CountBot AI automates bookkeeping operations for bookkeeping firms, freelance bookkeepers, and small business owners. AI agents handle transaction categorization, bank reconciliation, financial reporting, and client communication — saving bookkeepers 20+ hours per week and enabling them to serve 2-3x more clients without additional staff. Integrates with QuickBooks Online, Xero, and FreshBooks.
Under the hood, CountBot deploys purpose-built AI agents that each handle a specific function: Penny the Categorizer (transaction categorizer), Rex the Reconciler (bank reconciler), Fiona the Reporter (financial reporter). Each agent operates autonomously within defined boundaries, escalating to human staff when situations require professional judgment.
Compliance is built in from the ground up, with rules enforced for Professional Ethics Standards, State CPA/EA Licensing Laws, IRS Record Retention Requirements, Internal Controls. Integrates with QuickBooks Online, Xero, FreshBooks, Plaid, Hubdoc, Stripe. Communicates via email, chat, sms.
Bookkeeping firms, freelance bookkeepers, small business owners
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.
14-day free trial
14-day free trial
14-day free trial