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Guides

Step-by-step help for every Aicountly app

Short, plain-language guides for the jobs you actually do — setting up, billing, recording payments, closing the month. Pick your app and follow the numbered steps.

New here? Start with one of these

The first thing to do in each app.

Smart Books Set up your company in Smart Books Create your company once — name, PAN, GSTIN, financial year and address — and you are ready to make entries. 6 steps Notes Write your first note Open Notes, start typing, and use “/” to add headings, checklists, tables and images. 5 steps Billing Get started: answer five quick questions Tell Billing what kind of business you run, and it shows only the screens you need. 4 steps Inventory Set up your warehouses and storage places Tell Inventory where you keep stock — a shop, a godown, a shelf — so every movement says where it happened. 4 steps Drive Find your way around Drive Pick your company, financial year and branch, and learn the difference between My Documents and Company Documents. 4 steps Manage Find your way around Manage See your companies at a glance, switch company, and open any Aicountly app. 4 steps

Apps

76 guides across the apps on the main tab of your app launcher.

Smart Books

Keep your accounts, GST and bank in order — from your first entry to your year-end.

All 14 Smart Books guides

Notes

Write things down, keep them organised, and find them again — on your own or with your team.

All 12 Notes guides

Billing

Make GST bills fast, take payments, and see who owes you money — every bill goes straight into Smart Books.

All 14 Billing guides

Inventory

Know what you have, where it is and what it is worth — and keep it in step with your books.

All 13 Inventory guides

Manage

Your company profile, your team, branches and financial years — set once, used by every app.

All 13 Manage guides

More apps

Their guides give a short tour of each menu. Apps marked Beta are early-access.

Still stuck?

Ask the community, or tell our support team what you were trying to do.

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