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Financial Cents Logo

Financial Cents

4.7
(81)

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Practice management software for accounting firms

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(4)

Financial Cents Features

Features Summary

Functionality

4.5

/5

81

Total features

43

3 categories

Financial Cents features

Accounting
Activity Dashboard
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Billing & Invoicing
Client Management

Common features of Project Management software

API
Access Controls/Permissions
Activity Dashboard
Agile Methodologies
Alerts/Notifications
Billing & Invoicing
Budget Management
Calendar Management

Price starts from

23

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

81

Price starts from

23

/user

Per month

learn more

Total Features

43

Unique features

  • Approval Process Control

  • Commenting/Notes

  • Reporting/Project Tracking

  • For Small Businesses

Functionality

4.5

/5

42

Price starts from

29

/user

Per month

learn more

Total Features

31

Features in Common

24

Unique features

  • API

  • Configurable Workflow

  • Workflow Configuration

  • Messaging

Functionality

4.4

/5

31

Price starts from

69

Per month

learn more

Total Features

43

Features in Common

30

Unique features

  • API

  • Configurable Workflow

  • Workflow Configuration

  • Third Party Integrations

Common Financial Cents comparisons

Financial Cents logo
Firm360 logo
Financial CentsvsFirm360
Financial Cents logo
Karbon logo
Financial CentsvsKarbon
Financial Cents logo
Canopy logo
Financial CentsvsCanopy
Financial Cents logo
BigTime logo
Financial CentsvsBigTime
Financial Cents logo
BQE CORE Suite logo
Financial CentsvsBQE CORE Suite

Reviewers who mentioned features said:

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Kay G.

Verified reviewer

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Love Financial Cents!

Reviewed 2 years ago

FC was easy to implement, has videos but better yet, customer service was available and more than willing to help or answer any questions. FC has really allowed by company to opportunity to grow!

Pros

Great CRM! Easy to setup workflow, videos to help with implementation, recurring tasks with estimated hours so we can compare actual time spent, time tracking. Support is awesome - quick to respond.

Cons

Really haven't found anything that I dislike at this point.

CW
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Chris W.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy Transition

Reviewed 2 years ago

Highly recommend. Great price and time saver than the other options I tried - Jetpack and Aero

Pros

It filled all of the voids from the other project management software out there for bookkeepers. The price was also way cheaper than most of the other software out there. Easy to set up - my team and I were up and running in minutes Easy to maintain - anything we need to add or change is simple and quick to do Automated Reminders - this was the selling point for my firm. Set up a reminder and client tasks. The client is continually reminded automatically about what they have left to do/send. Gives us so much time back in sending out constant follow up emails prior to this software

Cons

Client to dos transfer over to the next month even if they were completed prior to the new recurring event starting up. It would be great if when we check the box to complete the missing client task, that it doesn't carry over to the next month. Thus confusing the client before we even get to work on them.

NB
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Nikki B.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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User Friendly workflow

Reviewed 2 years ago
Pros

I like the easy navigation, the simple, fresh interface, and the easy filtering options. It been extremely beneficial having the tutorial videos easily accessible on the left toolbar.

Cons

I wish that the recurring tasks would all show up on the reports rather than just the current recurring task that is incomplete. I'd also like to see a billing/invoicing feature added to the software. A proposal/estimation feature would be helpful as well.

GP
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Gabby P.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Financial Cents is exactly what our firm was looking for!

Reviewed a year ago

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.

Pros

The ease of adding and managing projects. The reminders for clients are the best. We love that we don't have to keep track of requests for documents from our clients and that we can chat with them through Financial Cents.

Cons

We do need email integration to check off all our boxes.

HH
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Helen H.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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An easy to use accounting practice management software, perfect for small accounting companies!

Reviewed 2 years ago
Pros

It is straightforward and easy to use, with really helpful training videos and excellent customer service. CRM data integrates with QBO to ensure client data is up to date. Although the software is relatively new, there are new features and tools being added all the time.

Cons

Overall it is a great system. There are small niggles such as not being able to add a task without first creating a project, however I'm sure these will be addressed in time.

CR
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Colin R.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Financial Cents has made our practice much more manageable

Reviewed 2 years ago

Relatively new beginner but so far so good. Financial cents has allowed us to scale our accounting practice make things easier for our staff and tax preparers

Pros

Time tracking and the client portal has helped

Cons

Minor quirks such as not being able to assign multiple clients to one project and cannot email tasks to the software

LC
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Liz C.

Accounting, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I love Financial Cents!

Reviewed 2 years ago
Pros

It's easy to use. I like the task and document sharing features. The support team is always available to answer any questions I might have. Highly recommend using this product.

Cons

When storing documents, you cannot set up folders to organize the documents.

MW
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Miriam W.

Accounting, 1-10 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Loving Financial Cents So Far

Reviewed 3 years ago
Pros

Ease of Use Value for your money Great Customer Support

Cons

daily email notifications of tasks to be completed

SD
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Sue D.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Financial Cents has everything I am looking for

Reviewed 2 years ago

I couldn't be happier

Pros

The set up was seamless, quick, and painless. I love that I can do time tracking and also record the conversations we have with a client. Having the ability for everyone to have access to conversations gives us the ability to always help a client even if the person assigned to that client might not be available.

Cons

Having to learn a new software but that isn't Financial Cents' issue but mine

NR
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Nina R.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Task Management Software

Reviewed 2 years ago

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

Pros

easy to deploy, team features are very easy to use, helps keep us organized, software updates frequently.

Cons

not an app, recurring tasks need some cleaning up

MT
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Mark T.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product for organizing and documenting processes and workflow

Reviewed a year ago

The dashboard shows exactly where in the process each client is in an easy-to-read format. Also, setting up the automatic reminders to clients with a checklist of things you need from them comes in very handy for those clients from whom you need documentation to begin their books. Cuts down on time spent having to remind them via email each month.

Pros

Financial-Cents is easy to use, intuitive and well organized. They have a nice library of short videos explaining some of the features and setup instructions as well. I am finding that documenting my processes for each client is a big help.

Cons

It does all the basics very well, but there are a few "nice to haves" that are missing. Good news here is that Shahram is very interested in feedback and is constantly evolving the product to include user suggestions. No point deduction here because I am confident the missing items will be here shortly.

MM
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Michael M.

Accounting, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Financial Cents Makes Sense

Reviewed 3 years ago

The business problem we are solving with Financial Cents is two fold. First, we are using the tools, like "Comments" to better our internal communications. Second, we are using the project dashboard to ensure that we are not late on projects and that no project falls through the cracks.

Pros

The feature of "Comments" inside of a project has allowed our firm to increase our internal communications making us more efficient.

Cons

On the project dashboard, you see all assignees to a project not just the active assignee. Multiple people could be assigned certain tasks inside the same project and it would be nice if on the dashboard we saw only the assignee that needed to complete the next task.

SG
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Shaniee G.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Software

Reviewed 3 years ago
Pros

Very easy to use; the layout is really clean and simple. It's easy to add new projects and project templates.

Cons

It would be nice if it were easier to export schedules/reports to Excel.

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Marie Alana B.

Verified reviewer

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great app!

Reviewed a year ago

I love this app. We onboarded during the busiest month of tax season and although I still haven't learned how to use every part of this, it's helping keep us organized and on task. The best part is time tracking is now so easy (as long as I remember to use it...I just need to re-train myself). And the time billed automatically downloads into QBO so I can bill my clients.

Pros

Time tracking and project management for the whole team

Cons

I wish there was a large secure file storage area so I wouldn't need Sharefile as well. And I wish there was an e-signature capability so I wouldn't need separate software for that as well.

SH
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Sheri H.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Firm Management software!

Reviewed 2 years ago

This is a wonderful firm management software. If you are concerned with projects and tasks falling in between the cracks, this software is for you.

Pros

Financial Cents is extremely easy to use and their customer service is excellent! Any time we have had a questions, their customer service department has answered in less than a half-hour.

Cons

Nothing really. Set up can take a bit to get used to but once you do, it's easy.

SP
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Samantha P.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to Use and Cost Effective

Reviewed 2 years ago

Excellent software to keep you organized and on track

Pros

The website is easy to set up and use. I like that the software in constantly being improved and the developers communicate continuously with users (via FB group) re: developments, etc.

Cons

Wish it had desktop notifications (in addition to the email ones already in place).

KP
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Karen P.

Accounting, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Flexible bookkeeping process management tool

Reviewed 3 years ago
Pros

Flexibility - I can use their templates or create my own Price Frequent updates

Cons

Timekeeping and ability to create invoices

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Jessica F.

Verified reviewer

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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A valuable tool so nothing will fall through the cracks

Reviewed a year ago

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.

Pros

It didn't take me long to get started using it once my templates were configured. It's very easy to customize each project for my needs and set it to recur automatically. It has become a valuable tool since the first day I used it with a client project. The workflow view is very helpful and the capacity management feature is useful although not perfect.

Cons

Setting up my templates took a long as the only import option is from a proprietary file format for users to share templates so my assistant had to spend days copying and pasting all of my customized templates into the system. The QBO import is very convenient but it imported projects as separate clients which required some cleaning up, I wish I could select which clients to import. The client portal sounds great in theory but I can't use it as I am used to a completely white-labeled experienced and this portal is ugly, not customizable and I have found no way to customize the text of the emails that are sent to clients. I can't use this until they allow me to customize the text and branding.

CV
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Cathleen V.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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solved several pain points for us

Reviewed 2 years ago

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...

Pros

The visual approach to projects coupled with the ability to filter your view down much easier allows us to get the future "noise" out of our way until needed for time budgeting or a more wide-angle view, letting us hunker down on the here and now, We have moved from a package that was so "noisy" on the dashboard, staff members were keeping their own spreadsheets on projects and tasks. Biggest pain...

Cons

No integrated e-mail triage, although you can forward emails to an "in-box" to turn them into one-off projects or to-do items. It was a bit difficult at first to lean into the idea of breaking up our original software into two software packages as this is not a full DMS, but in doing so and purchasing a true, dedicated DMS system, I realize how much our old software was lacking in DMS capabilities by trying to be all things, so the downside actually ended up being an upside for us.

KS
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Krista S.

Accounting, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I LOVE Financial Cents

Reviewed 3 years ago

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.

Pros

This had everything you need in a CRM. From Timekeeping, track estimated hours a job should take, billing, effective hourly rate, automated client tasks reminders. Recurring tasks. 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. Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves. I am super excited about this feature. I won't have to worry about reminding them. They are reminded how often you want until they complete the task.

Cons

The fact we have to pay per user. It could get expensive if I hire too many employees. But for what it offers, it's worth what I pay for now. I have 3 users.

JB
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Jonathan B.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Financial Cents is AMAZING for running your cloud bookkeeping firm

Reviewed 3 years ago

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.

Pros

A modern and intuitive user interface that my bookkeepers learned to use quickly, easy time tracking with a dashboard that shows me the key data I really need to know at a glance, clever project recurrence options that save time, brilliant client task features to ask clients for documents, excellent support and reasonable pricing.

Cons

They don't have a Xero integration yet but I would only use that for transferring contact information and for billing out of scope hours and right now I am OK to do that manually for all the other benefits I get. They don't have a mobile app yet. I'd find the mobile app helpful for commenting on projects but the site is responsive and you can use their website on your mobile.

AB
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Amanda B.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Game Changer for our bookkeeping firm!

Reviewed 2 years ago

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.

Pros

The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style. As management we love the capacity report to see who has time for the new clients we sign on. The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.

Cons

We would like more reports to be available, ie to gather the information that is sitting on the client dashboard (from their about section or the activity section). We would like the ability to use the client chat feature outside of a project - so that they can communicate with us between projects.

NW
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Nancy W.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 2 years ago

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.

Pros

It has really helped our firm keep track of all work we do for our clients without things falling through the cracks. Because of that, we are able to elevate the level of service we give our clients. By documenting every phone call, email and meeting, we don't have to sift through files looking for the last thing we talked about or did for them.

Cons

We spend a lot of time copying and pasting activities we do for clients between their main dashboard and projects we are working on for them. Then if the client has multiple entities, that chore is magnified. It also lacks a robust reporting feature that we are keeping our fingers crossed they implement very soon.

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Carolyn D.

Verified reviewer

Accounting, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Practice Management Software without complicated implementation

Reviewed 2 years ago

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.

Pros

Financial Cents was simple to start using for our firm. There is no complicated setup or onboarding. I had it up and functioning within 30 minutes. There are simple, short training videos that I used to get staff trained. I had staff using it and loving it within the first week.

Cons

The one feature I would love to see is email integration. I have been assured that it is coming!

CM
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Connor M.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Financial Cents Review

Reviewed 3 years ago

I have been extremely happy with Financial Cents. I think it is a great piece of software. It has been a beneficial tool for my business. It has made our operations much more efficient. It makes it a whole lot easier to keep on top of our work.

Pros

The software is user friendly. I like the fact that it has integrations with QuickBooks Online. My favorite thing about Financial Cents is that the software developers are constantly improving the software to make it easier on the user. I love the fact that you can track time on a particular project and it integrates directly into Quickbooks Online.

Cons

There's not anything I don't like about the software. However, there are a few things I wish Financial Cents would develop to make it easier on the user. I wish there were a few more reports. Under the CRM portion of the software. I think it would be beneficial when you're in a client's account, that you can see the billing history instead of having to go back into QBO. Also, it would be beneficial to be able to create an invoice for a project that integrates into QBO. Lastly, I wish there was a two integration between Financial Cents and QBO with it comes to adding clients. It would make it easier to add a client in Financial Cents and then it be able to sync directly into QBO.