Manage

Companies

Create and maintain the legal entities used across the suite.

Flowchart

flowchart TD
  A[Open Companies] --> B[Create or select company]
  B --> C[Enter legal & profile details]
  C --> D[Save company]
  D --> E[Add branches & financial years]

Flowchart: Companies workflow flowchart for Manage. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Companies from the sidebar (or Add → Add Company).
Create a new company or open an existing entity to edit.
Enter legal name, identifiers, and profile details accurately.
Save so the company is available across AICOUNTLY products.
Continue with Branches and Financial Years for that company.