Advisor 8 Workflow Review: Pricing, Features & Alternatives 2023
This article is part of a larger series onAccounting Software.
Advisor 8 Workflow is a project management software that has a tight integration with QuickBooks Online. It can track jobs, tasks, and time within the app. Ideally, this software is best for accounting and bookkeeping firms, but it can also be used for project tracking of any service-based business. Pricing is $40 per user per month, but you can save 50% if you get the annual plan at $240 per user per year. It offers a free trial for 14 days.
Pros
- Comes with a document management system
- Has a clean user interface
- Includes all Advisor 8 apps in the free trial
- Offers great price savings under annual billing
Cons
- Cannot be used without QuickBooks Online
- Cannot be used with other accounting software
- Has no user reviews on popular user review sites
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Supported Business Types
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Accounting firms or project-based businesses |
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Pricing
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$40 per user monthly |
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Discount
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50% off for annual billing |
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Free Trial
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14 days |
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Standout Features
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- Accounting and bookkeeping firms: Accounting practice involves a lot of steps and substeps. Workflow’s task tracking features can help accountants dive into smaller tasks individually and determine how each contributes to the main task. You can even integrate Workflow with QuickBooks Online Accountant. Read ourQuickBooks Online Accountant reviewto learn more about its exclusive features for accounting practitioners.
- Businesses using QuickBooks Online: Workflow can connect with QuickBooks Online using Intuit login credentials, making it more convenient for existing QuickBooks Online users.
- Tracking tasks: Workflow’s job tracking lets you create parent jobs with child tasks beneath them. This is a great feature for granulating tasks and ensuring that all requirements are met before completing the parent task.
- Storing documents: The document storage system of Workflow lets you save files in the cloud and share them for better collaboration. You group documents into folders and use tags for better tracking.
- Managing clients: You can manage client billing, fees, and proposals in Workflow. This feature is a great help for accounting firms that handle multiple clients with unique needs.
- Xero & MYOB users: With QuickBooks Online as its sole accounting software integration, Workflow isn’t a pick for non-QuickBooks Online users. We recommend Projectworks if you use Xero or MYOB. Read ourreview of Projectworksto help you decide if it fits the bill.
- Construction firms: Though construction firms are also project-based, Workflow is still not a good fit because it lacks construction-specific features like tracking change orders and bidding management. We recommended CoConstruct, one of ourbest construction software that integrates with QuickBooks Onlinespecifically for project management.
- Those looking for project customization: Workflow isn’t flexible enough for users to create custom project workflows through automations and custom statuses. If customization is a must-have for your operations, monday.com can cater better to your needs. It also integrates with QuickBooks Online to automatically export monday.com invoices to QuickBooks Online. Ourmonday.com reviewdiscusses the great features of this software.
- Retailers:工作流并不是理想的零售商或任何业务乐鱼app官网下载入口ss that sells inventory. Since it is for tracking projects, it can’t be used for inventory management. Read our guide to theleading inventory management softwarefor alternatives.
Advisor 8 Workflow Alternatives
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Best for: Xero and MYOB users looking for project management software integration |
Best for: Construction companies |
Best for: Project customization |
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Cost: Starts at $370 per month for up to 10 users |
Cost: $399 to $999 per month for unlimited users |
Cost: $12 or 24 per user, per month |
Not what you’re looking for?Our roundup of the best project management software that integrates with QuickBooks Online provides alternatives for QuickBooks Online users needing project management software integration.
Why We Like Workflow Advisor 8
We like Workflow’s clean user interface and fast integration with QuickBooks Online—users only need to use their QuickBooks Online login credentials to access Workflow. The job and task tracking system is also outstanding because of the parent-child relationship feature that lets users granulate tasks into smaller components.
如果你喜欢顾问8工作流的功能,我们recommend that you get a QuickBooks Online subscription now to enjoy 50% off for three months plus a free guided setup from a QuickBooks ProAdvisor. Read ourQuickBooks Online reviewto learn about its features. However, if you’re an existing QuickBooks Online subscriber, try Advisor 8 Workflow for 14 days.
Advisor 8 Workflow Pricing
Advisor 8 Workflow pricing is $40 per user, per month. You can get the annual plan at $240 per user per year and save 50% on annual billing.
Advisor 8 Workflow Features
We discuss Advisor 8 Workflow accounting features and project management capabilities in detail below. Click through each heading to learn more about a feature.
The QuickBooks Online integration of Advisor 8 Workflow uses your QuickBooks Online or Intuit login credentials to access the Workflow app. Once logged in, you’ll see the Workflow dashboard. Unlike other third-party software wherein you first need to go to QuickBooks Online settings, there’s no additional step needed to integrate Workflow into QuickBooks Online.
The image below shows the Workflow dashboard.
Dashboard
You can track jobs and tasks in Workflow and their status. Browse through the images below to see how this feature works.
The client dashboard will import all clients automatically from your QuickBooks Online account, so you don’t have to worry about importing them manually. The image below shows the dashboard with no clients listed yet because the QuickBooks Online account used for illustration purposes has no existing clients.
Client Dashboard
Creating clients within Workflow will also create clients in QuickBooks Online, so remember to always have admin access allowed in QuickBooks Online settings. Once you have all clients on Workflow, you can navigate to Billing, Files, and Proposals to check information relating to a specific client using a drop-down menu.
Another great feature in Workflow is its document management system. You can group documents in folders for better file organization. To upload documents, click Upload Files and a floating window will appear.
Document Management
Workflow also comes with a time tracker that enables users to track time spent per task precisely. Users can check their time entries under My Time Cards and the time cards of others under Staff Time Cards. If you click Time, you can enter time manually in case you forgot to log it using the built-in timer.
Time Card Entries
Another way to track time is through the timer. You can access the timer by clicking on the clock icon at the top right corner beside the QuickBooks Online logo.
In our expert opinion, it would’ve been better if the timer could be accessed directly through the task card—it would be easier for users to start and stop the timer when starting and completing a task. In this setup, it’s possible that some users will forget to stop the timer. Another possible improvement would be stopping the timer automatically once the task has been marked as completed.
Advisor 8 Workflow Ease of Use
Advisor 8 Workflow is easy to use because of its intuitive interface. It doesn’t have a steep learning curve, so you can easily get used to the software after exploring it. Since it uses QuickBooks Online login credentials, it makes logging in easier and more convenient for QuickBooks Online users.
Workflow is also available for QuickBooks Online Accountant, making it very suitable for accounting firms to manage their operations.
Advisor 8 Workflow Reviews From Users
As of this writing, customers have not left an Advisor 8 Workflow review on user review websites like Capterra, G2, and Software Advice. On QuickBooks App Store, it has a 5-star rating based on around 10 reviews.
Users left only positive feedback, such as excellent task delegation and collaboration features. Since the comments are mostly positive, we recommend that you get the free trial first to see the look and feel of the software.
Frequently Asked Questions (FAQs)
No, because it requires users to sign in using QuickBooks Online. Make sure to subscribe to QuickBooks Online if you haven’t or have your QuickBooks Online or Intuit login before signing up to Advisor 8 Workflow.
Unfortunately, it’s not. It’s only for QuickBooks Online and QuickBooks Online Accountant users.
Bottom Line
Our Advisor 8 Workflow review covered all the important aspects of the software and why it’s a great project management tool for accounting firms and project-based businesses. Because of its job tracking, document storage, and time tracking features, users can manage workloads and deliverables with ease efficiently.
