How to sign up and get started with Aider’s Advisory Intelligence Platform
Updated: 31 January 2024
Firm admin / first advisor
Set up an account for your firm
Go to advisory.aider.ai/signup- Create an Aider admin account for your firm by signing up with your existing Xero or Google account. If your firm has a separate company account with Xero or Google (e.g. login with admin@firmname.com), we recommend that you use this as your main Aider admin account. You’ll be able to set up a personal login in step 2. If your firm does not have a company account with Xero or Google, you can use your individual Xero or Google account (e.g. login with yourname@firmname.com).
- Once you’ve created your main Aider admin account, you’ll be asked to enter some basic information about your firm - e.g. firm name, business address (used for billing purposes only), number of clients and accountants/advisors, and accounting services you use.
- If you need help setting up your account, please contact our Customer Success Team.
Set up your personal login and invite your colleagues to your new Aider account
Next you’ll see a form for inviting yourself and your colleagues to your Aider account.
- To set up a personal login, simply send an invite to the email address you use for your individual Xero or Google account (e.g. yourname@firmname.com). Then follow the instruction for ‘additional advisors’ below.
- To invite your colleagues, simply send an invite to the email address they use for their Xero or Google login.
- You can skip this step if you used your individual Xero or Google account as your main Aider admin account in Step 1, or if you want to invite colleagues later. Click the ‘Close’ button to continue to Step 3. To invite your colleagues later, simply go to 'Account Settings' (bottom icon on the left blue bar) > 'Manage advisors'.
Connect your clients' Xero accounts
To add clients, import your client list from Xero, then activate the clients you want to monitor in Aider. Once activated, Aider will start loading these clients' Xero data for analysis.
Find out more >- Explore how to get the most out of Aider Dashboard and Client Insights
Plan how you want to use Aider while your clients’ data is being loaded and analysed.
Check out our Getting Started articles to learn how to make the most of your Aider account:
Prioritise which clients to talk to with your Advisory Dashboard. 
Monitor a client's data health and financial performance with Client Insights.
featureOPTIONAL: Check your clients’ calculation settings
Some insights have editable calculation settings. The default settings for affected insights are shown just above the 'Trends' summary. If the default settings are inappropriate for a client, simply follow the 'Change' link provided to update the settings. You can also get to the 'Client Settings' screen via the 
OPTIONAL: Upload your firm logo
Simply go to 'Account Settings' (bottom icon on the left blue bar) > 'Manage branding' to replace the account setting icon with your firm logo.
Additional advisors
Accept your invite
You'll receive an email from your firm's account with a special invite link to help set up your advisor account with Aider. (Be sure to check your spam mailbox!) Once you locate the email, accept your invite.
If you don’t have an invite, please ask any colleagues with access to your firm’s account to send you an invite. They can find the invitation form in 'Account Settings' (bottom icon on the left blue bar) > 'Manage advisors’.
Create a login account
Create an Aider login account by signing up with your existing Xero or Google login.- Connect your clients' Xero accounts
- To add clients, import your client list from Xero, then activate the clients you want to monitor in Aider. Once activated, Aider will start loading these clients' Xero data for analysis.
Find out more > - Explore how to get the most out of Aider Dashboard and Client Insights
Plan how you want to use Aider while your clients’ data is being loaded and analysed.
Check out our Getting Started articles to learn how to make the most of your Aider account.
Some insights have editable calculation settings. The default settings for affected insights are shown just above the 'Trends' summary. If the default settings are inappropriate for a client, simply follow the 'Change' link provided to update the settings. You can also get to the 'Client Settings' screen via the
button (top right) on the Client Insights pages.