XU Magazine - Issue 30

Page 40

Aider: the Advisory Intelligence Platform for proactive accountants and bookkeepers

@AskAider

Alix Dougherty, Content Marketing Manager, Aider Aider’s Content Marketing Manager, Alix Dougherty, specialises in writing content that is tailored to online marketing. With experience working in copywriting and content marketing, Alix is passionate about writing articles, customer stories and other content to share Aider’s mission.

How Aider built a solution to streamline advisory, using artificial intelligence Aider is an artificial intelligence software solution, created to aid accountants and bookkeepers to more efficiently manage their clients’ finances. This article is

A

ider; to help or aid

Derived from the French word ‘aider’, which means to help or aid; the purpose behind Aider, as a company, is in its name. Aider is an artificial intelligence solution, created to aid accountants and bookkeepers to more efficiently manage their clients’ finances. It’s Advisory Intelligence Platform draws on modern technology, offering a fully connected and comprehensive platform that, at the same time, is effortless to use. Aider is designed to help; to aid – it connects advisors with their clients, syncing data and messages in real-time, and providing SMBs with the confidence they need to run their businesses. A fintech start-up, & quickly growing Aider entered the fintech SaaS market in 2018, after Brendan Roberts, Founder and CEO, came up with the idea of Aider. The mission of Aider was to create and deliver a powerful platform

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that provides accountants and bookkeepers with the data and insights they need to provide sound, proactive financial advice. And in doing this, to also provide SMBs with the kind of Advisory services they want: an engaged, proactive and efficient advisor. Not someone they only speak to once a year.

The team at Aider has built a powerful and complete Advisory Platform and a client Mobile App, that are set to help with the transition from traditional compliance management, to forward-looking advisory. The mission today? The same as day one. To optimise technology and artificial intelligence to

The tip of the iceberg: how Aider’s Platform will improve your practice Aider has many intelligent features that will benefit your practice, including the following:

• Have more productive client conversations • Notify clients’ ahead of time with proactive advice

A concise view of your clients’ data • Quick profit & loss forecasts • View pre-analysed indicators & insights, saving time • Easily determine who you need to talk to today, and why

Compliments your accounting tech stack • Xero accounting software • Aider Advisory Intelligence Platform

Ability to provide more proactive advice • Easily engage with clients’ via email or the optional mobile app

Artificial intelligence that saves you time • Less manual administration • Managing by exception, saving you time • Cash flow forecasting • An add-on mobile app for your clients

XU Magazine - the independent magazine for Xero users, by Xero users.


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Articles inside

XERO APP PARTNERS OF THE MONTH

2min
pages 136-137

Updates and new releases from Xero connected apps

4min
pages 138-141

and finally Xero App Launcher

2min
pages 142-144

FOCUS: MENTAL HEALTH

6min
pages 128-131

EVENT Accountex

2min
pages 124-125

CloudPayroll Questions to Ask When Choosing an Online Payroll Provider

4min
pages 126-127

ExpenseOnDemand How disruptive tech solutions are benefitting small business

5min
pages 120-121

EVENTS Accounting Finance Shows

3min
pages 118-119

NEW TO THE XERO MARKETPLACE B2B Wave

2min
pages 112-113

QicWorks Find out why more businesses are moving to QicWorks!

3min
pages 116-117

TUTORIAL ApprovalMax

4min
pages 110-111

UPDATES FROM XERO

10min
pages 104-109

Joiin Cloud finance apps are on the up - The pandemic proved a cloud technology tipping point for many businesses

3min
pages 102-103

HR Partner How to Create a Wellness Program in Your Workplace

5min
pages 96-99

NEW XERO CONNECTED APPS

5min
pages 92-95

CASE STUDY Tidy International

5min
pages 82-83

WorkflowMax 3 business challenges you can help clients conquer

5min
pages 84-85

FuseWorks Digital signing for accountants: When frustration lights a fuse

4min
pages 90-91

Q & A Kolleno

4min
pages 86-87

NEW TO THE XERO MARKETPLACE Comma

4min
pages 78-81

AccountancyManager 10 tips to implementing new software

3min
pages 76-77

INTERVIEW Castaway Forecasting

3min
pages 74-75

Zahara Fundamentals for business finance success in 2022 - An updated guide to the future of finance and automation

5min
pages 72-73

NextMinute Back Costing is Business Fitness

3min
pages 68-71

WorldFirst Find out why every small business accounts team needs an FX risk management strategy

5min
pages 64-65

Spotlight Reporting Selling and Upselling Advisory Services in 3 Steps

4min
pages 58-59

Flagship Reporting Challenges when

3min
pages 66-67

MarketFinance 5 ways that tech is changing accounting

7min
pages 52-57

Annature Digital Signatures and Verified ID - The Secret To Customers And Profits

5min
pages 14-15

Satago Your clients’ least favourite job could actually be a golden ticket

6min
pages 16-19

CASE STUDY ApprovalMax

4min
pages 20-23

AdvanceTrack Outsourcing

8min
pages 36-39

Aider Aider: the Advisory Intelligence Platform for proactive accountants and bookkeepers

5min
pages 40-43

TUTORIAL G-Accon

6min
pages 24-27

INTERVIEW oNesto

5min
pages 34-35

Chaser Chase payments more effectively by supplementing email reminders with text

4min
pages 32-33
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