Product Guides
How to set up an account and start using your Aider Advisory Platform. Plus find out about the latest product updates.
- Understanding your Period Close Dashboard
- Understanding your Advisory Dashboard
- How to use the Period Close Checklist
- How to use Aider's performance insights
- How to use Aider’s AI Assistants
Templates & Resources
Sample emails, downloadable documents to help you market your Aider-supported advisory service & improve your processes.
- Introduction to Small Business Financial Advisory
- Insight Trends & Actions Checklist
- Advisory Assistant prompts
- Triage your clients’ data at a glance with Aider’s intuitive Dashboard
- Benefits & Service Guide for your clients
Best Practices
Articles, webinars, and case studies on how to start offering or scale up your advisory services, plus get the most out of Aider Advisory Platform.
- Top Tips for Selling Advisory Services
- Top tips to succeeding at advisory services in 2023 and scaling your firm
- Advisory Best Practices Articles
- Advisory Success Stories & Case Studies