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

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

Security & Troubleshooting

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