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!
Wer verwendet Aero Workflow?
Small to medium sized Client Accounting Services firms.
Aero Workflow – Details
Aero Workflow – Details
Aero Workflow – Videos und Bilder
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Aero Workflow – Bereitstellung und Support
- Live Online
Funktionen von Aero Workflow
- Abrechnung & Rechnungsstellung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Vorlagen
- Audit Trail
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Daten-Import / -Export
- Elektronische Zahlungen
- Für Buchhalter
- Für CPA-Firmen
- Integration in die Buchhaltung
- Konfigurierbarer Workflow
- Kontrolle des Genehmigungsprozesses
- Kundenspezifisches Branding
- Mehrere Währungen
- Sichere Datenspeicherung
- Suchen / filtern
- Zeit & Kosten Verfolgung
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Erfahrungen mit Aero WorkflowAlle 15 Nutzerbewertungen lesen
Good fit for Accountant
Kommentare: I have tried 18 different project management tools as i was looking for a good match
Having the section to place the SOP links and resource sections is quite amazing
Not easy t understand initially , till the time to get your hand on it.
I now rest easy!
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.
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.
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.
Accounting & Tax workflow
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.
The interface was clunky and hard to navigate. It was very cumbersome and time consuming to setup.
Aero Review - Bookkeeper
Kommentare: Meeting multiple tasks completions and reminders for multiple projects simultaneously and on a reoccurring basis
Dashboard and sticky's make working on one company/procedure with multiple components very easy
Sometimes if you save time worked on a procedure for later, it has a risk of being glitched/deleted and not count.
I love the library of pre-built workflows. Gets the bill done and I can customize them to fit my business.
Took a while to learn where everything was - not as intuitive as I hoped when jumping in.