Countable

Accounting Practice Management Softwarecountable.co

Countable is a Toronto-based SaaS platform that uses AI (Luka) and managed services (Flex) to automate year-end audit, review, and tax engagements for CPA firms across Canada and the United States.

Company typePrivate
Founded2026
HeadquartersToronto, Canada
Headcount11–50
GTM typeB2B
OfferingSoftware

What Countable does

Countable is a Toronto-based, private SaaS company that provides a cloud-native year-end engagement platform for CPA firms. The platform centralizes file management, client data collection, working paper generation, and review workflows, replacing legacy desktop tools such as CaseWare and QuickBooks Desktop with a real-time, multi-partner cloud workspace. Its product surface includes the Countable Platform (cloud workspace with QBO/Xero/Sage live sync, client web and mobile portal, and one-click financial statement outputs), Luka AI (an AI agent that maps general ledger data, builds working papers, flags exceptions, and drafts files for CPA review), and Flex (a managed services offering where Countable-trained CPAs work inside firm files on a fixed per-engagement price). The platform integrates natively with QuickBooks Online, Xero, Sage Business Cloud, Plaid, Microsoft Office, and CPA Canada PEG/PACT checklists, and is SOC 2 Type II certified with Canadian data residency.

Countable monetizes through per-seat monthly subscriptions in CAD across three tiers: Essentials ($69/seat/month for firms under 50 engagements), Ignite ($129/seat/month with anomaly detection, variance analysis, T2 prep, and unlimited engagements), and Accelerate ($159/seat/month with unlimited review engagements under CSRE 2400, SSO, role-based permissions, CRA audit trail, dedicated CSM, and custom API access). Annual billing carries a 15% discount. Flex managed services layer on top at $449 CAD per engagement with annual commitments of 12, 24, 36, or 48 engagements; the first Flex engagement is free on any subscription plan. Go-to-market combines product-led growth (30-day free trial, no credit card required, self-serve signup, guided onboarding) with founder-led enterprise sales for multi-partner and multi-office firms, plus community-led programming (Evolve annual conference, Founders Club, CPA-association co-facilitated CPD webinars).

The company is led by founder and CEO Atin Gupta with a team of 11–50 employees, and serves CPA firms ranging from solo practitioners to mid-market and enterprise practices across Canada and the United States. The customer base is concentrated in public accounting with testimonials spanning Ontario, British Columbia, Alberta, Quebec, and Saskatchewan, and reported customer outcomes include 4.1 hours saved per file, 2–3× engagement capacity per team, and compilation time reductions of 70% or more. No institutional funding, ARR, or revenue figures are disclosed in available sources.

Countable firmographics

Firmographics

Name: Countable
Legal name: Countable Inc.
Website: https://countable.co
Company type: Private
Founded year: 2026
Operating status: Operating
Headcount range: 11–50 employees
Short description: Countable is a Toronto-based SaaS platform that uses AI (Luka) and managed services (Flex) to automate year-end audit, review, and tax engagements for CPA firms across Canada and the United States.
Ownership category
akta.pro rank

Countable industry classification

Industry

Product category: Accounting Practice Management Software
NAICS: Software Publishers (513210)
SIC: Services-Prepackaged Software (7372)
akta.pro primary industry: Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC)
akta.pro secondary industries: Document Creation & Office Suites (BPAMAMAD), Managed Workplace Services (DaaS/Workplace-as-a-Service) (BPAEAIAA)

Keywords

Cloud accounting platform
AI engagement automation
CPA firm software
Working paper automation
Year-end audit prep

Where Countable is headquartered

Location

Headquarters

HQ city: Toronto
HQ country: Canada
HQ region: North America

Offices1 record

Markets served

Countable business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

Cloud Platform Subscription: Per-seat monthly subscription model with three tiers (Essentials, Ignite, Accelerate). Pricing in CAD with 15% discount for annual billing. Payment in advance on recurring monthly or annual basis. Fees are non-cancelable and non-refundable within subscription term.
Flex Managed Services: Fixed price per engagement for managed capacity services. Firms commit to 12, 24, 36, or 48 engagements annually to lock in rate. All work delivered within two weeks. First engagement free on any plan.
Professional Services (Onboarding): Accelerate implementations with deep migration or custom template configuration may include scoped onboarding engagement, discussed upfront. Dedicated onboarding and training hours vary by plan tier.

Pricing tiers

Model	Billing	Price
Per seat	Monthly	Essentials: For firms building practice with up to 50 compilation and tax engagements at $69 CAD/seat/month
Per seat	Monthly	Ignite: For firms past 50 engagements with unlimited compilations and tax at $129 CAD/seat/month
Per seat	Monthly	Accelerate: For full-service firms adding reviews, controls, and dedicated implementation at $159 CAD/seat/month
Subscription	Annual	Annual Billing: 15% discount off monthly rates
Unit Pricing	Multi-year contract	Flex: Fixed price managed capacity starting from $449 CAD per engagement

Go-to-market motion4 records

Distribution channels4 records

Marketing channels6 records

Countable product offering

Product offering

Core offering

Countable provides a cloud-native AI-powered engagement platform for CPA firms that automates year-end working paper preparation, trial balance mapping, financial statement generation, and client document collection. It bundles three capabilities into one system: a Cloud Workspace for real-time file management, Luka AI for autonomous engagement preparation, and Flex managed services staffed by Countable-trained CPAs for surge capacity on compilation, review, and tax engagements.

Product overview

Countable is an AI-native engagement platform for CPA firms, combining cloud infrastructure, AI automation, and managed capacity services. The core platform (Countable Platform) provides working paper automation and workflow management, powered by Luka AI for autonomous file processing. Flex managed services add on-demand CPA capacity. The portfolio includes three pricing tiers: Essentials (entry, $69 CAD/seat/month), Ignite (growth, $129 CAD/seat/month), and Accelerate (enterprise, $159 CAD/seat/month). The platform integrates natively with QuickBooks, Xero, Sage, and Plaid, with Luka AI handling GL mapping, anomaly detection, and working paper generation. Client Portal enables centralized document collection. Founders Club provides community for professional development.

Differentiator

Problem solved

Functional benefit

Brands

Luka AI: AI-powered assistant and preparer for CPA firms that automates working paper preparation, mapping data, reconciling accounts, and generating working papers.
Flex
FlexPlan

Quantifiable outcome

4.1 hours saved per file on average across all firms
+7 more outcomes

Companies that use Countable

Customer profile

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Countable technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature10 records

Countable partnerships and signals

Strategic signal

Partnerships

Nine partnerships are on record, tiered core and minor.

QuickBooks (Intuit)coreTechnology or IntegrationDirect integration with QuickBooks Online (QBO) and QuickBooks Desktop. One-click connection with automatic data sync. Trial balance pulls directly into working papers. Countable is a recognized QuickBooks-compatible solution for CPA workflow automation.
XerocoreTechnology or IntegrationDirect integration with Xero accounting software. One-click connection with live sync. Trial balance and financial data flows automatically into Countable engagement workflows.
Sage Business CloudcoreTechnology or IntegrationIntegration with Sage Business Cloud accounting platform. Countable connects to Sage for data import and working paper population.
PlaidcoreTechnology or IntegrationPlaid bank integration for secure bank feed connections. Enables automatic transaction and balance data import for reconciliation workflows.
CPA CanadacoreTechnology or IntegrationDirect integration with CPA Canada Professional Engagement Guide (PEG/PACT) checklists. Required active PEG subscription for Countable access. Third Party Content includes PEG Forms and other CPA Canada content integrated into platform compliance workflows.
Microsoft OfficecoreTechnology or IntegrationEmbedded Microsoft Office integration with PDF editing capabilities. Working papers and financial statements exportable to Microsoft Office formats.
DifendaminorStrategic or Co-development PartnerCybersecurity partnership with Difenda (Manoj Arora, CEO). Collaboration on cybersecurity webinar and content for accounting firms. Countable CEO Atin Gupta appeared with Difenda to discuss cyber threats in accounting practices.
CliominorStrategic or Co-development PartnerJack Newton, CEO and Founder of Clio, was a featured speaker at Countable's Evolve event. Both companies serve accounting/legal professionals with cloud-based practice management solutions.
CPA AlbertaminorGTM or Marketing PartnerLarry Brownoff, Director Member Relations at CPA Alberta, co-facilitates Countable's Modern CPA Firm executive series webinars. CPD credit events for Alberta accounting professionals.

Scale indicators14 records

Recent moves4 records

Expansion highlights6 records

Countable competitors and assessment

Company assessment

Broad incumbents

Wolters Kluwer CCH: Established incumbent offering tax, audit, and accounting workflow software for professional firms; competes in the compliance and engagement layer where Countable operates.
Intuit QuickBooks Online Accountant: Intuit's free accountant platform on top of QuickBooks Online with practice management features; primary accounting-software ecosystem that Countable integrates with and competes against for firm mindshare.
Xero Practice Manager: Xero's accountant practice suite offering job management, client workflows, and reporting; direct integration partner and broader-suite competitor for firm workflows.
Sage HandiSoft / Sage Accountants Hub: Sage's practice solutions for accountants spanning bookkeeping, tax, and engagement workflows; a partner of Countable (Sage Business Cloud integration) and broader incumbent in the same category.

Direct peers

CaseWare: Dominant desktop year-end engagement and working-paper software for accounting firms globally; Countable explicitly helps firms migrate from CaseWare, making it the legacy competitor being displaced.
Karbon: Cloud-native practice management and workflow platform for accounting firms; competes with Countable's workspace, client portal, and engagement tracking capabilities.
Canopy: Cloud practice management suite for accounting firms covering client engagement, document collection, and workflow — overlapping with Countable's platform and client portal features.
TaxDome: All-in-one practice management platform for accounting and tax firms with client portal, workflows, and document management; targets the same Solo/Small/Mid-Market CPA segments.

Emerging players

Botkeeper: AI-driven bookkeeping and accounting automation service for firms and SMBs; overlaps with Countable's AI automation ambitions, particularly for outsourced bookkeeping and capacity.
Pilot.com: Tech-enabled outsourced bookkeeping and accounting service for startups and SMBs; comparable business model to Countable's Flex managed services arm, albeit US-focused.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Countable compliance and trust

Trust signal

Compliance1 record

Countable financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Countable leadership team

Management profile

Number of profiles

Profiles2 records

Countable funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Countable M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Countable

What does Countable do?

Is Countable a public or private company?

Countable is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Countable founded?

Countable was founded in 2026. It employs 11 to 50 people.

Where is Countable based?

Countable is headquartered in Toronto, Canada, in the North America region.

How does Countable make money?

Three revenue lines are on record. Cloud Platform Subscription is the primary driver. The others are flex Managed Services and professional Services (Onboarding).

Who are Countable's main competitors?

Broad incumbents on record are Wolters Kluwer CCH, Intuit QuickBooks Online Accountant, Xero Practice Manager and Sage HandiSoft / Sage Accountants Hub. Direct peers are CaseWare, Karbon, Canopy and TaxDome. Emerging players are Botkeeper and Pilot.com.

Does Countable have an API?

Yes. Custom API access is available on the Accelerate plan. The terms of service (Section 10.3) reference Firm Data being processed to power Co-Pilot features, including sending data to Third Party LLMs to generate Output. The API is described as being available for enterprise/custom use cases rather than a public developer API with documented endpoints.

What industry is Countable in?

Countable's product category is Accounting Practice Management Software. Its primary akta.pro industry code is HDAEAHAC, Intelligent Document Processing (IDP) & OCR Automation, with a secondary code of BPAMAMAD, Document Creation & Office Suites. Its NAICS code is 513210 and its SIC code is 7372.