Financial Reporting Beta
Workspace Setup
Configure the reporting profile before drafting statements.
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 Workspace Setup from the sidebar (Reporting Profile).
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Step 2: Confirm company context and the reporting framework you will use.
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Step 3: Set defaults that statements and packs should inherit.
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Step 4: Save so new and existing engagements pick up the profile.
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Step 5: Return to the Dashboard when setup is complete.
Show this as a diagram
flowchart TD A[Open Workspace Setup] --> B[Review reporting profile] B --> C[Set standards & defaults] C --> D[Save workspace] D --> E[Ready for engagements]
Ready? Try it now.
Open Financial Reporting in a new tab and follow along.