Accounting & Finance
Auditor
Engagements, planning, working papers, and AI-assisted audit review.
Before you start
- Sign in at my.aicountly.com with your organisation account.
- Confirm company and financial year context in Manage.
- Prefer finalised books / reporting packs from Smart Books and Financial Reporting before fieldwork.
- Store client portal credentials in Vault — do not paste secrets into Chat or Buddy.
How it fits the suite
flowchart LR MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company · FY"] MG --> SB[Smart Books] MG --> FR[Financial Reporting] SB --> AU[Auditor] FR --> AU