Financial Cents Reviews

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.

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.

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.

Pros

With the to-do lists and client portals set up, I don't have to constantly chase clients. They can ask questions and I can add accountability tasks for them, which are automatically reminded. Everything is highly customizable, including the reminder emails.

Cons

The platform is still growing and lacks certain features, such as bulk movement in the document system, but they are actively working on it. They excel at listening to input from end-users.

Pros

The cost of FinancialCents doesn't increase as my practice grows. This is what I like the most.

Cons

It would be great to have an admin option where they are charged less for fewer features.

Pros

I am excited about transitioning from Asana to this all in one solution specifically designed for bookkeeping. FinancialCents will merge multiple software we currently use, such as Asana, Boomerang, LastPass, and more. We are always searching for efficient ways to accomplish our work, and FinancialCents was the obvious next step. The AI emails are extremely helpful, and the automated email sending upon task completion is a great feature. Automation is essential.

Cons

FinancialCents consistently incorporates user feedback and makes improvements accordingly. At this point, I don't have any complaints.

Pros

I am a big fan of the client portal and the password vaults for clients.

Cons

It's not the most affordable option, and the workflow dashboard can appear overwhelming.

Pros

I am amazed that it requires minimal effort to understand. The introductory videos were very helpful and set me on the right track. It's like organizing my thoughts and putting them into order. It helps me stay organized and get things done.

Cons

The price was a bit high as per me but I am taking a leap of faith that both I and my team will make the most of it.

Pros

It is user-friendly and easy to learn, while also offering a wide range of features. Considering what's included, it is also very affordable. The integration with emails and the ability to create a project directly from an email is an excellent feature.

Cons

There are still some features and integrations that haven't been added yet.

Pros

The dashboard view is the most intuitive I've seen. The setup and implementation process is straightforward, and using the software is a breeze.

Cons

It appears to be missing a few features that we were looking for, but overall it provides the most comprehensive solution.

Pros

I really enjoyed how easy it was to integrate with other tools. Connecting Adobe and Quickbooks Online was a seamless process. I also like the project management capabilities for internal use and the client task lists. It's great that clients don't necessarily need to create an account to upload files.

Cons

Personally, I would prefer if a few more things were integrated into the platform rather than relying on external integrations.

Pros

It's a classy kind of software for managing client and task management, with the option to upload and store documents in one centralized system.

Cons

The documents view for Excel doesn't display fully which makes us to download the file to make amendments and view it completely.

Pros

The trial allows you to test out all the functions. We ended up purchasing after the trial because we love it.

Cons

The price seems a little high for just two users. I wish it wasn't as costly.

Pros

The cloud-based accessibility, affordability, intuitive interface and INCREDIBLE customer support are fantastic.

Cons

So far, there is nothing that I dislike about it.

Pros

Implementation was a breeze as I was up and running within a day. The ongoing support and constant development are impressive.

Cons

Any features that are still in development are open to feedback, and the team is actively working on them. So there are no cons at the moment.

Pros

Having everything in one centralized place is a major advantage.

Cons

So far, during the implementation phase, we haven't encountered any issues.

Pros

It handles multiple functions and meets various needs.

Cons

It is a good program. The only con is that the price increases regularly, so it's advisable to join as soon as possible to secure access to new features at the current price.

Pros

The ease of use, the ability to have everything in one place and the fair price are all exceptional.

Cons

I am unable to change the calendar to start on a Monday, which is something I would like to have.

Pros

It's easy to set up and tracks all my client work. I can collaborate with my employees and keep track of the progress on all our tasks.

Cons

Occasionally, customer service takes around 20 to 30 minutes to respond to chat inquiries and I prefer quick responses.

Pros

I am impressed by the lightning-fast speed of this cloud-based product. It makes managing projects very easy and prevents the buildup of neglected tasks. Moreover, I love how user-friendly and bug-free it is. I rarely encounter any issues.

Cons

Invoicing functionality is not yet available but I have heard its in development for 2024.