Stop chasing documents, writing follow-up emails, and tracking month-end close in spreadsheets. CountBot handles the operational grind so your team can focus on the books.
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Every client, every task, every deadline tracked automatically. No more spreadsheets, no more missed closes.
All 3 bank accounts and 2 credit cards auto-imported via bank feed. Matched to QBO.
284 transactions categorized. 12 flagged for client review. Questions sent via automated email.
AR aging report generated. 3 invoices over 60 days flagged for follow-up.
Chase checking reconciled. Awaiting client response on 4 unmatched transactions in savings account.
Gusto payroll report received. Journal entry template pre-populated, awaiting reconciliation completion.
P&L and Balance Sheet will auto-generate upon close. Client email pre-drafted with commentary template.
Hi Sarah,
Quick follow-up on 4 transactions in your Chase savings account ending in 4821 that we need your help identifying. These are the last items holding up your March close:
1. $2,340.00 — Wire transfer received 3/8
2. $875.50 — ACH debit 3/12
3. $1,200.00 — Check deposit 3/15
4. $445.00 — ACH debit 3/19
Could you reply with a quick description for each? We are aiming to have your March financials ready by April 8.
This is the 2nd reminder. First sent March 18.
Three steps from onboarding to monthly delivery. CountBot handles the office management so your bookkeepers can focus on the numbers.
Add a client and CountBot creates their engagement profile, sets up document collection, connects to QBO or Xero, and sends a branded welcome packet with access requests.
CountBot tracks every monthly close, chases missing documents, sends reconciliation reminders, flags overdue items, and drafts client communications — automatically.
Financial statements generate on schedule. Client delivery emails send with AI-written commentary. Quality checks run before anything goes out the door.
Purpose-built tools for firms that manage monthly bookkeeping for multiple clients.
Branded welcome packets, document request checklists, QBO/Xero access setup, engagement letter tracking, and W-9 collection — all automated from a single client intake form.
Automated document requests with escalating reminders. Bank statements, receipts, payroll reports, and loan docs collected without your team sending a single email.
Visual dashboard showing every client's close status. Customizable checklists per engagement type. Deadline alerts and bottleneck detection across your entire portfolio.
AI-drafted emails for document requests, transaction questions, financial statement delivery, and status updates. Your tone, your branding, zero drafting time.
Pre-delivery review workflows that catch common errors: unreconciled accounts, unusual balances, missing entries, and classification inconsistencies before financials go to clients.
Track time per client engagement. Auto-generate invoices based on your fee structure. Flag scope creep when hours consistently exceed estimates. Integration with QBO invoicing.
| Task | Without CountBot | With CountBot |
|---|---|---|
| Client onboarding | 2-3 hours of emails, forms, and setup | 15 min — intake form triggers full automation |
| Chasing missing documents | 5+ emails per client per month | Automated reminders with escalation |
| Tracking month-end close | Spreadsheet updated manually by each bookkeeper | Real-time dashboard across all clients |
| Client communication | 30-60 min drafting emails per client | AI-drafted, review and send in 2 min |
| Quality review before delivery | Ad hoc, inconsistent, sometimes skipped | Standardized checklist runs every close |
| Knowing which clients are behind | Ask each bookkeeper individually | Portfolio-wide status at a glance |
| Average close delivery time | 18-25 days after month-end | 8-12 days after month-end |
Join hundreds of bookkeeping firms that have eliminated the operational chaos with AI-powered office management.
Start Your Free Trial14 days free. No credit card required. Set up in under 10 minutes.