Financial Cents

RATING:

4.8

(121)

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

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 121 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.

Pam

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

5

FUNCTIONALITY

5

Reviewed July 2023

Excellent product and Outstanding Service & Support

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

PROS

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)

CONS

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!

Reason for choosing Financial Cents

Easy to deploy and get up and running fast. Easy to integrate with Gmail and QuickBooks, Easy to learn.

Emmanuel

Accounting, 2-10 employees

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

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed 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

Michael

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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2024

Financial Cents review

excellent knowledge from the sales staff, and with the tech staff on implementation

PROS

Most intuitive dashboard view; ease of set up/implementation and ease of use

CONS

it seems to be missing a few features that we were looking for, but the overall product provided the most thorough solution

Reason for choosing Financial Cents

Intuitiveness, ease of implementation and ease of use