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Webinar

Aider's period close automation is here: See what's new for your firm

Live demo for Karbon customers: a full walkthrough of Aider's rebuilt period close automation covering dashboards, checklists, and the Karbon integration.

Register for the webinar

If you cannot attend at this time, register to receive the recording.

Tue, May 12 - 8:00pm UTC

About this webinar

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

Join Aider Founder Brendan Roberts and Senior Product Manager Byron Patrick for a live demo and Q&A session designed specifically for Karbon customers.

Brendan and Byron will 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

If you can't join live, register to receive a copy of the recording.

Meet the Speakers

Brendan Roberts
Founder, Aider

Brendan Roberts is the founder of Aider, an AI-powered advisory platform for accountants. A global entrepreneur based in Auckland, he has spent over 15 years in the accounting tech space with Aider and also his previous startup. Brendan also spent over 10 years working in telcos in the UK, NZ and South Africa. Brendan champions proactive, data-driven accounting and helps firms scale smarter with AI, automation, and client-centric insights.

Byron Patrick, CPA, CITP
Senior Product Manager, Karbon

A former practicing CPA turned technology advocate, Byron's passion lies at the intersection of accounting and tech. Recognized as an industry leader, his journey includes serving on the Maryland Association of CPAs Board as Chairman and participating on the AICPA's PCPS Executive Committee.