AI-Powered Advisory

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

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Features to scale advisory

Aider's AI-powered features have everything you need to scale advisory.

AI-powered Reporting

AI-powered reporting helps automate Advisory. Offer high-value advisory in minutes with less effort and cost, boosting revenue. Aider's clever tool creates editable executive summaries, action points, and visually engaging graphs in client-friendly language - in minutes.

AI Advisory Assistant

The Aider Advisory Assistant transforms you from a 'doer' to a 'reviewer.' Save time by automating meeting prep, sales scripts, and data analysis. Empower juniors to deliver advisory services and generate AI-powered charts in seconds, all while keeping your client data safe & secure.

Advisory Dashboard

Aider's Advisory Dashboard helps accountants grow revenue by identifying client advisory opportunities. Get a full view of your client base with a traffic light system for managing by exception, customizable filters and tags for easy comparison, and tools to benchmark data and uncover upsell potential.

Streamline Period Close

Get your firm onto a real-time data strategy. Aider streamlines your period close, ensuring accuracy, efficiency, and less stress.

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Period Close Checklist

Streamline Period Close with Aider's Checklist Tool. Ensure accurate Xero and QuickBooks files, prioritize tasks smartly, set custom alerts for key financial data, and guarantee quality data for compliance and advisory services.

Period Close Dashboard

Get transparency into your bookkeepers and clients with Aider’s Period Close Dashboard. Monitor progress across all clients, prioritize workloads, track alerts and manual checks. Avoid the peaks and troughs of busy periods with smarter planning.

Xero & QuickBooks

Aider integrates seamlessly with your accounting software - connect Xero and QuickBooks and sync your clients’ data in real-time. Aider pre-analyzes everything, giving you all your clients’ data in one platform.

Customer Stories

How industry-leading accountants leverage Aider

"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

“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

"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

“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

“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