Last Updated

Overview

Financial Cents delivers streamlined accounting practice management. Explore its intuitive features and complete more work by simplifying data collection, enhancing team collaboration, and efficiently meeting deadlines. It's a robust solution for accounting firms striving for scalability. Explore Financial Cents software features to enhance your staff members' productivity.

Financial Cents Specifications

  • Time Tracking
  • Task Management
  • Reporting
  • Budget Management

Financial Cents Features

Workflow Management

With this feature, track the status of client work, see who is working on what, and stay on top of all your accounting deadlines in one place. You can also organize client jobs into workflows, assign tasks to teams, and monitor progress in real-time. It helps you save time and increase employee productivity.

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Time Tracking And Invoicing

The platform enables users to capture detailed timesheets. It allows you to generate invoices from tracked time and expenses. Time tracking helps you analyze profitability and identify process inefficiencies.

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Client Database

Maintain all client details, communications and files in one password-protected online database. Quickly search and filter thousands of client records. Moreover, team members can easily access the latest client information anywhere.

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Capacity Management

Get a comprehensive overview of firm-wide capacity for optimal resource allocation and workload distribution. Financial Cents lets you identify constraints, over-utilized resources or periods of under-capacity. It helps smooth out workflows and prevents overbooking staff.

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Pros And Cons of Financial Cents

Pros

  • Provides online syncing and access

  • Includes financial planning and bill payment features

  • Offers easy-to-read reports, as per one Financial Cents review

  • Multiple customer support options

Cons

  • Team plan may be limited for some users

  • Requires reliable internet connection to sync data and work properly

  • No API access

Financial Cents Pricing

Team Plan

Scale Plan

  • Visibility, collaboration, and organization

  • Integrated email

  • Workflow and to-do lists

  • Workflow automations

  • Client tasks & requests

  • Client portal

  • Secure file sharing

  • E-signature

  • QuickBooks integration

  • Document management

  • Productivity with more automations & integrations

  • Everything in Team Plan and

  • Auto-follow ups for client tasks

  • Customize client task emails

  • Task dependencies

  • Emails triggered by tasks

  • SmartVault Integration

  • Zapier (5,000+ Integrations)

  • Branded client portal

  • Open API

Disclaimer: The pricing details were last updated on Sep 07, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Financial Cents Reviews

Total 61 reviews

4.9

All reviews are from verified customers

Rating Distribution

5

Stars

90%

4

Stars

10%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

C

Charlie

Accounting, 1-10 employees

Less than 6 months

4.0
April 2024

“Great CRM system, easy to use!”

Pros

This work flow management tool is very simple to use. My entire staff loves it because it's straightforward and efficient.

Cons

Personally, I have no complaints about it. The only thing I would mention is that it seems to be mainly tailored to US customers.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

S

Stephanie

Accounting, 1-10 employees

Less than 6 months

5.0
March 2024

“Amazing Product for Accountants”

Pros

The client portal system and automatic reminders have been a lifesaver for me. I honestly can't praise it enough.

Cons

The pricing structure charges the same amount per user. I would have preferred if it were an additional cost per user rather than doubling the price.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

B

Behzad

Accounting, 11-50 employees

Less than 6 months

4.0
March 2024

“Easy to Use”

Pros

I like the task management, client management and data management capabilities.

Cons

Invoicing is limited to time based billing, which is the only downside for me.

Rating Distribution

Ease of use

10

Value for money

8

Customer Support

8

Functionality

8

Frequently Asked Questions

Does Financial Cents offer an API?

No, API access is not available.

What languages does Financial Cents support?

It supports the English language.

What other apps does Financial Cents integrate with?

Financial Cents integrates with Google Drive, HubSpot, QuickBooks Online, Cognito Forms, Microsoft Outlook, Gmail, Salesforce, and Mailchimp.

Does Financial Cents support mobile devices?

The vendor has not indicated compatibility with mobile devices.

What types of pricing plans does Financial Cents offer?

The Financial Cents cost depends on two pricing plans: Team Plan ($49/user/month) and Scale Plan ($69/user/month).

Who are the typical users of Financial Cents?

Typical users of Financial Cents include marketing agencies, taxation departments, certified public accounting (CPA) firms, bookkeeping consultants, and accounting project management companies.

What level of support does Financial Cents offer?

Support options offered by the Financial Cents include chat, phone, email, FAQs, live representatives, and a knowledge base.

How is Financial Cents a game changer in financial software?

Financial Cents streamlines accounting processes, making it a game changer in financial software. It offers real-time collaboration and workflow management, revolutionizing how teams work.