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Athena Workflow

Overview

Athena Workflow 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Athena Workflow
Athena Workflow
5.0
(1)

Pricing

Starting at $21.00 per month

About Athena Workflow

Athena Workflow is an accounting software solution specifically created to help companies with their everyday accounting tasks and responsibilities. The software is tailored for accountants and provides them with the most essential accounting tools such as file storage, document management, file backup, security, time tracking and many more.

Athena Work Flow, allows linking to two additional programs such as: QuickBooks and DocuSign. Through the QuickBooks API we obtain financial information about the company, very useful for analysis and decision making. While with DocuSign it allows us to forget about the papers, and send different documents for their electronic signature, both the signer and the payer can view and download the completed documents at any time.

Athena Workflow consists of a very interactive Dashboard where you will find different Financial graphs, among which we can find client reports for different services, where the number of clients for different types of frequency stands out, the amount that the employee is paid to perform the task, what the client is charged for this same task and the utility that this task generates.

Also in the Dashboard we have graphs...

of "Profit and Loss" either comparative or in different filters. And different comparative forms according to the needs of each user. Athena Workflow, consists of a module called "Documents" in which it shows us all the documents saved within Athena. And just looking for you in the filters will guide us to the location where you are. In addition, it shows us the details related to the user who uploaded the document. This module allows us in a very agile way to be able to locate and reach each document, it is a very useful shortcut, to maximize time. Within Athena Workflow we can find a model called "Reports" in which we find each of the jobs organized in their different status. It presents us with a screen with two views of the jobs, one in the form of a list and the other in the form of rectangles, both arranged in alphabetical form, first showing the jobs that are overdue and then the jobs in progress. In addition, it allows us to search for jobs or tasks in real time, the filters that this module has integrated are very effective to get to what you are looking for. We can export these reports, to obtain them in another format and to be able to adapt them to the needs of each user. The "My Jobs" module within Athena works in a similar way to the report module, with the exception that it contains the jobs assigned to a specific user, while the Report module contains the jobs of all users. Within its main Athena modules we can find that of Clients, where each of the clients is ordered alphabetically on the main screen showing the amount of work per client, the assigned work team and the date of the last change.

Athena Workflow Screenshots

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Athena Workflow Pricing and Plans

Starting price: $21.00 per month
Free Trial
Free Version

Basic

$21.00

per user, per month

No plan information available

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    Athena Workflow Features

    • Popular features found in Accounting Practice Management
      Billing & Invoicing
      Client Management
      Due Date Tracking
      For CPA Firms
      Project Management
      Time Tracking
    • More features of Athena Workflow
      Accounting
      Accounting Integration
      Activity Dashboard
      Alerts/Notifications
      API
      Approval Workflow
      Audit Trail
      Client Portal
      Configurable Workflow
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Document Management
      Document Storage
      Document Templates
      Email Management
      Financial Analysis
      For Accountants
      Mobile Access
      Progress Tracking
      Project Time Tracking
      Reminders
      Reporting/Analytics
      Reporting & Statistics
      Search/Filter
      Secure Data Storage
      Staff Management
      Status Tracking
      Task Management
      Third-Party Integrations
      Timer
      Workflow Management

    Athena Workflow Integrations

    Docusign
    Docusign

    Athena Workflow User Reviews

    Overall Rating

    5.0

    Ratings Breakdown

    5

    100%

    4

    0%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    5.0

    Value for money

    5.0

    Customer support

    5.0

    Functionality

    5.0

    Have you used Athena Workflow and would like to share your experience with others?

    DR

    Dunia R.

    Verified reviewer

    Accounting

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed October 2021

    Athena workflow review

    5

    Athena has saved us hours of work not only in the electronic document management section of the software but it ha also helped us get more organized as we now just go to one place to find all clients information, bank statements, reconciliations, financial statements, and from there se can share, print, email the documents to the client portal and the client gets notified. saving us time on tel call etc.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    After trying many different practice management software Athena workflow is one of the most complete accounting practice management software in the industry right now it even include and electronic document management module that connect DocuSign to give the accountant the ability to have document sign electronically , it also includes a client portal where the client can save there own personal documents and the client gets email as a notification when the accountant send him or her documents for review.
    Cons:
    the truth is that this software should sell for a lot more as it includes a lot more features than other softwires of the same magnitude and they are not nickel and diming you.

    Reasons for choosing Athena Workflow

    the difference is clear, and the value is amazing

    Reasons for switching to Athena Workflow

    there is a clear difference in the amounts of clicks that it takes to go from one task to another, therefore saving us time and money

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    Showing 1 - 1 of 1 Reviews

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