Financial Cents
About Financial Cents
Awards and Recognition
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
Most Helpful Reviews for Financial Cents
1 - 5 of 125 Reviews
Anonymous
Used unspecified
OVERALL RATING:
4
Reviewed March 2024
Financial Cents Review: Has saved me time and money
Carolyn
Verified reviewer
Accounting, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2021
Practice Management Software without complicated implementation
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.
PROSFinancial 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.
CONSThe 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.
Jessica
Verified reviewer
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSIt 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.
CONSSetting 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.
Reason 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.
Emmanuel
Accounting, 2-10 employees
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed June 2022
Almost perfect!!
The software is cheap, easy to navigate and setup for first time users
CONSOne 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
Stephanie
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Amazing Product for Accountants
Overall, I can't praise it enough. And I'm very picky about software. I've tried about 5 different client management softwares and this one is the best. It is pricier than others. However, if you take into account the 25 hours a month it saves me. Overall, it's actually saving me money. IMO .. the features don't compare with other CRM's for accountants.
PROSThe client portal system and automatic reminders have saved my sanity. I honestly can't praise it enough.
CONSYou pay same price per user. I wish it was just additional cost per user not double the price.
Reasons for switching to Financial Cents
I actually liked HoneyBook. I wanted to try the automatic reminders and my clients were still struggling with logging in and uploading documents.