List of Aero Workflow Customers
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United States
Since 2010, our global team of researchers has been studying Aero Workflow customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Aero Workflow for Business Process Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Aero Workflow for Business Process Management include: Ann G Lee Cpa, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Redmond Accounting, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, FitBooksPro, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Aero Workflow, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Aero Workflow customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Ann G Lee Cpa | Professional Services | 10 | $1M | United States | Aero Workflow | Aero Workflow | Business Process Management | 2019 | n/a | In 2019, Accounting Lifeline implemented Aero Workflow, Apps Category , to manage recurring bookkeeping and advisory workflows for its small-business clients in the United States. The implementation targeted core operational control for a 10-employee professional services firm, centralizing task assignment and process orchestration across client engagements. Aero Workflow was configured to run templated workflows, recurring tasks, and time tracking, aligning with standard bookkeeping and advisory operational patterns. The deployment emphasized workflow orchestration, task visibility, and time-entry capture to support multi-person coordination and consistent service delivery. Operational coverage focused on firm-level delivery teams serving US small-business clients, and governance shifted toward standardized checklists and role-based task ownership to improve consistency. Outcomes reported by the firm include greater consistency and reliance on Aero Workflow for multi-person firm task management, and improved time-tracking and task visibility across engagements. | |
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FitBooksPro | Professional Services | 10 | $1M | United States | Aero Workflow | Aero Workflow | Business Process Management | 2016 | n/a | In 2016, FitBooksPro implemented Aero Workflow, Category: . The professional services bookkeeping firm adopted Aero Workflow to schedule recurring bookkeeping tasks, onboard clients, and preserve firm procedures according to Aero vendor materials citing customer Jody Linick. Configuration and module usage centered on checklists, recurring tasks, and formalized procedures, reflecting the modules referenced in the vendor testimonial. Aero Workflow was used to orchestrate recurring schedules for bookkeeping and payroll workflows, to drive client onboarding sequences, and to codify step by step task lists and firm standard operating procedures. Operational scope covered the firm’s bookkeeping and payroll functions within the United States, with the firm’s bookkeeping team using Aero Workflow to operationalize task assignment and checklist enforcement. Governance emphasis focused on preserving firm procedures through checklist driven workflows and recurring task governance, and the vendor content explicitly quotes Jody Linick on using Aero’s procedures and checklists. | |
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Redmond Accounting | Professional Services | 10 | $1M | United States | Aero Workflow | Aero Workflow | Business Process Management | 2011 | n/a | In 2011, Redmond Accounting implemented Aero Workflow, Apps Category: . Redmond Accounting uses Aero Workflow to run and standardize cloud based bookkeeping, its virtual accounting department, and client accounting services across distributed staff in the United States. The deployment centers on firm level workflow and checklist management capabilities, with Aero Workflow configured for workflow orchestration, checklist templates, task assignment, and process documentation to standardize recurring finance processes. Aero Workflow is used at the firm level to codify procedures and to provide repeatable checklists for client engagements and bookkeeping cycles. Operational scope is focused on finance functions delivered by a distributed team, with governance enforced by templated checklists, defined roles, and centralized workflow configuration owned by the firm. Redmond Accounting uses Aero Workflow to ensure consistent task sequencing and procedural compliance across its virtual accounting department and client accounting services. |
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