--- title: "Financial Cents Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Financial Cents. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Financial Cents is a good fit for you!" source_url: "https://www.softwareadvice.com/project-management/financial-cents-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Accounting Practice Management Software](https://www.softwareadvice.com/accounting-practice-management/) / [Financial Cents](https://www.softwareadvice.com/project-management/financial-cents-profile/) / Financial Cents Reviews 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](https://www.softwareadvice.com/project-management/financial-cents-profile/) Reviews [Alternatives](https://www.softwareadvice.com/project-management/financial-cents-profile/alternatives/) # Financial Cents User Reviews ## Reviews summary - Overall rating: 4.8/5 - Total reviews: 270 ### Secondary ratings - Ease of use: 4.8/5 - Customer support: 4.7/5 - Value for money: 4.7/5 - Functionality: 4.6/5 ### 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%) ### Most mentioned pros - 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. - Financial Cents appears thoughtfully designed for firms that need better workflow management, clearer task visibility, and more consistency across recurring client work. - The QuickBooks Online integration works perfectly, syncing invoices and data smoothly for my bookkeeping and payroll tasks. ### Most mentioned 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. - The main challenge so far is simply that implementation takes time, especially when setting up workflows and training the team. ## Financial Cents customer reviews Showing reviews 1-25 of 270 (page 1). ### 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! --- ### Ever-evolving Software with Unlimited Potential - Overall rating: 4/5 - Reviewer: Cara E. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Although the constant changes make it challenging to fully embrace the product, it remains user-friendly and is on the right track to potentially become the most valuable software out there for managing the volume and pressure of tax season. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros It is a fantastic workflow tracking software. It has been a game-changer for us. It is easy to leave notes and to keep an eye on the progress of projects because the whole team can see the status at any time. It has upped our efficiency, keeps us on track, and helps us keep key information (e.g., sending a paper vs digital return, text rather than call preferences, etc.) that is unique to each client visible, so we can best serve our clients. #### Cons Support is a challenge. More often than not, the people on the live chat are unsure of the answers and frequently need to escalate issues to the design team and other relevant teams to find solutions. The ever-changing updates make the software feel underdeveloped, and that we are just one giant beta test for a company that does not provide a ready-made product. It was especially disruptive to have updates that disrupted the regular flow in the middle of tax season. It would be beneficial to slow down the constant changes, allowing people to feel they've mastered the program and can use it easily. #### Reasons for choosing Financial Cents Financial Cents is a more robust program and is more aligned with what we wanted in a software like this. --- ### Streamlined Solution for Bookkeeping Needs - Overall rating: 5/5 - Reviewer: Montana H. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered As a solo bookkeeper running Limitless Bookkeeping LLC, I switched from HoneyBook’s frustrating workarounds to Financial Cents, and it’s been a great choice (9.5/10). The client portal is simple and secure, letting clients upload payroll files without needing a login, which saves me hours. The QuickBooks Online integration works perfectly, syncing invoices and data smoothly for my bookkeeping and payroll tasks. File management is excellent, with organized folders that make collecting and storing monthly reports a breeze. Financial Cents is much better than HoneyBook or QuickBooks for client management, and I recommend it to any bookkeeper, solo or larger firms. It’s still improving, but their US-based support is responsive. I’ll keep using it as my business grows! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros The portal’s ease of use, reliable QBO integration, and SOC 2 Type II security give me confidence in protecting client data. After upgrading my plan, it’s still affordable and ready for when I hire help. #### Cons Adjusting timesheets for hourly tasks is a hassle unless I create a project first, which feels unnecessary for quick jobs. I also wish I could see when clients view invoices, like in QuickBooks. #### Reasons for choosing Financial Cents The capacity for Financial Cents to be able to grow with my bookkeeping business and it is extremely user friendly. I love the program overall. #### Reasons for switching to Financial Cents HoneyBook was not user friendly and did not work for what I needed, even though it came highly recommended. I feel that program is more meant for the artistry world. QuickBooks is great but their fees for merchant services is high and I was unable to defer them to my clients. --- ### Extremely Useful Workflow Manager - Overall rating: 5/5 - Reviewer: Angeliese W. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Financial Cents has been an incredibly useful tool in helping me to cut down on time spent on client work, maintain communications, and keep my clients in the loop with their side of the expectations. I have been using it to process payments for about 6 months now, and that has been a great experience. I am still utilizing all of the different pieces of financial cents, but I don't see dropping the tool any time soon. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really enjoy each feature that I have access to. It is very easy to get started with and to transition clients into. I love that I can manage documents, passwords, client communications, set up recurring or non-recurring templates with recurring monthly tasks for each client. I think the integration between QuickBooks for both quick access to the client file in QuickBooks and the chart of accounts, transaction connection is extremely useful. The customer service team has been helpful every time I have reached out. #### Cons I wish I had access to the account that receives deposits without having to go through support, and I really wish there was an option to invite team members to the lower tier option. #### Reasons for choosing Financial Cents I chose financial cents because it was of lesser cost at the time of selection, and I was in a group that was teaching financial cents specifically. --- ### Comprehensive accounting client and project solution - Overall rating: 5/5 - Reviewer: Lalit K. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Overall our firm is very satisfied. The onboarding was a breeze. Switching over and transition period was very smooth. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like that it is easy to use. The Financial cents team is very responsive to feedback. They often create customized solution for our specific needs. I love that there are many pre-built templates that make the project tracking faster. #### Cons There is not much that I dislike. Only feedback I have that it could be too customizable rather than more rigid processes. #### Reasons for switching to Financial Cents Doc-it was very glitchy and kept crashing daily. --- ### Best Accounting and Tax software for project management - Overall rating: 5/5 - Reviewer: Latica H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. LOVE, love, love - no issues at all and clients love it. I use it daily - it has been a vital source for our business #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Project collaboration was made super easy - this was the main reason why i decided to go with this software. Document management has been also a main factor as well. I dont know what i would do without this software #### Cons the cost - its cost too much annually and they don't give discounts, or incentives. Its expensive but i fork up the cost annually. I wish they would give perks or incentivies. #### Reasons for choosing Financial Cents There were features that didn't align with what we needed #### Reasons for switching to Financial Cents easy for all clients and no additional fees --- ### Bookkeeper ONE Application Tool - Overall rating: 5/5 - Reviewer: TANYA C. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Initial setup was easy. I like that there are videos to show you step-by-step how to do certain tasks. I like that there are tips and tricks offered every so often! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This application is certainly geared towards bookkeepers & accountants. Each component in this application has been thoroughly thought out to best suit the intricate needs of a day-today, month-to month tasks. The capability to effortlessly send clients requests to supplying client with reports at the client of a button, is worth its weight in gold. My clients like that the application has superb security measures in place. Clients also like the idea of not having to physically bring documents to me, or have multiple phones from me when I need information. I have utilized several apps, plus email & text to run my bookkeeping business. Although those tools worked, Financial Cents has EVERYTHING you need in ONE application. #### Cons I have used FC for a while. I cannot think of anything that I dislike at this time. #### Reasons for choosing Financial Cents Financia Cents was the most streamlined, robust, and client friendly. #### Reasons for switching to Financial Cents I needed everything under one shingle, Calendar, reoccurring tasks list, client interaction, document sharing. --- ### easy to use, helps with organization - Overall rating: 4/5 - Reviewer: joyelle s. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered good experience. like it better then the last one we were using much easier to get around in and work with #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros FC is easy to use and helps keep client work organized it has lots of ways to keep documents stored and maintianed #### Cons hard to use from a phone not the easiest to get new clients onboarded when they are doing it from home #### Reasons for choosing Financial Cents liked it better then the others and that it why #### Reasons for switching to Financial Cents didnt like the other product. like FC better --- ### An All-in-One Solution for Accounting Workflows - Overall rating: 5/5 - Reviewer: Adam J. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Financial Cents has been a valuable tool for managing our bookkeeping and accounting workflows. It has simplified collaboration, improved task visibility, and helped ensure deadlines are met. While there’s room for growth, the team is highly responsive to feedback, and I’m happy with the direction the product is going. It’s a great solution for accounting firms looking for a balance between usability and powerful workflow management. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Financial Cents has an intuitive interface that makes it easy to track both projects and tasks in one place. The onboarding process is smooth, and I appreciate that all features are included in one transparent price—no hidden costs or add-ons. The platform is also evolving in the right direction, striking a balance between flexibility for unique workflows and simplicity for team adoption. #### Cons As a growing platform, some features are still in development. For example, online billing for Canadian users isn’t available yet, which would make managing payments much more convenient. Additionally, while the system is flexible, there are still areas where customization options could be expanded to better fit different firm structures. #### Reasons for choosing Financial Cents Chose Financial Cents over Karbon because Karbon’s workflows feel idiosyncratic and less intuitive for our needs. Financial Cents offers a more straightforward approach to task and project management, making it easier to implement without unnecessary complexity. #### Reasons for switching to Financial Cents Switched from Asana to Financial Cents for its accounting-specific features, better workflow tracking, built-in due date automation, and client management—all in one platform. It’s more tailored for bookkeeping needs without unnecessary complexity. --- ### Game changer for my bookkeeping biz! - Overall rating: 5/5 - Reviewer: Cathleen D. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. My overall experience has been great. If I need help they are super helpful and always improving their app. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I loved the ease of getting started using this app. The templates available to uuse and customize for your particular needs are great. This app has been a game changer for my firm. #### Cons I would like the documents my clients upload to be front and center. Other than that I don't have any complaints. #### Reasons for choosing Financial Cents I chose Financial Cents because of ease of use and the price --- ### Best software for managing an accounting company - Overall rating: 5/5 - Reviewer: Morgan S. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: September 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. They have excellent customer service and are very responsive to feedback. I tested out a variety of different platforms and this is the one that has been the easiest to setup and to use consistently. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like that it has helped me become more organized and track my time better. I enjoy the easy to use templates and how it has made my job a lot more streamlined. #### Cons I would like a better idea of the UI that my client is seeing - it would be nice to be cc'ed on emails that go out to them (this might be a feature and I just haven't figured out how to turn it on yet). #### Reasons for choosing Financial Cents Seemed like Asana had a much steeper learning curve. #### Reasons for switching to Financial Cents I was using the project management feature and the time tracking in QuickBooks - I switched because Financial Cents has a great interface and is easier to use. --- ### Financial Cents has a simple, effective interface ideal for small accounting teams, but.. - Overall rating: 4/5 - Reviewer: Kat C. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros What I like most about Financial Cents is its simple and intuitive interface, which is also highly effective for team collaboration and client communication. It’s a perfectly tailored platform for small accounting and bookkeeping businesses that don’t want to deal with overly complex tools just to track upcoming deadlines. I especially appreciate the template section, as accounting and bookkeeping are largely routine tasks. This feature saves time by allowing you to set up projects quickly without adding them manually. Additionally, the note-taking section is extremely useful for me as a bookkeeper, since I rely heavily on my past notes to track numbers, changes in clients’ digital financial files, and updates. #### Cons One thing I find less ideal about Financial Cents is that when I add a “Client Task,” the email notifications it sends can’t be personalized much. For example, there’s no option to use “Shift + Enter” to format the email and make it look more professional. I also tried sending a document request email to myself, and it didn’t look very polished—there’s definitely room for improvement in the email presentation. Another issue is that my clients rarely use the “Attach Documents” button; they tend to send documents directly to my email instead. I am not sure why but I think they are not confident to upload their documents directly in the portal? Additionally, the note-taking section could be enhanced. I wish I could add more pages or sections so I can organize notes by financial quarter or year, which would make tracking information much easier. --- ### Great practice management tool built with practice efficiency and client security in mind. - Overall rating: 5/5 - Reviewer: Becca C. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Financial Cents has met all the criteria we were looking for in a practice management tool. It is easy to use, provides a secure client portal, and the support their team offers when we need guidance has been excellent. Highly recommend! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The secure client portal provides seamless access to documentation and ensures clear communication throughout every stage of the client lifecycle. It also allows clients the independence to access their reports whenever needed, while offering a quick and secure way to communicate with our firm. #### Cons I would prefer that automated task emails be routed through our integrated email system rather than the Financial Cents server. Updating this feature would improve both efficiency and communication tracking. --- ### For any accounting or bookkeeping professional looking to improve things, I highly recommend Financial Cents. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered It’s an indispensable tool that has allowed us to scale more effectively and focus on what we do best: serving our clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros As an accountant, finding the right practice management software is crucial for efficiency and growth. Financial Cents has been a game-changer for my firm. The platform excels at automating our workflow, ensuring that tasks are not just tracked, but completed on schedule. #### Cons Sometimes, The user interface is not easy to navigate, there are times that I encounter some errors when opening some dashboards --- ### Strong first impression for workflow management - Overall rating: 5/5 - Reviewer: Kevin M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Our experience so far has been very positive. We recently signed up on the annual plan, and the onboarding and first impressions have been strong. Financial Cents appears thoughtfully designed for firms that need better workflow management, clearer task visibility, and more consistency across recurring client work. It’s still early, but we’re optimistic about the value it can bring to our practice. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Financial Cents seems purpose-built for accounting firms. The interface is clean, the workflow structure is intuitive, and it gives strong visibility into recurring tasks, deadlines, and team accountability. So far, it looks like a solid solution for standardizing processes and keeping client work organized. #### Cons We’re still early in the rollout, so it’s a little too soon to give fully informed feedback on drawbacks. The main challenge so far is simply that implementation takes time, especially when setting up workflows and training the team. --- ### Quick to learn - Overall rating: 5/5 - Reviewer: Faith W. - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Good! Easy to navigate, makes financial management tasks more efficient and straightforward. Easy to teach new employees to use #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Easy to navigate and has a decent database search through tagging projects. Clients are highly customizable #### Cons The only issue I have is its dependance on internet access. If there were an option to make changes that later sync to the cloud that'd be great. ## More reviews [Next reviews](https://www.softwareadvice.com/project-management/financial-cents-profile/reviews/?page=2) --- Financial Cents Reviews, Pros and Cons - 2026 Software Advice