Accounting Practice Management Software: The Top 17 Roundup

I had heard of Aero Workflow for a long time. I also know a bunch of accounting and financial management firms that use it, so I wanted to put it through its paces and include it on this list. Unfortunately, after around an hour of fiddling around, I just couldn’t wrap my head around it.

I found the terminology in this cloud-based app to be confusing & the UI is not super intuitive. After spending a bit of time navigating through the support center, I decided to call it quits.

Too bad, because it looked like it had some cool functionality, especially around email integrations, similar to Karbon, coming in at a fraction of the price point. In accounting and financial management, though, you need to have financial data at the core of a system. 

There are a few integrations available, namely a QuickBooks Online accounting software integration, though one with Xero accounting software is missing.

I know several cloud-based accounting software firms that use it, so you may want to test it out.

To ensure your firm’s efficient and effective client services, Aero has a feature that gives you a clear view of your firm to track and manage your resources and your team’s productivity. This also helps your firm to keep your work at pace and never miss a client’s deadline.

Moreover, it includes automatic time tracking of your team members while they read emails or talk to your clients which helps in tracking your team’s performance and your accounting firm’s possible profit. 

Aero Template is a checklist of your accounting firm’s professional services to offer which can be created to help you ensure your client that tasks are performed accurately and on time to consistently meet client deadlines. 

Another feature of this application is to delegate and schedule one-time projects or tasks to your members requested by a client. It also helps you notify and guarantee your clients that tasks are being performed and due dates will be met by tracking your firm’s productivity.

Time Notes is another Aero feature that would help your growing firm with your tasks. This would also assist you in billing a client’s task by the hour and with no hassle, you can sync Aero to QBO or TSheets. 

Also, you can use multiple time entries with Aero. Your member’s time entries would be found in one place in the Time Tab of Aero. This would be convenient and would save time in managing your firm’s time entries. 

Aero’s report feature provides important information to help and guide you on how to better manage your firm. Reporting is made easy, accessible, and customizable with Aero. A Memorized tab is a bonus Reporting feature where you can save and bookmark your customized report for further use.   

Plus, you can choose and scroll your desired report with a list of different categories on the Reports Menu. 

You can find these apps in Aero Library that are integrated with Aero Workflow:

As mentioned above, I found this software tough to use.