Auditor

Dashboard

Open Auditor and see engagement status at a glance.

Flowchart

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]

Flowchart: Dashboard workflow flowchart for Auditor. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Sign in at my.aicountly.com and open Auditor from the launcher.
Confirm the correct company and financial year context.
Scan the dashboard for open engagements and upcoming work.
Open Engagements to start or continue a specific audit.
Use Planning, Data Collection, or Execution when the engagement is already underway.