CountAbout Review: Pros, Cons, Features, and Pricing
CountAbout is a budgeting and planning software that helps users manage their personal finances by tracking expenses and budgets. The web-based platform best serves individual users and small business owners who need straightforward financial management, such as freelancers or sole proprietors. CountAbout simplifies financial tracking with bank integration and customizable categories, which can help you keep all your financial accounts organized as you work toward financial independence
CountAbout also addresses the common pain points of manual data entry and lack of integration for finance teams and departments. In this article, I'll cover CountAbout's features, pros and cons, use cases, pricing, and more so you can decide if this software aligns with your financial management needs and goals.
CountAbout Evaluation Summary
- From $19.99/year (billed annually)
- Free plan + 45-day free trial available
Why Trust Our Software Reviews
We’ve been testing and reviewing financial software since 2023. As finance specialists ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different finance use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
CountAbout Overview
In my opinion, CountAbout is a solid choice for individuals and small businesses looking for a straightforward budgeting tool. Its simplicity and ease of use make the personal finance software accessible, though it may lack some advanced budgeting features found in more complex tools. While it performs well in basic financial tracking, it might not satisfy larger teams needing extensive customization or robust support. CountAbout excels in environments where quick setup and bank integration are priorities, but it may not compare favorably against competitors with more comprehensive features. If you're seeking a simple financial management solution without the frills, CountAbout is a personal finance app worth considering.
pros
-
You can easily track expenses with its user-friendly interface.
-
It offers customizable categories for personalized financial management.
-
Bank integration simplifies your financial data import process and makes it easier to reconcile credit card spending or update QIF files for recordkeeping.
cons
-
Your team might find customer support lacking in responsiveness.
-
It doesn't offer advanced features that larger teams might need.
-
Onboarding can be a bit tricky for new users without prior experience.
-
Creatio CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
DealHub AI
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Expense Tracking: CountAbout lets you easily track your expenses, helping you stay on top of your spending. You can categorize expenses to see where your money goes.
Budget Management: You can set up budgets to manage your finances efficiently. This feature helps you keep your spending aligned with your financial goals and complements additional add-on budgeting options you may already use.
Bank Synchronization: CountAbout syncs with bank accounts for Premium Plan users, so you don't have to manually enter transactions. This saves you time and reduces errors.
Customizable Categories: You can create categories that fit your unique financial needs. This makes it easier to organize and track your expenses.
Reporting Tools: Generate reports to better understand your financial situation. These tools help you analyze spending patterns and make informed decisions, especially when monitoring long-term net worth changes.
Recurring Transactions: You can set up recurring transactions to automate regular expenses or income. This feature ensures you never miss a bill or paycheck.
Ease of Use
CountAbout is user-friendly, making it a great choice for those new to budgeting software. Its intuitive design lets you easily navigate through features such as expense tracking and budget management. You’ll appreciate the clean interface that helps you focus on your financial tasks without distractions. Compared to other tools, it stands out for its simplicity, ensuring you can quickly set up and manage your finances without a steep learning curve.
Integrations
CountAbout integrates with Quicken and Simplifi.
CountAbout Specs
- 2-Factor Authentication
- Accounts Payable
- Accounts Receivable
- API
- Audit Trail
- Balance Sheet
- Billing/Invoicing
- Budgeting
- Calendar Management
- Comparative Reporting
- Compliance Tracking
- CRM Integration
- Custom Reports
- Dashboard
- Dashboards
- Data Export
- Data Import
- Data Mining
- Data Visualization
- Document Comparison
- Expense Tracking
- External Integrations
- Financial Analysis
- Forecasting
- General Account Ledger
- Multi-Currency
- Multi-User
- Notifications
- P&L
- Payroll
- Process Reporting
- Risk Assessment
- SAP Integration
- Scenario Planning
- Scheduling
- Tax Management
- Visualization
- Workflow Management
