Wer nutzt diese Software?
Small to medium sized Client Accounting Services firms.
Durchschnittliche Bewertung10 Bewertungen
- Gesamt 4.1/5
- Benutzerfreundlichkeit 3.6/5
- Kundenservice 4.2/5
- Funktionen 4/5
- Preis-Leistungs-Verhältnis 3.9/5
- 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 Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Aero Workflow
- Gegründet 2013
Über Aero Workflow
Workflow and practice management software designed by accountants for accountants - helps define, organize and track your firm's work.
Aero Workflow Funktionen
- Abrechnung & Rechnungsstellung
- Für CPA-Firmen
Die hilfreichsten Reviews für Aero Workflow
Bewertet am 7.1.2017
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.
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.
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.
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
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.
Bewertet am 11.7.2019
Watched a demo, and WOW, I was sold!
Vorteile: The ability to identify & organize our workflow. By detailing the tasks that needed to be completed for each client, I seems productivity has improved and there are less "oops I forgot to do that" incidents.
Nachteile: The app could be a little more user friendly. It was very difficult to figure out on our own how to go about the process of setting up and implementing everything.