Aider Advisory Intelligence Portal
10 Reviews
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JS
Jessica Stebbings
Posted 20 May 2024
Key App to Support my Accounting Practice
Aider has been a great help to my accounting practice. There are a lof of great functions, but I particually like their Performance Report which can be generated at the click of a button, comparing previous years data to the current financial year to date. I use this report in most of my meetings now with my clients.
SA
Stacey Armstrong
Posted 17 Apr 2024
Love Aider!
I have been using Aider for a couple of years now. The technology and upgrades continue to impress me and make my life easier. I love looking at my client list and seeing which ones we need to chat to asap. Also the AI side has been a great help with my monthly reports and how it can tell us any improvements the clients can make!
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Tracy Pilbrow
Posted 16 Apr 2024
Seamless Integration and Valuable Insights with Aider
We recently implemented Aider at our firm, and we're very happy with the results so far. Aider seamlessly integrated with our Xero account, making the transition smooth and straight forward.
The insights into our client's financial data are invaluable. We're excited to explore Aider's capabilities and discovering new ways it can help us grow our business. Highly recommend Aider to any firm looking to elevate their financial advisory services!
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Peter Humphrey
Posted 16 Apr 2024
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.
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Gemma Sheed
Posted 15 Apr 2024
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.
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Matthias Hipp
Posted 15 Apr 2024
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.
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