Financial Cents Software
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.
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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:
$23.00 per month
Free trial:
Available
Free version:
Not Available
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Accounting Practice Management Software
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Financial Cents User Reviews
OVERALL RATING
Showing 1 - 5 of 71 reviews
Jessica
Company size: 1 employee
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
February 2022
A valuable tool so nothing will fall through the cracks
John
Verified reviewer
Company size: 2-10 employees
Industry: Accounting
Time used: Less than 6 months
Review Source: Capterra
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.
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.
Jessica
Verified reviewer
Company size: 2-10 employees
Industry: Accounting
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.
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.
Pros
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.
Cons
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.
Reasons 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.
Mindy
Company size: 2-10 employees
Industry: Accounting
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.
April 2022
Financial Cents is a total game changer
Pros
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.
Cons
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.
Reasons for choosing Financial Cents
It was being talked about in professional discussion groups.
Reasons for switching to Financial Cents
Asana is a great app, but it doesn't work so well for the accounting cycle. It's easy to make a mess and it's hard to get the hang of.
James
Verified reviewer
Company size: 11-50 employees
Industry: Mental Health Care
Time used: Less than 6 months
Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.
April 2021
Financial Cents
Pros
The ability to manage budgets of multiple projects
Cons
The price for the amount of integrations doesn't match many other products of the same caliber
