Faster month-end close starts here: A live demo of Aider

Month-end close takes up more time than it should. Between chasing missing transactions, reviewing every client line by line, and switching between tools to get a full picture, the close has a way of expanding to fill whatever time you give it.

Aider has rebuilt its period close automation from the ground up. In this webinar recording, Aider Founder Brendan Roberts and Senior Product Manager Byron Patrick, will take you through exactly what's new, what's coming next, and what it looks like to close by exception rather than by exhaustion.

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

In this is a demo-first session you'll see exactly how the rebuilt product works and what it could mean for your firm's close.