Close fast, stay in control, and unlock capacity for higher‑value work.

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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.

AI-powered advisory - at scale.

Aider's AI-powered features have everything you need to deliver high-value 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.](/content/features#w-tabs-0-data-w-pane-0/index.html) [**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.](/content/features#w-tabs-0-data-w-pane-1/index.html) [**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.](/content/features#w-tabs-0-data-w-pane-2/index.html)

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!"

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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."

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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're able to get through that review process quicker and at the same time provide more information — that's the immediate value.”

Stuart Brandman

542 Partners Director