We build the best software so advisors can easily communicate with their clients
We understand that busy admin work and inefficient communication with clients can slow down even the most productive accounting professional, making it hard to scale.
That’s why we built an intuitive platform to automate manual accounting and bookkeeping tasks that take time away from growing your practice.
Aider makes Xero even better. With the click of a button, Aider securely and seamlessly integrates with your Xero accounts. Achieve more with your clients' Xero data when you access custom alerts, insights, and trends in real-time. Aider is a verified Xero partner.
Help your clients make the best business decisions with actionable patterns, trends and insights
See what’s driving your clients’ businesses with tailored financial and non-financial metrics
Grow your practice by offering more services at scale with custom automations
Clearly see which clients need your help today with real-time data
We’re giving a handful of businesses early access so we can work together to build the best tool
Be part of the future of advisory by joining Aider's smarter accounting community
The Aider Advisory Portal, or AIP for short, is a client management platform that helps you manage, message, and access all your small business clients via one Aider login.
Our friendly customer success team is available if you need help. They know the ins and outs of all things Aider. We also have a number of resources to help you get the support you need. First, check out our knowledge library, and you can also contact us at success@aider.ai
There’s no limit to the number of clients you can add. You can also create logins for every accountant or bookkeeper in your practice. You have one main overview page per practice admin account.
You can suspend your practice account by getting in touch with us at success@aider.ai. If you have an active subscription, you can cancel it under Manage Practice > Subscriptions > Cancel Subscription.
You can remove a client business account by getting in touch with us at success@aider.ai. We’re working fast to add the feature that lets you do this on your own.
To invite your colleagues to your practice account, head to Manage Practice > Advisors and enter their contact details.
A practice admin is responsible for the AIP subscription information for the entire practice. This account can view all the connected client businesses, can invite other advisors to the practice account, connect client businesses and invite advisory clients to Aider.
Currently, we do not have the functionality to transfer a practice admin account (but we will have it soon!) If the practice admin leaves the firm, please get in touch with us at success@aider.ai
A practiced user can invite other advisors to the practice account, connect a client business and invite advisory clients to Aider. They are able to view select client businesses if they are given access by other practice users or the practice admin.
You have access to all client businesses that you add yourself. If someone else in the practice added the client business, they will have to provide you with access. Once they give you access, you’ll be able to see the client business unless they remove permission.
Simply head to Manage Practice > Permissions and select the advisor whose permissions need to be updated. A list of client businesses will appear and permission to view them can be granted. Don’t forget to save the changes! *Note: all users within the practice, both practice admins and practice users can grant permission for other advisors to view the client business.
An Advisory Client, once invited by a practice admin or practice user, can create their own free Aider account and download the Aider client app. Within the app, they can ask questions about their business data and finances, receive reminders from your practice, and send and receive messages/notifications from you.
After connecting a client business, you will be prompted to invite your client to Aider. If you would like to invite your client at a later date, you can always do so in the My Client’s section. Simply select the client business > Invite User button > enter contact details.
The Aider mobile app supports businesses of all shapes and sizes across every industry. In order to get the most out of Aider, clients need to be using Xero and other cloud-based apps to run their business. The Advisory Intelligence Portal is a great choice for small to second-tier sized accountancy and bookkeeping firms. Our smallest clients are sole proprietors, and some of our largest clients have hundreds of clients.
There are two steps to integrate Aider and Xero data. The first step takes a couple of minutes and immediately makes the last two month’s data available. The second step integrates the remaining historical data. Depending on the amount of data available and how long your client has been using Xero for their business, it can take a couple of hours. Aider will notify you when all data has been processed. From then on, all Xero data (other than Bills & Invoices) is updated roughly every four hours. Note: When questioning historical data, Aider has access to monthly views. Once Aider is connected to Xero, daily insights into the data will be available. Re: bill pay & Invoicing Aider can access information about outstanding, overdue, and upcoming bills & invoices. This data set is updated in real-time so if changes are made within Xero, the up-to-date data is available in Aider.
Unfortunately, not yet. We are working on building Aider’s ability to take action on behalf of your clients and your practice. We will email you when this is available.
We accept payments via Visa, MasterCard, and AMEX. Payments are processed via a secure payment gateway. Credit card details can be entered within Aider, during or after your free trial. You will be charged a monthly rate based on your number of client businesses. For example, if you have 99 clients and add 2 more during a billing cycle, you will be billed for 101 client businesses (and you save money per client business once you reach that next pricing tier). To view your current rate, head to Manage Practice > Subscriptions.
No. Aider is a monthly pay-as-you-go service with no contracts, no cancellation fee. If you decide to cancel, your subscription will not renew at the end of your monthly billing cycle.
We do not have annual contracts available at this time. Can I change my plan? You can upgrade or downgrade your plan at any time from within your account. If you upgrade your plan, you will immediately be able to add additional client businesses.
No! Consolidated groups are free of charge and there’s no limit on how many you can create. The underlying companies in the group count toward your company total, however, the group itself does not count as a company for billing purposes.
Yes. You can cancel your subscription at any time during the monthly billing period. Simply head to Manage Account > Subscriptions > Cancel Subscription. You will continue to have access to your practice account until the end of the billing period. Please contact our support team if you have any questions at success@aider.ai
