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Financial Cents

Practice management software for accounting firms

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Table of Contents

Is this product right for your business?

Find out with a

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: August 2026

Financial Cents overview

Based on 269 verified user reviews

What is 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 (87% of reviewers).

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.

Starting price

19per user /
per month

view pricing plans

try for free

Pros & Cons

Client Workflow

Client Upload

Billing and Invoicing

Email Integration

Financial Cents’s user interface

Ease of use rating:

4.8

(269)

Financial Cents reviews

Overall rating

4.8

269

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.95/10

Rating distribution

218

Pros

“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. ”

Stephen L.

Owner

“It allows us to organize client work, assign tasks, monitor deadlines, and track the status of recurring projects much more efficiently.”

Tonia B.

Managing Member

“The platform helps solve workflow visibility and task management challenges by giving me one place to track recurring work, deadlines, and follow-up items.”

Khanh N.

Owner

Cons

“Currently, the requirement for annual payment, along with the lack of monthly pricing and multi-currency options, makes it a bit challenging to fully evaluate the platform before committing.”

Jessica L.

Owner-Founder

“There also is not a place to add a secondary "return" account for when we need to send refunds to clients.”

Katherine R.

Operations Manager-Accounting Assitant

“Accessing client uploads is not intuitive on our end, and the client chat does not always notify us or the client, especially if a project is already closed.”

Beth S.

Admin and Bookkeeper

Who uses Financial Cents?

Based on 269 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Accounting

Investment Management

Financial Services

Use cases

Accounting Practice Management

Project Management

Tax Practice Management

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.

Task management

4.9

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.

See related user reviews

“The high-level overview allows me to know exactly who is doing what and where deliverables stand.”

Heather H.

Marketing and Communications Executive

“The Month-End Close functionality is huge, it has helped me cut down the time it takes to do month-end tasks drastically. ”

Stephen L.

Owner

“Document Management, Client Communication and organization, keeping up to date with all tasks and year ends.”

Tammy P.

Manager of Business Services

“The Projects and task features in Financial Cents get the job done.”

Grazielle A.

Accountant

Workflow management

5.0

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

“The interface is clean, the workflow structure is intuitive, and it gives strong visibility into recurring tasks, deadlines, and team accountability.”

Kevin M.

Owner

“The platform is well-structured and helpful for organizing workflows and managing tasks.”

Jessica L.

Owner-Founder

“We’ve set it up so that each project has clear, step-by-step workflows, which makes everything much easier to follow.”

Cindy S.

CPA

“getting the flow started can take a bit and setting up the work flows to be how you firm needs.”

Jen W.

Owner

Client management

4.7

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

“It allows us to organize client work, assign tasks, monitor deadlines, and track the status of recurring projects much more efficiently.”

Tonia B.

Managing Member

“The platform helps solve workflow visibility and task management challenges by giving me one place to track recurring work, deadlines, and follow-up items.”

Khanh N.

Owner

“What I love about Financial Cents is that it tackles some of the biggest pain points in our industry—missed deadlines, scattered communication, and processes that live in too many places. With everything centralized, our team can manage recurring tasks, stay accountable, and keep client work moving smoothly.”

Aileen G.

Owner

“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....”

Denise K.

Owner

Client portal

4.1

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

“It also allows for security for my clients as we trade sensitive information. And lastly, it gives a professional touch to my business with a client portal.”

Cherinne L.

CEO

“The client portal is the standout feature for me—it makes me look much more professional to my clients and keeps everything secure.”

Nick I.

Firm owner

“My clients love the client portal, they are able to see all correspondence and billing in one place.”

Charmaine F.

Advisory Bookkeeper

“Recats - links with QBO to pull uncategorized transactions and request info from clients.”

Cindy S.

CPA

All Financial Cents features

Features rating:

4.7

(269)

Access controls/permissions

4.0

(1)

Accounting

(0)

Accounting integration

4.6

(77)

ACH payment processing

(0)

Activity dashboard

4.4

(7)

Alerts/Notifications

4.5

(2)

API

(0)

Approval process control

(0)

Approval workflow

4.7

(9)

Audit trail

(0)

Billing & invoicing

4.6

(26)

Collaboration tools

4.9

(14)

Commenting/Notes

(0)

Communication management

(0)

Configurable workflow

5.0

(1)

Credit card processing

(0)

Customizable branding

5.0

(3)

Customizable fields

(0)

Customizable reports

(0)

Customizable templates

4.6

(7)

Data import/export

4.3

(17)

Document management

4.5

(66)

Document storage

4.5

(13)

Due date tracking

4.8

(124)

Electronic payments

(0)

Email management

5.0

(1)

Email reminders

(0)

Employee management

(0)

File sharing

4.3

(4)

For accountants

4.9

(118)

For cpa firms

(0)

For small businesses

(0)

For tax practices

(0)

Invoice management

(0)

Invoice processing

(0)

Key performance indicators

(0)

Messaging

4.5

(4)

Mobile access

(0)

Multiple projects

(0)

Online payments

3.3

(3)

Productivity analysis

(0)

Progress tracking

(0)

Project management

4.8

(109)

Project planning/scheduling

(0)

Project time tracking

(0)

Recurring tasks

4.7

(9)

Reminders

(0)

Remote support

(0)

Reporting/Analytics

4.3

(9)

Reporting/Project tracking

4.7

(22)

Reporting & statistics

(0)

Resource management

(0)

Search/Filter

(0)

Secure data storage

(0)

Staff management

4.7

(15)

Status tracking

4.9

(16)

Tagging

5.0

(1)

Task progress tracking

4.8

(18)

Task scheduling

4.8

(19)

Third-Party integrations

5.0

(3)

Time & expense tracking

4.5

(24)

Timer

(0)

Timesheet management

(0)

Time tracking

4.7

(16)

User management

(0)

Web-based deployment

(0)

Financial Cents alternatives

Financial Cents

4.8

(269)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.9

Features

4.7

Value for Money

4.7

Customer Support

4.7

Zoho Sprints

4.5

(300)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.4

Value for Money

4.5

Customer Support

4.4

Karbon

4.7

(208)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.5

Customer Support

4.7

Bitrix24

4.2

(1K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.2

Customer Support

4.0

Financial Cents pricing

Value for money rating:

4.7

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Scale Plan

/user

Per month

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

Team Plan

/user

Per month

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

Solo Plan

/user

Per month

Features included:

QBO Integration
Free Workflow Templates
Unlimited Clients & Storage
Workflow and to-do lists
Workflow automations
Client tasks & requests
Client portal
Secure file sharing
Document management
Client CRM & database
Time tracking
Invoicing & billing
Proposals & engagement letters
QuickBooks Online Integration
Budgeting & reporting

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:

4.7

(269)

To see what individual users think of Financial Cents's price and value, check out the review snippets below.

Stephen L.

Owner

“It allows us to organize client work, assign tasks, monitor deadlines, and track the status of recurring projects much more efficiently.”

Tonia B.

Managing Member

Financial Cents integrations (9)

Integrations rated by users

We looked at 269 user reviews to identify which products are mentioned as Financial Cents integrations and how users feel about them.

QuickBooks Online

Integration rating: 4.7 (85)

“Bringing in costing (materials, facility, and labor) for financials works great. No good ways to synch customer ordering, especially with a mix of wholesale and DTC channels.”

Dick C.

Saucemaster, Founder

Gmail

Integration rating: 4.7 (20)

“How we communicate with clients”

Crismerly S.

Events Manager

Microsoft Outlook

Integration rating: 4.3 (19)

“Allows communication from inside the platform to automate regular communication.”

Stuart P.

Accountant

Adobe Acrobat

Integration rating: 5.0 (5)

“Awesome way to make E-sign and document filling accessible all in one place.”

Katherine R.

Operations Manager-Accounting Assitant

SmartVault

Integration rating: 4.8 (4)

“we need a way to compile all documentation from all sources for a client.”

Denise K.

Owner

Zapier

Integration rating: 4.0 (4)

“this was only used for the application testing.”

Kai S.

swe

Financial Cents customer support

What do users say about Financial Cents customer support?

Customer support rating:

4.7

We analyzed 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 inquiries.

A large number of users appreciate the friendly, knowledgeable, and helpful support team available via chat, email, and Facebook group.

Multiple users value the team's openness to feedback and rapid implementation of user suggestions and feature requests.

A fair number of users note the ease of contacting support, with fast responses and clear, helpful instructions during onboarding and troubleshooting.

Support options

Knowledge base

Email/help desk

24/7 (live rep)

Faqs/forum

Phone support

Chat

Training options

Videos

Live online

Webinars

Documentation

To see what individual users say about Financial Cents's customer support, check out the review snippets below.

“It's user friendly with a clean layout, detailed yet easy to understand help section and a support team that is quick to respond and pleasant to interact with when there are times when issues arise.”

Arielle H.

CEO and Strategic 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

Financial Cents FAQs

Q. Who are the typical users of Financial Cents?

Financial Cents has the following typical customers:
Small Business, Freelancers

These products have better value for money

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 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