Financial Cents Reviews

“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.

“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.

“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.

“Streamlining Bookkeeping to leave room for more Advisory

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.

“Great Program/App

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.

“Bookkeeping Efficiency Unlocked

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.

“Getting Started

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.

“An Honest Bookkeeper's Review

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.

“Works Very Well

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.

“Financial Cents review

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.

“Amazing !!

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.

“Financial Cents for client and task management

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.

“If you havnt tried the trail, you are missing out!

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.

“Can't say enough good things abou tit!

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.

“Awesome Product

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.

“Easy to Use and Keeps everything organized

Pros

Having everything in one centralized place is a major advantage.

Cons

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

“This is a great and comprehensive product

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.

“Amazing Program

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.

“Best workflow management tool

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.

“Best Workflow Software Out There

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.

“Best Software

Pros

This platform is specifically designed for accountants like me. Finally, no more wasting time trying to search for other tools to fit our needs.

Cons

They are still relatively new in the market, so they are constantly releasing updates. I just hope they strike the right balance and don't overcrowd the software.

“Cost Effective Cloud based Accounting Practice Management System for Accountants

Pros

The automation within tasks, subtasks, manual timesheet entry and the timer for current time entry are great. The client portal is excellent, providing an easy link to client documents.

Cons

The client portal needs improvement in terms of allowing clients to easily open standard files like MS Office Word, Excel and PDFs with just one click.

“Love Financial Cents!

Pros

Honestly, all the features are fantastic and they keep adding new ones regularly.

Cons

The client portal (which will be added as a future feature) and document management systems don't align with my specific preferences. They are similar to other systems like TaxDome, Canopy and Karbon, but I have particular requirements in these areas. I prefer using CaseWare for document management.

“Financial Cents

Pros

Having one centralized place to track projects is a game-changer. The platform continuously incorporates new features based on customer requests.

Cons

If you need help, you initially have to interact with a chatbot rather than a person. If the chatbot can't assist, then you can chat with a person when they become available. It can be frustrating that getting help takes a while.

“Awesome Project Management Program

Pros

The pre-designed templates for projects are a great addition.

Cons

What I like least is that the projects don't come with daily templates.

“Practice Management

Pros

I like how easy it is to use Financial Cents, particularly when it comes to linking clients, utilizing the client portal and setting up automated reminders and tracking.

Cons

I feel the price for the customized portal could be bit more reasonable. I am uncertain if I need integrated portal management. It would be useful if it could connect to Proconnect instead of Lacarte, which we don't use.

“Great for Remote

Pros

The shared communication feature ensures that everyone is aware of what is happening with a client.

Cons

The support response time went from around 5 minutes for a chat to over an hour.

“Great Product/Excellent Customer Service

Pros

Personally, I find the Tasks section and time tracking to be the most valuable.

Cons

I haven't found anything that cause trouble for me.

“Saves time and keeps you organised

Pros

Financial Cents has saved my accounting firm a tremendous amount of time and has revolutionized the way we organize and automate document collection from clients, which used to be a major headache. I highly recommend it to all accounting firms!

Cons

I haven't come across any templates specific to Canadian tax returns yet. Hopefully, they will be added in the future.

“Great Software and highly recommended

Pros

The software is a breeze to use, especially for my clients. It helps me streamline my processes and ensures timely document collection.

Cons

So far, I haven't encountered any issues. Its been great and is easy to use.

“Workflow Management Software

Pros

While I haven't fully explored all the features of this software, the ones I have tried have been excellent. My assistant is charmed with it and has had more time to explore all its capabilities. I am happy with my purchase and can't wait for the comprehensive training so we can utilize this platform to its fullest potential.

Cons

It would be great if I could handle invoicing and billing directly within this platform.

“Accounting Project Management

Pros

The birds-eye view of projects, where you can see the status (percentage of completion and the next person on the task list) is absolutely fantastic.

Cons

I wish the tasks were more flexible, and the client communication features were more robust, so I wouldn't need a separate client communication portal.

“Love it!

Pros

Navigating through different pages and using the platform is a breeze. I particularly love the timer, which is prominently placed and hard to miss. The tasks feature is amazing. It is very helpful and I can assign tasks to different team members. Projects are also wonderful! The ability to convert emails into projects is a game-changer. Projects make the workflow smoother and more consistent. Additionally, I appreciate having a link to family members' and businesses' accounts.

Cons

It would be helpful if the save button and cancel button were consistently located in the same spot. Sometimes the save button comes first, and other times the cancel button is first. I don't like how easily a completed task can be unchecked. So I think here an additional step would be useful. Also, having the name, date, and time stamp of who completed the task or when it was marked as uncompleted would be helpful.

“Excellent product and Outstanding Service & Support

Pros

The team behind Financial Cents consistently adds useful features and updates that significantly enhance the user experience. They fully embrace AI and incorporate it into the template creation process, which is incredibly cool. The support from Financial Cents is outstanding they are highly responsive and actively seek feedback and feature requests from their community to make our firm's operations smoother. Oh, and the Client Portal is fantastic! It's user-friendly, and clients can conveniently access it without needing a password (magic links).

Cons

The only downside was the lack of integration with the rest of my tech stack. And later, they suddenly released Zapier support for integration. So the one I issues I have been facing was resolved too!

“Financial Cents

Pros

The ease of use is incredible. It was a breeze to set up and the templates provided are excellent.

Cons

I would prefer better integration with other apps. It would be great if it could connect with a wider range of apps.

“Easiest firm management tool to onboard, implement, and understand.

Pros

We evaluated numerous tools before choosing Financial Cents. It is by far the simplest and easiest tool to get up to speed with quickly. The support they provide is top-notch and their firm management system is truly fantastic.

Cons

While it may not have all the advanced features of other systems, they seem to be actively developing core features that would provide more value.

“The Game-Changer

Pros

As someone who always looking for tools to boost productivity and streamline my work, I recently come across Financial Cents, and I must say, it has transformed my project and time management.

Cons

I didn't find anything in particular that was problematic or I do not like.

“Absolutely amazing

Pros

I make use of all the features. It is an all-in-one solution for me! Time tracking is easy and detailed. The workflow setup is simple, allowing me to create as many or as few workflows as needed. Setting up automatic notifications for my clients helps reduce mental load and saves time!

Cons

I would like to have automatic notification emails sent to my clients. But apart from that, I have no complaints!

“Great WF Management Software

Pros

After considering various options, I decided to go with Financial Cents for workflow and task management, and I couldn't be happier. While there is always room for improvement because as accountants we have high expectations. Nonetheless, it provides peace of mind and is excellent for team capacity management and workflow control.

Cons

It would be great if they could sync with Gmail folders.

“Great practice management software

Pros

I love how easily I can set up client workflows with automations and create client requests directly from the project management platform.

Cons

I would like being able to view more tasks at once.

“Changed the way I work!

Pros

I have been on the hunt for a workflow and client management tool that strikes the perfect balance between simplicity and power for my growing business. Financial Cents checks all the boxes and has truly been a game changer. I highly recommend it!

Cons

It would be great if they had a mobile app.

“Superb Accounting Practice Management Platform

Pros

Financial Cents is highly intuitive, with a great UI. It is easy to set up and use, all at an affordable price.

Cons

I haven't discovered anything I dislike about Financial Cents. My wishlist includes a mobile app and integration with Xero.

“Best app for the money

Pros

Implementing it was a breeze, and it comes with a lot of useful templates.

Cons

The issue I am facing is that I am unable to link my Microsoft Exchange email account.

“Excellent Project Management Software

Pros

With Financial Cents, I can access all my clients data within a single software.

Cons

Personally, I would like to be able to text clients on my mobile directly from this software.

“Highly Recommend!

Pros

Financial Cents has been helpful in allowing me prioritize my work and provide profitability insights for my clients.

Cons

To date, I haven't experienced any issues with Financial Cents.

“Great product for the money

Pros

The ease of use, visually appealing screens and quick learning curve, along with the abundance of helpful videos, make getting started a breeze.

Cons

When scaling our medium to larger organization, the price tag will be significant.

“We're Excited!

Pros

One feature I love is the ability to track time worked by team members and client profitability.

Cons

I am interested in discovering how we can effectively manage our clients through FC.

“FC for accountants

Pros

This CRM is tailor-made for accountants, offering a user interface that showcases client relationships, relevant information, email tracking and time tracking.

Cons

Honestly, there's nothing I dislike about this CRM. Simple its the best!

“Almost perfect!!

Pros

The software is cost-effective, easy to navigate and a easy to set up, even for first-time users.

Cons

One of the features I'm not fond of is how prominently FC is displayed on the client side. I prefer the software I use to have a more behind-the-scenes presence when interacting with clients. Unfortunately, all emails and communications from me to clients are filled with FC logos and texts, which doesn't align with my firms desired behind-the-scenes approach.

“Changed my world

Pros

I like the time tracking by task and the pre-configured templates designed specifically for accountants.

Cons

So far, I haven't come across anything I dislike.