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Resources

Product Guides

Brief, visual walkthroughs of each product’s main workflows — so your team knows where to click and what happens next.

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Accounting & Finance

Smart Books Cloud accounting, ledgers, GST, and day-to-day bookkeeping workflows. Financial Reporting Schedule III statements, notes, CMA packs, and stakeholder-ready reports. Auditor Engagements, planning, working papers, and AI-assisted audit review.

Compliance

Secretarial Board meetings, registers, resolutions, and company-law compliance.

People & HR

HRMS Employer HR — employees, attendance, payroll, and statutory compliance. Our People Employee self-service for leave, payslips, profile, and HR requests.

Productivity

Contacts Central contact organisation for clients, vendors, and stakeholders. Calendar Shared scheduling for meetings, tasks, and compliance dates. Docs Shared document library tagged by product, company, branch, and FY. Chat Product and team messaging across the AICOUNTLY suite.

Platform

Vault Encrypted credentials for portals, APIs, and delegated product use. Buddy AI drafting and guidance across products — without raw Vault secrets. Manage Company, branch, financial year, and shared context for every product.