Platform
Buddy
AI drafting and guidance across products — without raw Vault secrets.
Before you start
- Sign in at my.aicountly.com — Buddy uses your AICOUNTLY identity.
- Confirm company, branch, and financial year in Manage so Buddy answers in the right context.
- Keep credentials in Vault — never paste raw secrets into Buddy prompts.
- Use Buddy for drafting and guidance; escalate account or product issues via Support.
How it fits the suite
flowchart LR MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company · FY · Branch"] MG --> BU["Buddy — Sessions · Context"] BU --> SU[aicountly.com/support] VT[Vault — Secrets stay out of prompts] -.-> BU PR[Suite products — Books · Docs · …] -.-> BU