Financial Reporting Beta
Projections
Build forward-looking projection packs under Report Packs.
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: Open Projections from Report Packs in the sidebar.
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Step 2: Select an existing projection pack or start a new one for the company/FY.
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Step 3: Enter assumptions and period figures your stakeholders need.
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Step 4: Generate the projection views and review for consistency.
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Step 5: Export or share the pack when figures are ready.
Show this as a diagram
flowchart TD A[Open Projections] --> B[Select or create pack] B --> C[Enter assumptions & figures] C --> D[Generate projection views] D --> E[Export or share pack]
Ready? Try it now.
Open Financial Reporting in a new tab and follow along.