Gain real-time visibility into every client's month-end close with Aider

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 live demo, Bailey will show you 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.

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.

If you can't join live, register to receive the recording