The financial advisory platform that simplifies your clients’ Xero data
With accurate cash flow estimates and period close tools, Aider is the intuitive advisory software you’ve been searching for.
Aider's AI-powered Advisory Assistant
does the admin you
don't want to do.
Don't let AI replace accountants and bookkeepers.
Instead, embrace AI and use it to make your job easier
and add more value to your clients.
Period close tools to help you simplify compliance and financial reporting
With an intuitive checklist and other period close automation tools, Aider makes it easier to bring your clients’ Xero files to a more complete and accurate state.
Balance Sheet and more at the click of a button
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Performance Reporting for
ALL of your clients
A Report Pack is a cornerstone of many advisory services. But the effort and cost to create a nicely presented report that customers can understand often restricts this tool to a small set of high value clients.
Not anymore.
Introducing Aider’s quick and easy Report Pack feature!
An aggregated view of
all your clients’ data
Having multiple tabs open in Xero takes too much time and effort – we know, we’ve been there. That’s why we created Aider’s financial dashboard to simplify this for you.
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Accurate cash flow estimates & profitability insights
To help you save time, Aider has a plug and play cash flow estimate tool so that you can quickly compare actual client data with accurate projections.
Connects with Xero in under 2 minutes
We designed Aider with Xero in mind, which is why our integration is seamless. Simply connect your existing Xero account and all of your clients’ data will sync in real-time.
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How Aider will help your practice grow
Become your clients' trusted, proactive advisor
With the help of Aider’s advisory software, you can spot which clients need your help at a glance. You can then quickly reach out to them directly via the platform, instead of waiting until next time you see them.
Save time with pre-analysed client data
Instead of having to sift through data and switch between tabs in Xero, with Aider you have an aggregated view of your clients’ data – all in one intuitive financial dashboard.
Upsell advisory services & scale your practice
With the hours of time that you save by letting Aider do the data analysis for you, you have the opportunity to upsell services to your clients. Do more than just compliance and taxes – offer advisory services.
Visual insights your clients will understand
Aider generates automatic reports and graphs for you to share with your clients. With their clear, visual format you can have more efficient, simplified conversations with your clients.
Simplified period close & cash flow estimates
Aider’s intuitive period close tools, profitability insights and cash flow estimates will help you get your clients’ data to a more complete and accurate state – faster.
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Your proactive, early-warning system
Let Aider alert you of which clients need urgent attention. With a colour-coded financial dashboard, you can quickly reach out to clients to resolve data issues. Aider is your early-warning system.
Love from our customers
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Ready to become a more proactive advisor?
