Financial Cents Features & Capabilities

Financial Cents

Basil

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.

Access Controls/Permissions

Accounting

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Audit Trail

Billing & Invoicing

Client Management

Client Portal

Collaboration Tools

Commenting/Notes

Communication Management

Configurable Workflow

Customizable Branding

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Due Date Tracking

Email Management

Email Reminders

File Sharing

For Accountants

For CPA Firms

For Small Businesses

For Tax Practices

Messaging

Mobile Access

Online Payments

Progress Tracking

Project Management

Project Time Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Reporting/Project Tracking

Search/Filter

Secure Data Storage

Staff Management

Status Tracking

Task Management

Task Progress Tracking

Task Scheduling

Time & Expense Tracking

Time Tracking

Timer

Timesheet Management

Web-based Deployment

Workflow Management

Canopy

Firm360

monday.com

Asana

ClickUp

TaxDome

Karbon

Smartsheet

Wrike

Teamwork.com

Mango Practice Management

Trello

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. 

Practice Management Software without complicated implementation

We are thrilled with the streamlined workflow Financial Cents brings to our firm! After many trial and errors, with other products/companies over promising and under delivering, the cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support has made this an easy decision for us. Financial Cents is my top choice for efficient and effective financial management – 10/10 highly recommended!

Can't say enough good things abou tit! 

Overall, I can't praise it enough.  And I'm very picky about software. I've tried about 5 different client management softwares and this one is the best. 

It is pricier than others. However, if you take into account the 25 hours a month it saves me. Overall, it's actually saving me money.  IMO .. the features don't compare with other CRM's for accountants. 

Amazing Product for Accountants

Outstanding! They are willing to work with us for our unique needs, and will do whatever it takes to ensure we are successful. Everyone I've met has been knowledgeable, professional and engaged in our success.

Great Practice Management Software

excellent knowledge from the sales staff, and with the tech staff on implementation

Financial Cents review

Lack of collaboration with team members was a frustrating problem. -  I didn't want to use Teams, my experience with it has not been good.  With the "chat" style comments and notes being at the project level or at the task level and notifications of call-out(s), it all becomes very organized for us.

Client and project info (email, text) converted into notes to attach to a client, project or task has been a godsend in this software.  We had the ability to send notes to projects in our last software, but if you didn't know that it was there (say another individual working on the project) you would never see it.  

Requests for client information was not an automated procedure for us and involved several steps which inherently enticed the client to attach sensitive information to the emailed request and return.  We would then have to reject the email pursuant to our security policy.  This is a very automated request - to portal upload procedure.

Our workflows were not even being utilized in our prior software as they were too convoluted and contributed to the noise.  Triggering events didn't work properly and with the dashboard being too noisy, no one paid attention to alerts.  Resolved with the notifications and better abilities to filter down on dashboard views.

solved several pain points for us

Other than having to do a lot of copying and pasting, and struggling with the lack of reports we really need, we couldn't be happier with the application as well as the customer service. Since Financial Cents is still relatively young, they are constantly developing and adding new features. If we're having issues, they get back with us almost immediately. We are more organized today as a firm than we ever have been, all because of Financial Cents. 

Financial Cents is helping us take our practice to the next level.

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. 

Excellent product to you if you are an accounting firm

Financial Cents is a total game changer

Financial Project Management Software

Financial Cents has been great for managing all employee tasks. It is very helpful to be able to track time for all projects and not have to worry about using another separate system for budgeted time for each client. We have nothing but positive experiences with Financial Cents. We love how it includes client portals, workflows, project management and staff management. 

Financial Cents is exactly what our firm was looking for!

User Friendly workflow

It's going to help me scale and grow my business

Getting Started

This software has helped our team communicate better and save time getting tasks completed.

Great Task Management Software

So far I really like it. It has allowed me to stop keeping a paper checklist to be able to see where clients are during weekly or monthly processing

Accounting Project Management

Great WF Management Software

The Game-Changer

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.

A valuable tool so nothing will fall through the cracks

I have just started creating my account and will be implementing it starting August 1st.  In the process of moving everything over from my current CRM.  But everything I have seen that it does, I am very happy and excited to start using it.  It will save me so much time between tracking my employees time in another 3rd party and trying to figure out if I am over budget with hours for my clients.  Right now I have to print a report in QBO and then put the hours in an excel spreadsheet and compare with the budget.  F.C. will do all that within the software.  Plus it will let my employees know how much time they have to work with so they can also watch their time and know if they are taking too long on a project.    

I LOVE Financial Cents

Having use Asana and Aero before to run our virtual bookkeeping company, we switched to Financial Cents in April 2020. Financial Cents (FC) is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients. It is substantially better than AERO. I must also say that no other software company has implemented features we requested as fast as FC. We requested several features in the first 2 months and they have all been built and implemented. I am so impressed. I highly recommend Financial Cents to owners of bookkeeping and accounting firms. 

Financial Cents is AMAZING for running your cloud bookkeeping firm

100 our of 10!  My team loves it!  It helps them to stay on track with their task and manages all client info in one place.

I finally found what my team needs!!!

It has been a great experience. From our introductory call to the Facebook group we have been able to implement this new app fairly seamlessly. 

Game Changer for our bookkeeping firm!

A quick easy-to-use practice management software at a competitive price point to help get your accounting firm organized and the documents you need from your clients.

Simple Practice Management with Quick Implementation

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. 

Cost Effective Cloud based Accounting Practice Management System for Accountants

Financial Cents has been an amazing addition to our up and coming CPA Firm. It is help us be organized with our clients information but with our workflow. I love the constant updates from the FC team and really love the customer engagement they have through Zoom meetings and social media groups.

Financial Cents is an essential tool

Financial Cents screenshot: Accounting Practice Management Software

Financial Cents screenshot: Track the status of client work

Financial Cents screenshot: Automate client data collection

Financial Cents screenshot: Organize client info, docs, notes, and passwords

Financial Cents screenshot: Track time, invoice clients, and identify bottlenecks

Financial Cents Features

Features Summary

Screenshots

Contenders comparison

Common Financial Cents comparisons

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