Dashboard

Steps

1. 1

   Step 1: Sign in at my.aicountly.com and open Auditor from the launcher.
2. 2

   Step 2: Confirm the correct company and financial year context.
3. 3

   Step 3: Scan the dashboard for open engagements and upcoming work.
4. 4

   Step 4: Open Engagements to start or continue a specific audit.
5. 5

   Step 5: Use Planning, Data Collection, or Execution when the engagement is already underway.

flowchart LR
  A[Sign in via my.aicountly] --> B[Open Auditor]
  B --> C[Confirm company & FY]
  C --> D[Dashboard overview]
  D --> E{Next action?}
  E -->|New work| F[Engagements]
  E -->|In flight| G[Planning / Execution]