All Financial Cents Reviews
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Financial Cents Reviews
Reviews Summary
Overall Rating
4.8Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.9
Customer Support
4.7
Value for money
4.7
Functionality
4.7
Pros
"Being able to add and automate our Proposal & Contract process here as well as time-tracking staff time, invoicing and managing Client profitability all in one place is amazing!"
"The program makes an easy to use CRM system for my clients to be able to store their files, easily access information, compile notes, create to do lists, and share files between clients and myself securely."
"Overall, I am satisfied with Financial Cents, as it effectively streamlines workflow and client communication, though there is still significant room for improvement, particularly in the note-taking section and client tasks feature to make the platform even more efficient and user-friendly."
Cons
"What I dislike about Financial Cents is that some features, like reporting and customization options, can feel limited compared to larger practice management tools, and occasional syncing delays can slow down workflow updates."
"Lacking in some areas i.e. creating workflows with task dependencies, there are a few major limitations that inhibit our ability to create smooth workflows."
"Client reminders are sent from a Financial Cents email address rather than directly from the firm’s email, which can occasionally be confusing for clients."
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