Accounting & Finance

Financial Reporting

Schedule III statements, notes, CMA packs, and stakeholder-ready reports.

Before you start

Sign in at my.aicountly.com with your organisation account.
Confirm company, branch, and financial year in Manage before opening an engagement.
Post and close books in Smart Books so trial balances are ready to import.
Keep portal credentials in Vault when exports or filings need them.

How it fits the suite

flowchart LR
  MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company · Branch · FY"]
  MG --> SB["Smart Books — Trial balance"]
  SB --> FR["Financial Reporting — Statements"]
  FR --> AU[Auditor]

Flowchart: Financial Reporting suite context flowchart. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Main menu workflows

Open a guide to see the flowchart and short steps for that menu.