Aero Workflow

Aero Workflow is task and process software for accounting, bookkeeping and client advisory firms. It joins a firm's written procedures to its day-to-day work so that tasks do not slip.

What Aero Workflow offers

• Checklist library — built-in checklists and procedure guides, from client onboarding to offboarding, plus checklists a firm writes itself.
• Recurring tasks — one-off and repeating work can be scheduled at any interval.
• Time tracking — built into each task, with optional sync to QuickBooks.
• Reports — over twenty customisable reports on profitability and productivity.
• Integrations — QuickBooks Online, QuickBooks Time, Office 365, Zapier and an open API.
• Client accounts — firms can open Aero accounts for clients and share checklists with them.

Who it works with

Accounting practices and bookkeepers, including those offering client accounting services.

Key facts

• Support: onboarding and training are provided to users on every plan.