Aero Workflow

Workflow designed for accountants and bookkeepers

Key benefits

  • Keep on top of client work. Schedule and assign client tasks once, and then relax, knowing that they will get done one time.
  • Define what you do and how you do it. Store Processes and procedures, turning your firm into an efficient, effective, scalable machine!
  • Get the big picture of your firm's performance. Our extensive reporting section gives you up-to-date information about your firm's performance, efficiency, and profitability.

How it works with QuickBooks

Aero can automatically sync all your time tracking data from Aero to QuickBooks Online. Your Customers sync both ways. Learn more about the Aero-QuickBooks Online sync here.

Details

Designed by accountants for accountants, Aero Workflow facilitates profitable value-based billing by converting a firm’s processes and knowledge capital into revenue and enabling your staff to work effectively, efficiently, and consistently.

30-day free trial. Plans start at $39/mo


PLAN PRICE USERS DETAILS
Sole Proprietor $39 per month or $79 per month for Premium 1 Built-in Time Tracking, QuickBooks Online Sync, Gmail Integration, Aero Library with basic content. Premium Library content available to premium subscribers.
Small Firm $79 per month or $119 per month for Premium 5 For 2-5 users. Built-in Time Tracking, QuickBooks Online Sync, Gmail Integration, Aero Library with basic content. Premium Library content available to premium subscribers.
Large Firm $149 per month or $229 per month for Premium 25 For 6-25 users. Built-in Time Tracking, QuickBooks Online Sync, Gmail Integration, Aero Library with basic content. Premium Library content available to premium subscribers.

Live Chat from 9-5 Pacific, M-F. Free setup and training support includes free one-on-one online meetings. We also offer a free training certification program.

Contacts

support@aeroworkflow.com
Online support:
https://aeroworkflow.zendesk.com/hc/en-us/requests/new


FAQ

Does someone on a trial have access to all Aero’s features?
Everyone on a free-trial has all the features that make Aero such a great app – automatic time tracking, setting up templates and procedures, scheduling recurring tasks. Only paid subscribers have access to the Aero Library.
What information syncs between Aero and QuickBooks Online?
Customer information syncs both ways between Aero and QuickBooks. Time entries are sent from Aero to QuickBooks Online. Vendors, Employees, Classes, and Service Items are sent from QuickBooks to Aero.
What is the Aero Library?
The Aero Library is an amazing resource available to Aero subscribers. Templates and procedures for common accounting tasks written by industry leaders are available for subscribers to jumpstart their workflow and super-charge their practice.
What kind of firms would benefit from using Aero Workflow?
Although Aero is aimed at outsourced accounting firms, any service firm with repeating tasks would benefit from using Aero. Aero is especially beneficial for firms working in the cloud with a distributed workforce.