Aider's period close automation is here: See what's new for your firm
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
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Jess Marcello
Managing Editor, Karbon Magazine
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