Countingup vs Insightly
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Countingup
Countingup is a UK business current account with built-in accounting software. It combines banking and bookkeeping in one app, automatically categorizing transactions and generating tax estimates in real time.
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Pros
- ✓Business banking and accounting in one app
- ✓Automatic transaction categorization
- ✓Real-time tax estimates
- ✓Simple flat monthly pricing
- ✓Great for sole traders
Cons
- ✗UK only
- ✗Limited accounting features for complex businesses
- ✗Not a replacement for full accounting software at scale
- ✗No multi-user access
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Countingup vs Insightly: Side by Side
| Factor | Countingup | Insightly |
|---|---|---|
| User Rating | N/A | N/A |
| Category | Accounting Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | Contact for pricing | Free |
| Best For | UK sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app | Growing businesses that need CRM and project management in one platform |
| Our Pick | — | — |
Countingup Features
- ✓Receipt scanning
- ✓expense categorization
- ✓VAT tracking
- ✓supplier management
- ✓bank feed integration
- ✓reporting
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pricing Comparison
Our Take
Choose Countingup if uk sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app. Choose Insightly if growing businesses that need crm and project management in one platform.
Best For
UK sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app
Best For
Growing businesses that need CRM and project management in one platform
Also Consider
If neither Countingup nor Insightly is the right fit, Dext is worth evaluating.
Dext
Bookkeepers, accountants, and businesses with high receipt volumes wanting to eliminate manual data entry
From $15/mo
Frequently Asked Questions
What is the difference between Countingup and Insightly?
Countingup is best for uk sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app. Insightly is best for growing businesses that need crm and project management in one platform.
Which is better, Countingup or Insightly?
Choose Countingup if uk sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app. Choose Insightly if growing businesses that need crm and project management in one platform.
How much does Countingup cost?
Visit Countingup website for current pricing.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
Who should use Countingup?
UK sole traders and freelancers wanting a combined business bank account and simple accounting tool in one app
Who should use Insightly?
Growing businesses that need CRM and project management in one platform