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features
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Description

Athena Workflow is a software solution specifically designed for accounting practices, aimed at streamlining their operational processes. This task management tool helps enhance your efficiency by saving precious time and money while keeping your practice organized. With its features for job management, task delegation, and real-time updates, you can confidently complete your work promptly, catering to the unique demands of each client. Our objective is to provide accounting professionals with a North American software crafted by accountants, ensuring that the organization of accounting tasks is both effective and efficient, while securely storing various digital information. By equipping accounting firms with a comprehensive software solution, we strive to support the broader goals of most accounting practitioners and promote eco-friendly practices, ultimately contributing to the well-being of our planet. In this way, Athena Workflow not only serves as a time-saving tool but also reinforces a commitment to sustainability in the accounting industry.

Description

Each organization will set specific goals, and every individual will need to play a role in achieving their team's overarching objectives. Regardless of the business aim, it is crucial to assess the outcomes of various activities and to enhance the agility and transparency of business operations. Enterprise Resource Planning (ERP) systems, which extend beyond standard management applications, are essential for overseeing the daily data generated by large companies, enabling them to provide customers with superior products and experiences. Historically, these systems have been utilized primarily for back-office tasks related to finance and accounting; however, they now need to integrate with customer relationship management (CRM) applications, Industry 4.0 technologies, and other systems to foster customer loyalty effectively. The evolution of ERP systems emphasizes the importance of interconnectedness in today’s fast-paced business environment, ensuring that companies can adapt quickly to changing market demands.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
IRS POS
QuickBooks Online

Integrations

Docusign
IRS POS
QuickBooks Online

Pricing Details

$249 per year
Free Trial
Free Version

Pricing Details

$16.39 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Athena Workflow

Country

United States

Website

www.athenaworkflow.com

Vendor Details

Company Name

Avantune

Founded

1994

Country

Canada

Website

www.genialcloud.com/discover-genialcloud-proj

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Alternatives

Alternatives

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