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 many firms, client close status lives in spreadsheets, 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. And come January, the same visibility issue arises because often firms don't know which vendors need a W-9 until the week before it's due.

In this live demo, Brendan and Byron will show you how Aider gives you complete visibility into every client close, updated automatically as your team works—no status meeting required. They’ll also be covering Aider's new W-9 Collection so you can get ahead of filing season to avoid the January scramble.

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 in real-time 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: