financial dashboard provides you with an aggregated view of all of your clients data in one place. Acting as an early-warning system, Aider triages your clients’ data and alerts you of which clients need your attention first.

Aider’s platform also offers advisors quick and easy cash flow estimates, data compliance checklists, reporting tools, and more. It helps you simplify compliance and save valuable time so that you can offer your clients more proactive advisory services.

It is the proactive advisory solution that accountants and bookkeepers have been looking for.