Auditor Beta
AI Audit
Run AI-assisted checks to surface risks and review prompts.
Before you start
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 Connect or AI Pulse.
Steps
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Step 1: Open AI Audit from the primary sidebar.
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Step 2: Select the engagement and scope you want the assistant to review.
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Step 3: Run the available AI checks against collected data and papers.
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Step 4: Treat suggestions as review aids — confirm or dismiss with professional judgement.
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Step 5: Record accepted findings back into Working Papers or Risks as appropriate.
Show this as a diagram
flowchart TD A[Open AI Audit] --> B[Select engagement / scope] B --> C[Run AI checks] C --> D[Review suggested risks] D --> E[Confirm or dismiss in file]
Ready? Try it now.
Open Auditor in a new tab and follow along.