Financial Cents Reviews

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.

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

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.

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.

The ability to manage budgets of multiple projects

The price for the amount of integrations doesn't match many other products of the same caliber

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.

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.

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.

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.

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.

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.

I like that it is not a huge learning curve to start using the platform. Love the effective hourly rate feature. My clients love that they do not need to sign up for an account to complete tasks. The filter feature is perfect!

I don't like that you can not set a due date on subtasks or add additional information to a subtask. It would be nice to have the ability to link dependencies to tasks in different workflows.

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

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.

I love this platform. It simply does everything I need it to do and is easy to use. Support is a big part of why I chose it but the knowledge base is so well done, I haven't had to ask anything. I wish I had known about it a long time ago. I've used three other platforms to manage the accounting cycle and Financial Cents blows all of them away. I didn't think I would be able to afford something this great, but it is well priced. Amazing value.

I'm patiently waiting for the gmail integration to be fully implemented. It would be nice if the client chat was on the dashboard. It's a bit buried.

The ability to see capital capacity for hours to work that we have. The fact that we can have dependency on different tasks

The implementation has taken us longer than I had hoped. So now there is cleanup needed before I feel confident that I can rely on the software for what is due.

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.

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.

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.

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

* The ability to request information from clients on a regular schedule and send automatic reminders. * Ease of template creation and use. * Client information in one secure place * More than one contact can be stored on the client file * Support is great!

* Priorities for Projects and tasks would be great * Ability to request client tasks from more than one contact on the same task - I believe this is coming soon. * More column options on the List View Dashboard * Ability to bulk edit due dates and assignees * Able to manually edit the timer within the project/task ie. when I forget to start or stop it

It is easy to use and navigate around different pages. I love the timer. It in a great location that is hard to miss and helps you use it! The tasks are amazing! So helpful and you can assign tasks to different people! Projects are wonderful as well! Being able to change an email into a project is a game changer! Projects just makes the flow easier and consistent. I also love having a link to family members and businesses accounts.

It would be nice if the save button / cancel button were consistently in the same spot. Sometimes it is on the the save button is first and then cancel button and others the cancel button is first and then the save button. I don't like how you can uncheck a task that has been completed so easily. A second step would be helpful. Also name, date and time stamp of who completed task or when task was marked uncompleted would be helpful.

Financial Cents is very intuitive, great UI, ease of set up and use for a good price

Have not found anything I dislike about Financial Cents. Wish list includes mobile app and connectivity to Xero

I am always on the lookout for tools that can enhance productivity and streamline my work. Recently, I had the opportunity to try out Financial Cents, and I must say, it has been a game-changer in terms of project and time management

Nothing imparticular that I found unhelpful.

I had been looking for a software to manage my projects for a LONG time! And I finally decided to use this software because of the ease of use, the tutorial videos, the ease of setup and the price. This has been the easiest project management software to implement for our small firm and least expensive.

I have not yet found something I dislike.

The ease of use, automation (recurring projects), workflow assignments, notes within projects, percent completion bar for quick assessment on project/task status, workflow paired with a KPI functionality that automatically pulls from QBO, notes inside CRM and much more.

Limited KPI printable reports BUT I know this is coming in the future.

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

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.

The product was easy to implement and to have our team migrate to its use. By using Financial Cents, we were able to eliminate the use of two other software. In addition we were able to streamline and automate a few of our administrative procedures. We have received positive feedback from our team. In addition, support from Financial Cents is excellent and very responsive.

Any features that did not suit our firm, we communicated to support and viable resolutions were found.

The immediate functionality of the system was critical. We searched and demo'd multiple products before launching Financial Cents. Wanted a program that provided a 10,000 foot view of all work in the pipeline across all staff and this one provides. The Dashboard, Tags and Status options allows me to keep an eye on what's happening.

Waiting for the mobile app and Google Chrome extension for 1-click send to the system. Know they are in the pipeline so looking forward to their roll-out.

I like that it notifies users when you have a task ready for you. That you can create dependencies on other task and how intuitive the software is. There was no need to watch any tutorials to learn how to use it.

Some wishlists items we have: more client fields (date of birth, etc) that we could use to track our clients better. It would be nice if we were also able to use the software as a CRM tool and not just a workflow tool.

Time tracking and project management for the whole team

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.

The product is very easy to implement and as a result you can begin using the product quickly and efficiently. The FC team is continually upgrading the product based on user feedback and suggestions. As a result we look forward to scaling with this product as our business grows and our demands become more prevalent. Customer support is quick and decisive.

More tutorials could be added for new users to get up to speed quickly.

The software is easy to use. It has all of the functions I need for my industry. Customer service is great. The price is great.

I haven't come across anything that I don't like so far.