Auditor Beta
Planning
Define scope, risk focus, and the plan before fieldwork.
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 Planning with the target engagement in context.
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Step 2: Confirm scope, period, and material risk areas for the audit.
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Step 3: Capture planning steps and ownership so the team knows what comes next.
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Step 4: Link planning outputs to the evidence you will request later.
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Step 5: Proceed to Data Collection when the plan is agreed.
Show this as a diagram
flowchart TD A[Open Planning] --> B[Select engagement] B --> C[Set scope & risk areas] C --> D[Assign plan steps] D --> E[Ready for Data Collection]
Ready? Try it now.
Open Auditor in a new tab and follow along.