your Free 7-Day Trial