The financial advisory platform that simplifies your clients’ Xero data

With accurate cash flow estimates and data compliance tools, Aider is the intuitive advisory software you’ve been searching for.

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Viewing how your clients are performing on mobile and desktop devices in the Aider Advisory Platform
An animation showing an overview of importing clients from Xero in Aider
advisory assistant

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.

SIMPLIFIED COMPLIANCE

Data compliance tools to help you simplify compliance

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.

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Data compliance checklist for GST reporting
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Reconciliations, taxes & invoices at the click of a button
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Less admin, saving you time
An animation showing an overview of importing clients from Xero in Aider
An animation showing an overview of importing clients from Xero in Aider
report pack

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!

FINANCIAL DASHBOARD

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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One financial dashboard for all your clients’ data
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Traffic light system, so you manage by exception
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Detailed insights at the click of a button
An animation showing an overview of importing clients from Xero in Aider
An animation showing an overview of importing clients from Xero in Aider
CASH FLOW TOOLS

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.

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Accurate historical & estimated cash flow reports
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Real-time profitability insights
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Quick profit & loss indicators
XERO INTEGRATION

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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Simply click “sign up with Xero” & you’re good to go
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Aider will pre-analyse all of the data for you
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All your clients’ data on one financial dashboard
An animation showing an overview of clients' data in Aider
PLATFORM BENEFITS

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 compliance & cash flow estimates

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.

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.

Ready to get started?

Data compliance tools & upselling opportunities are awaiting you!
Try Aider for free

Love from our customers

Fiscal Artisans – saving time with Aider to “go beyond the numbers”

"Since using Aider, we’re spending less time on low-dollar services and more time on high-value services...We’re able to offer more $300 advisory services, instead of just basic $30 accounting services."
Customer story

How Accountants4U is saving hours of time using Aider

“When I use Aider, everything is handy and saves me time. I don’t need to scroll through Xero or add any add-ons to sort through my clients’ data. Aider is a great tool as it helps me have all of my clients’ crucial data readily available!"
Customer story

Why Appy Books loves Aider

“My favourite part of Aider is the financial KPI dashboard – all of my clients' data is triaged with a traffic light system so that I know which clients need my help and when.”
Customer story

Diverse Accountants uses Aider

“In the past, I’ve used other cash flow systems that are confusing – but Aider is effortless. I love how Aider has taken something so complex and made it simple to understand and use, it saves me hours of time every month.”
Customer story

Why Antlab loves using Aider

“We love the visibility of Aider’s platform. We love how we can see every single one of our clients’ data in one place, and sort them by turnover.”
Customer story

Aider helps Sidekick grow

“We have an optimistic and rosy view of Aider’s Advisory Intelligence Platform and how it will help Sidekick in the near future, in enabling us to be profoundly proactive with our clients.”
Customer story
try aider for free

Ready to become a more proactive advisor?

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14 day free trial
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Cancel any time you want
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Manage your entire client base in one place
A screen from Aider's platform showing a reconciliation request