For us Financial Cents solved some key pain points: 1. Project management - it allows managers to see what projects are outstanding, which are only partially completed and which are upcoming. It provides confidence that tasks are not following through the cracks. 2. It has allowed us to discuss projects/tasks without having to use email. Instead, we can use the messaging application within the projects. A time saver. 3. It has helped us define our workflows and communicate them to all staff.

Financial Cents was simple to start using for our firm. There is no complicated setup or onboarding. I had it up and functioning within 30 minutes. There are simple, short training videos that I used to get staff trained. I had staff using it and loving it within the first week.

The one feature I would love to see is email integration. I have been assured that it is coming!

Lack of collaboration with team members was a frustrating problem. - I didn't want to use Teams, my experience with it has not been good. With the "chat" style comments and notes being at the project level or at the task level and notifications of call-out(s), it all becomes very organized for us. Client and project info (email, text) converted into notes to attach to a client, project or task has been a godsend in this software. We had the ability to send notes to projects in our last software, but if you didn't know that it was there (say another individual working on the project) you would never see it. Requests for client information was not an automated procedure for us and involved several steps which inherently enticed the client to attach sensitive information to the emailed request and return. We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure. Our workflows were not even being utilized in our prior software as they were too convoluted and contributed to the noise. Triggering events didn't work properly and with the dashboard being too noisy, no one paid attention to alerts. Resolved with the notifications and better abilities to filter down on dashboard views.

The visual approach to projects coupled with the ability to filter your view down much easier allows us to get the future "noise" out of our way until needed for time budgeting or a more wide-angle view, letting us hunker down on the here and now, We have moved from a package that was so "noisy" on the dashboard, staff members were keeping their own spreadsheets on projects and tasks. Biggest pain point resolution for us was the collaboration abilities: chat style with the ability to "call out" particular staff members and keep the notes. Too many things were in people's heads, or in their email boxes, not connected with the project or client. I will no longer hear "the client emailed me the info" or "the client texted me the info". While we can't integrate those two sources directly with the software, a quick copy and paste resolves that, call out the staff member with an @name leader and go from there. Indispensable with remote workers, no more broken email threads! The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support! A simple suggestion to round out the support experience became reality within a week. It is so pleasant to have a software team leave me with a smile on my face every day rather than putting a cloud over my head for the rest of the day.

No integrated e-mail triage, although you can forward emails to an "in-box" to turn them into one-off projects or to-do items. It was a bit difficult at first to lean into the idea of breaking up our original software into two software packages as this is not a full DMS, but in doing so and purchasing a true, dedicated DMS system, I realize how much our old software was lacking in DMS capabilities by trying to be all things, so the downside actually ended up being an upside for us.

The software is cheap, easy to navigate and setup for first time users

One of my least favorite features is how FC is how much watermarked FC is when it comes to the client side. I need the software I am using to be in the shadows, like behind the scenes when I interact with my clients. Unfortunatlely all emails and communications from me to clients are labelled with FC logoes and texts all over which is not good as my Firm is playing behind the scenes

It has been great getting and keeping us organized especially with a remote team.

Shared communication so anyone knows what is going on with a client.

Support went from wait 5 minutes to chat to 1 hour +.

I happy to have implemented this. We have been using several practice management application - it either difficult to set up or difficult to maintain - Financial Cents is easy to set up and maintain and it works for us.

Ease of use and set up. Our staff have no difficulty suing it from ground up. Thereare also a lot of training videos.

I can't find any that is major items to consider a weakness. so far we love it all.

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.

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.

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.

[SENSITIVE CONTENT HIDDEN] was awesome with the demo which started the process. Implementing was great since it linked to QBO and pulled in my customer list. I have been using it since the free trial and couldn't imagine NOT using it now.

Easy to use, support that listens and its continually adding new features as they learns what is important to the user. Sharing with me team - ideal, check lists so I know where I am at and then adding tags so I can see at a glance where the work is - incredible.

I wish it had email integration - that's the final piece and I can use this for EVERYTHING. Perhaps a library of templates from users, bookkeepers and accountants marked for various software use - would make templates more robust.

I haven't really been able to maximize all of the features of this software. However, the things I have played with are really good. My assistant is in love with this software and has had more time to play with all of its features and assets. I am so pleased with my purchase and can't wait for the full training so we can use this platform at its optimal capacity.

I wish I could invoice and bill within this platform

An easy to use platform and incredible customer support.

A task management tool with a simplistic design - easy to navigate. A complement to Quickbooks Online to help organize our tasks by the due date, track time which integrates with QBO & allows us to communicate with our clients. Implementation and transition were smooth and easy. Customer service is friendly, quick to respond, and always welcomes feedback.

I haven't found anything yet but like any App there is always an opportunity for improvement & innovation.

Positive - easy to set up and use with great workflow automations

I like being able to to easily set up client workflows with automations in a snap and the ability to create client requests directly from the project management platform.

I would like to be able to see more tasks at once

Financial Cents has been great for managing all employee tasks. It is very helpful to be able to track time for all projects and not have to worry about using another separate system for budgeted time for each client. We have nothing but positive experiences with Financial Cents. We love how it includes client portals, workflows, project management and staff management.

The ease of adding and managing projects. The reminders for clients are the best. We love that we don't have to keep track of requests for documents from our clients and that we can chat with them through Financial Cents.

We do need email integration to check off all our boxes.

Support has been good and it is constantly adding new features. Support is very responsive and so is their facebook group. There are lots of feature being worked on and most are on my wishlist.

Client task, auto reminder and built in templates

There is not a feature that I like least about. The company is young and it is constantly adding new features so there are items on my wish list that does not exist currently but should be added soon

It's easy to use. I like the task and document sharing features. The support team is always available to answer any questions I might have. Highly recommend using this product.

When storing documents, you cannot set up folders to organize the documents.

I spend nearly a month testing a lot of apps for my business. Based on the free trial and my experience with this and other solutions, I'm glad I settled on Financial Cents. My experience with it is that its easier to use "out of the box" than some of the others and didn't require special training or extra help to get started. The interface is very clean and easy to work with, which I didn't find with other apps. There's a learning curve from the perspective that its new for me, and that I had not established any real workflow prior to using Financial Cents, but I love that it is specific to the financial industry and addresses our special needs. One of my favorite features is seeing the profitability page, which shows my "effective" hourly rate based on my monthly rate billing across all clients at the same time. I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me!

Having good support was important to me when searching for a workflow solution for my bookkeeping business. There are short, relevant, easy to find tutorials right inside the product. Support is highly responsive and easy to work with. There's live chat and a FB group -- and while the product has been easy to implement and use, I can still find answers to my questions quickly and easily. I can definitely see how this product will improve the way I'm using my time by eliminating unnecessary redundancy day-to-day.

I wish that the tutorial videos would open in a separate window so I can watch the video on a separate screen while testing it out in my app.

This software has helped our team communicate better and save time getting tasks completed.

easy to deploy, team features are very easy to use, helps keep us organized, software updates frequently.

not an app, recurring tasks need some cleaning up

So far I really like it. It has allowed me to stop keeping a paper checklist to be able to see where clients are during weekly or monthly processing

I love the birds-eye view of the projects where you can see the status (what % complete the project is and who's next on the task list)

I wish tasks were a bit more flexible - and I wish the client communication was more robust to be able to get rid a secondary client communication portal