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Aider Advisory Intelligence Portal

By Aider
5 out of 5 stars
Aider – advisory software that helps you nail compliance & scale advisory.
Rated
5.0
out of 5
Reviewed by
2
Xero users
Listed for
3 years
November 2020
Key functions
Accountant tools

Overview

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.

Reviews & ratings

5.0 out of 5 stars
2 Reviews

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Most recent reviews

SB
Stuart Brandman
Posted 6 Aug 2023
5 out of 5 stars

The app to really advance your practice

This app has developed a great deal over the last few months, the rate of feature updates is fantastic and each new release brings more possibilities. Centralising so many different functions from workflow, to file status, to compliance/accuracy and then advisory, this tool provides a neat setup to advance your practice offerings. Highly recommend.
SS
Stuart Smith
Posted 3 Aug 2023
5 out of 5 stars

Great App for Business analysis

Been working with this App for over a year. Integration with Xero is good, and the dashboard is invaluable for the 'quick heads up' that an accounting practice needs to manage their clients. the reports are good and getting better all the time. Support is excellent and quick to respond. Feedback from clients receiving the information is good, and helps them immensely with focusing on the key areas for clients in managing their business activities.

Additional info

Functions

Accountant tools

Industries

Professional servicesAccounting

App details

By Aider
Added in 2020

Countries

Australia, New Zealand

Languages

English

Support

Setup walkthroughContact supportsuccess@aider.ai

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Get started with Aider Advisory Intelligence Portal

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.