Rich Capture
Rich text and checklists, with / to insert a block and @ to mention a person.
Notes, checklists and working memos with notebooks, tags and saved searches — written for the half-formed thought as much as the finished record.
Built for Indian businesses. Designed for what’s next.
Illustrative interface. Notes shown are examples.
A note taken against a client sits in the same world as the rest of your work — same sign-in, same company context.
Rich text and checklists, with / to insert a block and @ to mention a person.
Nested notebooks, tags, and smart folders that keep themselves up to date from a saved query.
Share as editor, commenter or viewer, with comments and full version history.
Reminders with recurrence, reusable templates, and a trash that holds deleted notes for a retention period.
Notes works alongside the rest of AICOUNTLY, so your data stays in one place and your teams stay aligned.
Upload, tag, version, and share documents by product, company, branch, and financial year — the shared shelf behind a…
Explore DriveMessages, groups, and one-to-one audio and video calls — on the web and in native apps for iPhone and Android, all si…
Explore ConnectEvents, tasks, meetings, compliance dates, and reminders — embeddable across AICOUNTLY products and teams.
Explore CalendarAnswers specific to Notes — not generic suite copy repeated on every page.
Notes, checklists and working memos — the half-formed thought as much as the finished record — with notebooks, tags and saved searches to keep them findable.
Yes. Changes made offline sync when you reconnect, and if the same note changed in two places you are asked which version to keep rather than one being dropped silently.
No. Documents and files belong in Drive, which handles versions, sharing and retention. Notes is for writing, not for filing.
At notes.aicountly.com.
See how AICOUNTLY Notes can work for your business.
These quotes reflect experience with the AICOUNTLY suite — not a product-specific endorsement of every module on this page.
“AICOUNTLY turned my financial chaos into harmony. The simplicity and automation make managing finances feel effortless — real-time insights are a game-changer.”
Shanav Garg
Director, Trans Rail Industries Private Limited
“AICOUNTLY elevated how we approach business finances. The intuitive interface and automation empower informed decisions — I recommend it for teams that need reliable financial management.”
Karan Gupta
Director, Vesta Industries India Private Limited
“AICOUNTLY is remarkably user-friendly — like a personal financial assistant. Integrations feel seamless and support is exceptional. A lifesaver for busy entrepreneurs.”
Srideep Samanta
Director, Walkwel Technology Private Limited