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.
Why you should join
Access your client's full data story - from finances to operations and marketing
Programme reminders and proactive messages to help keep your clients one step ahead
Move to true advisory by spending less time on admin and more time advising on complex business issues
Scale your business while providing fully customised service to your clients
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.
What Aider does for your clients
Access to information from all business apps in one place
Make fast, data-powered decisions
Schedule intelligent, daily updates about their business
Saves time so they can focus on the important work
Get ahead with proactive analysis and actionable insights
Increase business knowledge
REQUEST A CONSULTATION