Manually tracking status across every file should never be part of the period close process, no matter if you have 5 or 5,000 clients.

But for most firms, client close status lives in team members’ heads, in weekly meetings, or manual check-ins that still don't give you the full picture. 

A team member tells you they're waiting on a client, but are they 10% through or 90%? Is this a minor hold-up or a blocker? Without real-time visibility across your portfolio, you can't tell until it’s already a problem.

In this demo recording, Bailey shows how Aider gives you complete visibility into every client close, updated automatically as your team works—no status meeting required.

What's covered:

• Period Close Dashboard: See the status of every client's close in one view, with outstanding items, checklist progress, and alerts surfaced by priority, updated automatically as your team works.

• Advisory Dashboard: Sort and filter across your entire portfolio by unreconciled items, team member, service type, or custom tags. Know at a glance which clients need attention and which are on track.

• Karbon integration: Status updates in Aider sync directly to Karbon work items so your team's progress is visible in the tools they're already using, with no manual updates required.