Aider Onboarding

Get Your Firm Ready to Run Closes in Aider

Schedule: Mondays & Wednesdays, 1pm PT / 3pm CT / 4pm ET

We recommend attending all four sessions to get fully up and running by the end of the series.

This 4-part series will show you how to:

• Get Aider set up and your team live from day one
• Run efficient, consistent period closes across your full client portfolio
• Build and refine a firm-wide period close template that fits your workflow
• Turn closed books into client-ready reports and advisory insights using AI