Auditor Beta
Engagements
Create and manage audit engagements for each client and FY.
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 Engagements from the primary sidebar (or New engagement in the header).
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Step 2: Create a new engagement or open an existing one for the client and FY.
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Step 3: Set audit type, scope, and ownership so the team shares the same context.
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Step 4: Save so Planning, Data Collection, and Execution can attach to this engagement.
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Step 5: Move to Planning when the engagement shell is ready.
Show this as a diagram
flowchart TD A[Open Engagements] --> B[Create or select engagement] B --> C[Set client, type & FY] C --> D[Save engagement] D --> E[Continue to Planning]
Ready? Try it now.
Open Auditor in a new tab and follow along.