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Business Operations
In development

Advisory work, kept like engagement work

Advisor is in development — running advisory engagements and client guidance with the same structure your audit and compliance work already has.

Tell us what you need Explore the platform What's new across AICOUNTLY
What we are building

Advisory engagements and client guidance

  • Advisory engagements tracked per client and period
  • Guidance and recommendations retained against the engagement
  • The same company and financial-year context as the rest of the suite

Advisor is part of the AICOUNTLY suite, so when it arrives it will use the account you already sign in with, respect the company, branch and financial year you are working in, and appear in your app launcher alongside everything else. Nothing above is available yet — this page describes what the product is being built to do, not what it does today.