Financial Cents

RATING:

4.74

(81)

What is Financial Cents?

Financial Cents is an easy to use practice management solution built for accountant and bookkeepers. Track client work, communicate with your team, store client information, and track your client’s financial performance all in one place. Financial Cents consists of 3 main solutions: Workflow Management, Client CRM, and Financial Reporting. The workflow management solution helps you track client work and collaborate with your team so firms ca...

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Accounting Practice Management Software
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How much doesFinancial Cents Cost?

Price starts from $23.00 per month

Financial Cents is offered across two pricing plans, outlined below. A free trial is available. • Annual Plan: $23 per user per month billed... read more

Free trial: available

Free version: unavailable

What Features doesFinancial Cents offer?

Top Financial Cents features and user ratings for each are:

Workflow Management

4.9

(16)

Task Management

4.9

(23)

Due Date Tracking

4.8

(10)

Project Management

4.8

(9)

For Accountants

4.8

(12)

Staff Management

4.7

(7)

Task Progress Tracking

5.0

(4)

Collaboration Tools

4.8

(5)

Time & Expense Tracking

4.6

(7)

Task Scheduling

5.0

(6)

Document Management

4.2

(16)

Time Tracking

4.6

(10)

Client Portal

4.1

(15)

Client Management

4.9

(19)

What Deployment Options doesFinancial Cents offer?

Financial Cents offers the following deployment options:

Cloud, SaaS, Web-Based

Financial Cents does not offer:

Windows (Desktop)
Chromebook (Desktop)
iPhone (Mobile)
Mac (Desktop)
Linux (Desktop)
Android (Mobile)
iPad (Mobile)
Windows (On-Premise)
Linux (On-Premise)

Financial Cents Reviews

Overall Rating

4.74

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Financial Cents

1 - 5 of 81 Reviews

Jessica

2 - 10 employees

Less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed February 2022

A valuable tool so nothing will fall through the cracks

OVERALL RATING

4

Carolyn

Verified reviewer

2-10 employees

Accounting

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

Reviewed July 2021

Practice Management Software without complicated implementation

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

For us Financial Cents solved some key pain points: 1. Project management - it allows managers to see what projects are outstanding, which are only partially completed and which are upcoming. It provides confidence that tasks are not following through the cracks. 2. It has allowed us to discuss projects/tasks without having to use email. Instead, we can use the messaging application within the projects. A time saver. 3. It has helped us define our workflows and communicate them to all staff.

PROS

Financial Cents was simple to start using for our firm. There is no complicated setup or onboarding. I had it up and functioning within 30 minutes. There are simple, short training videos that I used to get staff trained. I had staff using it and loving it within the first week.

CONS

The one feature I would love to see is email integration. I have been assured that it is coming!

Reason for choosing Financial Cents

Karbon's onboarding was more complicated and would require more extensive training. Also, price came into the decision. We are a small firm with several part-time staff. Financial Cents has pricing that was half the cost of the alternative.

Cathleen

2-10 employees

Accounting

Less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

Reviewed October 2020

solved several pain points for us

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

Lack of collaboration with team members was a frustrating problem. - I didn't want to use Teams, my experience with it has not been good. With the "chat" style comments and notes being at the project level or at the task level and notifications of call-out(s), it all becomes very organized for us. Client and project info (email, text) converted into notes to attach to a client, project or task has been a godsend in this software. We had the ability to send notes to projects in our last software, but if you didn't know that it was there (say another individual working on the project) you would never see it. Requests for client information was not an automated procedure for us and involved several steps which inherently enticed the client to attach sensitive information to the emailed request and return. We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure. Our workflows were not even being utilized in our prior software as they were too convoluted and contributed to the noise. Triggering events didn't work properly and with the dashboard being too noisy, no one paid attention to alerts. Resolved with the notifications and better abilities to filter down on dashboard views.

PROS

The visual approach to projects coupled with the ability to filter your view down much easier allows us to get the future "noise" out of our way until needed for time budgeting or a more wide-angle view, letting us hunker down on the here and now, We have moved from a package that was so "noisy" on the dashboard, staff members were keeping their own spreadsheets on projects and tasks. Biggest pain point resolution for us was the collaboration abilities: chat style with the ability to "call out" particular staff members and keep the notes. Too many things were in people's heads, or in their email boxes, not connected with the project or client. I will no longer hear "the client emailed me the info" or "the client texted me the info". While we can't integrate those two sources directly with the software, a quick copy and paste resolves that, call out the staff member with an @name leader and go from there. Indispensable with remote workers, no more broken email threads! The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support! A simple suggestion to round out the support experience became reality within a week. It is so pleasant to have a software team leave me with a smile on my face every day rather than putting a cloud over my head for the rest of the day.

CONS

No integrated e-mail triage, although you can forward emails to an "in-box" to turn them into one-off projects or to-do items. It was a bit difficult at first to lean into the idea of breaking up our original software into two software packages as this is not a full DMS, but in doing so and purchasing a true, dedicated DMS system, I realize how much our old software was lacking in DMS capabilities by trying to be all things, so the downside actually ended up being an upside for us.

Reason for choosing Financial Cents

It fit our criteria better. We weren't actively seeking to make a change off our old software until some discussions in accounting forums led me to investigate some packages out there that could perhaps resolve some frustrations for us.

Reasons for switching to Financial Cents

Better utility for our needs on workflows, better visual organization.

James

Verified reviewer

11-50 employees

Mental Health Care

Less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

Reviewed April 2021

Financial Cents

OVERALL RATING

4.0

EASE OF USE

5.0

VALUE FOR MONEY

2.0

CUSTOMER SUPPORT

4.0

FUNCTIONALITY

4.0

PROS

The ability to manage budgets of multiple projects

CONS

The price for the amount of integrations doesn't match many other products of the same caliber

Krista

2-10 employees

Accounting

Review Source: Capterra

Reviewed July 2020

I LOVE Financial Cents

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

I have just started creating my account and will be implementing it starting August 1st. In the process of moving everything over from my current CRM. But everything I have seen that it does, I am very happy and excited to start using it. It will save me so much time between tracking my employees time in another 3rd party and trying to figure out if I am over budget with hours for my clients. Right now I have to print a report in QBO and then put the hours in an excel spreadsheet and compare with the budget. F.C. will do all that within the software. Plus it will let my employees know how much time they have to work with so they can also watch their time and know if they are taking too long on a project.

PROS

This had everything you need in a CRM. From Timekeeping, track estimated hours a job should take, billing, effective hourly rate, automated client tasks reminders. Recurring tasks. It also has a chat with support right in the software and they are very responsive and answers all my questions that I may have throughout setting up my account. Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves. I am super excited about this feature. I won't have to worry about reminding them. They are reminded how often you want until they complete the task.

CONS

The fact we have to pay per user. It could get expensive if I hire too many employees. But for what it offers, it's worth what I pay for now. I have 3 users.

Reason for choosing Financial Cents

I chose F.C. over others because the extra features they have. More specifically the automation and timekeeping.

Reasons for switching to Financial Cents

Financial Cents has so many more features and a better layout.