Getting Started

• 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:Few readers

• What is MCP and How Does It Work with COUNT?

  MCP (Model Context Protocol) is what allows AI assistants like Claude and ChatGPT to securely connect to your COUNT workspace. MCP acts as the connection layer between COUNT and AI tools, allowing them to retrieve information and perform approved actions in your workspace. What is MCP? MCP stands for Model Context Protocol. Think of MCP as a secure connection between COUNT and AI assistants. Without MCP, AI assistants cannot access your COUNT workspace or interact with accounting datFew readers

Connect AI Assistants

• How to Connect Claude AI to Your COUNT Workspace

  You can connect Claude directly to COUNT to interact with your accounting data using natural language. Once connected, Claude can help you ask questions about your books, pull reports, and even take actions like create journal entries, and automate repetitive workflows — all without manually navigating through COUNT. Whether you want quick answers or are building smarter accounting workflows, this integration unlocks a faster way to work with your financial data. What Can Claude Do with COUFew readers

Using AI with COUNT

• 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 articlesFew readers

• How to Use AI with your COUNT data

  AI assistants like Claude and ChatGPT can help you work with your COUNT data using natural language. Instead of manually searching through reports or transactions, you can ask questions, analyze financial information, and complete accounting tasks faster. This article covers practical ways accountants and bookkeepers can use AI with COUNT. Ask questions about your accounting data Once connected to COUNT, you can ask questions in natural language and let AI retrieve the relevant information fFew readers

Security & Troubleshooting

• AI Security, Permissions & Data Access

  COUNT is designed to give you control over how AI tools access your workspace and accounting data. Whether you are using COUNT’s built-in AI or connecting external AI assistants like Claude or ChatGPT, permissions and approvals help ensure access remains secure and intentional. This article explains how AI access works, what permissions mean, and how to manage approvals. How AI access works in COUNT AI tools only interact with your COUNT workspace when permission has been granted. DependiFew readers