Curious what updates we’ve made to Aider? Explore our latest product releases below:
Here at Aider, we take pride in drawing upon artificial intelligence, and the expertise of our talented team to continually develop and improve our products.
Every month we release new and improved updates and features to our product suite, to ensure the quality and efficiency of our software.
In this article we share with you some of 2022’s most notable updates to Aider that we have implemented to help you streamline your advisory practice and enhance your client experience.
Explore these updates below…
Data health reconciliation update: When your customers’ reconciliation statuses are showing as red on the dashboard, we’ve muted related alerts so you don’t get too many false signals.
What does this mean exactly?
As usual, if your clients have unreconciled items showing in Aider, a red notification will show, raising an alert that this needs to be sorted ASAP. In addition to this, we’ve now released a new feature that mutes dependent alerts until you have helped your client fix their data reconciliation. This means that revenue, net profit, income tax, etc. will be muted on your dashboard until those reconciliations are all green! These insights will still work, but there will be less noise.
Insights in Aider now display a "how is this calculated" button. When clicked, it will open the help panel with "data source" and "calculation" expanded. Insights that are affected by client settings will also now show which setting is affecting it.
We have recently updated Aider, so that when you are adding new clients to Aider, the dashboard will now immediately display new clients, letting you know that the data is being loaded into Aider.
Our new and improved Client Dashboard Screen will allow you to manage your clients by exception, making it easier to proactively reach out to them when they need your help the most. At a glance, you can now see which clients need your attention by sorting them via financial performance alerts and insights, client name and industry.
With this update, we’re enabling you to easily forewarn your clients of their predicted income tax, GST forecast and profitability KPIs. The Advisory Intelligence Platform now gives you access to these important insights, visualised in graphs, to help you spot trends more easily. You can also quickly share this valuable information with your clients from within the Advisory Platform, enabling you to add value and scale your services.
We’ve updated our email feature so that you can now send multiple insights (including visual graphs) via one email message at a time. With just a few clicks, you can now send your clients their financial performance insights, pre-calculated by Aider from within the Advisory Platform.
In Aider, you can now filter your clients by industry, which gives you a simple method to compare similar clients and their metrics, allowing you to add benchmarking to your offering. Better yet, this is only the beginning of client benchmarking, with upcoming features being added that will allow for even smarter analysis – make sure to keep an eye out for future product releases.
We’ve updated our cash flow forecast model so that it’s even more accurate for your clients. Utilising artificial intelligence (AI), our Advisory Platform provides your practice with an ‘early warning system’ – meaning we’re always keeping an eye on your clients cash flow.
We've added a new ‘actual cash flow’ insight to Aider, so you can now dive deeper into your clients monthly cash flow pattern, and compare it with previous months. It’s all part of our mission to give you powerful information about your clients at your fingertips, making it easier for your practice to provide proactive support and advice.
We’ve undertaken work to improve the speed and performance of our Advisory Intelligence Platform, so that you can service all of your customers at scale and at pace. Our most recent update results in faster loading of the Client Dashboard Screen, so that you can view and analyse all of your clients data in one place, more effortlessly.
We created our Advisory Intelligence Platform so that you – accountants and bookkeepers – can have access to accurate forecasts and actionable insights at the click of a button.
Our Advisory Platform has transformed for the better since its launch, and we will continue to update and improve on the platform, so that you can feel empowered with a smart and centralised software in your practice.
Every month we release new features and updates to existing features for your convenience, and we want to help you keep up to date on these. We have a monthly product update newsletter where we share these updates, if you wish to subscribe below.