Financial Reporting guides Beta

How to use Financial Reporting

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

Financial Reporting is in Beta. These guides give a short tour of each menu.

Start here

New to Financial Reporting? Do these in order.

Do these once, when you start.

Dashboard Open Financial Reporting and see the preparation pipeline. 5 steps Workspace Setup Configure the reporting profile before drafting statements. 5 steps

The jobs you do every day or every week.

In Preparation Work engagements that are still being drafted and reviewed. 5 steps

Check, match and file at the end of the period.

Finalised Find completed packs ready for stakeholders and auditors. 5 steps

See where your business stands.

Projections Build forward-looking projection packs under Report Packs. 5 steps CMA Data Prepare CMA data packs for banks and credit assessment. 5 steps Project Reports Assemble project-report packs for financing and planning. 5 steps

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

Ask the community, or tell our support team what you were trying to do.