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.
Integrate tasks with the resources your staff needs to do their work. Crucial password and login information is available in the secure Vault, and customer contact information and previous activity logs can be accessed with a click of a button. Place links to company procedures, Aero Library procedures, help documents, and third-party websites right in the description of each task.
Aero is designed to increase your firm's efficiency by use of task and email templates, creation of repeating tasks, and an integrated timer that tracks billable and non-billable time. Aero's integration with QuickBooks Online means that time-tracking entries can be synced to your QuickBooks file and easily added to an invoice or sent to payroll.
Used by many of the top-20 Firms of the Future, Aero allows you to set up the structure of your firm so that the work gets done without micro-managing, allowing you to concentrate on growing your firm and developing your trusted advisor role with your clients. Aero gives you the ability to set up a task once and use it again and again for multiple clients and multiple staff.
The Aero Library is a collection of templates and procedures written by leading authorities in the accounting industry. Each template gives step-by-step instructions on the best way to perform a task while the procedures provide detailed information, sample screenshots, and troubleshooting information. Aero subscribers can use the templates and procedures to create tasks, helping them to streamline services or even offer new ones!
30-day free trial. Plans start at $39/mo
|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.|
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