Workflow for Accountants

designed by accountants

Aero Workflow for Accountants


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Design accounting workflows with Aero Workflow

Define

  • Each account comes with built-in checklists for common accounting and bookkeeping work– from client onboarding to offboarding and everything in between

  • Create and store your own checklists for any of your firm’s processes

  • Detailed procedure guides for accounting and bookkeeping tasks included with every Aero account

  • Easily scale your firm by having ready-to-go processes in Aero, making adding new clients a breeze

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Organize

  • Easily schedule one-time or recurring tasks – on any occurrence interval you need

  • The resources staff need to perform client work are easily accessible in a secure and central location

  • Forward emails from your inbox directly to Aero

  • Quickly create and track unexpected and unplanned client tasks

  • Integrate your Aero account with other apps like QuickBooks Online, QuickBooks Time, Office 365, and Zapier. Or use our open API to create your own integration.

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Organize your accounting firm with Aero Workflow
Track accounting firm performance with Aero Workflow

Track

  • Clear view of the status of all open work

  • Built-in time tracking gives real-time insight into staff performance or possible scope creep

  • Optionally sync time automatically to QuickBooks Online or QuickBooks Time

  • Over 20 customizable reports provide deep insight into your firm’s profitability, productivity, and efficiency

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Advise

  • Open Aero accounts for clients controlled and managed by your firm

  • Share checklists with all managed Aero accounts that you create and maintain from one central location

  • Create a recurring revenue stream for access to your firm’s knowledge capital – or franchise your operations

  • Provide valuable process advice to your clients without having to be there in person

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Sell Process advisory services with Aero Workflow