# Aero Workflow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Aero Workflow the right Accounting Practice Management solution for you? Explore 16 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/158169/Aero-Workflow/reviews --- Aero Workflow 4 (16) [View alternatives](https://www.capterra.com/p/158169/Aero-Workflow/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Aero Workflow Ease of use 3.4 Customer Service 3.8 ## Showing most helpful reviews Showing 1-16 of 16 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Govind A. CEO Accounting Used the software for: I used a free trial ### "Good fit for Accountant" October 29, 2020 5.0 I have tried 18 different project management tools as i was looking for a good match Pros Having the section to place the SOP links and resource sections is quite amazing Cons Not easy t understand initially , till the time to get your hand on it. Alternatives considered [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/)[Freedcamp](https://www.capterra.com/p/132230/Freedcamp/)[Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)[Flow](https://www.capterra.com/p/150388/Flow/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/) Switched from [Paymo](https://www.capterra.com/p/137033/Paymo/) There was no option to see the forecast for balancing the workload of team members Review Source ML Mark L. Firm Co-Owner Accounting Used the software for: 2+ years ### "I now rest easy!" January 7, 2017 5.0 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. 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. Review Source CK Cansu K. Senior Finance Manager Consumer Goods Used the software for: 1-2 years ### "You will get efficiency after understanding the product" November 6, 2022 3.0 Pros Handling receipts is practical. It has almost everything necessary for accounting needs. Cons The product is difficult to understand at first. You should watch the videos and learn. Review Source AA Asjad A. Bookkeeper Accounting Used the software for: 2+ years ### "Aero Review - Bookkeeper" October 31, 2019 5.0 Meeting multiple tasks completions and reminders for multiple projects simultaneously and on a reoccurring basis Pros Dashboard and sticky's make working on one company/procedure with multiple components very easy Cons Sometimes if you save time worked on a procedure for later, it has a risk of being glitched/deleted and not count. Review Source PT Paul T. Admin Accounting Used the software for: I used a free trial ### "Useful features and transparent pricing" August 30, 2019 5.0 Aero has lots of seful features and transparent pricing (unlike some competitors). Its not cheap, but the value it provided with WF management is well worth it. We specifically like the SOP built-in to the WF. We're very hopeful Aero will help us resolve a few bottlenecks in the WF. Pros Useful features and transparent pricing. Cons make library free, you will win more accolades for that Reason for choosing Aero Workflow XCM doesn't make pricing transparent, we don't want to buy a cat in the bag. Review Source JB Jonathan B. President Accounting Used the software for: Less than 6 months ### "Skip Aero and use Financial Cents" July 6, 2020 3.0 Poor. It was difficult to learn and didn't give me the benefits I expected. Pros I don't remember liking anything except perhaps the ability to easily import CSV files of customer details. Cons Dated interface and illogical interface design. Seems built by people with limited web app development experience or experience from 10 years ago. Time tracking routinely broke. We could not take a monthly recurring project with say 3 parts, bookkeeping, payroll and sales tax and build them out to properly recur and remind us without breaking out exactly how much time each part would take. My bookkeepers didn't know. They just track their time at the client level, i.e 3 hours for that client for the month. I could not find a way to get a dashboard showing me actual logged hours vs estimated hours by client for each month. Reports were hard to use. My bookkeeping team hated this software. They found it so difficult to learn and use. Review Source VR Verified Reviewer City Council Member Used the software for: Less than 6 months ### "It was a terrible experience. " October 31, 2017 1.0 As a cpa, helped me to organize my client tasks. 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. Review Source NB Nikki B. CPA Accounting Used the software for: 6-12 months ### "Accounting & Tax workflow" October 26, 2020 3.0 Pros I like the layout of the tasks, with subtasks and an automatic timer that starts upon opening the task. I like the ability to create master tasks that show up on reports run for a future time period. Cons The interface was clunky and hard to navigate. It was very cumbersome and time consuming to setup. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Review Source Jason N. Intelligence SME Accounting Used the software for: Less than 6 months ### "Accounting Workflow Software" August 29, 2019 3.0 This is an OK software for managing your accounting team. Would prefer not to use it due to the UI. Pros This software has a relatively straight forward way of organizing your team, their capabilities, and the projects in front of you. Cons The UI is outdated and relatively unsightly. There are much cleaner solutions out there that look like they were made in 2019. This software needs an update, especially at its price point. Review Source Response from Aero Workflow August 30, 2019 Thank you for the review! Wanted to let you know we are working on the UI and expect to have an updated, all-new version of Aero out by the end of 2019. VR Verified Reviewer President Accounting Used the software for: I used a free trial ### "Not very intuitive to use, requires a lot of upfront effort" November 27, 2018 3.0 Pros I think it has a lot of potential and will be more useful when they improve integrations and ease-of-use. Cons The amount of effort it would take to move over to this software is immense. It doesn't import contacts in bulk, etc. Also, the functionality was somewhat limited. Review Source ML Marie L. Owner Accounting Used the software for: I used a free trial ### "Aero Workflows" April 8, 2020 5.0 Pros I love the library of pre-built workflows. Gets the bill done and I can customize them to fit my business. Cons Took a while to learn where everything was - not as intuitive as I hoped when jumping in. Review Source VB Veronica B. Office Manager Accounting Used the software for: Less than 6 months ### "Watched a demo, and WOW, I was sold!" July 11, 2019 5.0 Pros The ability to identify & organize our workflow. By detailing the tasks that needed to be completed for each client, I seems productivity has improved and there are less "oops I forgot to do that" incidents. Cons The app could be a little more user friendly. It was very difficult to figure out on our own how to go about the process of setting up and implementing everything. Review Source CK Cody K. Senior Associate Accounting Used the software for: Less than 6 months ### "Great User Interface" March 12, 2020 4.0 It has been great to learn how to use and am completing our implementation. Pros It is easy to learn and start to set up your companies jobs and assign them to team members. Cons It can take a little bit to get use to the names for different functions and how they differ from each other. Review Source RN Rebecca N. CEO Accounting Used the software for: 2+ years ### "Great way to have all staff on track every day!" June 7, 2017 5.0 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. Review Source nS natalie S. accountant Accounting Used the software for: 6-12 months ### "aero workflow" September 26, 2019 5.0 Overall 'Ok' experience but sticking with our current software Pros What I liked most about this software was the organization, but felt it lacked in other areas due to inability to integrate with software we currently use. Cons What I liked least about this software was its inability to integrate with software we currently use. Review Source AB Anne B. Bookkeeper Accounting Used the software for: Less than 6 months ### "Great for time tracking!" May 30, 2019 4.0 So far so good. Just started using, but can see the benefits of the app. Pros Software is great for tracking time and creating reports to track your clients and your workload Cons Setting up the Aero's can be a little tricky. 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