Financial Cents

Practice management software for accounting firms

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.


Images

Financial Cents Software - Accounting Practice Management Software
Financial Cents Software - Track the status of client work
Financial Cents Software - Automate client data collection
Financial Cents Software - Organize client info, docs, notes, and passwords
Financial Cents Software - Track time, invoice clients, and identify bottlenecks
Financial Cents Software - Scale your firm with insights
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Financial Cents video
Financial Cents Software - Accounting Practice Management Software
Financial Cents Software - Track the status of client work
Financial Cents Software - Automate client data collection
Financial Cents Software - Organize client info, docs, notes, and passwords
Financial Cents Software - Track time, invoice clients, and identify bottlenecks
Financial Cents Software - Scale your firm with insights

Not sure about Financial Cents? Compare with a popular alternative

Financial Cents

4,8 (121)
VS.
Highly reviewed

Starting Price

US$39,00
month
US$25,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

52
194

Integrations

1
26

Ease of Use

4,9 (121)
4,0 (18 308)

Value for Money

4,8 (121)
4,0 (18 308)

Customer Service

4,8 (121)
4,1 (18 308)
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Reviews

Overall rating

4,8 /5
(121)
Value for Money
4,8/5
Features
4,6/5
Ease of Use
4,9/5
Customer Support
4,8/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 121
Jorge L.
Jorge L.
Overall rating
  • Industry: Accounting
  • Company size: 11–50 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

Excellent product to you if you are an accounting firm

Reviewed on 2021/09/29

I happy to have implemented this. We have been using several practice management application - it...

I happy to have implemented this. We have been using several practice management application - it either difficult to set up or difficult to maintain - Financial Cents is easy to set up and maintain and it works for us.

Pros

Ease of use and set up. Our staff have no difficulty suing it from ground up. Thereare also a lot of training videos.

Cons

I can't find any that is major items to consider a weakness. so far we love it all.

Alternatives Considered

Practice Pro and Lytho Workflow

Reasons for Choosing Financial Cents

Difficult to maintain and keep up - tracking clients activities and hours - billings

Switched From

Qbo

Reasons for Switching to Financial Cents

Easy set up and easy to use
Cathleen
Overall rating
  • 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

solved several pain points for us

Reviewed on 2020/10/27

Lack of collaboration with team members was a frustrating problem. - I didn't want to use Teams,...

Lack of collaboration with team members was a frustrating problem. - I didn't want to use Teams, my experience with it has not been good. With the "chat" style comments and notes being at the project level or at the task level and notifications of call-out(s), it all becomes very organized for us.

Client and project info (email, text) converted into notes to attach to a client, project or task has been a godsend in this software. We had the ability to send notes to projects in our last software, but if you didn't know that it was there (say another individual working on the project) you would never see it.

Requests for client information was not an automated procedure for us and involved several steps which inherently enticed the client to attach sensitive information to the emailed request and return. We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure.

Our workflows were not even being utilized in our prior software as they were too convoluted and contributed to the noise. Triggering events didn't work properly and with the dashboard being too noisy, no one paid attention to alerts. Resolved with the notifications and better abilities to filter down on dashboard views.

Pros

The visual approach to projects coupled with the ability to filter your view down much easier allows us to get the future "noise" out of our way until needed for time budgeting or a more wide-angle view, letting us hunker down on the here and now, We have moved from a package that was so "noisy" on the dashboard, staff members were keeping their own spreadsheets on projects and tasks.

Biggest pain point resolution for us was the collaboration abilities: chat style with the ability to "call out" particular staff members and keep the notes. Too many things were in people's heads, or in their email boxes, not connected with the project or client. I will no longer hear "the client emailed me the info" or "the client texted me the info". While we can't integrate those two sources directly with the software, a quick copy and paste resolves that, call out the staff member with an @name leader and go from there. Indispensable with remote workers, no more broken email threads!

The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support! A simple suggestion to round out the support experience became reality within a week. It is so pleasant to have a software team leave me with a smile on my face every day rather than putting a cloud over my head for the rest of the day.

Cons

No integrated e-mail triage, although you can forward emails to an "in-box" to turn them into one-off projects or to-do items.

It was a bit difficult at first to lean into the idea of breaking up our original software into two software packages as this is not a full DMS, but in doing so and purchasing a true, dedicated DMS system, I realize how much our old software was lacking in DMS capabilities by trying to be all things, so the downside actually ended up being an upside for us.

Alternatives Considered

Liscio and Jetpack Workflow

Reasons for Choosing Financial Cents

Better utility for our needs on workflows, better visual organization.

Switched From

OfficeTools

Reasons for Switching to Financial Cents

It fit our criteria better. We weren't actively seeking to make a change off our old software until some discussions in accounting forums led me to investigate some packages out there that could perhaps resolve some frustrations for us.
James
James
Overall rating
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Financial Cents

Reviewed on 2021/04/28

Pros

The ability to manage budgets of multiple projects

Cons

The price for the amount of integrations doesn't match many other products of the same caliber

Carter
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Best workflow management tool

Reviewed on 2023/12/07

Pros

Easy to setup and tracks all of my client work. Can collaborate with employees and know the progress of all of our work.

Cons

Sometimes customer service can take 20-30 minutes to respond to a chat

Alternatives Considered

TaxDome, Jetpack Workflow and Karbon

Switched From

Trello
Krista
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I LOVE Financial Cents

Reviewed on 2020/07/29

I have just started creating my account and will be implementing it starting August 1st. In the...

I have just started creating my account and will be implementing it starting August 1st. In the process of moving everything over from my current CRM. But everything I have seen that it does, I am very happy and excited to start using it. It will save me so much time between tracking my employees time in another 3rd party and trying to figure out if I am over budget with hours for my clients. Right now I have to print a report in QBO and then put the hours in an excel spreadsheet and compare with the budget. F.C. will do all that within the software. Plus it will let my employees know how much time they have to work with so they can also watch their time and know if they are taking too long on a project.

Pros

This had everything you need in a CRM. From Timekeeping, track estimated hours a job should take, billing, effective hourly rate, automated client tasks reminders. Recurring tasks. It also has a chat with support right in the software and they are very responsive and answers all my questions that I may have throughout setting up my account. Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves. I am super excited about this feature. I won't have to worry about reminding them. They are reminded how often you want until they complete the task.

Cons

The fact we have to pay per user. It could get expensive if I hire too many employees. But for what it offers, it's worth what I pay for now. I have 3 users.

Alternatives Considered

QuickBooks Online

Reasons for Choosing Financial Cents

Financial Cents has so many more features and a better layout.

Switched From

Asana

Reasons for Switching to Financial Cents

I chose F.C. over others because the extra features they have. More specifically the automation and timekeeping.
Showing 5 reviews of 121 Read all reviews

Financial Cents FAQs

Below are some frequently asked questions for Financial Cents.

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

Financial Cents has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

Financial Cents supports the following languages:

English

Financial Cents supports the following devices:

Financial Cents integrates with the following applications:

QuickBooks Online

Financial Cents offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Financial Cents.