Most accounting firms close the same way they always have: working through every client file, transaction-by-transaction, manually reviewing everything. This approach doesn't scale, in fact it takes even more time as your firm grows.

In this recording, Bailey demonstrates how Aider’s Period Close Checklist can transform your close process from manual and time-intensive to automated and exception-focused. See exactly how to shift your team's effort to what actually needs human judgment.

What’s covered:

• Aider’s Period Close Checklist: Run automated checks against your clients' QBO and Xero data, flag exceptions as they appear, and let your team resolve transactions without switching between tools.

• Karbon integration: Build a standardized, scalable close process that integrates into your existing Karbon workflow.

• Period Close Dashboard: Cut close time dramatically with a live portfolio view of all outstanding items, alerts, and exceptions, surfaced by priority. 

Who this is for:

Accounting firm owners, partners, and managers responsible for period close across a client portfolio. Most useful for firms on QBO or Xero looking to reduce the manual effort of month-end close.