Financial Cents

About Financial Cents
Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform. Administrators can automate recurring projects such as bi-weekly payroll or monthly bookkeeping operations and utilize practice templates to streamline workflows across the organization.
Financial Cents allows team members to access clients’ interaction details and use the web portal to communicate and request required documents from customers. Supervisors can define steps for tasks or subtasks, track billing processes and configure access permissions for staff members. It also lets accounting firms store customer information such as contact details, documents, passwords, and notes in a centralized repository.
Using Financial Cents, bookkeepers can track the time spent on projects, export data to process invoices, and monitor clients’ financial performance through custom reports. Accounting firms can also schedule automated reminders to follow-up with customers and secure confidential information using Transport Layer Security (TLS) encryption.
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Reviews
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- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Streamlining Bookkeeping to leave room for more Advisory
Reviewed on 2024/02/02
Pros
I don't have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable - including the reminder emails.
Cons
It's still growing and missing features like bulk movement in their document system, but they're working on it. They're great at listening to end-user input.
Reasons for Switching to Financial Cents
Price was far more reasonable for smaller firms, and we don't do tax so we don't need all of those bells and whistles. FC has a no-password and simple portal and we can give our clients to-do's instead of us being responsible for constantly chasing down bank statements!- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
New user - love Financial Cents
Reviewed on 2024/11/12
I just started using it, loving it so far, excited about the
I just started using it, loving it so far, excited about the
Pros
It does so much in one app, I love that everything is in one place
Cons
It's taking me a bit to figure out how to use it, but I just need to spend more time watching the tutorials
Alternatives Considered
Keeper Connection ManagerReasons for Switching to Financial Cents
Looks easier to use and does what I need right now, plus I love that it's Canadian friendly!- Industry: Accounting
- Company size: Self Employed
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
All I need
Reviewed on 2024/10/16
Good so far. Hoping for more features in the near future
Good so far. Hoping for more features in the near future
Pros
Integrations, templates for bookkeeping, tax, onboarding processes. ReCat. Client Tasks.
Cons
That automations to create a project is for Scale plan only. And no mobile app
- Industry: Health, Wellness & Fitness
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Financial Cents Has Incredible Features that Suit Our Needs
Reviewed on 2024/11/25
Financial Cents is amazing because our experience has been exceptional.
It is the best.
Financial Cents is amazing because our experience has been exceptional.
It is the best.
Pros
Financial Cents is an incredible accounting solution that suit our needs.
I am impressed by the reliability and efficiency of Financial Cents.
Cons
Financial Cents has great features that suit our needs.
I have zero dislikes.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Financial Cents is an essential tool
Reviewed on 2024/10/02
Financial Cents has been an amazing addition to our up and coming CPA Firm. It is help us be...
Financial Cents has been an amazing addition to our up and coming CPA Firm. It is help us be organized with our clients information but with our workflow. I love the constant updates from the FC team and really love the customer engagement they have through Zoom meetings and social media groups.
Pros
Workflow and client management. As well as the Financial Cents teams continued improvement of the service and customer engagement.
Cons
There is no mobile app yet and they need to work on notifications.
Financial Cents FAQs
Below are some frequently asked questions for Financial Cents.Q. What type of pricing plans does Financial Cents offer?
Financial Cents offers the following pricing plans:
- Starting from: US$39.00/month
- Pricing model: Subscription
- Free Trial: Available
Financial Cents is offered across two pricing plans, outlined below. A free trial is available. • Annual Plan: $23 per user per month billed annually • Monthly Plan: $29 per user per month billed monthly
Q. Who are the typical users of Financial Cents?
Financial Cents has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does Financial Cents support?
Financial Cents supports the following languages:
English
Q. Does Financial Cents support mobile devices?
Financial Cents supports the following devices:
Q. What other apps does Financial Cents integrate with?
Financial Cents integrates with the following applications:
QuickBooks Online
Q. What level of support does Financial Cents offer?
Financial Cents offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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