Countsy
444 Castro St Suite 1110,
Mountain View, 94041, CA,
United States
Mountain View, 94041, CA,
United States
1 650-963-8353
Professional Services
Countsy Technographics
Countsy Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Countsy and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Countsy employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Countsy has purchased the following applications: Vic.ai AP Automation for AP Automation in 2020, Front AI Chatbot for Chatbots and Conversational AI in 2017, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Countsy is running and its propensity to invest more and deepen its relationship with Vic.ai , BILL Operations , Oracle or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Countsy revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Countsy intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Countsy Tech Stack and Enterprise Applications
Countsy ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vic.ai | Legacy | Vic.ai AP Automation | AP Automation | ERP | n/a | 2020 | 2020 |
In 2020, Countsy implemented Vic.ai AP Automation as part of its standardized accounting stack. Countsy serves hundreds of venture backed startup clients and runs a centralized outsourced accounts payable program where client systems are standardized on NetSuite, creating a consistent target for AP Automation deployment.
The rollout followed a phased implementation model. Vic.ai onboarded an initial set of five clients and trained two Countsy accountants as power users of Vic.ai AP Automation, then expanded to a second phase that included 20 additional clients and training for 10 more accountants at Countsy’s Technology Service Center in Sacramento. Functional capabilities configured included invoice capture and OCR, automated coding suggestions from the AI, and a review workflow that routes suggested coding for accountant approval, shifting the accountants role from manual coding to AI suggestion validation.
Countsy implemented Vic.ai AP Automation alongside existing accounting and expense systems, integrating operational workflows with NetSuite and aligning processes with Bill.com and Expensify where those systems were in use. The operational scope covered Countsy’s accounting and finance practice that manages client AP volumes ranging from a few dozen invoices per month to more than 500 invoices for larger clients, enabling a consistent AP Automation layer across diverse client workloads.
Governance and process changes emphasized user training and mindset shift, with designated power users and staged onboarding to ensure reviewers validated AI suggestions rather than performing end to end manual processing. Countsy plans to onboard the remainder of its client base and standardize on Vic.ai AP Automation across the firm, viewing the platform as a means to scale client intake while maintaining accuracy and consistency in accounts payable work.
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AP Automation, AR Automation | ERP |
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2016 | 2016 |
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ERP Financial | ERP |
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2017 | 2017 |
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Countsy AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Front | Legacy | Front AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017 Countsy implemented Front AI Chatbot to centralize client communications for its finance and operations teams in the United States. The deployment began with an early 2017 pilot that consolidated hundreds of shared inboxes into a centralized Front workspace to speed responses and support growth.
Configuration centered on shared inbox consolidation, message routing rules, and automation workflows for task assignment and SLA handling. Front AI Chatbot and live chat capabilities were used to extend conversational handling and standardize client touchpoints, aligning with Chatbots and Conversational AI functional workflows such as automated triage and response templates.
Operational coverage focused on Countsy’s finance and operations teams across the United States, bringing email and chat channels into a single platform to enable coordinated client response and shared visibility among accountants and operations staff. The centralized Front workspace organized incoming client messages into team inboxes and queues to reduce duplication and clarify ownership.
Governance and rollout progressed from a pilot to broader consolidation across hundreds of shared inboxes, instituting routing governance, ownership rules, and workflow standards to manage client communications. The initiative formalized message ownership, routing policies and automation triggers to reduce manual handoffs and improve team coordination.
The consolidation to Front and configuration of Front AI Chatbot and automation workflows accelerated response times and supported the firm’s growth by reducing inbox fragmentation. Countsy standardized routing and response templates to maintain consistency across client communications.
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Countsy Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Countsy implemented Microsoft 365. Countsy, a United States professional services firm with 150 employees, deployed Microsoft 365 as its Collaboration platform to centralize corporate email and productivity across client services, finance, and operations.
The Microsoft 365 deployment included Exchange Online for Office 365 Mail as reflected on Countsy's website, along with standard Collaboration capabilities such as SharePoint Online for document management, OneDrive for personal file synchronization, Microsoft Teams for persistent chat and meetings, and the Office desktop and web applications for document authoring and coauthoring.
Administration was organized at the tenant level with consolidated user and mailbox management, role based administration and identity services using Microsoft identity controls. The rollout covered company wide user accounts and site level email routing, with governance focused on centralized mailbox configuration, document permissioning, and team collaboration policies aligned to professional services workflows.
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Countsy Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Countsy PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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Countsy PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2018 | 2018 |
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Countsy IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Countsy CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Countsy
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Countsy Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Countsy IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Countsy digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Countsy Technographics
Countsy is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $2.0 million.
Countsy operates a diverse technology stack with applications such as
Vic.ai AP Automation, Front AI Chatbot and Microsoft 365,
covering areas like AP Automation, Chatbots and Conversational AI and Collaboration.
Countsy has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Vic.ai, Front and Microsoft.
Countsy recently adopted applications including
SmartSheet in 2021, Vic.ai AP Automation in 2020 and Google Workspace (Formerly Google G-Suite) in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Countsy’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Countsy’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Countsy technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.