Page 5 | Financial Cents Reviews - Pros & Cons, Ratings & more

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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.

Financial Cents

Web-based

BOOKKEEPER

However, the things I have played with are really good. My assistant is in love with this software and has had more time to play with all of its features and assets.

Bookkeeping Professional

I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.

Direcotr

Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.

Owner

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. Oh and the Client Portal.

Accountant

It has a user-friendly interface which makes it easy to use and integrate, making it an excellent choice for improving operational productivity in accounting practices.

CPA / Owner

The front point person for this software is super responsive to questions, suggestions, etc - I have actually never seen anything like it where sales actually does integrate with support.

Managing Partner

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

Software Trainer

In addition, support from Financial Cents is excellent and very responsive.

Accountant/Owner

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.

Founder

I really enjoyed the easy of the integrations. It was so easy to just plug in Adobe and Quickbooks Online.

Partner

Easy to use very with great  interface with QBO.

President

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

Thus confusing the client before we even get to work on them.

CPA q

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.

So much wasted time is now a thing of the past.

Enrolled Agent

I like the task and document sharing features. The support team is always available to answer any questions I might have.

Owner/bookkeeper

The fact we have to pay per user. It could get expensive if I hire too many employees.

We would then have to reject the email pursuant to our security policy. This is a very automated request - to portal upload procedure.

ClickUp

17hats

Great Software and highly recommended 

Loving Financial Cents So Far

We're Excited!

Flexible bookkeeping process management tool

Saves time and keeps you organised

Financial Cents is allowing us to manage our practice easily and efficiently at a very cost effective and attractive platform

Superb Accounting Practice Management Platform

Best app for the money

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

Financial Cents is a total game changer

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

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

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.

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!

My experience with Financial Cents has been great. It was easy to implement and begin using. I have been testing it with a few clients and will be moving my complete practice over to FC. My staff will be using the platform soon as well. In the future it would be nice to see a monthly package with more than one user. 

Love the ease of use and customer suport

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

Easy Transition

Financial Cents has everything I am looking for

An easy to use platform and incredible customer support.

My FC Experience

Highly Recommend!

It has increased productivity within our firm, and also allows us to see how much time we are spending on each client, to accordingly adjust the retainer fees they are paying. It also allows us to pinpoint clients that we have issues with time-wise, allowing us to analyze ways to become more efficient. 

Simplistic but Powerful Tools for Accounting Firms

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.

Great Product for organizing and documenting processes and workflow

my overall experience with FC is positive. The [SENSITIVE CONTENT] reached out to check on me which was cool

Create Accounting Services

Has been a great asset to my organization.

Changed my world

I really enjoy it and believe I have found the one

Bookeeping Managment

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

So much wasted time is now a thing of the past. Financial Cents has made me more efficient and allowed me to take on extra clients without the extra pain.

Financial Cents Reviews - Page 5

151 reviews

Great Software and highly recommended

Loving Financial Cents So Far