With accurate cash flow estimates and data compliance tools, Aider is the intuitive advisory software you’ve been searching for.
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.
With an intuitive checklist and other data compliance tools, Aider makes it easier to bring your clients’ Xero files to a more complete and accurate state.
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.
Introducing Aider’s quick and easy Report Pack feature!
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.
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.
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.
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.
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.
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.
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.
Aider’s intuitive data compliance tools, profitability insights and cash flow estimates will help you get your clients’ data to a more complete and accurate state – faster.
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.