Close Automation for Accounting and Bookkeeping Firms
Period Close Automation
Close faster with month-end close automation connected to your practice management
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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 create capacity for higher‑value work
Run period close by exception
Stop jumping in and out of client files. Automate close checks and surface issues instantly, so your team focuses only on what matters while saving hours each month.
Being able to catch issues early and spend less time buried in client files has changed the way we work. It gives us hours back each month to focus on what we enjoy — helping clients achieve results.
Gain visibility and control across every close
Stay in control with visibility into close progress, outstanding items, and risks across every client in one place. Identify and resolve issues throughout the month to avoid end-of-month chaos.
Integrate close into your Karbon workflow
When connected to Karbon, month-end close becomes part of your existing workflow. Tasks, document requests, and client communication are managed in one place so work keeps moving without back-and-forth.
Grow revenue with AI‑powered advisory
Use clean, up-to-date client data and AI-driven insights to identify advisory opportunities across your portfolio. Deliver high-value advisory to more clients with AI-powered assistants and reporting.
Real-time visibility into client data and automated performance reports have helped us embed advisory into our regular workflow. We’re delivering more value, more consistently, across our client base.
Karbon + Aider Features
Period Close Dashboard
See close progress, alerts, and outstanding items across your client portfolio in one place. Prioritise work earlier and avoid last-minute bottlenecks.
Period Close Checklists
Standardise your close process across Xero and QuickBooks. Set alerts, prioritise tasks, and keep client data accurate and up to date.
Advisory Dashboard
Get a complete view of your client base, spot advisory opportunities early, and deliver proactive advisory that drives revenue growth.
AI Advisory Assistant & Reporting
Generate AI-powered insights and performance reports in minutes to scale advisory across your client base without increasing workload.
Coming SoonAI Categorisation & Document Validation
AI recommends accurate transaction coding based on historical data and validates uploaded documents against what was requested. Clear explanations give your team confidence to review and approve quickly.
Coming SoonKarbon Workflow & Client Collaboration
Bring close into your Karbon workflow. Assign tasks, track progress, and collaborate with clients in one place so issues are resolved early and work keeps moving without the chase.
This meeting of best of breed platformsis 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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