Aero Workflow Alternative

What Is Aero? 

Aero has been around since 2013. It was started by Laura Redmond, an accountant who was frustrated when she couldn’t find a workflow platform that worked for her team. 

Since 2013 Aero has been serving small to midsized firms with tools that help take a firm’s knowledge capital and put it to work. 

Key Differences Between Aero and Financial Cents 

You may ask – how does Aero differ from FC? 

Both are great programs! But here are a few ways they are different: 

• You cannot automate client data collection in Aero 

Isn’t it annoying when you are forced to hound clients for data? Not only does it take up valuable time and energy, it makes you feel like a real bully to keep nagging clients for bank statements or other info. 

Fortunately, FC offers a feature that automatically requests data from clients and then follows up with them until they fulfill the request. That means you’ll never have to go be a bully again! 

This is one super cool feature that Aero does not include. 

• FC automatically turns client email requests into tasks 

We have all experienced a messy inbox from time to time. 🙂 The unfortunate thing is that it can be really hard to keep track of client requests in the form of emails, and sometimes things can get missed. 

With FC, you can set it up so emails with client requests get turned into tasks, which you won’t lose track of so easily. Aero includes a lot of great features, but it doesn’t have anything like this. 

• FC helps you manage your team’s workload 

Aero offers an excellent reporting system with multiple types of reports. However, one feature it lacks is a place to get an overview of how the work is spread out among your team members. 

FC offers a feature where you can get a quick bird’s eye view of how much each of your team members is taking on, so you can see who might be burning out and who is under-contributing. You can also quickly reassign tasks here so you ensure all the work gets done efficiently and nobody is snowed under. 

• Aero is more outdated than some workflow programs 

One of Aero’s largest drawbacks is that it has a fairly outdated user interface. It’s not terribly attractive or easy to use. However, Aero does offer several onboarding services ranging from $1,000-$2,000. They include a custom success manager, client import, template creation, and job creation. 

FC offers live training, client import, and a dedicated success manager, all free of charge with the program. 

• Pricing differences 

Lastly, FC is much cheaper than Aero: 

• FC: $276 per year, per user 
• Aero: $468 per year, per user