Track profitability KPIs against Xero or QuickBooks budgets with Budget Comparison Feature

What’s new? 

You asked and we delivered.

If your clients have set up P&L Budgets in Xero or QuickBooks, you can now track their profitability performances against their budgets. Include them in your performance report offering to help clients stay on track with their budget plans.

✅ Instantly compare actual revenue, costs & overheads vs. Xero/QuickBooks budgets

✅ Generate AI-powered insights (e.g., "Direct costs spend 20% over budget—investigate other potential suppliers or buy supplies in bulk to receive discounts and ensure materials are ready for the next job")

✅ Drop findings into the Performance Report—client-ready in 1 click

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What benefits does it have for advisors?

• Catch risks early (before they hurt cash flow)
• Turn variances into billable advice ("Let’s fix this together")
• Scale proactive engagements (more value = higher fees)

How does it work? 

1. Assess the high level performance of Revenue, Direct costs and Overheads against budget on the Insights in the ‘profitability’ section
2. Users can add their own budget specific AI summary blocks, then save as custom template for future "plug and play" 1-click report.

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Need some assistance with your Aider account? 

Book a training session with our friendly team.

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