Built for bookkeepers running many client companies from one login, with rules that do not reset per client.
A bookkeeper managing ten client companies in ten separate accounting-software logins spends real time just moving between them, and rebuilds the same vendor and category rules in each one. Count My Bucks keeps every client on one login and lets classification rules apply across the client companies they are relevant to, instead of being local to a single company file.
Switch between client companies in one click instead of juggling separate logins or subscriptions per client.
A rule for a recurring vendor, transfer pattern, or expense type applies to every client company it matches, so onboarding a similar client does not mean rebuilding the same rules from scratch.
Classify, recategorize, and update many transactions in one action instead of working a register one row at a time per client.
Invite the right people to the right client companies without giving the whole firm access to every client's books.
The transaction register stays fast on a large client's history, so month-end cleanup does not stall on the biggest account in the book.
Classification Rules is the feature behind the "bank rules across multiple companies" pitch specifically: a rule is written once and evaluated against every company it is attached to, so a bookkeeping firm's standard rule set (recurring vendors, transfer patterns, common miscategorizations) travels with the firm, not with a single client's file. Bank feeds (External Sources) and User Management round out the day-to-day: connecting each client's bank once, and controlling who on the team can see which client.
Relevant features: Shared Classification Rules, External Sources, Select / Switch Company, User Management . See the pricing calculator or how Count My Bucks compares to QuickBooks. Read the documentation for Shared Classification Rules.
If you keep books for one company, a single-client product works fine. If you already manage several client companies and keep rebuilding the same rules or juggling logins between them, sign in and run every client from one place. Sign in to get started.