Give smarter advice with real-time data
Don’t just work for your customer. Elevate your relationship and become a true advisor.
DIGITAL FINANCIAL ASSISTANT
Aider's Advisory Intelligence Portal is your practice's digital financial assistant
Get the easy-to-use, powerful tool that helps you scale your practice and guide your small business clients towards success.
Download your free eBook
If you’re wanting to build your business with a faster and more efficient way to ensure scalability, Aider is exactly what you need. This helpful eBook explains how automation can help your accounting/bookkeeping practice.Download eBook
Why you should join
How it works
Aider gives your practice a centralised platform with all your client's business data in one place. Your clients get their very own mobile business assistant that connects with the business apps they already love.
All your clients information in one place
It's easy to add all your clients to the Portal by seamlessly connecting Aider with your Xero account. Your Advisory Intelligence Portal gives you a big picture view of your practice and a detailed view of each of your clients.
Your clients can connect business apps they use every day to their digital assistant, you get instant access to their business data and can take more hands-on control of their success.
Proactive notifications, smarter reactions
Aider alerts you to any patterns or anomalies detected in your business clients' data.
Use this information to provide your clients with the guidance they need to make smarter, data-powered business decisions.
Stay ahead of the game
Keep your clients one step ahead with the Advisory Intelligence Portal action centre.
Send one-off or regular client updates and requests, including cash flow checks, reconciliation checks, profit and loss analysis, forecasting of direct and overhead costs and cash flow. Automate repeat reminders and save time.
Save time by asking Aider about your clients' businesses
Forget the headache of researching questions about your clients' businesses from dozens of files and old e-mails. Aider answers your questions without leaving the Portal.
Make the next meeting with your client the most productive by quickly accessing all their business information ahead of time. Aider gives you the key to unlocking all your clients' key financial and business information in a single interface.
What Aider does for your clients
Access to information from all business apps in one place
Make fast, data-powered decisions
Schedule intelligent, daily updates about their business
Saves time so they can focus on the important work
Get ahead with proactive analysis and actionable insights
Increase business knowledge
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