Aider Advisory Intelligence Portal
Aider is an intuitive software solution for advisors. Aider’s advisory platform was built to help accountants and bookkeepers nail compliance and scale advisory.
How? Connecting with Xero and using artificial intelligence, Aider’s platform pulls your clients’ data, pre-analyses it and presents in a clear, succinct format.
Aider’s colour-coded financial dashboard provides you with an aggregated view of all of your clients data in one place. Acting as an early-warning system, Aider triages your clients’ data and alerts you of which clients need your attention first.
Aider’s platform also offers advisors quick and easy cash flow estimates, data compliance checklists, reporting tools, and more. It helps you simplify compliance and save valuable time so that you can offer your clients more proactive advisory services.
It is the proactive advisory solution that accountants and bookkeepers have been looking for.
Aider Advisory Intelligence Portal + Xero
Aider connects seamlessly with Xero, pulling your clients' Xero data and pre-analysing it for you.
Simply connect your Xero account and you'll be up and running with Aider in a matter of minutes.
While Xero helps you organise your clients' data from an accounting and bookkeeping perspective, Aider helps you organise it from an advisory perspective.
It pulls all of your clients' data and presents it to you in one clear dashboard. With Aider you have an aggregated view of your clients' data, as well as access to data compliance tools, proactive alerts, and more.
Aider helps you save time on manual administration, so that you have more time to offer proactive advisory services, and scale your practice.
It is the advisory software integration with Xero that you've been looking for.
If you are already using Xero, getting started with Aider is as simple as the click of a button! To sign up to Aider’s Advisory Intelligence Platform, simply login via your existing Xero account, and all of your clients' Xero data will be securely pulled through to Aider. It takes just a few minutes!