THE ALL-IN-ONE BUSINESS HUB · POWERED BY EVERY AI
Replace your entire stack.
Powered by the world's best AI.
Books, banking, docs, time, invoices, client portal — and every premium AI model in one chat box. Starting at $9.99/mo.
Card required · Free for 7 days · Cancel anytime · No long-term contract
You
Analyze my Q4 cash flow and flag any concerning trends.
The AI labs you already trust
Anthropic
Claude
OpenAI
GPT-4o · GPT-5
Gemini
Meta
Llama 3.3
Perplexity
Sonar
ONE SUBSCRIPTION · ZERO COMPROMISES
One CountBucks replaces all of these.
Stop juggling 8 logins, 8 invoices, 8 places your data lives. We did the consolidation work so you don't have to.
- $30
QuickBooks Online
Bookkeeping
- $12
Dropbox Plus
Doc Storage
- $20
ChatGPT Plus
AI · GPT-4o
- $20
Claude Pro
AI · Anthropic
- $20
Gemini Advanced
AI · Google
- $20
Perplexity Pro
AI · Web Search
- $12
Harvest / Toggl
Time Tracking
- $10
Receipt Bank / Hubdoc
OCR & Scanning
~$134.01 back in your pocket every month.
THE 6 PILLARS
Everything your business needs. Nothing it doesn't.
Document Hub
Smart folders · OCR · 7-yr retention
Dropbox + Receipt Bank + folder automations in one place. AI auto-categorizes every upload.
Banking
Plaid · auto-reconcile
Connect your bank in 30 seconds. AI matches every transaction to the right account.
AI Assistant
240+ models · one chat box
Claude, GPT-4o, Gemini, Perplexity and Llama — all under one roof. Auto-picks the right model for the job and falls back to free Llama if your cap runs out.
Time + Invoicing
Tracker · auto-bills
Turn billable hours into Stripe invoices in two clicks.
Client Portal
Secure · branded
Send docs, collect payments, request signatures.
Reconciliation
Books match bank, every month
AI flags duplicates, missing entries, and currency drift before you ever see them.
THE AI HUB · COMING THIS WEEK
One chat box.
Every AI on Earth.
Don't pay $20/mo for ChatGPT, another $20 for Claude, another $20 for Gemini, another $20 for Perplexity. Pick the right model for every question — or let CountBucks pick for you.
240+ models in one dropdown
Claude, GPT-4o, Gemini, Perplexity, Llama, DeepSeek, Mistral, Qwen, Grok…
Auto-fallback to free models
Hit your premium cap? We seamlessly switch to Llama 3.3. You never get blocked.
Web search + vision + files
Upload PDFs, drop in images, ask the web — all in the same chat.
BUILT FOR YOUR WORKFLOW
From solo to firm. Same tool.
CPA Firms
10 → 100 client books in one workspace.
Small Business
Books, payroll prep, invoicing, AI — done.
Households
Budget, receipts, taxes — like Mint with brains.
Freelancers
Track time, bill clients, file taxes — solo.
NEW · LIVE CPA ACCESS
A real CPA.
Already inside your books.
When you upgrade to Platinum CFO, a real CountBucks-vetted CPA logs into your live workspace, reviews your numbers, and answers your questions on a monthly video call. No emailing PDFs back and forth. No re-explaining your business every quarter.
- 30-minute monthly video call with your assigned CPA, looking at your actual books — not a sales call.
- Year-end tax return prep & filing INCLUDED — your CPA already knows your numbers, so they file faster and at no extra cost on Platinum.
- Onboarding walkthrough — your CPA helps clean up the books in your first 30 days.
- In-app Q&A between calls — message your CPA any time and they reply within 1 business day.
Your CountBucks CPA
Verified · IRS Enrolled Agent
"I looked at your Q3 books this morning. You're under-collecting on the Acme contract — want to walk through the AR aging on our call Thursday? I can also walk you through the S-corp distribution math while we're at it."
Real conversation pattern — not a chatbot.
PRICING · NO HIDDEN FEES
Five plans. No surprises.
AI usage is measured in CREDITS, not dollars. Hit your monthly cap? Free Llama 3.3 keeps you unblocked.
Starter
DIY — stay organized
- Single user (owner only)
- 200 AI credits/month
- 2 GB storage
- 1 bank account · Plaid sync
- OCR + AI auto-categorize
- Invoicing & basic reports
Pro
Most popular — more power + AI
- Everything in Starter
- 5 users · multi-workspace
- 1,500 AI credits/month
- 25 GB storage · 4 banks
- Daily Brief · e-signatures · Stripe · Time tracking
- Client portal
Annual billing saves 15% on all paid tiers
All plans include a 7-day free trial. Card required at signup — your card is charged on day 8 unless you cancel from Settings → Billing.