Financial Cents

4.8 (167)
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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.


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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

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Reviews

Overall rating

4.8 /5
(167)
Value for Money
4.8/5
Features
4.7/5
Ease of Use
4.9/5
Customer Support
4.8/5

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Showing 5 reviews of 167
Danielle
Danielle
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

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.

Alternatives Considered

Canopy and Karbon

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!
Lisa
Overall rating
  • 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 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 Manager

Reasons for Switching to Financial Cents

Looks easier to use and does what I need right now, plus I love that it's Canadian friendly!
Lyka
Overall rating
  • 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

Yuliana
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • 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.

Dustin
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

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.

Showing 5 reviews of 167 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.