Auditor guides Beta

How to use Auditor

Engagements, planning, working papers, and AI-assisted audit review.

Open Aicountly Auditor About Auditor

Auditor is in Beta. These guides give a short tour of each menu.

Start here

New to Auditor? Do these in order.

Get set up

Do these once, when you start.

Dashboard Open Auditor and see engagement status at a glance. 5 steps Engagements Create and manage audit engagements for each client and FY. 5 steps Planning Define scope, risk focus, and the plan before fieldwork. 5 steps

Daily work

The jobs you do every day or every week.

Data Collection Request and gather client evidence against the plan. 5 steps Execution Perform fieldwork and record testing progress. 5 steps Working Papers Organise evidence and review notes for the engagement file. 5 steps AI Audit Run AI-assisted checks to surface risks and review prompts. 5 steps

Reports

See where your business stands.

Reports Assemble audit reports and delivery packs for the engagement. 5 steps

Good to know

Sign in at my.aicountly.com with your organisation account.
Confirm company and financial year context in Manage. See the guides
Prefer finalised books / reporting packs from Smart Books and Financial Reporting before fieldwork. See the guides
Store client portal credentials in Vault — do not paste secrets into Connect or AI Pulse. See the guides

Works with

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