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.

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.

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

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.

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.

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.

The ability to manage budgets of multiple projects

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

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.

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.

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.