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.
Registered in the AICOUNTLY catalogue. Not available to use yet.
Placeholder wireframe — Advisor has no interface to show yet.
Advisory engagements and client guidance
Nothing below is available yet. This is the product’s stated intent, taken from its row in the AICOUNTLY application registry.
- 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.
Connected products for a complete business view.
Advisor works alongside the rest of AICOUNTLY, so your data stays in one place and your teams stay aligned.
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Answers specific to Advisor — not generic suite copy repeated on every page.
Can I use Advisor today?
Not yet. Advisor is registered and hosted, but signing in currently reaches a placeholder rather than the product. This page describes what it is being built to do, not what it does today.
Will it need a separate account?
No. When Advisor arrives it will use the AICOUNTLY account you already sign in with at my.aicountly.com, respect the company, branch and financial year you are working in, and appear in your app launcher alongside everything else.
What is planned for the first release?
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. Scope can change before release.
How do I hear when it is ready?
Release notes for every product are published under What’s New, and you can tell us what you need from Advisor through the contact page so it is considered while the product is still being designed.
Tell us what you need from Advisor.
We are still designing this one. What you tell us now can shape what ships.