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Financial Cents
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Practice management software for accounting firms
Table of Contents
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 257 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 257 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Financial Cents's key features
GetApp's analysis of 41 verified user reviews collected between July 2021 and December 2024 identifies Financial Cents' most critical features and summarizes user sentiment about those features.
Reviewers appreciate Financial Cents' task management capabilities. They highlight the ability to assign tasks with different due dates, create sub-tasks, and use templates for recurring projects. Users report that it helps prevent tasks from falling through the cracks and keeps their business streamlined. They find the interface intuitive and user-friendly, making it easy to stay on track with daily tasks. They also value the visibility across tasks, clients, and internal communication, enhancing overall productivity. Of the 26 Financial Cents users who gave detailed accounts of their use of Task Management, 100% rated this feature as important or highly important.
See related user reviews
Amanda B.
President
Marie A.
CPA, owner
Users report that Financial Cents' workflow management helps them stay organized and keep track of project statuses. They appreciate the high-level view of projects, the ease of setting up automations, and the drag-and-drop functionality. Reviewers indicate that the templates and recurring options are useful for managing client work. They say it helps ensure that nothing falls through the cracks and keeps management informed about all activities and projects in the pipeline. Of the 20 Financial Cents users who gave detailed accounts of their use of Workflow Management, 100% rated this feature as important or highly important.
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Gloria G.
Owner/Bookkeeper
Emily H.
BOOKKEEPER
Reviewers highlight Financial Cents' client management capabilities, noting that it centralizes all client information, including contact details, emails, and notes. They appreciate the visibility across client communications, documents, and tasks. Users report that it helps keep track of work history and manage follow-ups on missing documents. They find the client dashboard informative and customizable, making it easier to manage multiple clients and ensure that no priorities are overlooked. Of the 23 Financial Cents users who gave detailed accounts of their use of Client Management, 96% rated this feature as important or highly important.
See related user reviews
Michael E.
Managing Partner
Christine B.
Chief Financial Officer
Users find Financial Cents' client portal easy for clients to use, with no need for login credentials. They appreciate the secure document upload capability and the ability to request documents without clients setting up an account. Reviewers indicate that the portal allows clients to see task progression and receive updates. They also value the branded experience it provides. However, some users mention the need for more customization options and better client communication capabilities. Of the 24 Financial Cents users who gave detailed accounts of their use of Client Portal, 75% rated this feature as important or highly important.
See related user reviews
Leanne S.
Owner
Arlee H.
Accounting Manager
All Financial Cents features
Features rating:
Financial Cents alternatives
Financial Cents
Starting from
19
/user
Per month
TaxDome
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Karbon
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BigTime
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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, 88% 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
To see what individual users think of Financial Cents's cost and value, check out the review excerpts below.
James C.
Chief Operations Officer/Chief Financial Officer
Financial Cents integrations (11)
Integrations rated by users
We looked at 257 user reviews to identify which products are mentioned as Financial Cents integrations and how users feel about them.
Integration rating: 4.7 (60)
“The integration features were a big part of why I chose FC. The ability to remind my clients that I need information from them regarding transactions was great! The used of rules within QBO combined with the features of FC has been game changing!”
“I wish I could categorize directly in Financial Cents - I don't see how this integration is helpful at all besides when setting up financial cents, it brings over your client list”
“Recats feature - it imports uncategorized items into Financial Cents and we send them to clients to get more info on them. It automates this and sends reminders.”
“Functionality with P&Ls and Balance Sheet is not yet complete. This is absolutely necessary and we know it's coming and that it will be great!”
“Using the feature that allows for importing Uncategorized transactions and communicating those to clients. Very reasonably priced.”
“It would be a big duplication of efforts to manage a firm adequately without being able to see what was happening in QBO.”
“Connects to my clients' books for multiple benefits - like uncategorized transactions, billing, time tracking.”
“I'd rather see summary postings in quickbooks and more sales reports/details in Financial cents”
“I use the Recat feature, which is an excellent feature that's very easy for clients to use.”
“Categorization of transactions is nice, and you can pull in your customer list from QBO.”
“Integrates-- clients - as well as products and Services, as well as TIME Entry. ”
“The issue with the integration is it can cause duplicates in Financial Centers”
“I love how my time flows straight into my company file and it's ready to bill.”
“I was able to export all my clients and I did not have to manually add them.”
Richard R.
Accountant owner
Integration rating: 4.7 (18)
“It is amazing to be able to check my emails within the program and then attach an email to a client task in order to make sure it gets done.”
“I look forward to seeing what else they do with this to create the folder management work better.”
“Email is still a key communication line with a segment of clients. Can't really work without it.”
“I tend to have my gmail open already and view and respond to messages there.”
Kerri H.
CEO
Integration rating: 4.3 (15)
“The integration is a bit testy. Sometimes it works great, and emails show up in Financial Cents before they land in my Outlook inbox, and sometimes, I have to hit the refresh button multiple times and wait for it to refresh everything.”
“Seems very useful to see correspondance inside the tool, rather than toggling back & forth between multiple Apps. You can tag others on your team as well to keep all team members engaged in client communication.”
Eden W.
Senior Accountant
Integration rating: 4.0 (3)
“Aids in connecting a more diverse set of tools, but I'm looking forward to more direct integrations with FC.”
Candance W.
CEO
Integration rating: 4.0 (1)
“This integration just got rolled out. They are working on having more options available in the future. Can't wait!”
Anonymous R.
President and CEO
Integration rating: 4.8 (4)
Integration rating: 5.0 (2)
Financial Cents customer support
What do users say about Financial Cents customer support?
Customer support rating:
We analyzed 36 verified user reviews to identify positive and negative aspects of Financial Cents customer support.
Widespread user sentiment highlights Financial Cents' customer support as highly responsive and quick to address questions or issues.
A portion of users appreciate the multiple support channels, including live chat and an active Facebook group with engaged developers.
Multiple users note that support is not only fast but also friendly, helpful, and open to feedback and feature suggestions.
Support options
Training options
To see what individual users say about Financial Cents's customer support, check out the review snippets below.
“It also has a chat with support right in the software and they are very responsive and answers all my questions that I may have throughout setting up my account. ”
Krista S.
Owner/bookkeeper
“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
“Great customer service, incredible response time and their reaction to critique and suggestions exceeded my expectations.”
Mikaela P.
Owner
Financial Cents FAQs
Financial Cents has the following typical customers:
Freelancers, Small Business
Q. What is Financial Cents used for?
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.
Q. What languages does Financial Cents support?
Financial Cents supports the following languages:
English
Q. Does Financial Cents offer an API?
Yes, Financial Cents has an API available for use.
Q. What level of support does Financial Cents offer?
Financial Cents offers the following support options:
Knowledge Base, Email/Help Desk, 24/7 (Live rep), FAQs/Forum, Phone Support, Chat
