Aider is an intuitive software solution for advisors.Aider’s advisory platform was built to help accountants and bookkeepers nail compliance and scale advisory.
How? Connecting with Xero and using artificial intelligence, Aider’s platform pulls your clients’ data, pre-analyses it and presents in a clear, succinct format.
Aider’s colour-coded financial dashboard provides you with an aggregated view of all of your clients data in one place. Acting as an early-warning system, Aider triages your clients’ data and alerts you of which clients need your attention first.
Aider’s platform also offers advisors quick and easy cash flow estimates, data compliance checklists, reporting tools, and more. It helps you simplify compliance and save valuable time so that you can offer your clients more proactive advisory services.
It is the proactive advisory solution that accountants and bookkeepers have been looking for.
Start your 14 day free trial of Aider’s advisory software.
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Accounting integration
Historical actuals
Automatic Predictions
Automatic cash flow predictions based on historical data
Explanations of predicted data
Comparisons
Forecast vs actual
Forecast transaction frequency
Daily
Forecast transaction options
Forecast view period
Daily / Weekly
Monthly
Transaction options
Type
Cash
Alerts
Receive notifications based on changes to KPI
Analysis
Comparatives
Financial KPIs
Benchmarking
Reports
Commentary
Provide report commentary within the app
Graphs
Include graphs and visual information
Pre built templates
Use pre-built templates provided by the app
Share online with client
Share a link to view the reports online
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