Platform

Vault

Encrypted credentials for portals, APIs, and delegated product use.

Before you start

Sign in at my.aicountly.com with your organisation account.
Confirm company context in Manage before storing company credentials.

How it fits the suite

flowchart LR
  MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company context"]
  MG --> VT["Vault — Credentials"]
  VT --> SB["Smart Books / GST / portals"]
  VT --> OT["Other suite products"]

Flowchart: Vault 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.