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.

Aider advisory overview of your business data

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Why you should join

Overview

Access your client's full data story - from finances to operations and marketing

Automation

Programme reminders and proactive messages to help keep your clients one step ahead

Add Value

Move to true advisory by spending less time on admin and more time advising on complex business issues

Growth

Scale your business while providing fully customised service to your clients

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How it works

Aider gives your practice a centralized platform with all your client's business data in one place that lets you message your clients directly. Your clients get their very own mobile business assistant that connects with the business apps in their tech stack that 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 sends you notifications that alert you to any patterns or anomalies detected in your business client's 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 to save time.

Save time by asking Aider about your client's businesses

Forget the headache of researching questions about your clients' businesses from dozens of files and old e-mails. Aider can answer your questions without leaving the portal.

Make the next meeting with your client the most productive by quickly accessing all the information about their business ahead of time. Aider gives you the key to unlocking all your client's key financial and business information in a single interface.

INSIGHTS