Revolutionize Your Firm

with Aero Workflow

All-in-One Workflow Automation for Accounting Firms

Manage, Track, and Scale with Ease

Streamline Your Accounting Workflow

Design accounting workflows with Aero Workflow
  • Pre-Built Workflows

    Access a library of expert-designed accounting workflows you can instantly turn into client tasks—saving time and ensuring consistency.

  • Client Vault

    Securely store client credentials, tax IDs, and key resources in one central place—perfect for managing sensitive data across your workflows.

  • Integrated Time Tracking

    Time tracking is built into every accounting task—automated and seamless, so your team can stay focused.

  • Live Firm Dashboard

    Get real-time visibility into every aspect of your accounting workflow with Aero’s dynamic dashboard.

  • In-Depth Reporting

    Track productivity, efficiency, and profitability with powerful reports that highlight how your accounting workflows are performing.

Why Choose Aero Workflow?

Support That Goes All In

Free onboarding. Free one-on-one support. Free, on-demand training and certification. For every user, on every plan. No limits, no catch. We’re not just here to help you use Aero—we’re here to make sure you succeed, period.

Smart Integrations That Work for You

Seamlessly connect Aero with QuickBooks Online, QuickBooks Time, Zapier, and more—bringing all your accounting tools into one smooth workflow. Need more? Our open API gives you limitless flexibility to build what you need.

Pricing That Actually Makes Sense

Forget per-user pricing—it’s outdated. We offer three straightforward subscription plans, each with a flat rate. No hidden fees. No surprise charges. And when you outgrow the biggest plan? Scaling is simple, too.

Set it and Forget it

Schedule recurring client work once—and let Aero handle the rest. No more rolling over tasks or copying last year’s checklist. It’s fast, intuitive, and fully automated, so you can focus on getting work done, not setting it up.

Built by Accountants, for Accountants

Aero was created by professionals who’ve been in your shoes—accountants and bookkeepers who know what firms really need. That means intuitive features, smart workflows, and an app that just makes sense.

Never Miss a Deadline Again

With Aero, every task is crystal clear—deadlines, priorities, and next steps are always front and center. No more dropped balls. No more missed work. Just total visibility and control over your accounting workflow.

Unlock the Full Potential of Your Accounting Firm with Aero Workflow

How Aero Works

  • Import your customers

    Upload your customers or connect to QuickBooks Online and sync them to Aero automatically.

  • Import or Create Workflows

    Start with built-in templates or design your own.

  • Assign Tasks and Track Progress

    Keep your team aligned with intuitive dashboards.

  • Generate Insights

    Use detailed reporting to identify opportunities and optimize performance.

Choose Your Plan

Aero Subscription Prices

Yearly
Monthly

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
$108
(per month, paid yearly)

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
$135
(per month, paid monthly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
$200
(per month, paid yearly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
$250
(per month, paid monthly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
$295
(per month, paid yearly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
$365
(per month, paid monthly)

Yearly
Monthly

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
AUD$165
(per month, paid yearly)

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
AUD$205
(per month, paid monthly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
AUD$305
(per month, paid yearly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
AUD$380
(per month, paid monthly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
AUD$445
(per month, paid yearly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
AUD$555
(per month, paid monthly)

Yearly
Monthly

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
CAD$145
(per month, paid yearly)

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
CAD$180
(per month, paid monthly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
CAD$270
(per month, paid yearly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
CAD$335
(per month, paid monthly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
CAD$395
(per month, paid yearly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
CAD$490
(per month, paid monthly)

Yearly
Monthly

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
£85
(per month, paid yearly)

Startup


  • For 1-5 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
£105
(per month, paid monthly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
£155
(per month, paid yearly)

Growth


  • For 6-25 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 prebuilt
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use our API
  • No per-user pricing
  • Onboarding, support, training
    included
£195
(per month, paid monthly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
£230
(per month, paid yearly)

Scaling


  • For 26-50 Users
  • Unlimited customers, tasks,
    templates & contacts
  • Over 150 pre-built
    checklist templates
  • 20+ reports
  • Forward tasks from your inbox
  • All integrations
    No charge to use API
  • No per-user pricing
  • Onboarding, support, training
    included
£285
(per month, paid monthly)

Resources and Support

Explore, Learn, and Grow with Aero

Year-end Checklists for Bookkeeping Firms

year-end checklists

Download our year-end checklists to have access to sample checklists for:

  • Preparing for 1099’s
  • Planning for staff shortages
  • Year-end checklist
  • Offboarding customers
  • And more!
DOWNLOAD NOW

Accounting Workflow Templates for Onboarding and Offboarding

ACCOUNTING WORKFLOW TEMPLATES

Download this guide for:

  • Detailed checklists for both CAS and Bookkeeping client onboarding and offboarding
  • Tips for smooth processes at both ends of the client lifecycle
  • Links to extra resources
  • And more!
DOWNLOAD NOW

Visit our Knowledge Base

Have a question? Our Knowledge Base is packed with how-to articles, setup guides, and expert tips to help you get the most out of Aero—anytime you need it.

Aero Workflow on a computer

Streamline Your Accounting Workflow Today

Elevate your firm’s efficiency with Aero Workflow. Experience seamless task management and enhanced productivity by scheduling a demo or starting your free trial now. Discover how our tools can transform your practice management.