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Help & Support
Product Guides
Product Guides
Getting Started
Insight Guides
What's New
Templates & Resources
Marketing Support
Process & Training Support
Best Practices
Webinars
FAQs
Troubleshooting
Product Guides
How to set up an account and start using your Aider Advisory Platform. Plus find out about the latest product updates.
Getting Started
Get Started with Aider Advisory Platform
Understanding your Period Close Dashboard
Understanding your Advisory Dashboard
Understanding the Client Insights section
How to use the Period Close Checklist
How to use Aider's performance insights
How to use Aider's Report Pack
How to use Aider’s AI Assistants
How to manage a client’s settings
How to add and manage clients
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Insight Guides
How the client's Activity Summary is calculated
Period Close Checklists - Bank Reconciliation alerts - Xero clients
Period Close Checklists - Bank Reconciliation alerts - QuickBooks clients
How Revenue is calculated in Aider
How Direct Costs is calculated in Aider
How Gross Profit is calculated in Aider
How Operating Expenses is calculated in Aider
How Net Profit is calculated in Aider
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What's New
Advisory Platform Product Updates
