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.


Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

20 Reviews of Financial Cents

Average User Ratings

Overall

4.80 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(16)

16

4 stars

(4)

4

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 20 results

July 2020

John from INTELESOFT FINANCIALS

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

July 2020

Krista from Advanced Plus Bookkeeping LLC

Company Size: 2-10 employees

Industry: Accounting

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

I LOVE Financial Cents

I have just started creating my account and will be implementing it starting August 1st. In the process of moving everything over from my current CRM. But everything I have seen that it does, I am very happy and excited to start using it. It will save me so much time between tracking my employees time in another 3rd party and trying to figure out if I am over budget with hours for my clients. Right now I have to print a report in QBO and then put the hours in an excel spreadsheet and compare with the budget. F.C. will do all that within the software. Plus it will let my employees know how much time they have to work with so they can also watch their time and know if they are taking too long on a project.

Pros

This had everything you need in a CRM. From Timekeeping, track estimated hours a job should take, billing, effective hourly rate, automated client tasks reminders. Recurring tasks. It also has a chat with support right in the software and they are very responsive and answers all my questions that I may have throughout setting up my account. 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. I won't have to worry about reminding them. They are reminded how often you want until they complete the task.

Cons

The fact we have to pay per user. It could get expensive if I hire too many employees. But for what it offers, it's worth what I pay for now. I have 3 users.

Reasons for Choosing Financial Cents

I chose F.C. over others because the extra features they have. More specifically the automation and timekeeping.

July 2020

Shaniee from S.R. Sower & Associates

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

July 2020

Great Software

Pros

Very easy to use; the layout is really clean and simple. It's easy to add new projects and project templates.

Cons

It would be nice if it were easier to export schedules/reports to Excel.

July 2020

Jonathan from Back Office Stars

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

Financial Cents is AMAZING for running your cloud bookkeeping firm

Having use Asana and Aero before to run our virtual bookkeeping company, we switched to Financial Cents in April 2020. Financial Cents (FC) is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients. It is substantially better than AERO. I must also say that no other software company has implemented features we requested as fast as FC. We requested several features in the first 2 months and they have all been built and implemented. I am so impressed. I highly recommend Financial Cents to owners of bookkeeping and accounting firms.

Pros

A modern and intuitive user interface that my bookkeepers learned to use quickly, easy time tracking with a dashboard that shows me the key data I really need to know at a glance, clever project recurrence options that save time, brilliant client task features to ask clients for documents, excellent support and reasonable pricing.

Cons

They don't have a Xero integration yet but I would only use that for transferring contact information and for billing out of scope hours and right now I am OK to do that manually for all the other benefits I get. They don't have a mobile app yet. I'd find the mobile app helpful for commenting on projects but the site is responsive and you can use their website on your mobile.

Reasons for Choosing Financial Cents

FC offered way more bookkeeping specific features vs the free version of Asana. Karbon was just too expensive for what they offered. FC was less than half the price at the time and does everything we need.

June 2020

Addison from AEC, inc.

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

User friendly, reasonably priced, and a wealth of features

Our workflow was disorganized at best, being a small firm with an increasingly large book of business. Financial Cents helped streamline our projects and hold our staff accountable to their responsibilities. The communication with the creator of the software was absolutely phenomenal - he fixed any issues almost immediately, and implemented personal suggestions, as well as being available when we needed him for any questions.

Pros

Financial Cents has one of the easiest UIs I've ever encountered. It's quick to learn, reasonably priced, and new features are constantly being released with an immense tap into the pulse of what its users require.

Cons

Software integration was the biggest hiccup with our firm. Though it does integrate with Quickbooks Online and Xero, there is no easy Quickbooks Desktop integration. I understand that this is increasingly becoming less and less industry standard, but it would have made implementation a little easier.