THE ALL-IN-ONE BUSINESS HUB

Stop Juggling Apps.
Start Running
Your Business.

CountBucks combines accounting, AI, documents, invoicing, banking, and real CPA support—all in one platform.

Save TimeSave MoneyGrow Faster

Trusted by 1,000+ Business Owners

THE OLD WAY

Multiple Tools. Multiple Logins.

QuickBooks$35/mo
ChatGPT Plus$20/mo
Dropbox$12/mo
DocuSign$15/mo
Document capture$12/mo
Time tracker$10/mo
Payment software$15/mo
ClickUp$10/mo
Claude$20/mo
Total Cost$149+/mo

THE SMART WAY

One Platform. One Login.

CountBucksCOUNTBUCKS
  • Accounting & Bookkeeping
  • 240+ AI Models in One Chat
  • Document Management & OCR
  • Invoicing & Payments
  • eSignatures
  • Bank Reconciliation
  • Client Portal
  • Time Tracking
  • Real CPA Support
Total Cost$9.99/mo

Every tool you're paying for — already inside CountBucks.

ChatGPTClaudeGeminiQuickBooksXeroDropboxDocuSignStripe

Everything Connected. Everything Automated. Everything You Need.

What do you need today?

How much did I spend on restaurants last month?
You spent $1,624.52 on restaurants in March, which is 18% less than February.
Which customers haven't paid me?
You have three customers with unpaid invoices totaling $4,250.
What expenses should I deduct?
Based on your business, here are seven common deductions you may be missing.
Build me a cash flow forecast.
Here is your six-month cash flow forecast based on current data.
Ask anything about your business…
AI THAT UNDERSTANDS YOUR BUSINESS

One Chat.
Every Answer.

CountBucks connects to your financial data so AI can give you real insights, not generic answers.

  • 240+ AI models in one place

    ChatGPT, Claude, Gemini, Perplexity & more

  • Knows your business

    AI with real-time access to your numbers

  • Works for you 24/7

    Get answers, reports & recommendations instantly

AI responses are informational and are not a substitute for individualized professional tax, legal, or financial advice.

THE CLEAR CHOICE

More Features.
Better Price.

CountBucks gives you more for a fraction of the cost.

Start Your Free 7-Day Trial

No credit card required.

FeaturesCountBucksQuickBooksXero
Accounting & Bookkeeping
AI (240+ Models)
Document Management
Invoicing & Payments
Bank Reconciliation
Client Portal
eSignatures
Time Tracking
CPA Support
Monthly Price$9.99/mo$35+/mo$25+/mo

Competitor pricing and features may change. Verify current plan details before publishing. Last verified: 2026-06-01.

PRICING

Simple plans. Every feature listed. No surprises.

Start with a 7-day free trial on any plan. Upgrade, downgrade or cancel anytime.

Starter

For do-it-yourselfers who want to stay organized

$9.99/month
  • Single user (owner only)
  • 1 bank account synced via Plaid
  • 200 AI credits / month
  • 2 GB document storage
  • AI auto-categorization + OCR receipts
  • Invoicing & basic reports
Start free trial
Most popular

Pro

More power + more AI for growing businesses

$49.99/month
  • Everything in Starter
  • 5 users · multi-workspace, members & roles
  • 4 bank accounts · Plaid auto-sync
  • 1,500 AI credits / month
  • 25 GB document storage
  • Daily Brief · e-signatures · time tracking
  • Accept payments on invoices (Stripe)
  • Client portal
Start free trial
Advisor call included

Platinum

Expert guidance — a business advisor in your corner

$99.99/month
  • Everything in Pro
  • 15-min monthly strategy call with a business advisor
  • Unlimited users
  • 10 bank accounts
  • 4,000 AI credits / month
  • 100 GB document storage
  • Gmail + Calendar integration
  • Advanced reports + exports
Start free trial
Tax return included

Done For You

We handle it — bookkeeping, tax return & advisor calls

$299.99/month
  • Everything in Platinum
  • Annual tax return prep & filing — INCLUDED
  • Dedicated CPA / EA — books done for you monthly
  • 15-min monthly strategy call with a business advisor
  • 150 GB storage · 15 banks · 5,000 credits
  • White-glove migration from QuickBooks
  • Priority support
Start free trial

Need one-on-one help? Book a call with our internal CPA Advisor.

$150/hr in 15-minute increments · Mon–Fri, 9am–4pm ET · pre-paid & instantly confirmed

Book a Call
CountBucks replaced 7 different tools. We save over $1,200 a year and hours every week.
Sarah J.

Sarah J.

CEO, Marketing Agency

The AI insights are incredible. It's like having a CFO in your pocket 24/7.
Michael T.

Michael T.

Ecommerce Founder

My CPA has direct access and everything is organized. Finally, so simple!
Jessica L.

Jessica L.

Real Estate Investor

Ready to simplify your business?

Join 10,000+ business owners who run their business all in one place.

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