Aero Workflow

Aero Workflow

von Aero Workflow

Wer verwendet Aero Workflow?

Small to medium sized Client Accounting Services firms.

Was ist Aero Workflow?

Aero Workflow gives you the tools you need to take your firms knowledge capital and put it to work. Your processes and procedures are integrated into your tasks, making your firm efficient, scalable and profitable and youre confident that client work wont slip through the cracks. One-time projects, recurring tasks, client emergencies even email are all seamlessly integrated into one list, so you and your staff have a clear view of what needs to get done and how to do it!

Aero Workflow – Details

Aero Workflow

https://www.aeroworkflow.com/

Gegründet 2013

Aero Workflow – Preisübersicht

Aero Workflow ist verfügbar ab 39,00 $/Monat. Aero Workflow bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für Aero Workflow findest du unten.

Startpreis

39,00 $/Monat

Preisinformationen

39/Mo for Sole Prop, $79/mo for Small Firm, $149/mo for Large Firm

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Aero Workflow Funktionen

Rechnungswesen Software
Abrechnung & Rechnungsstellung
Dokumentenmanagement
Fälligkeits-Tracking
Für CPA-Firmen
Genehmigungs-Workflow
Kundenmanagement
Kundenportal
Mitarbeiter-Management
Projektmanagement
Zeitverfolgung

Aero Workflow – Nutzerbewertungen

Zeigt 5 von 11 Nutzerbewertungen

Gesamt
4.1/5
Benutzerfreundlichkeit
3.7/5
Kundenservice
4.3/5
Funktionen
4/5
Preis-Leistungs-Verhältnis
4/5
Mark L.
Firm Co-Owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 7.1.2017

"I now rest easy!"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 7.1.2017
Asjad A.
Bookkeeper
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 31.10.2019

"Aero Review - Bookkeeper"

Kommentare: Meeting multiple tasks completions and reminders for multiple projects simultaneously and on a reoccurring basis

Vorteile: Dashboard and sticky's make working on one company/procedure with multiple components very easy

Nachteile: Sometimes if you save time worked on a procedure for later, it has a risk of being glitched/deleted and not count.

  • Quelle des Nutzers 
  • Bewertet am 31.10.2019
Cody K.
Senior Associate
Buchhaltung, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Quelle des Nutzers 
  • Bewertet am 12.3.2020

"Great User Interface"

Kommentare: It has been great to learn how to use and am completing our implementation.

Vorteile: It is easy to learn and start to set up your companies jobs and assign them to team members.

Nachteile: It can take a little bit to get use to the names for different functions and how they differ from each other.

  • Quelle des Nutzers 
  • Bewertet am 12.3.2020
Verifizierter Rezensent
City Council Member
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    1/5
  • Benutzerfreundlichkeit
    1/5
  • Eigenschaften & Funktionalitäten
    1/5
  • Kundenbetreuung
    1/5
  • Preis-Leistungs-Verhältnis
    1/5
  • Wahrscheinlichkeit der Weiterempfehlung
    1/10
  • Quelle des Nutzers 
  • Bewertet am 31.10.2017

"It was a terrible experience. "

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

Vorteile: User interface is nice. Usability is fair. But, for the price, it did what I wanted it to do at a reasonable price.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 31.10.2017
Paul T.
Admin
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 30.8.2019

"Useful features and transparent pricing"

Kommentare: 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.

Vorteile: Useful features and transparent pricing.

Nachteile: make library free, you will win more accolades for that

  • Quelle des Nutzers 
  • Bewertet am 30.8.2019