Get Started: Advisory Intelligence Platform

How to sign up and get started with Aider’s Advisory Intelligence Platform

Updated: 23 December 2022

• Practice admin / first advisor
• Additional advisors

Practice admin / first advisor

1. Set up an account for your practice
   Go to advisory.aider.ai/signup
   • Create an Aider admin account for your practice by signing up with your existing Xero or Google account. If your practice has a separate company account with Xero or Google (e.g. login with admin@practicename.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 practice does not have a company account with Xero or Google, you can use your individual Xero or Google account (e.g. login with yourname@practicename.com).
   • Once you’ve created your main Aider admin account, you’ll be asked to enter some basic information about your practice - e.g. practice 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.
     
     
2. 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@practicename.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'.
     
     
3. Connect your clients' Xero accounts
   To add a client, click the ‘Add clients’ button. This will take you through the Xero login and client selection. You can then select clients one at a time or all in one go. Once connected, Aider will load your client's Xero data for analysis.
   
   
4. Start exploring your dashboard and client insights!
   Once you're all set up, it's time to familiarise yourself with the Advisory Dashboard and Client Insights pages. 
          
     Prioritise which clients to talk to with your Advisory Dashboard.
     Monitor a client's data health and financial performance with Client Insights.
   
   

• OPTIONAL: 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 button (top right) on the Client Insights pages.
  
  
• OPTIONAL: Upload your practice logo
  Simply go to 'Account Settings' (bottom icon on the left blue bar) > 'Manage branding' to replace the account setting icon with your practice logo.
  
  

Additional advisors

1. Accept your invite
   You'll receive an email from your practice'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. 
   

1. • If you don’t have an invite, please ask any colleagues with access to your practice’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’.
     
     
2. Create a login account
   Create an Aider login account by signing up with your existing Xero or Google login.
   
   
3. Connect your clients' Xero accounts
   To add a client, click the ‘Add clients’ button. This will take you through to your Xero login and client selection. You can select clients one at a time or all in one go. Once connected, Aider will load your client's Xero data for analysis.
   
   
4. Start exploring your dashboard and client insights!
   Once you're all set up, it's time to familiarise yourself with the Advisory Dashboard and Client Insights pages.
   
   
     Prioritise which clients to talk to with your Advisory Dashboard.
     Monitor a client's data health and financial performance with Client Insights.
   
   

• OPTIONAL: 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 button (top right) on the Client Insights pages.