Aero Workflow

Aero Workflow

3.5 / 5 3 reviews

Who Uses This Software?

Small to medium sized Client Accounting Services firms.


Average Ratings

3 Reviews
  • 3.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month
  • Pricing Details
    39/Mo for Sole Prop, $79/mo for Small Firm, $149/mo for Large Firm
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Aero Workflow
  • www.aeroworkflow.com/
  • Founded 2013
  • United States

About Aero Workflow

Workflow and practice management software designed by accountants for accountants - helps define, organize and track your firm's work.


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Aero Workflow Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting

Aero Workflow Reviews Recently Reviewed!

It was a terrible experience.

Oct 31, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Extremely
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Pros: User interface is nice. Usability is fair. But, for the price, it did what I wanted it to do at a reasonable price.

Cons: Customer support is terrible. For some reason my product was disabled (since, according to them I did not pay) and then they tell me they deleted all my data. They accused me of lieing and that I must of gotten many messages telling me it was going away (I received none). Customer service blamed me (the customer) for everything.

Overall: As a cpa, helped me to organize my client tasks.

Great way to have all staff on track every day!

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: I like how I can set up daily, weekly and monthly tasks to be done. The time tracking helps to let you know if there is problem with staff. Training online is easy to use. Since it is in the cloud even remote staff can access their job lists and work mobily.

Cons: Depending on band width of internet connection some areas may have issues with it running in the background.

I now rest easy!

Jan 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software seems to have been developed with bookkeeping service firms in mind. It functions the way we have always delivered service to our clients. We just added our procedures and client data.

Cons: Not really a con but using Aero caused us to document our procedures and this did require an effort. This can be a daunting task but now we have systemized services.

Overall: Simply put, Aero Workflow is a cloud-based application that allows you to schedule to do's for your clients and staff.

But, Aero Workflow goes much further than a simple to do list. Each task contains all the instructions necessary to complete the task. This could include a stepwise procedure, a client's login credentials, links to resources, screenshots, etc. Aero Workflow also keeps track of the time it takes to complete the task. If you code tasks to a specific project, Aero Workflow can provide project costing and profitability reports. This is an invaluable resource in determining whether or not a fixed/value priced client is profitable.

Since Aero is integrated to QuickBooks Online, our billable time is saved directly to QuickBooks. We have reduced our monthly billing process from hours to minutes.

Aero's monthly fee is more than recouped by the efficiencies in our monthly billing process but the big return is in our reports. We have pinpointed and replaced our less than profitable clients.

We've been using Aero for several years now. Since we have our procedures and to do lists stored in Aero, if someone calls in sick or goes on vacation, we don't miss a step.

I don't know how we survived before Aero.

Recommendations to other buyers: It takes time to create a habit/routine and using this software is no exception. It took several months of diligently using the software before we started to see the big returns. The folks at Aero seem to understand this and were very helpful with advice. They even facilitate group hangouts where you can meet other people who are successfully using the software.