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!

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.

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.

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.

The software is cheap, easy to navigate and setup for first time users

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

It's been super easy. Highly highly recommended

The ease of implementation - I got started within a day. And their ongoing support and how they're constantly developing.

If there are any features that haven't been fully developed yet, they're willing to hear feedback and working on it - no negatives.

Financial Cents is on the ball!!! After starting my bookkeeping firm a year ago, I spent hours and weeks evaluating a tech stack that would meet my needs. After a few failed attempts at other solutions, I landed on Financial Cents and haven't looked back! They know how to stay on top of feature updates that are meaningful and useful, and are embracing AI which was a must for me when selecting a platform. It's been a wonderful deployment and implementation and I'm excited to use more of the features as my firm grows

They are continually added useful features and updates that are meaningful in making the product easy to use. They are embracing AI and incorporating it into the templating process (super cool). The support from Financial Cents is outstanding, very responsive and in front of their community asking for feedback and feature requests to make our firm running easier. Oh and the Client Portal! Great portal that is easy for clients to use, no password required (magic links)

The one downside was that it lacked a way to integrate with the rest of my tech stack.... and BOOM! They just released Zapier support for integration! So the one thing I disliked, has now been taken care of!

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.

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

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. -

So far amazing. The product works beautifully. No bugs. It's fast and reliable.

Love the speed of this cloud based product. It is so fast, it makes managing products really easy and prevents the build up of neglected project tasks being used. I also love the ease of use and it's very bug free. I rarely have issues.

No ability to invoice yet. I hear it's in development for 2024.

I happy to have implemented this. We have been using several practice management application - it either difficult to set up or difficult to maintain - Financial Cents is easy to set up and maintain and it works for us.

Ease of use and set up. Our staff have no difficulty suing it from ground up. Thereare also a lot of training videos.

I can't find any that is major items to consider a weakness. so far we love it all.

I haven't really been able to maximize all of the features of this software. However, the things I have played with are really good. My assistant is in love with this software and has had more time to play with all of its features and assets. I am so pleased with my purchase and can't wait for the full training so we can use this platform at its optimal capacity.

I wish I could invoice and bill within this platform

Build specifically for Accountants. No more wasting time trying to make others fit our needs.

They are still the new kids on the block, so still releasing a ton of updates. I just hope they don't go too far and end up convuluting the software.

I love this platform. It simply does everything I need it to do and is easy to use. Support is a big part of why I chose it but the knowledge base is so well done, I haven't had to ask anything. I wish I had known about it a long time ago. I've used three other platforms to manage the accounting cycle and Financial Cents blows all of them away. I didn't think I would be able to afford something this great, but it is well priced. Amazing value.

I'm patiently waiting for the gmail integration to be fully implemented. It would be nice if the client chat was on the dashboard. It's a bit buried.

I like the easy navigation, the simple, fresh interface, and the easy filtering options. It been extremely beneficial having the tutorial videos easily accessible on the left toolbar.

I wish that the recurring tasks would all show up on the reports rather than just the current recurring task that is incomplete. I'd also like to see a billing/invoicing feature added to the software. A proposal/estimation feature would be helpful as well.

Support has been good and it is constantly adding new features. Support is very responsive and so is their facebook group. There are lots of feature being worked on and most are on my wishlist.

Client task, auto reminder and built in templates

There is not a feature that I like least about. The company is young and it is constantly adding new features so there are items on my wish list that does not exist currently but should be added soon

Has been a great asset to my organization.

Time tracking by task and the templates already setup for accountants.

Have not experience anything I dislike as of yet.

I have been extremely happy with Financial Cents. I think it is a great piece of software. It has been a beneficial tool for my business. It has made our operations much more efficient. It makes it a whole lot easier to keep on top of our work.

The software is user friendly. I like the fact that it has integrations with QuickBooks Online. My favorite thing about Financial Cents is that the software developers are constantly improving the software to make it easier on the user. I love the fact that you can track time on a particular project and it integrates directly into Quickbooks Online.

There's not anything I don't like about the software. However, there are a few things I wish Financial Cents would develop to make it easier on the user. I wish there were a few more reports. Under the CRM portion of the software. I think it would be beneficial when you're in a client's account, that you can see the billing history instead of having to go back into QBO. Also, it would be beneficial to be able to create an invoice for a project that integrates into QBO. Lastly, I wish there was a two integration between Financial Cents and QBO with it comes to adding clients. It would make it easier to add a client in Financial Cents and then it be able to sync directly into QBO.

I couldn't be happier

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. Having the ability for everyone to have access to conversations gives us the ability to always help a client even if the person assigned to that client might not be available.

Having to learn a new software but that isn't Financial Cents' issue but mine

It is specifically for Accountants and Bookkeepers and focuses on our business needs. This makes it simpler to use and get up and running quickly. Support has been responsive and personal.

* The ability to request information from clients on a regular schedule and send automatic reminders. * Ease of template creation and use. * Client information in one secure place * More than one contact can be stored on the client file * Support is great!

* Priorities for Projects and tasks would be great * Ability to request client tasks from more than one contact on the same task - I believe this is coming soon. * More column options on the List View Dashboard * Ability to bulk edit due dates and assignees * Able to manually edit the timer within the project/task ie. when I forget to start or stop it

It is easy to use and navigate around different pages. I love the timer. It in a great location that is hard to miss and helps you use it! The tasks are amazing! So helpful and you can assign tasks to different people! Projects are wonderful as well! Being able to change an email into a project is a game changer! Projects just makes the flow easier and consistent. I also love having a link to family members and businesses accounts.

It would be nice if the save button / cancel button were consistently in the same spot. Sometimes it is on the the save button is first and then cancel button and others the cancel button is first and then the save button. I don't like how you can uncheck a task that has been completed so easily. A second step would be helpful. Also name, date and time stamp of who completed task or when task was marked uncompleted would be helpful.

FC was easy to implement, has videos but better yet, customer service was available and more than willing to help or answer any questions. FC has really allowed by company to opportunity to grow!

Great CRM! 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.

Really haven't found anything that I dislike at this point.

We evaluated many tools before onboarding FC. This is the simplest and easiest tool to get up to speed quickly with. They have best-in-class support alongside a fantastic system for firm management.

They don't come with all of the bells and whistles of other systems that would be nice, but they appear to be in development of some core features that would unlock further value.

I've been searching for a workflow/client management tool that is simple to set up and use, yet powerful enough to keep growing with my business. FinancialCents is everything I was looking for. It's a game changer, highly recommended!

It would be great if they had a phone app.

It has been great getting and keeping us organized especially with a remote team.

Shared communication so anyone knows what is going on with a client.

Support went from wait 5 minutes to chat to 1 hour +.

Workflow efficiency, massively reduced time spent going over project/task status, no more team meetings (!) that waste time, quick KPI review for added client value, and daily use for focus on what's due/coming due.

The ease of use, automation (recurring projects), workflow assignments, notes within projects, percent completion bar for quick assessment on project/task status, workflow paired with a KPI functionality that automatically pulls from QBO, notes inside CRM and much more.

Limited KPI printable reports BUT I know this is coming in the future.

Really happy to far

Really all the features are great and new features are constantly being added.

The client portal (need a place to put client deliverables, this is a feature that will be coming) and document management systems don't function in a way that suits what I want. They are very similar to other similar systems like TaxDome, Canopy and Karbon, I am just very particular in these spaces. I like using CaseWare for document management