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      Back to home
      1. Help & Support
      2. 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
      See more

      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
      See more

      What's New

      • Advisory Platform Product Updates
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      Help & Support
      • Aider Website
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