How to Use COUNT's Built-In AI

COUNT AI helps you get answers faster and take actions directly in your COUNT workspace. Instead of manually searching through transactions, reports, and records, you can ask questions in plain English and let COUNT AI do the work for you.

What Is COUNT AI?

COUNT AI is a built-in chat assistant that can:

• Answer questions about your financial data
• Create records and complete actions in COUNT
• Organize conversations into saved threads
• Reference COUNT Help Center articles

Accessing COUNT AI

1. Open your COUNT workspace.
2. Click the AI Chat icon at the top right side of the screen.
3. Enter your question or request in plain English at the bottom of the screen.
4. Review the response or confirm any suggested actions.

Ask Questions About Your Financial Data

COUNT AI can analyze data across your workspace and provide immediate answers.

Example Questions: What were my total expenses for last quarter?

Data COUNT AI Can Analyze

COUNT AI can pull information from:

• Transactions
• Invoices
• Projects
• Budgets
• Payroll
• GST-related records

Create Records and Take Action

COUNT AI can perform tasks directly in COUNT.

Supported Actions

• Create journal entries
• Create tasks
• Assign tasks to team members
• Set due dates automatically
• Generate opening balance journals

Example Prompt: Create a task to reconcile the bank account by next Friday.

Use Threaded Conversations

COUNT AI supports threaded conversations so you can organize your chats by topic, client, or workflow.

With threaded conversations, you can:

• Save multiple conversations
• Rename threads
• Return to previous chats

Ask Product Questions About COUNT

COUNT AI can reference COUNT's Help Center to answer product questions.

Example Questions: How do I connect my bank account?

This allows you to get product guidance without leaving COUNT.

Updated on: 22/05/2026