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Aider Advisory Intelligence Portal

By Aider
5 out of 5 stars
Free 14 day trial available
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Automate your period close and scale advisory with Aider's AI-powered platform. Aider’s clever AI enables accountants to grow advisory with accurate, real-time data and AI-powered reports
Rated
5.0
out of 5
Reviewed by
11
Xero users
Try this app
Free 14 day
trial available
Listed for
4 years
November 2020

Overview

Experience the future of accounting with Aider, an AI-powered platform designed to streamline compliance and scale advisory across your whole client base..

By integrating with your Xero account and leveraging artificial intelligence, Aider helps accountants automate data checks, simplify compliance, and deliver advisory insights with less manual effort. Aider provides a clever, colour-coded financial dashboard that aggregates all your Xero clients' data in one place, acting as an early-warning system to highlight issues and 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.

Aider includes a dedicated Fixed Assets section in the Period Close checklist. Alerts help you spot overdue depreciation, identify mis-coding (e.g. expenses vs. capitalised assets), and flag mismatches between the Fixed Asset Register and the general ledger. Managers can also see which clients have outstanding fixed asset tasks directly on the Period Close Dashboard.

For firms using Xero Payroll in Australia, Aider includes payroll checks during period close - covering wages, PAYG, and Super. Alerts reconcile payroll against the ledger, track due dates, and highlight late or missing payments. This helps you stay compliant and quickly see which clients need attention.

The AI-powered Advisory Assistant 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 built-in Prompt Optimizer improves the quality of responses by refining your instructions to the AI, offering tips, and showing progress as client data is queried. It also flags uncertainty rather than generating overconfident answers, giving you more reliable advisory outputs.

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. This democratises advisory so everyone in your firm can easily generate client-ready reports and extend advisory services 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 in minutes..

While Xero helps you organise and maintain your clients’ accounting data, Aider adds a layer of intelligence: automating compliance workflows and extracting actionable insights that help your clients succeed.

The Result With Aider handling tedious admin, compliance checks, fixed asset and payroll alerts, and prompt-driven advisory tasks, your team has more time to deliver proactive, scalable advisory services. It is the compliance and advisory software that helps you get maximum value out of your clients’ Xero data.

Reviews & ratings

5.0 out of 5 stars
11 Reviews

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Most recent reviews

PD
Phil Dominick
Posted 25 Mar 2025
5 out of 5 stars

Managing clients at scale

Love the dashboard and all the features. Aider helps me to grow my practice and proactively help my clients with ease.
JS
Jessica Stebbings
Posted 20 May 2024
5 out of 5 stars

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
5 out of 5 stars

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!

Additional info

Functions

Accountant tools

Industries

Professional servicesAccounting

App details

By Aider
Added in 2020

Countries

Australia, Canada, New Zealand, United States

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.