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June Edition 2024

<p>Brendan Roberts, CEO of Aider: A Visionary Leader Revolutionizing Small Business Operations through Intelligent Software Solutions</p>

Brendan Roberts, CEO of Aider: A Visionary Leader Revolutionizing Small Business Operations through Intelligent Software Solutions

Customer intelligence is the systematic process of gathering, recognizing, and examining customer-related data, behaviors, and interactions to enhance customer experience and facilitate well-informed decision-making. This approach entails the identification of individuals across various channels and applications, ensuring a comprehensive understanding at every customer touchpoint. The primary goal is to provide timely, highly relevant offers, and personalized experiences at a detailed level.

In essence, customer intelligence weaves together all available information about a customer, utilizing data science and enterprise analytics to address intricate queries that contribute to a deeper comprehension of customer desires. This strategic approach enables businesses to customize customer analytics for specific departments like marketing, sales, and service. It empowers each department to visualize relationships, hierarchies, networks, and household dynamics tailored to their unique needs. The ultimate aim is to leverage insights for more effective decision-making and a nuanced understanding of customer needs and preferences.

Aider stands as an innovative technology company in its early stages, dedicated to delivering intelligent software solutions. From its inception, Aider has been driven by the mission to support small businesses. The company's journey began with the creation of a Mobile App designed to assist SMB owners in their daily operations. Over time, Aider has expanded its focus to assist accountants and bookkeepers in harnessing the power of AI for more proactive advisory services, ultimately benefiting their small and medium-sized business clients.

At its core, Aider owes its success and growth to a small yet brilliant team. This group of talented individuals is the driving force behind the magic and evolution of Aider's products. Their collective expertise has been instrumental in propelling the company to its current position. Aider recognizes that without the valuable contributions of its team, the company wouldn't have achieved the level of success it enjoys today.

Providing Powerful Software Solutions Crafted for SMB Needs

Aider’s Advisory Platform: Aider's Advisory Platform serves as the pathway for your practice to achieve cost reductions and explore new revenue streams. This powerful and effortless tool is designed to facilitate the scalability of your practice while guiding your small business clients toward success. Leveraging smart tools proves to be the most efficient approach to expanding your business and fostering stronger relationships with clients.

The accompanying eBook from Aider delves into the current challenges faced by accountants and bookkeepers while offering valuable insights into the future of advisory services. Aider's solution provides your practice with a centralized platform that consolidates all client information in one accessible location. Additionally, your clients benefit from having their own mobile business assistant, seamlessly integrating with the business apps they already use, such as Xero. The process of adding clients to the Platform is simplified by effortlessly connecting Aider with your Xero account.

With the Advisory Intelligence Platform, you gain both a comprehensive overview of your practice and a detailed understanding of each client's finances. Clients can connect their everyday business apps to their digital assistant, ensuring instant access to business data and hands-on control. Aider's platform also alerts you to any patterns or anomalies detected in your clients' business data, empowering you to offer the guidance needed for smarter, data-driven business decisions.

Powerful Aider + Xero Integration: Aider syncs seamlessly with world-renowned accounting software Xero. With the click of a button, Aider securely pulls your clients’ data from Xero, turning it into pre-analysed, digestible data. Achieve more with your clients’ Xero data with access to Aider’s custom alerts, real-time insights and pre-analysed data reports. Aider is your trusted and verified Xero app partner. Clearly see which clients need your help today with effortless, real-time data. Aider pre-analyses data for you, presenting it in easy-to-understand reports. Using AI, Aider runs clever calculations on your clients’ financial data, and generates automatic cash flow forecasts. These forecasts are an early warning system for you, enabling more proactive client conversations. Aider’s proactive advisory software solution provides you with the tools you need to communicate with clients instantaneously. With Aider you can grow your client pool.

Business Assistant: Aider finds the answers to all your financial, marketing, and staffing questions so that you don't have to. Just ask Aider what you need to know. Aider brings together all the apps you already trust to run your business. With Aider, it's simple and fast to access all the data and information you need when you need it. Aider is the digital assistant that you can send a text or ask a question via a voice assistant, like Alexa, to get answers to your questions about sales, staffing, cash flow, marketing and more. The firm understands that busy admin work and inefficient communication with clients can slow down even the most productive accounting professional, making it hard to scale. That’s why they built an intuitive platform to automate manual accounting and bookkeeping tasks that take time away from growing your practice. At Aider, they collaborate and communicate. They work as a team, and support one another with their ideas and workload. It is their talented team as a collective that makes Aider what it is today, which is why they live by this value.

Brendan Roberts | Founder and CEO

“The best thing about Aider is working with a fantastic group of people to help solve our customers' problems. We have a diverse group of intelligent people who bring clever thinking, and work really hard, but just as importantly, have as much fun as possible along the way.”


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