New Beta feature in Aider: ‘Advisory Assistant’

A secure & convenient way to harness the power of Generative AI for advisory services

Introducing Aider's New Advisory Assistant: Enhancing Efficiency and Security for Accountants and Business Finance Advisors

As accountants and advisors, your time is valuable, and staying ahead of the curve is essential for providing top-notch services to your clients. That's why we're excited to announce the launch of Aider's new Advisory Assistant feature, designed specifically to reduce your admin time and allow you to add more value to your clients.

What’s the new feature? 

  • Using Generative AI, Aider's Advisory Assistant is a cutting-edge tool that helps you with a range of tasks, including client meeting preparation, generating sales scripts for selling advisory services, and conducting high-level analysis of data trends. 
  • Unlike public Generative AI tools like ChatGPT or Bard, which pose privacy and security risks, Aider's AI Assistant is specifically designed to keep you and your clients' data secure and private.

How does it work?

  • Aider's Advisory Assistant is preconfigured with the relevant advisory context, ensuring that you receive accurate and tailored answers to your queries. 
  • Securely and easily submit client data, allowing the AI to generate relevant answers to drastically reduce your admin time
  • By leveraging the power of AI, the Assistant can help you prepare for client meetings by providing key insights and relevant information. 
  • It can also generate sales scripts to help you effectively communicate the value of your advisory services to potential clients. 
  • Furthermore, the Assistant can perform high-level analysis of data trends, allowing you to make data-driven decisions with ease.

What benefits does this feature have for advisors?

The Advisory Assistant brings numerous benefits to accountants and business finance advisors serving small and medium-sized businesses in New Zealand and Australia:

  • Enhanced Efficiency: By automating time-consuming tasks like client meeting preparation and sales script generation, the Advisory Assistant frees up your time, enabling you to focus on providing strategic advice and building stronger relationships with your clients.
  • Improved Accuracy: With its preconfigured advisory context, the Assistant ensures that the answers and insights you receive are highly accurate and tailored to your specific needs, leading to more informed decision-making.
  • Data Security: Aider's AI Assistant is designed with privacy and security in mind, ensuring that your data and your clients' data remain safe and confidential.
"We are excited to introduce Aider's Advisory Assistant, empowering accountants and bookkeepers to revolutionize their client engagement and elevate the quality of their advisory services. AI isn’t going to take your job. It’s the person who understands and uses AI that is. Our AI-driven platform offers unmatched levels of efficiency and data-driven insights, all while prioritizing the utmost security and privacy for our customers and their clients."
– Brendan Roberts, Founder and CEO of Aider.

With Aider's Advisory Assistant, accountants and bookkeepers can embrace the future of advisory services while strengthening client relationships and driving unprecedented growth.

In conclusion, Aider's new Advisory Assistant feature is a game-changer for accountants and business finance advisors. By combining efficiency, accuracy, and data security, the Assistant empowers you to deliver exceptional services to your clients while staying one step ahead in the ever-evolving world of advisory. Try out the Advisory Assistant today and experience the benefits first-hand.

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* A ‘beta’ feature is a sneak peek of a new software feature, where users can try it out and provide feedback to help our software team make improvements before the official release.