We've rebuilt Aider period close automation from the ground up—and as a Karbon customer, this recording is your first look at what's new.

Watch Aider Founder Brendan Roberts, VP of Sales Betsy Heflin, and Senior Product Manager Byron Patrick host a demo and live Q&A session designed specifically for Karbon customers.

Brendan, Betsy and Byron take you through what's new in Aider and what's coming next. You'll get an in-depth look at updates including:

• Period close dashboard: Portfolio-wide visibility across every client close

• A new checklist: A faster, more structured way to manage the close

• Template management: Standardize your close process across clients

• Rule builder: Automate exception flagging without manual review

• Karbon integration: How this works with your firm’s workflow

• Internal notes: Keep your team aligned inside the close workflow

• Historical categorization and transaction trends: Spot patterns and anomalies faster

• A completely new UI: Built for speed and clarity