Auditor Beta
Working Papers
Organise evidence and review notes for the engagement file.
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 Working Papers from the primary sidebar.
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Step 2: Browse the engagement file structure for the area you are documenting.
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Step 3: Add or update a working paper with evidence and reviewer notes.
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Step 4: Link the paper to the related procedure or finding where the product supports it.
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Step 5: Keep the file current so Reports and AI Audit can rely on it.
Show this as a diagram
flowchart TD A[Open Working Papers] --> B[Browse engagement file] B --> C[Add or update paper] C --> D[Link to procedure / finding] D --> E[Ready for review & Reports]
Ready? Try it now.
Open Auditor in a new tab and follow along.