Client onboarding, bank statement collection, reconciliation reminders, month-end checklists, and billing — all automated. Your bookkeepers focus on the books, not admin.
New client intake, software access setup, chart of accounts review — automated.
Chase bank statements, credit card feeds, and receipts every month.
Monthly close checklists with deadline tracking and team assignments.
Status updates, missing document requests, and month-end summaries — auto-sent.
Automated review checklists before delivering financials to clients.
Time tracking, invoice generation, payment reminders, and AR aging.
CountBot is launching soon. Early adopters get priority access and founding pricing.