COUNT is a full accounting and practice management platform built for accounting firms and the small businesses they serve, and this integration puts the entire workspace within reach of your AI assistant. It exposes more than 100 tools spanning the complete accounting workflow: creating and sending invoices, managing vendor bills through approval and payment, recording and categorizing bank transactions, maintaining customers, vendors, products, and your chart of accounts, posting journal entries, tracking time and projects, handling expense receipts, and generating financial reports including profit and loss, balance sheet, and trial balance.
Accounting firms get additional reach through firm-level tools that roll up reporting and task management across multiple client workspaces, so a single conversation can cover consolidated financials or practice work spanning many clients.
Beyond individual actions, the server supports real workflows end to end, like applying a payment across multiple invoices, splitting a transaction before assigning it to bills, or matching receipts to expenses.
Read-only resources give the assistant standing context on frequently referenced data such as your account list and customers, cutting down on lookup calls, while built-in payload validation and recovery hints help it self-correct when a request needs adjustment.
Access is secured through OAuth and every operation respects the permissions of the connected workspace, so whether you're a business owner asking for an overdue invoice list or an accountant closing the month across a client portfolio, the work happens safely in your actual books.
Frequently Asked Questions
What accounting and practice management tasks can I perform with this COUNT integration?
This integration connects your AI assistant directly to over 100 tools in COUNT. You can ask your assistant to automate a wide range of tasks, including drafting and sending invoices, categorizing bank transactions, looking up overdue bills, managing customers and vendors, tracking projects and time, creating journal entries, and pulling detailed financial reports like Profit & Loss statements, all directly within your live COUNT accounting books.
How secure is this integration, and does it respect my existing COUNT permissions?
Yes, security and permissions are built-in. The integration uses industry-standard OAuth for secure authentication to your COUNT account. Furthermore, every action the AI assistant performs through this integration will strictly adhere to your existing workspace permissions in COUNT, ensuring data integrity and control over what the assistant can access or modify.
Can the AI assistant make changes to my COUNT data, or is it only for viewing information?
The integration allows for both reading and writing data. While it can provide read-only snapshots of reference data like your chart of accounts or customer lists for context, it also exposes tools that enable your AI assistant to create, update, and delete various items such as invoices, bills, transactions, vendors, and customers directly within your live accounting records.
Can I use this integration if I manage multiple businesses or workspaces within COUNT?
Yes, the integration supports multiple COUNT workspaces. It can list all workspaces you're authorized to access and allows you to set an active workspace for your session. When managing multiple workspaces, read/write actions will explicitly require a `workspace_id` to ensure operations are performed in the correct business entity.
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