Dashboard

Flowchart

flowchart LR
  A[Sign in via my.AICOUNTLY] --> B[Open Smart Books]
  B --> C[Confirm company & FY]
  C --> D[Dashboard snapshot]
  D --> E{Need detail?}
  E -->|Yes| F[Reports / Registers]
  E -->|No| G[Continue daily work]

Steps

1. 1 Sign in at my.aicountly.com and open Smart Books from the launcher.
2. 2 Confirm the correct company, branch, and financial year (set in Manage).
3. 3 Scan the dashboard for balances, recent activity, and compliance cues.
4. 4 Open Registers or Reports when you need transaction-level detail.
5. 5 Use the dashboard as your daily home base between voucher and GST work.