softwareFinancial Cents
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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
What Is Financial Cents?
Overview
Financial Cents is an accounting practice management software that makes it easy for accounting firms to track client work, collaborate with staff, and hit deadlines. It offers workflow management, time tracking, billing, client database, email integration, and capacity management to help firms streamline their processes.
What Is Financial Cents Best For?
The easy-to-use practice management software, built for accountants and bookkeepers, is best for workflow automation. It allows an accounting firm to stop wasting time chasing clients using automated requests and reminders. It enables firms to get client documents and information faster.
Financial Cents Pricing
- Team Plan - $49/user/month
- Scale Plan - $69/user/month
Disclaimer: The pricing is subject to change.
Financial Cents Integrations
In addition to Zapier integration, users can connect Financial Cents software to several other third-party applications, including:
- QuickBooks Online
- Google Drive
- Cognito Forms
- Microsoft Outlook
- Gmail
- HubSpot
- Salesforce
- Mailchimp
How Does Financial Cents Work?
Here is how you can start using Financial Cents project management software:
- Log into the software
- Manage tasks through the workflow management dashboard that tracks the status of all client work
- Create client tasks and set auto reminders for them to complete tasks and fill spreadsheets
- Upload client documents securely without needing them to create logins
- Organize client database and notes in one centralized place
- Track time spent on projects and generate invoices within the app
- Integrate email to manage client responses faster
- View analytics and insights on project statuses, bottlenecks, and team capacity
Who Is Financial Cents For?
Financial Cents is best suited for small to medium-sized accounting and financial services businesses. It can also benefit:
- Certified public accounting (CPA) firms
- Taxation departments
- Accounting project management companies
- Bookkeeping consultants
- Marketing agencies
Is Financial Cents Right For You?
Accounting, tax and bookkeeping firms should consider Financial Cents if they seek a user-friendly and comprehensive solution to manage their practice efficiently and scale operations. The software provides key functionalities that help firms streamline processes, improve visibility, and automate repetitive tasks.
In addition, Financial Cents ensures sensitive client and practice data is securely stored within the software's infrastructure, which complies with industry standards like SOC 2 Type 2 and privacy regulations like GDPR and CCPA.
Read Financial Cents reviews to learn more about how you can gain value from the software, or contact us at (661) 384-7070 for further information.
Financial Cents Features
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.
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.
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.
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
View Price
What's Included
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
Scale Plan
View Price
What's Included
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
Financial Cents Reviews
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