--- 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: 272 ### 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: 219 reviews (81%) - 4 stars: 51 reviews (19%) - 3 stars: 0 reviews (0%) - 2 stars: 1 reviews (0%) - 1 star: 1 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. - 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. ### 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. - 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. ## Financial Cents customer reviews Showing reviews 1-25 of 272 (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 --- ### 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. --- ### 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 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. --- ### Great improvement - Overall rating: 5/5 - Reviewer: Deaubry S. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered I've had a great experience. My team and I have increased productivity and improved communication around client deliverables and timelines. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like how it integrates with QBO and allows collaboration between my firm and my clients on many tasks. #### Cons I don't like that the month end close is an additional charge per month per client. That was the feature they sold me on then told me it cost extra. #### Reasons for choosing Financial Cents Because it integrates directly with QuickBooks for communication and collaboration with uncategorized transactions with my clients among other things. --- ### Really liking it - after 1st year - Overall rating: 4/5 - Reviewer: Becky J. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered We really like all that it has to offer. I'm sure we're not using it to its full capabilities yet...we're working on that! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We really like the client portals! It is so nice to upload everything, and they can access it at any time. #### Cons Unfortunately, FC does not integrate with Excel or Sage. We have regular monthly spreadsheets to share with our clients, so it is quite cumbersome to have to convert files to PDF first. And we are finding it quite expensive - over $1k each year for EACH of our employees. --- ### 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. --- ### User friendly system, forward-thinking - Overall rating: 5/5 - Reviewer: Megan C. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2025 - Review source details: This review was submitted organically. No incentive was offered I am still a new user and we have not fully implemented for our whole team yet, but I see how much this system will change the game for us in terms of productivity and effective communication. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very user friendly platform, client import is seamless, and appreciate the options for automations on the project templates, and access to other users templates to get ideas. Our rep has also been very helpful so far. #### Cons It would be better if there was an app or better way to receive and make updates via phone instead of just on the internet browser. I also would like a file system that allowed viewing of files outside of just PDFs within the system without having to download. #### Reasons for choosing Financial Cents Have used tax dome in the past but felt Financial Cents better fit our needs and was more flexible with better features and price. #### Reasons for switching to Financial Cents Asana was too flexible and tasks were getting lost in subtask upon subtask. --- ### Fantastic software - highly recommend! - Overall rating: 5/5 - Reviewer: Dorothy S. - 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 From day one, they were here to support me in my practice management. Easy to get help when needed, and the software is continually improved. They listen to feedback and suggestions and implement the changes! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Really easy to help us grow. Workflow and Email Templates save hours a week. The dashboard lets me know where I am, as well as where my team members are, on any given client or project. #### Cons My particular learning curve was a bit steep, but once everything was set up, it's so easy to refine and improve the process. #### Reasons for choosing Financial Cents Better value for what we needed. Couldn't see the need for more. #### Reasons for switching to Financial Cents We outgrew 17hats and had to find a better way to run our practice. --- ### Great for Project & Task Management - Overall rating: 5/5 - Reviewer: Raegan D. - 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Financial Cents has been a game changer for keeping me and my team on task and all on the same page. It allows us to schedule recurring projects throughout the month vs all at EOM. I love that we can leave comments so we all know the status or roadblocks for each open project. I couldn't run my firm so efficiently without Financial Cents! It's super user friendly and easy to integrate with QBO. May favorite feature may be the Client Vault where you can store login credentials, account numbers, and direct links to financial sites. #### Cons No dislikes; I do wish it was a little more affordable for us smaller firms though. However, I like that you can pay by the year to receive a small discount. #### Reasons for choosing Financial Cents I chose Financial Cents over the other that I tested due to the UI. The layout of Financial Cents is less cluttered and easier to read. It is less overwhelming! --- ### Wonderful software - Overall rating: 5/5 - Reviewer: Kerri H. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered I used this software with another company that I did bookkeeping work for and now for my own business. It is a great way to help you stay on task and get things done on time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Financial Cents has been amazing for my business. The cost for a one person business is great. I've found it to be a very secure way to communicate with clients. I can keep all of my documents in one location for me and my clients to access. The templates are absolutely amazing and easy to customize. #### Cons So far the only negative would be that I have a part time employee that does not have access to the software because he only works for me a few hours a month and I cannot justify the cost for that amount of time. #### Reasons for switching to Financial Cents While TaxDome is also a great software it was more than what I needed. I found Financial Cents to be a much more cost effective fit for my needs in my small business. --- ### Financial Cents is a great tool to organize your firm - Overall rating: 4/5 - Reviewer: Tammy P. - 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. I enjoy it. It keeps my staff on time and well organized. Definitely a game changer for our firm. We are much more efficient in the year we have had this tool. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Document Management, Client Communication and organization, keeping up to date with all tasks and year ends. #### Cons Needs better one-one integration support at the beginning and 1-1 training less video more personal. #### Reasons for choosing Financial Cents ease of use the option to upload customer files #### Reasons for switching to Financial Cents poor service and increased pricing made us look for another CRM --- ### Recommend Financial Cents - Overall rating: 5/5 - Reviewer: Deborah C. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - 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. I have had a very good experience with Financial Cents. The support team is very responsive and they work hard to continue to make the platform serve the needs of users. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I appreciate the features and ease of use. The platform is easy to navigate and it is user friendly. #### Cons If I were to request a change to Financial Cents, it would be for a little bit more robust reporting. #### Reasons for switching to Financial Cents I switched because I liked Financial Cents' features and price. --- ### 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 --- ### 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. --- ### I highly recommend Financial Cents - Overall rating: 5/5 - Reviewer: Michelle L. T. - 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 The team at FC are just stellar. They listen and care about their customers. They make changes that are requested, they provide a roadmap. I haven't seen another software firm come close. I'm thrilled to have this level of access and customer support given I'm a boutique firm. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros FC keeps me organized, removes the document request and collection headaches, and lets me do what I do best. I love collaborating with my team through the app instead of endless emails. My clients love the easy and secure login process. #### Cons It's not cheap, but it IS absolutely worth the investment. The payback in your time and sanity is 10x. --- ### A Game-Changer for Workflow and Client Management - Overall rating: 5/5 - Reviewer: Alicia S. - 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 Overall I absolutely love Financial Cents. It has given me a sense of assurance that I am on top of my workflow deadlines. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like most about Financial Cents is how seamlessly it combines client management and workflow automation in a very user-friendly interface. The integrations make my processes more efficient, while the built-in accountability features keep my team and projects on track. On top of that, their customer service is excellent, responsive and genuinely supportive, which makes using the platform an even better experience. This software has truly changed my business and provided me with a sense of ease knowing I am meeting deadlines. #### Cons Some clients find it challenging to access and sign the documents I require, which can slow things down. I also wish there was a way to group workflow projects together for easier prioritization. In addition, it would be helpful to have an option to close or archive a project without completing every task, so I can track when a client hasn’t followed through while still keeping a record to refer back to later. --- ### Financial Cents has allowed me to grow my bookkeeping firm. - Overall rating: 4/5 - Reviewer: Hannah L. - 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. Using Financial Cents has allowed me to grow my bookkeeping firm by cutting down the manual labour that went into client management. It also helps me manage my team and help with team collaborations #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like the customization options and the automations it allows. Way easier to collaborate with my team on client work. It has streamlined our client document collection. #### Cons I did not find the billing function to integrate with QBO seamless, it caused more work for myself. I also wish there was an option to view tasks in a calendar view. --- ### Our Best Kept Secret - Overall rating: 5/5 - Reviewer: Denise K. - 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 I hesitate to type this review as it is our best kept secret for managing our clients and our internal systems. This program has transcended our business model. I've used two other CRM, Project management tools as my business grew and I am happy to say this is the one that will stay the course and grow with us. The ease of use and community is far above so many others. The templates, employee timesheets, internal reports, and project management are the best I've seen and used. If you are looking for a well rounded CRM and Project management system that is affordable and will grow with you....I highly recommend this program. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Document management both internal and externally received. Project management of our clients. Secure interface and sharing capabilities. Ease of use. Customer service and support is amazing. Continual advancement. #### Cons While the system will work on your phone, it would be great to have an app that is specific to the program --- ### Overall great experience - Overall rating: 5/5 - Reviewer: Luis M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Financial Cents allows us as a firm to be more organized. We can take more time to actually help clients, instead of having to worry about running everything. With the integrations that are possible with Financial Cents, we are able to keep everything moving forward. It is very easy for projects to switch between team members if something were to happen. If a team member is sick, another team member can still offer the clients a good client experience because of the team/client task keeping everyone in order. #### Cons As a firm, we are looking into offering more bilingual services. This causes an issue with Financial Cents because the client portal isn't able to be set to a different language. This will complicate the client experience for Spanish speakers. We have talked to the customer service department, and it looks like this service is already in the roadmap for the future. --- ### 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