Articles on: AI & MCP

What is AI in COUNT?

COUNT uses AI to help accountants and bookkeepers work faster, automate repetitive tasks, and get answers from accounting data using natural language.

You can use COUNT’s built-in AI inside the platform, or connect external AI assistants like Claude to securely interact with your COUNT workspace.

Whether you want to review transactions, analyze financial data, create entries, or automate workflows, AI in COUNT helps reduce manual work so your team can focus on higher-value tasks.

For example:

“List all of my transactions from COUNT last month”

Or:

“Show me overdue invoices over $1,000”

The two ways to use AI in COUNT

You can use AI in COUNT in two different ways depending on how you prefer to work.

1. Use COUNT’s built-in AI

COUNT includes AI directly inside the platform to help you work more efficiently without leaving your workspace.

You can use built-in AI to assist with accounting workflows, reduce repetitive work, and help manage financial information.

To learn more, see How to Use COUNT’s Built-in AI.

2. Connect external AI assistants like Claude

You can also connect AI assistants like Claude to your COUNT workspace.

Once connected, you can ask questions about your accounting data using natural language.

For example, you can ask:

“Could you provide the Profit and Loss statement for this year?”

After approval, Claude retrieves the relevant data and presents it in a clean, structured format directly in chat.

This makes it easier to review financial information without manually searching through records.

Examples of how accountants and bookkeepers use AI

AI in COUNT can help you work faster by answering questions, analyzing financial information, and performing actions in your workspace.

Here are some examples of what AI can help with:

Use case	Example
Review accounting data	“Show me all uncategorized transactions from last month”
Analyze financial activity	“What were my largest expenses in March?”
Find unusual activity	“Identify transactions that look unusual or duplicated”
Summarize information	“Give me a summary of cash flow changes this quarter”
Take actions in COUNT	Create records, update information, and assist with workflows
Reduce manual work	Automate repetitive accounting and bookkeeping tasks

AI works best when you ask questions naturally — just like speaking to a colleague.

Updated on: 22/05/2026

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