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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
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