Release Notes for AICOUNTLY Buddy Version 1.0
19 Jul 2026
Buddy launches as the private AICOUNTLY AI assistant — advisory-only, permission-grounded, and designed so professional judgement stays with you.
Key Features
- Private AI assistant at buddy.aicountly.com, signed in with your AICOUNTLY identity and company context.
- Live Smart Books insights for profitability analysis, sales analysis, and management summary reports.
- Permission-checked data fetches — Buddy only sees aggregates your role can access, never full database dumps.
- Voice input via speech-to-text and FY/branch context switchers aligned with the Books workspace pattern.
Safety & Trust
- Advisory-only in V1 — Buddy analyses, explains, drafts, and suggests; it does not write or post transactions.
- Raw Vault secrets are never sent in prompts; credential-aware assistance stays governed.
- PII masking (PAN, GSTIN, bank accounts, mobiles, emails) before model calls, with stricter profiles for sensitive domains.
- No public web search by default — internal, permissioned data is always prioritised.
Ecosystem Integration
Buddy appears in the suite app launcher and in product chat hubs (Books, Contacts, Calendar, Docs, Vault, and more). Auth and company context come from my.aicountly.com and manage.aicountly.com.
What's Next
Queued intents for upcoming releases include GST analysis, financial statement explanation, receivables follow-up, audit queries, document search, and compliance date checks — surfaced as planned capabilities until they go live.