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Beta Aicountly Advisor

Talk your figures through,face to face.

Advisor is a business advisor you can speak to. The AI Advisor reads your live Smart Books figures as you, shows where every number came from, and can bring a qualified professional into the same conversation when the question needs one.

  • Reads Smart Books as you
  • Shows the source of every figure
  • A professional when you need one

Built for Indian businesses. Designed for what’s next.

Illustrative Advisor Room showing an example conversation with the AI Advisor and a Workspace of sample figures, each with its source.

Illustrative interface. Figures and items shown are examples, not customer data.

  • Speak or type An avatar that listens and can be interrupted.
  • Live figures Smart Books read as you, never changed.
  • A professional Join the session or book a consultation.
  • Reviewed outcome Summaries, decisions and next steps.
Built around your working day

Advice in three modes, on one conversation.

The AI Advisor is always there. Advisor Assist adds a professional to the AI’s conversation, and Human Advisor is led by one — without restarting the session.

AI Advisor

Speak with a lifelike avatar or type. It listens, answers in voice and can be interrupted, and falls back to voice only or text when the avatar or audio is unavailable — and says so.

Your Live Figures

Read-only Smart Books tools — overview, P&L, sales, purchases, receivables, payables, cash, stock, GST return status and TDS outstanding — run as you, in the company you chose.

Advisor Assist

A professional joins the AI session that is already open: same transcript, same Workspace, with a private AI Copilot only they can see.

Human Advisor

Talk now or book a consultation led by a qualified professional, prepared by the AI beforehand, with an outcome you see only after they have reviewed and approved it.

Frequently asked questions

Quick answers.

Answers specific to Advisor — not generic suite copy repeated on every page.

What is Advisor?

Business advice in three modes on one session. The AI Advisor is always available; Advisor Assist adds a professional to the AI’s conversation; Human Advisor is a consultation led by a qualified professional, whom the AI prepares and assists privately.

Where do the figures come from?

From Smart Books, read as you, in the company you chose, through read-only tools — overview, P&L, sales, purchases, receivables, payables, cash, stock, GST return status and TDS outstanding. Your Books access profile still applies, and if Books refuses or cannot answer, Advisor tells you rather than estimating.

Can Advisor change my books?

No. Advisor reads Smart Books; it does not post vouchers or change records. It can record recommendations and suggest next steps, and only a step it can actually carry out, such as preparing the session report, runs — after you confirm it.

How do I reach a human professional?

Ask for a professional during an AI session, or start a consultation directly with Talk now or Book a consultation. Bookings use Aicountly Appointments’ own free times, where Appointments is enabled for your company. The call runs over Aicountly Connect, with chat that works even when audio cannot connect.

Is the conversation recorded?

Calls are not recorded, and the consultation room shows it. A transcript is kept with the session so you can continue it later and review its summary.

What does the professional see?

Only what you agree to share — figures for the topic, contact details or documents you tick. Their access is per consultation and expires; it is never company membership.

Where do I open Advisor?

At advisor.aicountly.com, signed in with your Aicountly account.

A brighter tomorrow awaits

Ask the question you have been putting off.

See how Aicountly Advisor can work for your business.

Suite-wide customer proof

Trusted by Indian business leaders

These quotes reflect experience with the Aicountly suite — not a product-specific endorsement of every module on this page.

Shanav Garg
“Aicountly turned my financial chaos into harmony. The simplicity and automation make managing finances feel effortless — real-time insights are a game-changer.”

Shanav Garg

Director, Trans Rail Industries Private Limited

Karan Gupta
“Aicountly elevated how we approach business finances. The intuitive interface and automation empower informed decisions — I recommend it for teams that need reliable financial management.”

Karan Gupta

Director, Vesta Industries India Private Limited

Srideep Samanta
“Aicountly is remarkably user-friendly — like a personal financial assistant. Integrations feel seamless and support is exceptional. A lifesaver for busy entrepreneurs.”

Srideep Samanta

Director, Walkwel Technology Private Limited