Close Automation for Accounting and Bookkeeping Firms
Period Close Automation
Close faster with period close automation connected to your practice management
Powered by
a Karbon Company
Special Offer
Get your first 3 months of Aider free
Offer available to new Aider customers who purchase 30+ Aider clients on an annual contract. Offer expires March 31, 2026.
Close fast, stay in control, and unlock capacity for higher‑value work
Run period close by exception
Automate close checks, flag exceptions, and speed up transaction coding using historical insights. Transaction updates automatically sync to QuickBooks, saving hours of manual work each month.
Gain visibility and control across every close
Stay in control with visibility into close progress, outstanding items, and risks across every client. Intervene only where needed, unlocking capacity for proactive, higher-value client work.
Integrate period close into your Karbon workflow
Aider is purpose-built period close automation that, when connected to Karbon’s practice management, creates one powerful system where close becomes part of the workflow.
Keep work moving without chasing clients
Connect close work to client communication and document collection to catch issues earlier and avoid the unnecessary back-and-forth slowing down month end.
Karbon + Aider Features
Period Close Dashboard
Monitor progress across all clients, prioritise workloads, track alerts and manual checks. Avoid the peaks and troughs of busy periods with smarter planning.
Period Close Checklists
Ensure accurate Xero and QuickBooks files, prioritise tasks smartly, and set custom alerts for key financial data. Maintain up-to-date, quality data for compliance, reporting, and advisory services.
Advisory Dashboard
Grow revenue by identifying client advisory opportunities. Get a complete view of the status of your client base with a traffic light system enabling proactive advisory and management by exception.
AI Advisory Assistant & Reporting
Generate client performance reports in minutes with Aider’s clever, secure AI, so accountants can deliver advisory services to more clients.
Coming SoonAI Re-Coding & Document Validation
AI analyses transaction data to recommend accurate coding based on historical transactions and reviews client-uploaded documents to confirm they match what was requested. Recommendations are explained so your team can decide if they are approved.
Coming SoonKarbon Workflow & Client Collaboration
Period close becomes part of your Karbon workflow. Collaborate with your team and clients directly in Karbon’s client portal to resolve issues as they arise. Clients can respond, upload documents, and answer questions, keeping work moving without the chase.
This meeting of best of breed platforms is sure to be a game changer for so many.
Frequently Asked Questions
What is the Karbon + Aider integration?
Aider + Karbon combines Aider’s period close automation with Karbon’s practice management platform to help accounting and bookkeeping firms run close as part of their everyday workflow.
Together, they connect close checks, exception handling, client communication, and workflow in one place. This empowers teams to close faster, stay in control, and scale without the chaos.
Can I use Aider on its own, or do I need to be a Karbon customer?
Aider can be used as a standalone period close solution.
But when connected to Karbon, Aider becomes part of a fully connected close workflow. Together, they link close automation with work management, collaboration, and client communication.
How does connecting Aider to Karbon improve period close?
Connecting Aider to Karbon embeds close automation directly into your existing workflow, giving your team visibility into progress across every client while keeping tasks, client communication, and document collection connected in one place.
Who is Aider suitable for?
Aider is suited to accounting and bookkeeping firms that manage multiple clients and want to run month-end close with less manual effort and better visibility. It’s ideal for teams looking to close faster, reduce rework, and scale their practice without adding complexity.
How do I get started with Aider?
You can start with Aider on its own or connect it with Karbon for a fully integrated experience. To get started, and we can help you choose the right setup to get you up and running quickly.
How do I qualify for 3 months free of Aider?
New Aider customers can receive their first 3 months free. To see if your firm qualifies and get started, .
Can I use Aider if my firm has clients on both Xero and QuickBooks?
Yes. Aider is designed to support firms with a mix of Xero and QuickBooks Online clients.
You get a single, centralised view across all clients, regardless of which accounting platform they use. So you don’t have to manage different close processes or tools for each system.
How is Aider priced, and does pricing change as my firm grows?
Aider is priced per client connection, starting at $10 per client.
As your firm grows, volume-based pricing options are available. Your Karbon representative can walk you through pricing options that scale with your client base.
How does Aider fit into our existing workflow?
Karbon remains the central hub for managing work and clients, with Aider deeply integrated into the workflow. Instead of spending more time inside Xero or QuickBooks reviewing every transaction, Aider surfaces only the exceptions that need attention. Enabling teams to focus on what matters and avoid unnecessary manual review.
Do you offer a free trial of Aider?
Yes. We offer a free trial of Aider after meeting with one of our sales consultants so we can understand your firm's specific needs.
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