Aider + Karbon
Built by Karbon — Automate period close by syncing Aider's progress, alerts, and tasks into Karbon work items.
About Aider
Aider is a period close automation platform purpose-built for accounting and bookkeeping firms to automate close checks across Xero and QuickBooks Online. By surfacing exceptions, automating client document requests, and delivering AI-powered advisory insights, Aider helps firms execute a faster, more controlled month-end close and deliver scalable advisory services.
What you can do
The Aider + Karbon integration connects period close automation directly to your practice management workflow so your team can manage month-end close by exception. By syncing close progress, outstanding alerts, and client requests into Karbon, managers get full visibility and control without jumping between systems.
- Run Period Close by Exception: Sync outstanding alerts, close progress, and completion status directly to integrated tasks in Karbon work items so your team only steps in where attention is needed.
- Automate Client Questions and Document Validation: Send transaction questions straight to the Karbon for Clients portal and use AI Document Validation to automatically catch mismatched uploads before they reach your team.
- Set Up Continuous Monthly Workflows: Connect an Aider checklist to a Karbon work template once to automatically apply period close automation to all future work items every month.