Aero Workflow
Workflow application for accounting, bookkeeping and CAS firms, built by accountants.
Aero Workflow is a task and workflow management application for accounting, bookkeeping, and CAS firms. It centralizes client work through pre-built accounting checklist templates, client task scheduling, recurring work automation, a client vault for credentials and tax IDs, built-in time tracking, a live firm dashboard, and reporting. Client records can be imported or synced from QuickBooks Online.
Key capabilities include over 150 pre-built checklist templates, 20+ reports, inbox task forwarding, and integrations with QuickBooks Online, QuickBooks Time, Zapier, Zoho Flow, and Office 365 email, along with an open API. Security features include two-factor authentication, SSL/TLS encryption, encrypted vault fields, and role-based access levels.
Aero Workflow is offered as a free trial with three subscription editions—Startup, Growth, and Scaling—differentiated by user count rather than per-user pricing. Each edition includes unlimited customers, tasks, templates, and contacts, all integrations, and included onboarding, support, and training. Pricing is available in US, Australian, Canadian, and UK markets, with yearly and monthly billing options.
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