Auditor Beta
Data Collection
Request and gather client evidence against the plan.
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 Data Collection for the engagement.
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Step 2: Review the evidence categories and requirements tied to the plan.
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Step 3: Request uploads from the client or attach files your firm already holds.
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Step 4: Track completeness until material requests are satisfied.
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Step 5: Move to Execution when the evidence base is ready for testing.
Show this as a diagram
flowchart TD
A[Open Data Collection] --> B[Review requirements]
B --> C[Request / upload evidence]
C --> D[Track completeness]
D --> E{Gaps remain?}
E -->|Yes| F[Follow up with client]
E -->|No| G[Move to Execution]
Ready? Try it now.
Open Auditor in a new tab and follow along.