Financial Cents

RATING:

4.8

(133)

About 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 can hit their deadlines. The Client CRM allows firms to communicate with clients and store all their client information & data in one place. The financial reporting tool allows you to track key financial metrics for your clients and forecast their numbers.

Financial Cents Pricing

Financial Cents is offered across two pricing plans, outlined below. A free trial is available. • Annual Plan: $23 per user per month billed annually • Monthly Plan: $29 per user per month billed monthly

Starting price: 

$39.00 per month

Free trial: 

Available

Free version: 

Not Available

Accounting Practice Management Software
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Financial Cents Reviews

Overall Rating

4.8

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 133 Reviews

Anonymous

Used unspecified

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

OVERALL RATING:

4

Reviewed March 2024

Financial Cents Review: Has saved me time and money

User Profile

John

Verified reviewer

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

To good to keep a secret.

It does not take a full time person to keep it up to date. Actually each user keeps their own work up to date and an administrator only jumps in to work on missed due dates.

PROS

Built in videos that walk you through each section of the program.

CONS

We hesitated to write a review because this program is such a boon to our accounting practice we did not want knowledge of it to leak out to other accounting practices.

Reason for choosing Financial Cents

Financial Cents has a fresh, modern UI and very intuitive processes, whereas the two alternatives are dated and require a full time administrator which we could not spare. It does focus on accounting firms that still bill by the hour versus the newer value based pricing model, however.

Reasons for switching to Financial Cents

Nutshell is a Sales oriented CRM. Due to its task assignment features and internal communications facilities it served us very well for some time. We were reluctant to go with either of the two legacy programs, but when Financial Cents arrived we immediately transferred our client base over through a very easy to use integration with QuickBooks Online and we haven't looked back.

Arlee

Accounting, 2-10 employees

Used daily for less than 6 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed November 2023

Cost Effective Cloud based Accounting Practice Management System for Accountants

Solved Pain points- 1 Pain, Hundred of emails from 1 client.. who has multiple businesses. So to assign an email to the exact Project Legal entity very helpfull. Ability to Copy in my Text SMS messages from Client- Time entry is great allows 10 minute intervals.

PROS

Automation within tasks, Subtasks. Manual Timesheet Entry and also a timer for current time entry. Great Client Portal- Easy link to Client documents

CONS

Needs improvement ON client portal for clients to open up standard files. MS Office word and excel, and PDF Files - 1 click and file opens in APP. -

Reason for choosing Financial Cents

ease of use, easy to install implement, and more cost effective.

Reasons for switching to Financial Cents

To solve so big pain points. Email sort, and sync to project, and better Client portal

Elizabeth

Verified reviewer

Accounting, 1 employee

Used daily for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed October 2023

Financial Cents

PROS

One place to keep track of projects, keeps adding new features that customers request.

CONS

You have to first talk to a bot not a person if you need help. If the bot can't help then you can chat with a person when they have time. Frustrating that getting help takes so long.

Cheryl

Accounting, 1 employee

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2024

Easy to Use

PROS

This is so easy to use and great customer/client experience

CONS

Wish it connected to categorize transactions right in FC or was a Chrome extension to use it directly in QBO