Manage

Dashboard

Open Manage and see workspace status at a glance.

Flowchart

flowchart LR
  A[Sign in via my.AICOUNTLY] --> B[Open Manage]
  B --> C[Dashboard overview]
  C --> D{Setup complete?}
  D -->|No| E[Companies / Branches / FY]
  D -->|Yes| F[Launch suite products]

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

Steps

Sign in at my.aicountly.com and open Manage from the launcher.
Scan the dashboard for company, branch, and financial-year status.
Complete missing setup under Companies, Branches, or Financial Years.
Confirm key persons where ownership or compliance contacts matter.
Launch Smart Books, Vault, or other products once context is ready.