Aero Workflow

Manage Work. Manage Staff. Manage Clients.

Description

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.

Empower Staff

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.

Work Smarter

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.

Manage Efficiently

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.

Expert Knowledge

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!

Empower Staff
Work Smarter
Manage Efficiently
Expert Knowledge

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.

Free tech support 9 am to 5pm PST M-F.

Support: 434-422-3336
Online: http://www.aeroworkflowhelp.com/support


Check out the most frequently asked questions below: Expand all
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.