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.
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.
Built for Indian businesses. Designed for what’s next.
Illustrative interface. Figures and items shown are examples, not customer data.
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.
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.
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.
A professional joins the AI session that is already open: same transcript, same Workspace, with a private AI Copilot only they can see.
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.
Advisor works alongside the rest of Aicountly, so your data stays in one place and your teams stay aligned.
Your reports, the way you like them. Monitor and analyze your figures to grow your business.
Explore Smart BooksAdvisory-only guidance grounded in the data you are allowed to see — profitability, sales insights, and management su…
Beta Explore AI PulseMessages, groups, and one-to-one audio and video calls — on the web and in native apps for iPhone and Android, all si…
Beta Explore ConnectAnswers specific to Advisor — not generic suite copy repeated on every page.
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.
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.
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.
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.
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.
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.
At advisor.aicountly.com, signed in with your Aicountly account.
See how Aicountly Advisor can work for your business.
These quotes reflect experience with the Aicountly suite — not a product-specific endorsement of every module on this page.
“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
“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
“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