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Your private AI assistant for AICOUNTLY

Advisory-only guidance grounded in the data you are allowed to see — profitability, sales insights, and management summaries from Smart Books, with professional judgement always yours.

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Buddy product preview
Buddy

Permission-grounded assistance

Analyse · Explain · Suggest

Smart Books Insights

Ask about profitability, sales trends, and management summaries using live Books context.

Advisory Only

Buddy drafts and explains — it does not write vouchers or change masters in V1.

Permission Aware

Every fetch re-checks your session and role; no cross-company mixing.

Secrets Stay in Vault

Raw Vault credentials never enter prompts. Credential-aware help stays governed.

#1smart_toy

Private AI

#2analytics

Books Insights

#3verified_user

Permission Grounded

#4psychology

Advisory Only

Connected workflows

Built into the suite

Open Buddy at buddy.AICOUNTLY.com or from the app launcher and in-product chat hubs across Books, Contacts, Calendar, Docs, Vault, and Manage. Identity and company context come from my.AICOUNTLY.com and manage.AICOUNTLY.com.

Why teams choose it

Safety first, then intelligence

Buddy returns summarised, permission-checked data — not full database dumps. PII is masked before model calls. GST analysis, audit queries, and document search are queued for upcoming releases.

Get started on buddy.AICOUNTLY.com

Buddy

Buddy

FAQ

Buddy questions

Product-specific answers — not generic suite copy repeated on every page.

Buddy is AICOUNTLY’s private AI assistant — advisory-only guidance grounded in permission-checked product data, starting with Smart Books insights.

No. In V1 Buddy analyses, explains, drafts, and suggests. It does not write transactions or update masters.

No. Raw Vault secrets never enter prompts. Store credentials in Vault; Buddy stays credential-aware without seeing secret values.

At buddy.aicountly.com, or from the suite app launcher and product chat hubs where Buddy is enabled.
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