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Aider has a completely rebuilt period close experience with a refreshed UI, more powerful customization, and tighter Karbon integration.
Here’s what’s new with this release:
Period close dashboard
A single view of every client's close status across your portfolio, filterable by period type, industry, and more. See what's complete, what's in progress, and where the biggest issues are, without jumping in and out of client files.
Rebuilt period close checklist
The checklist has been completely redesigned. An alert pane surfaces exactly where work needs attention: unreconciled transactions, data quality issues, outstanding invoices and bills, and P&L and balance sheet variances, organized into clear sections so your team always knows what to work on next. Every built-in check includes a description of what it is, why it matters, and how to resolve it.
Fix a miscategorized transaction, leave a note for a reviewer, mark items as reviewed, and changes are pushed directly to QuickBooks. No switching back and forth.
Custom templates and rule builder
Create templates by industry, service type, or client type and apply them across your portfolio. A best practice template is ready to use out-of-the-box and is fully customizable. The custom rule builder lets you create your own checks based on any combination of conditions: account type, balance thresholds, transaction attributes, variance percentages, and more.
Karbon workflow integration
Connect any Aider checklist to a Karbon work item. Close progress, outstanding alerts, and percentage completion sync directly into the integrated task. When a period is marked as closed in Aider, it updates the work item status and triggers any automations you have set up.
Historical categorization trends
For uncategorized or inconsistently coded transactions, Aider shows how similar transactions have been categorized historically, so your team makes faster, more consistent decisions.
Need help getting started? Visit the Help Centre →
The rebuilt Period Close is available to US customers. AU/NZ availability coming later in 2026.