Financial Cents - 2024 Pricing, Features, Reviews, & Alternatives

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.

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.

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.

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.