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Description
Aero provides you with the essential tools to leverage your firm's knowledge capital effectively. By integrating your processes and procedures with your tasks, Aero enhances your firm's efficiency, scalability, and profitability. With Aero in place, you can rest assured that no client work will be overlooked. Whether dealing with one-time projects, recurring assignments, urgent client requests, or even emails, everything is conveniently consolidated into a single list, ensuring you and your team have a comprehensive understanding of daily priorities. This enables you to easily track all client-related activities: what has been completed, what is currently being worked on, and what deadlines are approaching. Furthermore, Aero’s integrated time tracking feature allows you to identify scope creep as it happens, preventing potential issues from escalating. Additionally, Aero’s management reports provide valuable insights into key metrics such as staff performance and project job costing, empowering you to make informed decisions about your practice's operations. Ultimately, by utilizing Aero, you can streamline your workflow and enhance productivity across your firm.
Description
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Stackreaction
Yes
Wufoo
Yes
Zapier
Yes
Anchor
No
Axis LMS
Yes
Easyflow
No
Element Finance
No
Float
No
Gmail
No
Ignition
No
Integrations
Stackreaction
Yes
Wufoo
Yes
Zapier
Yes
Anchor
Yes
Axis LMS
No
Easyflow
Yes
Element Finance
Yes
Float
Yes
Gmail
Yes
Ignition
Yes
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
$59/month/user
Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Aero Workflow
Founded
2013
Country
United States
Website
www.aeroworkflow.com
Vendor Details
Company Name
Karbon
Founded
2014
Country
United States
Website
karbonhq.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
No
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
