This month at Insightful Accountant's QB Talks show, Debra Kilsheimer and I will provide a "Comparison of Workflow Apps" that work with QuickBooks and Xero. The show will be held on July 16th at 2:00 PM Eastern.
Workflow Apps usually focus on the specific steps and sequences involved in completing a particular task or process within a business, and most are not explicitly designed for accountants or bookkeepers. We will examine Aero, FloQast, Jetpack, Monday.com, Trello, Uku, XBert, and Xenett.
Typically, these solutions are designed for your clients; however, some solo accounting or bookkeeping firms may choose one of these apps for their use if they find Practice Management apps too costly for their needs. So, even though you might consider one of these workflow solutions for yourself, 'workflow' functionality is one of many features you should find within ' Practice Management Apps'.
In exploring these eight Workflow Apps, we compared features like AI-assisted functionality, Audit trail, Reminders/Notifications, Calendar view, Checklists, Collaboration, Document management, Mobile access, Reporting/Analytics, Task management, Templates, Time-tracking, and Integrations. However, those aren't all the features we will discuss.
We will also consider price, interface customization, support, and Insightful Accountant’s key ranking factors, including Ease of Implementation, Ease of Use, Support, Configuration/Customization, Reputation, Automation Capabilities, Functional Performance, and Price. All of these key ranking factors lead to the generation of an overall score for each App.
In addition to these functional and analytical comparisons, Debra will provide her ‘down-to-earth’ 👍yea or👎nay opinions on these Apps. At the same time, I will review my significant 😊likes (pros) and 🙁 dislikes (cons) for each of these Apps.
By the end of our App Comparison, you will know if you are ready to transition your clients to a specific Workflow App, use one for yourself, or decide to explore them more deeply with follow-up content from our "Be Insightful" platform.
For July, our QB Talks sponsor is Erplain, the makers of Erplain and Stockpit. These two inventory solutions work with QuickBooks. While Erplain is designed to be a standalone inventory and order management software that can integrate with QuickBooks, as well as Shopify, Stockpit is an inventory add-on that allows users to handle their sales and purchases within QuickBooks, while Stockpit provides inventory control.
Both solutions can provide benefits such as multi-location, multiple price levels, multi-currency inventory, inventory reserve, traceability, and assemblies for manufacturing. If you've been looking for an inventory solution to bolster QuickBooks, you will not want to miss this opportunity to hear about Erplain and Stockpit.
QB Talks will take place on July 16, 2025, at 2:00 PM. If you’re already registered, you will get the typical Zoom reminders sent to you one week, one day, and one hour prior to the show.
If not, Register Here for QB Talks