Aider = AI-Powered Advisory

Aider’s clever features help you grow advisory and streamline your period close.

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Try Aider for free

Aider's Advisory Dashboard  identifies client opportunities to grow revenue

Get an aggregated view of your whole client base.
Traffic light system, so you manage clients by exception
Customizable filters and tags so you can compare customers by industry, service level & more
Benchmark client data and identify upsell opportunities
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Aider Advisory Assistant: Transforming you from a 'doer' to a 'reviewer'

Time Saver: Automate client meeting prep, sales scripts for advisory services and analysis of data trends
Bring your juniors into the advisory game
Generate charts and graphs using AI in seconds
Your Client Data is Safe: Aider’s Advisory Assistant keeps your client data secure, unlike other AI tools like ChatGPT
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AI-Powered Reporting Automates Advisory

Aider easily enables you to offer reporting to more of your client base, generating more revenue.
Aider reduces effort and costs typically involved in reporting.
Easily enables junior team members deliver high value advisory.
Let Generative AI create editable executive summaries and Action Points, with small-business friendly language, and engaging visual graphs.
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Streamline Period Close with Aider's Checklist Tool.

Aider makes it easier to bring your clients’ Xero & Quickbook files to a more complete and accurate state.

Avoid the stressful peaks and troughs in your period close work - prioritize and manage your workload intelligently
Customize automatic alerts for Profit & Loss and Balance Sheet data that needs reviewing and/or correcting
Easily ensure only quality data underlies your compliance and advisory services for Period Close
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Data security and privacy you can trust.

Aider's software is designed and built with privacy and security in mind.
Ensure that your data and your clients' data remain safe and confidential.
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Connects with Xero & QuickBooks in under 2 minutes

We designed Aider with your accounting software in mind, which is why our integration is seamless. Simply connect your existing Xero or QuickBooks account and all of your clients’ data will sync in real-time.

Simply click “sign up with Xero or QuickBooks” & you’re good to go
Aider will pre-analyse all of the data for you
All your clients’ data on one financial dashboard
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Love from our customers

The Rise of Hipp Accounting: from Farm to Finance

"Aider blew me away," Matthias says. "We got chatting and learned more about Aider, and the more I use it, the more I'm falling in love with AI."

Matthias Hipp

Registered Tax & Business Advisor
Read Customer Story

Jessica Stebbings Chartered Accountant

“At client meetings I show them the Performance Report along with their annual accounts, the clients love the visuals, it makes more sense to them. It's all AI generated, and they're like, 'wow'!"

Jessica Stebbings

Chartered Accountant
Customer story

Fiscal Artisans

"Since using Aider, we’re spending less time on low-dollar services and more time on high-value services...We’re able to offer more $300 advisory services, instead of just basic $30 accounting services."

Stuart Smith

Fiscal Artisans CEO
Customer story

Diverse Accountants uses Aider

“In the past, I’ve used other cash flow systems that are confusing – but Aider is effortless. I love how Aider has taken something so complex and made it simple to understand and use, it saves me hours of time every month.”
‍

Tina Mathams

Diverse Accountants CEO
Customer story

Aider helps Sidekick grow

“We have an optimistic and rosy view of Aider’s Advisory Intelligence Platform and how it will help Sidekick in the near future, in enabling us to be profoundly proactive with our clients.”
‍

Ric Thorpe

Sidekick CEO
Customer story

Ready to become a more proactive advisor?

14-day free trial
Unlimited users
No hidden costs
Try Aider for free