Aero Workflow
Real-time task management for accounting firms.
Overview
Aero Workflow is a task management and workflow application built specifically for accounting firms. It helps firms manage recurring tasks, standardize procedures with checklists, and track time. Aero integrates with QuickBooks Online to help manage the actual accounting work. The platform is designed to improve firm efficiency and ensure that all necessary steps in a process are completed consistently.
✨ Key Features
- Workflow Management
- Checklists and Procedures
- Time Tracking
- Scheduling
- Client Management
🎯 Key Differentiators
- Focus on detailed, procedural checklists.
- Integration with QuickBooks for task management.
- Designed by accountants for accounting workflows.
Unique Value: Helps firms build and implement highly detailed, standardized procedures for all their work, ensuring quality and consistency.
🎯 Use Cases (4)
✅ Best For
- Ensuring consistency in client work by using detailed, step-by-step checklists.
- Managing deadlines for a large number of recurring client tasks.
- Integrating time tracking directly with workflow management.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms needing a full-suite solution with a client portal and billing.
- Users who require a modern, intuitive user interface.
🏆 Alternatives
Offers more robust procedural and checklist capabilities than many other workflow tools, but has a less modern interface and fewer broad practice management features.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (N/A tier)
💰 Pricing
✓ 30-day free trial
Free tier: N/A
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