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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 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.
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User Review Highlights
4.72
76 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"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."
"The set up was seamless, quick, and painless. I love that I can do time tracking and also record the conversations we have with a client."
"Easy to setup workflow, videos to help with implementation, recurring tasks with estimated hours so we can compare actual time spent, time tracking. Support is awesome - quick to respond."
"It is a challenge for us that the Task View in the workflow has tasks that are not ready to be completed."
"Thus confusing the client before we even get to work on them."
"Really haven't found anything that I dislike at this point."
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How much does Financial Cents cost?
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
$23.00 per month
Free trial
Available
Free version
Not Available
Which features does Financial Cents offer?
Top Financial Cents features and user ratings for each are:
Workflow Management
Task Management
Due Date Tracking
For Accountants
Project Management
Staff Management
Task Scheduling
Task Progress Tracking
Collaboration Tools
Client Management
Document Management
Time Tracking
Time & Expense Tracking
Billing & Invoicing
This data is sourced from real user reviews, to provide you with unbiased context from people who actually use Financial Cents.
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How easy is Financial Cents to use and deploy?
Financial Cents supports Cloud Based deployment options, including: Cloud, SaaS, Web-based.
4.72/5 out of 76 Reviews
Showing 1 - 5 of 76 reviews
Jessica
Company size: 2 - 10 employees
Time used: 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.
February 2022
A valuable tool so nothing will fall through the cracks
John
Verified reviewer
Company size: 2-10 employees
Industry: Accounting
Time used: Less than 6 months
Review Source: Capterra
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.
Reasons 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.
Jessica
Verified reviewer
Company size: 2-10 employees
Industry: Accounting
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.
August 2021
A valuable tool so nothing will fall through the cracks
There are clear and helpful instructions to get started, customer service is very responsive and while there are some things that I don't like, I see how they are actually improving the app and expect it to get better.
Pros
It didn't take me long to get started using it once my templates were configured. It's very easy to customize each project for my needs and set it to recur automatically. It has become a valuable tool since the first day I used it with a client project. The workflow view is very helpful and the capacity management feature is useful although not perfect.
Cons
Setting up my templates took a long as the only import option is from a proprietary file format for users to share templates so my assistant had to spend days copying and pasting all of my customized templates into the system. The QBO import is very convenient but it imported projects as separate clients which required some cleaning up, I wish I could select which clients to import. The client portal sounds great in theory but I can't use it as I am used to a completely white-labeled experienced and this portal is ugly, not customizable and I have found no way to customize the text of the emails that are sent to clients. I can't use this until they allow me to customize the text and branding.
Reasons for choosing Financial Cents
Recommendation from colleagues, amount of features for the cost.
Reasons for switching to Financial Cents
While I love 17hats and it's still my primary CRM, lead management and client communication tool, I outgrew its project management capabilities. Financial Cents was recommended by several colleagues so I decided to try it and liked it enough to subscribe.
Elizabeth
Verified reviewer
Company size: 1 employee
Industry: Accounting
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
July 2022
Easy to Use Project Management Software
Love it! Took my many spreadsheets into one place to see what work needs to be completed.
Pros
The ability to setup projects for multiple clients all at the same time. Also, when I can't figure something out, I can message the company and typically get a response in minutes.
Cons
Doesn't have a lot of features, but they are always adding new features.
Emmanuel
Company size: 2-10 employees
Industry: Accounting
Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.
June 2022
Almost perfect!!
Pros
The software is cheap, easy to navigate and setup for first time users
Cons
One of my least favorite features is how FC is how much watermarked FC is when it comes to the client side. I need the software I am using to be in the shadows, like behind the scenes when I interact with my clients. Unfortunatlely all emails and communications from me to clients are labelled with FC logoes and texts all over which is not good as my Firm is playing behind the scenes
