Platform

Manage

Company, branch, financial year, and shared context for every product.

Before you start

Sign in at my.aicountly.com with your organisation account.
Open Manage from the product launcher before configuring books or vault context.

How it fits the suite

flowchart LR
  MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company · Branch · FY"]
  MG --> SB[Smart Books]
  MG --> VT[Vault]
  MG --> OT[Other suite products]

Flowchart: Manage 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.