---
title: Product Guides | Help & Support
description: How to set up an account and start using your Aider Advisory Platform. Plus find out about the latest product updates.
---

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1. [Help & Support](https://ask.aider.ai/help)
2. [Product Guides](https://ask.aider.ai/help/product-guides)

# 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](https://ask.aider.ai/help/get-started-advisory-platform)
- [Understanding your Period Close Dashboard](https://ask.aider.ai/help/period-close-checklist-dashboard-guide)
- [Understanding your Advisory Dashboard](https://ask.aider.ai/help/advisory-dashboard-guide)
- [Understanding the Client Insights section](https://ask.aider.ai/help/client-insights-guide)
- [How to use the Period Close Checklist](https://ask.aider.ai/help/how-to-use-the-period-close-checklist)
- [How to use Aider's performance insights](https://ask.aider.ai/help/how-to-use-aider-performance-insights)
- [How to use Aider's Report Pack](https://ask.aider.ai/help/how-to-use-aiders-report-pack)
- [How to use Aider’s AI Assistants](https://ask.aider.ai/help/ai-advisory-assistant)
- [How to manage a client’s settings](https://ask.aider.ai/help/how-to-manage-a-clients-settings)
- [How to add and manage clients](https://ask.aider.ai/help/client-management)

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## Insight Guides

- [How the client's Activity Summary is calculated](https://ask.aider.ai/help/how-the-client-activity-summary-is-calculated)
- [Period Close Checklists - Bank Reconciliation alerts - Xero clients](https://ask.aider.ai/help/period-close-checklist-bank-reconciliation-checks-xero)
- [Period Close Checklists - Bank Reconciliation alerts - QuickBooks clients](https://ask.aider.ai/help/period-close-checklist-bank-reconciliation-checks-quickbooks)
- [How Revenue is calculated in Aider](https://ask.aider.ai/help/revenue-insight-guide)
- [How Direct Costs is calculated in Aider](https://ask.aider.ai/help/direct-costs-insight-guide)
- [How Gross Profit is calculated in Aider](https://ask.aider.ai/help/gross-profit-insight-guide)
- [How Operating Expenses is calculated in Aider](https://ask.aider.ai/help/operating-expenses-insight-guide)
- [How Net Profit is calculated in Aider](https://ask.aider.ai/help/net-profit-insight-guide)

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## What's New

- [Advisory Platform Product Updates](https://ask.aider.ai/help/advisory-platform-product-updates)

## Integrations

- [How to integrate Aider with Karbon Practice Management software](https://ask.aider.ai/help/karbon-integration)

- [Product Guides](https://ask.aider.ai/help/product-guides#main-content)

    - [Getting Started](https://ask.aider.ai/help/product-guides#getting-started)
    - [Insight Guides](https://ask.aider.ai/help/product-guides#insight-guides)
    - [What's New](https://ask.aider.ai/help/product-guides#whats-new)
    - [Integrations](https://ask.aider.ai/help/product-guides#integrations)
- [Templates & Resources](https://ask.aider.ai/help/templates-resources#main-content)

    - [Marketing Support](https://ask.aider.ai/help/templates-resources#marketing-support)
    - [Process & Training Support](https://ask.aider.ai/help/templates-resources#process-training-support)
- [Best Practices](https://ask.aider.ai/help/best-practices#main-content)

    - [Webinars](https://ask.aider.ai/help/best-practices#webinars)

- [Default HubSpot Blog](https://resources.aider.ai/best-practices)

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