Financial Reporting Beta
Dashboard
Open Financial Reporting and see the preparation pipeline.
Before you start
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.
Steps
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Step 1: Sign in at my.aicountly.com and open Financial Reporting from the launcher.
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Step 2: Confirm the correct company, branch, and financial year (set in Manage).
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Step 3: Scan the dashboard for engagements in preparation versus finalised.
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Step 4: Use In Preparation or Finalised when you want a focused pipeline view.
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Step 5: Open an engagement or a Report Pack when you are ready to work.
Show this as a diagram
flowchart LR
A[Sign in via my.aicountly] --> B[Open Financial Reporting]
B --> C[Confirm company & FY]
C --> D[Dashboard pipeline]
D --> E{Need focus?}
E -->|Preparation| F[In Preparation]
E -->|Done| G[Finalised]
Ready? Try it now.
Open Financial Reporting in a new tab and follow along.