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Aider Advisory Intelligence Portal

By Aider
5 out of 5 stars
Free 14 day trial available
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Aider – advisory software that helps you nail compliance & scale advisory.
Rated
5.0
out of 5
Reviewed by
7
Xero users
Try this app
Free 14 day
trial available
Listed for
3 years
November 2020

Overview

Experience the future of accounting with Aider, an AI-powered platform designed to revolutionise your practice.

By integrating with your Xero account and leveraging artificial intelligence, Aider helps accountants simplify compliance processes and scale their advisory services effortlessly.

Aider gives you a clever, colour-coded financial dashboard that aggregates all your Xero clients' data in one place, acting as an early-warning system to prioritise tasks.

Aider’s Data Compliance tool automates data quality analysis, provides proactive alerts, and simplifies tax reporting and data checks. This ensures efficient compliance management while minimising your team’s manual workload. It also provides you with a solid data foundation for quality advisory work.

The AI-powered Advisory Assistant, likened to ChatGPT for accountants, harnesses AI to streamline tasks like client meeting preparation and sales script generation, empowering you to focus on strategic advice while ensuring data privacy and accuracy.

The Aider Report Pack offers a downloadable executive summary, action points, and visual graphs generated by AI, covering essential areas such as monthly profitability reviews, cash flow insights, and tax information. It democratises advisory so everyone in your firm can easily generate these reports and you can expand your advisory offering to the majority of your clients, not just the top 10%.

Aider Advisory Intelligence Portal + Xero

Aider connects seamlessly with Xero, pulling your clients' Xero data and pre-analysing it for you.

Simply sign up with your Xero login and you'll be up and running with Aider in a matter of minutes.

While Xero helps you organise and maintain your clients’ accounting data, Aider helps you streamline this process and extract valuable advisory insights that help your clients succeed.

Aider helps you with the tedious admin tasks, so you have more time to offer proactive advisory services and scale your practice.

It is the compliance and advisory software that helps you get more value out of your clients’ Xero data.

Reviews & ratings

5.0 out of 5 stars
7 Reviews

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Most recent reviews

PH
Peter Humphrey
Posted 16 Apr 2024
5 out of 5 stars

A great addition to our accounting practice

Our company has implemented Aider as part our advisory lite / compliance plus strategy, which is a good fit to our client demographic in smaller town. We've found Aider's solutions offer a great dashboard tool to help with GST preparation and keep our team on the pulse of how our clients' businesses are performing. The AI-generated reporting commentaries have also offered a great opportunity to help build efficiencies with our client communications around monthly management reporting and annual accounting. Implementation support and continued training from Aider have undoubtedly help strengthen our advisory offerings to clients.
GS
Gemma Sheed
Posted 15 Apr 2024
5 out of 5 stars
From when I saw Aider at XeroCon last year it has blown me away by its intelligence. A great tool for keeping up to date with clients at a glance. Their support is hands on and extremley helpful.
MH
Matthias Hipp
Posted 15 Apr 2024
5 out of 5 stars
We have been using Aider for the past 6 months. It gives us a really clear overview of our clients and allows us to be proactive and engage clients before a potential problem with cashflow may occur. As well as identifying additional opportunities to add value. The secure AI function is an absolute game changer and saves hours on tasks from drafting emails to proposals to management reports. It's so much easier to tweak content than it is to start with a blank piece of paper. This also makes it a great learning and teaching tool for Junior staff.

Additional info

Functions

Accountant tools

Industries

Professional servicesAccounting

App details

By Aider
Added in 2020

Countries

Australia, New Zealand

Languages

English

Support

Contact supportsuccess@aider.ai

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.