Aider Onboarding

Ready to use Aider? Register for an onboarding series.

Get Your Firm Ready to Run Closes in Aider

This 3-part series will show you how to:

Get Aider set up and your team live within one week
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

This series is intended for your firm's Aider champion and all other firm members. Please note that some aspects involve setup that may only be applicable to Karbon admins.

While we recommend attending all three sessions, the last two will be optional office hours sessions to which you and your team can bring your questions once you've had hands-on experience using Aider.