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!

There are clear and helpful instructions to get started, customer service is very responsive and while there are some things that I don't like, I see how they are actually improving the app and expect it to get better.

It didn't take me long to get started using it once my templates were configured. It's very easy to customize each project for my needs and set it to recur automatically. It has become a valuable tool since the first day I used it with a client project. The workflow view is very helpful and the capacity management feature is useful although not perfect.

Setting up my templates took a long as the only import option is from a proprietary file format for users to share templates so my assistant had to spend days copying and pasting all of my customized templates into the system. The QBO import is very convenient but it imported projects as separate clients which required some cleaning up, I wish I could select which clients to import. The client portal sounds great in theory but I can't use it as I am used to a completely white-labeled experienced and this portal is ugly, not customizable and I have found no way to customize the text of the emails that are sent to clients. I can't use this until they allow me to customize the text and branding.

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's been super easy. Highly highly recommended

The ease of implementation - I got started within a day. And their ongoing support and how they're constantly developing.

If there are any features that haven't been fully developed yet, they're willing to hear feedback and working on it - no negatives.

Solved Pain points- 1 Pain, Hundred of emails from 1 client.. who has multiple businesses. So to assign an email to the exact Project Legal entity very helpfull. Ability to Copy in my Text SMS messages from Client- Time entry is great allows 10 minute intervals.

Automation within tasks, Subtasks. Manual Timesheet Entry and also a timer for current time entry. Great Client Portal- Easy link to Client documents

Needs improvement ON client portal for clients to open up standard files. MS Office word and excel, and PDF Files - 1 click and file opens in APP. -

So far amazing. The product works beautifully. No bugs. It's fast and reliable.

Love the speed of this cloud based product. It is so fast, it makes managing products really easy and prevents the build up of neglected project tasks being used. I also love the ease of use and it's very bug free. I rarely have issues.

No ability to invoice yet. I hear it's in development for 2024.

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.

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

Build specifically for Accountants. No more wasting time trying to make others fit our needs.

They are still the new kids on the block, so still releasing a ton of updates. I just hope they don't go too far and end up convuluting the software.

All of its features, I use it all! Time tracking is easy and detailed. Work flow is easy and I can set up as many or as few as needed. Setting up automatic notifications to my clients helps relieve some mental load and saves time!

I would like to the automatic notification emails sent to my clients. But that's about it!

I like the easy navigation, the simple, fresh interface, and the easy filtering options. It been extremely beneficial having the tutorial videos easily accessible on the left toolbar.

I wish that the recurring tasks would all show up on the reports rather than just the current recurring task that is incomplete. I'd also like to see a billing/invoicing feature added to the software. A proposal/estimation feature would be helpful as well.

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

I have been extremely happy with Financial Cents. I think it is a great piece of software. It has been a beneficial tool for my business. It has made our operations much more efficient. It makes it a whole lot easier to keep on top of our work.

The software is user friendly. I like the fact that it has integrations with QuickBooks Online. My favorite thing about Financial Cents is that the software developers are constantly improving the software to make it easier on the user. I love the fact that you can track time on a particular project and it integrates directly into Quickbooks Online.

There's not anything I don't like about the software. However, there are a few things I wish Financial Cents would develop to make it easier on the user. I wish there were a few more reports. Under the CRM portion of the software. I think it would be beneficial when you're in a client's account, that you can see the billing history instead of having to go back into QBO. Also, it would be beneficial to be able to create an invoice for a project that integrates into QBO. Lastly, I wish there was a two integration between Financial Cents and QBO with it comes to adding clients. It would make it easier to add a client in Financial Cents and then it be able to sync directly into QBO.

It has increased productivity within our firm, and also allows us to see how much time we are spending on each client, to accordingly adjust the retainer fees they are paying. It also allows us to pinpoint clients that we have issues with time-wise, allowing us to analyze ways to become more efficient.

Simple Design - the design of the menus makes this easy for every employee to get used to quickly, which is important as it decreases the time needed to explain the in's and outs, and allows us to focus on our clients accounting work.

Reports - the reports are good for the value (what you pay for), and I know there will be updates in the future. However, being able to see a dashboard of the clients along with customizable columns of what they are updated through for each category of work would be amazing (books/records, sales tax, payroll, tax return, tax planning etc.)

It is specifically for Accountants and Bookkeepers and focuses on our business needs. This makes it simpler to use and get up and running quickly. Support has been responsive and personal.

* The ability to request information from clients on a regular schedule and send automatic reminders. * Ease of template creation and use. * Client information in one secure place * More than one contact can be stored on the client file * Support is great!

* Priorities for Projects and tasks would be great * Ability to request client tasks from more than one contact on the same task - I believe this is coming soon. * More column options on the List View Dashboard * Ability to bulk edit due dates and assignees * Able to manually edit the timer within the project/task ie. when I forget to start or stop it

It is easy to use and navigate around different pages. I love the timer. It in a great location that is hard to miss and helps you use it! The tasks are amazing! So helpful and you can assign tasks to different people! Projects are wonderful as well! Being able to change an email into a project is a game changer! Projects just makes the flow easier and consistent. I also love having a link to family members and businesses accounts.

It would be nice if the save button / cancel button were consistently in the same spot. Sometimes it is on the the save button is first and then cancel button and others the cancel button is first and then the save button. I don't like how you can uncheck a task that has been completed so easily. A second step would be helpful. Also name, date and time stamp of who completed task or when task was marked uncompleted would be helpful.

FC was easy to implement, has videos but better yet, customer service was available and more than willing to help or answer any questions. FC has really allowed by company to opportunity to grow!

Great CRM! Easy to setup workflow, videos to help with implementation, recurring tasks with estimated hours so we can compare actual time spent, time tracking. Support is awesome - quick to respond.

Really haven't found anything that I dislike at this point.

We evaluated many tools before onboarding FC. This is the simplest and easiest tool to get up to speed quickly with. They have best-in-class support alongside a fantastic system for firm management.

They don't come with all of the bells and whistles of other systems that would be nice, but they appear to be in development of some core features that would unlock further value.

I've been searching for a workflow/client management tool that is simple to set up and use, yet powerful enough to keep growing with my business. FinancialCents is everything I was looking for. It's a game changer, highly recommended!

It would be great if they had a phone app.

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 +.

Workflow efficiency, massively reduced time spent going over project/task status, no more team meetings (!) that waste time, quick KPI review for added client value, and daily use for focus on what's due/coming due.

The ease of use, automation (recurring projects), workflow assignments, notes within projects, percent completion bar for quick assessment on project/task status, workflow paired with a KPI functionality that automatically pulls from QBO, notes inside CRM and much more.

Limited KPI printable reports BUT I know this is coming in the future.

Really happy to far

Really all the features are great and new features are constantly being added.

The client portal (need a place to put client deliverables, this is a feature that will be coming) and document management systems don't function in a way that suits what I want. They are very similar to other similar systems like TaxDome, Canopy and Karbon, I am just very particular in these spaces. I like using CaseWare for document management

So far I am pleased with the software and it is doing what I need it to do. I know I need to do some additional tweaking but little by little.

I came about this software looking for a solution for my workflow that would be simple to use and setup and would not cost an arm an a leg. I was up and running in under an hour. The software comes with videos explaining the features and as I said it was easy to setup and having templates ready to go made it easy for me to setup some of my own templates.

I am to new to say what I like least about the software but it seems like every week they are adding new features which in my mind is good.