In this post, we'll walk through a high level review of Aero Workflow (https://www.aeroworkflow.com), which covers the core features, pricing, and information on the application.
Aero workflow is a workflow management application for accounting firms, originally launched via it's integration with MethodCRM, but then released as a standalone platform shortly thereafter. When evaluating any workflow application, whether as a CPA, accounting firm owner, or bookkeeper, it's critically to map out the pain / scenario that you want to solve. For example:
- Team members never know what to work on
- Work is delayed because a team member didn't see a message or respond
- Client work is falling through the cracks and you want better, high level tracking
- You want to increase billable time, etc