--- title: "Financial Cents Software Reviews, Demo & Pricing - 2026" description: "Review of Financial Cents Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/project-management/financial-cents-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Accounting Practice Management Software](https://www.softwareadvice.com/accounting-practice-management/) / Financial Cents Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/financial-cents-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/financial-cents-profile/alternatives/) # Financial Cents Review From $19-$69/month Free trial 4 plans Wondering if Financial Cents is right for your organization? Our Accounting Practice Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Financial Cents 4.8 [(270)](https://www.softwareadvice.com/project-management/financial-cents-profile/reviews/) Pricing Starting at $19.00 per user per month ### 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. Wondering if Financial Cents is right for your organization? Our Accounting Practice Management Software selection experts can help you in 15 minutes or less. ## Financial Cents User Interface ## Popular Financial Cents Alternatives Main Product Financial Cents 4.8 [(270)](https://www.softwareadvice.com/project-management/financial-cents-profile/reviews/) Ratings Breakdown - 4.85Ease of use - 4.71Value for money - 4.71Customer support - 4.65Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/) 4.7 [(3621)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.62Value for money - 4.60Customer support - 4.62Functionality Pricing Starting at $800.00 per year Get Price Alternative Product [Karbon](https://www.softwareadvice.com/project-management/karbon-profile/) 4.7 [(208)](https://www.softwareadvice.com/project-management/karbon-profile/reviews/) Ratings Breakdown - 4.55Ease of use - 4.47Value for money - 4.70Customer support - 4.50Functionality Pricing Starting at $59.00 per month Get Price Alternative Product [Uncat](https://www.softwareadvice.com/data-management/uncat-profile/) 4.7 [(263)](https://www.softwareadvice.com/data-management/uncat-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.52Value for money - 4.53Customer support - 4.52Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Firm360](https://www.softwareadvice.com/accounting/firm360-profile/) 4.7 [(159)](https://www.softwareadvice.com/accounting/firm360-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.64Value for money - 4.76Customer support - 4.51Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [BigTime](https://www.softwareadvice.com/project-management/bigtime-profile/) 4.6 [(662)](https://www.softwareadvice.com/project-management/bigtime-profile/reviews/) Ratings Breakdown - 4.46Ease of use - 4.47Value for money - 4.64Customer support - 4.42Functionality Pricing Starting at $20.00 per month Get Price ## Financial Cents Pricing and Plans Starting price: $19.00 per month Free Trial Free Version Scale Plan $69.00 per user, per month Plan includes: - 24/7 Customer Support - Free Onboarding & Training - Free Workflow Templates - QBO Integration - Unlimited Clients & Storage - Integrated email - E-signature - Unlimited tags, client groups, and custom fields - Budgeting & reporting - Proposals & engagement letters Read More Team Plan $49.00 per user, per month Plan includes: - 24/7 Customer Support - Free Onboarding & Training - Free Workflow Templates - QBO Integration - Unlimited Clients & Storage - Integrated email - E-signature - Unlimited tags, client groups, and custom fields - Budgeting & reporting - Proposals & engagement letters Read More Solo Plan $19.00 per user, per month Plan includes: - QBO Integration - Free Workflow Templates - Unlimited Clients & Storage - Workflow and to-do lists - Workflow automations - Client tasks & requests - Client portal - Secure file sharing - Document management - Client CRM & database Read More Enterprise Plan Pricing available upon request Plan includes: - 24/7 Customer Support - Free Onboarding & Training - Free Workflow Templates - QBO Integration - Unlimited Clients & Storage - Integrated email - E-signature - Unlimited tags, client groups, and custom fields - Budgeting & reporting - Proposals & engagement letters Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Financial Cents Features - Popular features found in Accounting Practice Management Billing & Invoicing Client Management Due Date Tracking For CPA Firms Project Management Time Tracking - More features of Financial Cents Access Controls/Permissions Accounting Accounting Integration ACH Payment Processing Activity Dashboard Alerts/Notifications API Approval Process Control Approval Workflow Audit Trail Client Portal Collaboration Tools Commenting/Notes Communication Management Configurable Workflow Credit Card Processing Customizable Branding Customizable Fields Customizable Reports Customizable Templates Data Import/Export Document Management Document Storage Electronic Payments Email Management Email Reminders Employee Management File Sharing For Accountants For Small Businesses For Tax Practices Invoice Management Invoice Processing Key Performance Indicators Messaging Mobile Access Multiple Projects Online Payments Productivity Analysis Progress Tracking Project Planning/Scheduling Project Time Tracking Recurring Tasks Reminders Remote Support Reporting/Analytics Reporting/Project Tracking Reporting & Statistics Resource Management Search/Filter Secure Data Storage Staff Management Status Tracking Tagging Task Management Task Progress Tracking Task Scheduling Third-Party Integrations Time & Expense Tracking Timer Timesheet Management User Management Web-based Deployment Workflow Management ## Financial Cents Integrations QuickBooks Online Integration rated 4.7 from 85 reviews Gmail Integration rated 4.7 from 20 reviews Microsoft Outlook Integration rated 4.3 from 19 reviews SmartVault Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review OneDrive Integration rated undefined from -1 review See all 9 integrations ## Financial Cents User Reviews ## Financial Cents customer ratings - Overall rating: 4.8/5 - Total reviews: 270 ### Rating distribution - 5 stars: 218 reviews (81%) - 4 stars: 51 reviews (19%) - 3 stars: 0 reviews (0%) - 2 stars: 1 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.8/5 - Value for money: 4.7/5 - Customer support: 4.7/5 - Functionality: 4.6/5 --- ### Great Project Management Software for Accountants - Overall rating: 5/5 - Reviewer: Julian Alejandro M. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used weekly for free trial - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered It's a great product because it offers the best value for what it offers. I am a Tax Dome user. Even though Tax Dome is great, it's too expensive. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Financial Cents has been an excellent tool for managing my accounting and financial projects. It makes it much easier to keep track of where each project stands, what needs to be completed, and what items are still outstanding. One of the features I find particularly helpful is the ability to request and track documents from clients. Instead of having to keep track of outstanding requests through emails or spreadsheets, Financial Cents gives me a centralized place to see what has been requested, what has been received, and what is still outstanding. It has also helped me stay organized across multiple clients and projects, making it easier to manage deadlines and ensure that nothing falls through the cracks. Overall, Financial Cents has significantly improved my workflow and organization, and I would highly recommend it to accounting and finance professionals looking for a better way to manage their projects and client requests. #### Cons There's a bit of a learning curve when using the app. There are plenty of tutorial videos to help you get set up. #### Reasons for switching to Financial Cents Tax Dome was too expensive even though it is a great product. --- ### FinancialCents helps me stay organized across multiple software apps. - Overall rating: 5/5 - Reviewer: Delia R. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Financial Cents has been a strong addition to my workflow as a tax and accounting professional. The platform is clean, intuitive, and designed with real practitioners in mind. I appreciate how streamlined the client portal is — my clients can navigate it easily without feeling overwhelmed, which is a major priority for my firm. The task management features are practical and well thought out, helping me stay organized across multiple engagements. Overall, Financial Cents delivers a solid balance of simplicity and capability, making it a reliable tool for firms that value clarity and efficiency. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros FinancialCents helps me stay organized across multiple software apps by signing in to one hub. I now have a full-time assistant! #### Cons Customer support could be better. When I reach out to customer support through AI chat, then to a live agent, it seems to take the agents a while to present a solution. It is almost like they forgot about you and your issue. I wish you could connect with live phone support. #### Reasons for choosing Financial Cents I actually signed on with Canopy and as soon as I opened the platform, I knew I wasn't going to be able to work in the central hub all day. I contacted Financial Cents and Bryan was so understanding. I am so pleased with the Financial Cents platform. Everyday, I look forward to working in my central hub. --- ### Still Love FC, but......... - Overall rating: 4/5 - Reviewer: Patti S. - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Still very positive, but the inability to open excel and Word documents in the program is problematic. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Intuitive layout, customizing is easy, interaction with and requests for clients very effective-even with the least tech savvy client #### Cons When needing to open any other type of document other than a pdf, the document opens as if it were a pdf or not at all. Excel files open as a pdf meaning that I can 't see all of the information in a logical fashion. Word and Excel docs have to be downloaded out of program to be viewed. #### Reasons for choosing Financial Cents Ease of use and very intuitive for all of the members of my team --- ### Finally a Central Hub for Remote Accounting Tasks and Client Communication - Overall rating: 5/5 - Reviewer: Mark T. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered I have tried several firm management software platforms and this one so far is the best for our needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros As a fully remote accounting firm, it’s been a struggle to keep employees apprised of their work tasks while also having one central place to collect all client data and communications. I think we finally found it! #### Cons I think the client-side experience could be a little better. It sometimes assumes clients know more than they actually do. As an accounting professor with 18 years of experience, I’ve found that many clients don’t understand certain parts of the process, but they also don’t want to admit that they don’t understand. #### Reasons for choosing Financial Cents Ease of use, better integrations and it just makes sense... (or is it cents??) Karbon was too detailed and complicated, Canopy wasn't for our service offerings, and tax dome just didn't make sense. #### Reasons for switching to Financial Cents It just didn't do what i needed and didn't integrate with our systems as well as Financial Cents!! --- ### Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close - Overall rating: 5/5 - Reviewer: Stephen L. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, I'm highly impressed with everything that I have used Financial Cents for in my bookkeeping firm, and I'm excited to learn about more of its features and how I can use those to efficiently provide my bookkeeping services to my clients both now and as my firm grows. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Financial Cents is by far the best practice management software for small accounting/bookkeeping firms. There are many features that I have come to truly appreciate, with many more that I haven't dug into yet in the short time that I have been using their software. I am appreciating the customizable workflow templates to quickly add the standard bookkeeping workflows to every client but then also add tasks for their one-off situations that don't apply to my other clients; I am absolutely loving the built in invoicing and billing platform to take care of collecting payment from my clients; the Client Portal is extremely easy for my clients to use to securely share documents and to answer questions that I have about transactions. The Month-End Close functionality is huge, it has helped me cut down the time it takes to do month-end tasks drastically. I'm very impressed with the performance that has been built into this software, and as time goes on, I expect this will only increase. The ability that is built in to sync both with my firm's QuickBooks Online account, as well as my clients makes the onboarding and monthly task work streamlined. The AI tools built in to make efficient work more possible has already saved me time each month. Speaking of onboarding, I was really impressed with all of the tips and tricks that were communicated clearly as I began my use of the service, and any time I have had questions, they have been quickly answered either in the built in support library or their very helpful support staff. I also appreciate how affordable of a service it is, my bookkeeping firm is 100% remote and my overhead costs are very minimal. The price point for the Financial Cents subscription is definitely manageable and much less than other options for practice management software. I highly recommend Financial Cents to any accounting or bookkeeping firm, it has already helped me out in my small firm and has the ability to scale as my firm grows both in clients and eventually employees/contractors. #### Cons I haven’t been using the software for long, but so far I haven’t found anything I dislike. I also appreciate being part of the Facebook group, where I can learn from other users of the platform and hear about software updates that are being worked on or implemented. #### Reasons for choosing Financial Cents When I was looking for a Practice Management software, I was initially contacted via Alignable by the ownership/sales team at Basil to give their software a try during a 2-week trial. While I liked what they have built thus far, I was honestly looking for something more established with features already built and ready to implement in my firm rather than creating and doing most of the implementation myself. Financial Cents came highly recommended by mentors and peers, it had all of the features ready to go that I was hoping to see in Basil but weren't available yet. Plus, the price point for the more feature laden Financial Cents was lower than what Basil was asking for. #### Reasons for switching to Financial Cents When I was looking for a Practice Management software, I was initially contacted via Alignable by the ownership/sales team at Basil to give their software a try during a 2-week trial. While I liked what they have built thus far, I was honestly looking for something more established with features already built and ready to implement in my firm rather than creating and doing most of the implementation myself. Financial Cents came highly recommended by mentors and peers, it had all of the features ready to go that I was hoping to see in Basil but weren't available yet. Plus, the price point for the more feature laden Financial Cents was lower than what Basil was asking for. --- ### If you're sick of trying to keep up with your team's thousands of tasks, you need Financial Cents! - Overall rating: 5/5 - Reviewer: Kaitlin L. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered So far it's been great! I've completed the trainings and added all my clients. I definitely feel that my practice is benefiting from a managerial perspective, and I think our clients are benefiting from the organization that the client portal provides. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the project management features, tags, team collaboration, month end close process, and the client portal. #### Cons It's a big investment financially. I totally understand why it costs what it does, and it's a heavy lift for a firm of my size. Also, while I find it very easy to use, my team who is less tech savvy is struggling a little bit to implement it. #### Reasons for choosing Financial Cents I felt like Keeper was more about making sure that the bookkeepers do a good job. I trust my team's work. I just needed to be able to keep up with my side of it, so that I don't become the bottle neck. FC felt more like it had more features to help me as the firm owner. #### Reasons for switching to Financial Cents GQueues is straight checklist type task management and we needed a proper practice management system. --- ### This finally fits how I actually work! - Overall rating: 5/5 - Reviewer: Candance W. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience has been extremely positive. FC is an affordable, flexible, time-saving PM system that my clients actually use—NO PASSWORD! FC is helping me scale my practice and my additional niche specific services with confidence. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Flexible: I run my bookkeeping firm in it, track client administrative projects and nonprofit coaching tasks in it. This is amazing for me as I have a diverse set of business offerings and it fits the bill. Accounting software Integration: FC offers payment processing that integrates with my accounting system, AND integrates directly with my client's accounting systems to supporting and easy month end close process - saves clicks and time all around. NO PASSWORD client portal: This was the biggest hurdle with my clients in my old practice management system! Financial Cents removed that barrier and my clients are using it. What a breath of fresh air! Centralized Client Resources: Being able to put links to external resources is a game changer for me. Add that to a centralized emails inbox and it is huge time saver. Other things worth mentioning: Calendar View is so helpful - and lacking in other PM systems! FC's tutorials are straight forward and great for visual learners like myself. And, built in time tracking is helpful in understanding time budgeting for my diverse service offerings. #### Cons Niche templates: I’d love more ready-made templates for specialized work (especially nonprofits). The workaround is that the community template library is extensive, genuinely helpful, and I plan to contribute as I continue building nonprofit workflows. Lack of calendar integration: A two-way sync with Google/Outlook (projects and meetings) would make the calendar truly amazing, especially during busy times. I'm hoping that is on the near horizon - fingers crossed. Template Import/Export: You can't import or export a template to work on it outside of FC. For me it means it take a bit more time to modify my existing templates and create new templates. #### Reasons for choosing Financial Cents I chose Financial Cents over other alternatives because it checks the boxes that actually impact my day-to-day operations. I can have both a centralized inbox and a personal inbox without paying extra, the calendar view gives me quick visibility into what’s due, and overall it’s cost-effective for the features I need to run my practice well. On top of that, it’s flexible enough to support diversified services, so I can manage bookkeeping work alongside client admin projects and coaching tasks in one organized system. #### Reasons for switching to Financial Cents The biggest reasons I switched from Pixie to Financial Cents were client adoption and efficiency. The no-password client portal removed my largest barrier—clients actually use it now. Month-end close is also smoother because Financial Cents brings QBO directly into the workflow, which reduces tool-hopping. Overall, I still have full control over my practice, but with fewer steps plus the added benefits of the calendar view and centralized client resources—and it feels like a more fluid interface all for roughly the same cost. --- ### A practical and effective workflow tool for accounting firms - Overall rating: 5/5 - Reviewer: Tonia B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered The software is easy to use and gives our team better visibility into what needs to be done. I especially appreciate the ability to manage client requests and keep follow-ups organized. This has helped us reduce missed items and improve accountability across the firm. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Financial Cents has been a very helpful workflow management tool for our accounting firm. It allows us to organize client work, assign tasks, monitor deadlines, and track the status of recurring projects much more efficiently. #### Cons If there was one feature I wished FC had, it would be the ability to tie documents directly to our NAS rather than having to integrate Google Drive. #### Reasons for choosing Financial Cents For our price point, workflow, and security needs, Financial Cents checked all the key boxes. #### Reasons for switching to Financial Cents Not easy to use for clients. There was a lot of back-office work we needed to do before we could get things up and running. --- ### Financial Cents is the new IT THING - Overall rating: 4/5 - Reviewer: Katherine R. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Love it. Got rid of 4 other software's because this has everything together. Jira, (GOODBYE). Confluence (GOODBYE). ShareFile (GOODBYE). It has saved us money and time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Everything is all in one place. Files, client correspondence, deadlines, workflow, timekeeping, billable client minutes/hours. It is really intuitive. #### Cons QuickBooks integration seems to double bill. There also is not a place to add a secondary "return" account for when we need to send refunds to clients. This should be easier to navigate #### Reasons for switching to Financial Cents Everything is all in one place for Financial Cents. --- ### Software Has Helped Me Stay Organized - Overall rating: 4/5 - Reviewer: Leticia B. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered I would rate it a 7 at the moment, still on the fence regarding the customer service, they need to fix that! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 1/5 - Functionality: 4/5 #### Pros Keeping me organized with all my clients, keep my tasks in priority order, streamline Month end tasks! #### Cons Customer service is not great, no option to speak to someone live and the chat option takes for ever to get a resolution! --- Showing 1 - 10 of 270 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/financial-cents-profile/reviews/) ## Financial Cents Popular Comparisons [TaxDome vs Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/vs/taxdome/)[Karbon vs Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/vs/karbon/)[Uncat vs Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/vs/uncat/)[Firm360 vs Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/vs/firm360/)[Canopy vs Financial Cents](https://www.softwareadvice.com/compare/80460-financial-cents/vs/127735-Canopy-Tax/)[Uku vs Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/vs/uku/)[QuickBooks Online Accountant vs Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/vs/quickbooks-online-accountant/)[ClickUp vs Financial Cents](https://www.softwareadvice.com/project-management/clickup-profile/vs/financial-cents/) [Compare All Alternatives](https://www.softwareadvice.com/project-management/financial-cents-profile/alternatives/) ## Other Top Recommended Accounting Practice Management Software [Mango Practice Management](https://www.softwareadvice.com/bpm/mangobilling-profile/) **3.8** (61) Recently recommended **15** times [BQE CORE Suite](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/) **4.5** (793) Recently recommended **13** times [Canopy](https://www.softwareadvice.com/product/127735-Canopy-Tax/) **4.5** (286) Recently recommended **10** times [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) **4.5** (20678) Recently recommended **0** times Stuck Between Options? 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