Stop chasing clients at month-end and start closing faster with Aider

Client chasing is just part of the job for most accounting firms:

A transaction comes up you don't recognize, so you email the client.
The client doesn't reply for three days, and when they do, it's incomplete.
You follow up and they send a receipt, but it’s the wrong one. The chaos continues.

Multiply that across 30, 50, or 100+ clients every month, and it's  one of the biggest inefficiencies within your firm. It’s also one of the hardest things to fix because the problem lives outside your workflow.

In this live demo, Bailey will show you how to end the chaos and keep your client communication within your close process using Client Questions and AI Document Validation in Aider's Period Close Automation.

What's covered:

• Client Questions: Ask questions directly from any transaction with all attachments and replies remaining centralized, plus the flexibility to schedule the questions or send immediately, and the visibility needed to track each question’s status.

• AI Document Validation: AI checks the client's uploaded document against what was requested, and flags if there’s a mismatch before it's sent to ensure you get the right client documents back the first time.

• Karbon integration: The Karbon for Clients portal keeps communication organized and centralized for your clients in a tool they already know.

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 client back-and-forth during month-end close.

If you can’t attend live, register to receive a recording.