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Financial Cents
5
212
4
47
3
0
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Practice management software for accounting firms
Table of Contents
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Financial Cents - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Financial Cents overview
Based on 260 verified user reviews
What is Financial Cents?
Financial Cents is an accounting practice management tool offering key features such as task management, workflow management, client management, and a client portal, among others.
Who uses Financial Cents?
By industry, Financial Cents reviewers are most commonly professionals in accounting (97%). The most frequent use case for Financial Cents cited by reviewers is accounting practice management (89%).
What do users say about Financial Cents pricing?
Most reviewers indicate Financial Cents delivers strong value for money, with transparent pricing and no hidden costs. They appreciate the free trial and competitive rates, though some reviewers feel per-user pricing and price increases can be drawbacks.
What are the most popular integrations for Financial Cents?
The Financial Cents integration most frequently cited by reviewers is QuickBooks Online, an accounting product rated 5.0 out of 5 for its integration with Financial Cents.
Financial Cents’s user interface
Financial Cents pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.7
Features
4.7
Ease of use
4.9
Customer support
4.7
Reviews sentiment
What do users say about Financial Cents?
Financial Cents is an accounting practice management tool offering key features such as task management, workflow management, client management, and a client portal, among others.
Select to learn more
Who uses Financial Cents?
Based on 260 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Financial Cents's key features
GetApp's analysis of 36 verified user reviews collected between July 2021 and September 2024 identifies Financial Cents' most critical features and summarizes user sentiment about those features.
Reviewers appreciate Financial Cents' Task Management capabilities. They report that it allows for granular assignment of tasks, including sub-tasks and dependencies, making it easier to manage complex projects. Users find the templates for recurring tasks particularly helpful and love the intuitive interface. They say it helps them stay organized, track progress, and ensure nothing falls through the cracks. They also highlight the ability to assign tasks to team members and clients, improving overall productivity and efficiency. Of the 22 Financial Cents users who gave detailed accounts of their use of Task Management, 100% rated this feature as important or highly important.
Tammy P.
Manager of Business Services
Grazielle A.
Accountant
Mariana A.
Founder CEO
Wanda S.
Owner
Reviewers indicate Financial Cents' Workflow Management is valuable for maintaining organization and oversight. They find it helpful for getting a higher-level view of projects and their components, with options for varying due dates and recurring tasks. Users appreciate the drag-and-drop functionality and the ease of setting up automations. They say it keeps management informed about all activities and projects, ensuring nothing is overlooked. They also mention the user-friendly interface and the ability to see project statuses at a glance. Of the 17 Financial Cents users who gave detailed accounts of their use of Workflow Management, 100% rated this feature as important or highly important.
See related user reviews
Kevin M.
Owner
Jessica L.
Owner-Founder
Cindy S.
CPA
Ryan V.
Principal
Users report that Financial Cents' Client Management capabilities are highly beneficial. They highlight the ability to manage all client information in one place, including contact details, work history, and important documents. Reviewers appreciate the client dashboard for its comprehensive view and ease of access. They say it helps keep track of client communication, tasks, and project statuses, ensuring nothing is missed. They also mention the automation of follow-ups and the overall user-friendly experience. Of the 20 Financial Cents users who gave detailed accounts of their use of Client Management, 95% rated this feature as important or highly important.
See related user reviews
Khanh N.
Owner
Aaron S.
CPA
Aileen G.
Owner
Denise K.
Owner
Reviewers feel Financial Cents' Client Portal is a helpful tool for client interaction. They appreciate that clients can access the portal without needing to create an account, using a simple security code instead. Users report that it allows clients to upload sensitive documents securely and see task progress. They also mention the need for more customization options and better client communication capabilities. Despite some limitations, they find it user-friendly and beneficial for efficient business operations. Of the 21 Financial Cents users who gave detailed accounts of their use of Client Portal, 76% rated this feature as important or highly important.
See related user reviews
Nick I.
Firm owner
Charmaine F.
Advisory Bookkeeper
Cindy S.
CPA
Candance W.
CEO
All Financial Cents features
Features rating:
Financial Cents alternatives
Financial Cents
Starting from
19
/user
Per month
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800
/user
Per year
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Financial Cents pricing
Pricing plans
Pricing details:
Enterprise Plan
No pricing info
Features included:
- 24/7 Customer Support
- Free Onboarding & Training
- Free Workflow Templates
- QBO Integration
- Unlimited Clients & Storage
- Integrated email
- E-signature
- Unlimited tags, client groups, and custom fields
- Budgeting & reporting
- Proposals & engagement letters
- Invoicing & billing
- Time tracking
- Client CRM & database
- Document management
- Secure file sharing
- Client portal
- Client tasks & requests
- Workflow automations
- Workflow and to-do lists
- Auto-follow ups for client tasks
- Customize client task emails
- Task dependencies
- Auto-send email updates
- Auto-create work
- Optional upsell services in proposals
- SmartVault Integration
- OneDrive & Google Drive Integration
- Zapier (5,000+ Integrations)
- Open API
- Branded client portal
- Shared email Inbox
- Multiple email integrations per user
- Profitability reports
- IP Fencing/IP Whitelisting
- Mandatory 2FA Option
- Custom user permissions
- Webhooks
- Priority support
- Premium training & onboarding
- Dedicated customer success manager
User opinions about Financial Cents price and value
Value for money rating:
Of 31 reviews that provide robust commentary on Financial Cents's price and value, mention it in a positive light.
Most reviewers indicate that Financial Cents offers strong value for money, highlighting its transparent pricing with all features included and no hidden costs. They appreciate the availability of a free trial, competitive pricing compared to alternatives, and the cost-effectiveness for small firms. Users think the platform is fairly priced for the features provided and find it easy to use. Some reviewers feel that adding more users increases the cost, and a few mention that regular price increases and per-user pricing can be drawbacks. Reviewers indicate payment processing is cheaper than with other software.
, and
Financial Cents integrations (9)
Integrations rated by users
We looked at 260 user reviews to identify which products are mentioned as Financial Cents integrations and how users feel about them.
Integration rating: 4.8 (78)
“It's honestly one of the main reasons I recommend Jobber to clients. As an accountant, having invoices, payments, and customer data flow straight into QuickBooks Online means I'm not re-entering everything manually or chasing down missing information”
“Keeping expenses down for right now until we get ACT caught up and then will update QB to Online most likely”
Eri D.
ACCOUNTANT
Integration rating: 4.7 (19)
Integration rating: 4.3 (18)
Integration rating: 4.8 (4)
“we need a way to compile all documentation from all sources for a client.”
Denise K.
Owner
Integration rating: 4.0 (4)
“Overall really strong, a few quirks but it keeps getting better and more useful.”
Garrett C.
Owner
Integration rating: 4.3 (4)
“Integrating with QuickBooks Online Accountant allows payroll data to be exported and reconciled efficiently. It keeps financial records accurate and saves time when managing multiple clients.”
Chris U.
Bookkeeper and Administrative Support in Canada
Financial Cents customer support
What do users say about Financial Cents customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of Financial Cents customer support.
Widely noted by reviewers, Financial Cents offers highly responsive and friendly customer support across multiple channels.
A significant portion of users appreciate the team's active engagement in user groups and quick implementation of feedback.
A number of users highlight the ease of contacting support via live chat, with fast and helpful responses during onboarding and daily use.
Support options
Training options
To see what individual users say about Financial Cents's customer support, check out the review snippets below.
“The support from Financial Cents is outstanding, very responsive and in front of their community asking for feedback and feature requests to make our firm running easier. ”
Pam G.
Owner
“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.”
Jessica F.
Owner
Financial Cents FAQs
Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform. Administrators can automate recurring projects such as bi-weekly payroll or monthly bookkeeping operations and utilize practice templates to streamline workflows across the organization. Financial Cents allows team members to access clients’ interaction details and use the web portal to communicate and request required documents from customers. Supervisors can define steps for tasks or subtasks, track billing processes and configure access permissions for staff members. It also lets accounting firms store customer information such as contact details, documents, passwords, and notes in a centralized repository. Using Financial Cents, bookkeepers can track the time spent on projects, export data to process invoices, and monitor clients’ financial performance through custom reports. Accounting firms can also schedule automated reminders to follow-up with customers and secure confidential information using Transport Layer Security (TLS) encryption.
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