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What is AuditDashboard?

AuditDashboard's cloud-based platform revolutionizes the way professionals and clients gather information by standardizing the process. It enhances the client experience through a collaborative and interactive PBC request list that simplifies the reconciliation of pending requests. By centralizing communication and document management, AuditDashboard boosts efficiency and removes information silos that can impede productivity. This innovative solution not only saves time but also promotes organization and keeps all parties informed. Our secure and user-friendly software effectively streamlines document collection, ensuring a hassle-free experience for clients. Additionally, it transforms engagements into collaborative endeavors, helping to maintain focus and accountability among team members. Both clients and firms appreciate the dashboard, which provides clear visibility into completed tasks alongside pending ones, allowing them to visualize the progress of everyone's contributions. This transparency fosters better teamwork and enhances overall project management.

What is Aero Workflow?

Aero equips your firm with vital tools to make the most of its knowledge capital efficiently. By seamlessly merging your workflows and daily tasks, Aero boosts efficiency, scalability, and profitability within your organization. You can rest assured that every detail of client work will receive the attention it deserves, whether it pertains to a one-off project, ongoing task, urgent client issue, or even correspondence via email. Everything is organized into a unified list, allowing you and your team to have a clear view of priorities that need addressing today. With Aero, monitoring the progress of all client-related tasks becomes straightforward: you can track what has been finished, what is in progress, and what deadlines are approaching. The platform includes a time tracking feature that alerts you to any potential scope changes as they happen. Furthermore, Aero's management reports offer essential insights into vital metrics such as employee performance and project costing, empowering you to enhance your practice even further. By adopting Aero, you not only improve the efficiency of your operations but also elevate the level of satisfaction experienced by your clients, fostering long-term relationships. This ultimately positions your firm for sustained growth and success in a competitive market.

Media

Media

Integrations Supported

Nekton.ai
Stackreaction
Wufoo
Zapier

Integrations Supported

Nekton.ai
Stackreaction
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Audit Dashboard Inc.

Date Founded

2012

Company Location

Canada

Company Website

www.auditdashboard.com

Company Facts

Organization Name

Aero Workflow

Date Founded

2013

Company Location

United States

Company Website

www.aeroworkflow.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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