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Jetpack Workflow vs Financial Cents Comparison

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Overview

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time...

Category Leaders

Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

45

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

23

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.8

52

5

4

3

2

1

43

7

1

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

4.7

81

5

4

3

2

1

60

21

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.
We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.
Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great.

Pros

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.
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.
Resolved with the notifications and better abilities to filter down on dashboard views.

Cons

I always regret later when I procrastinate and DON"T use it to track a job. Every time I think I don't need to record something, it causes me grief.
The main downside to Jetpack Workflow is the lack of a mobile app for the product. I also wish that I could assign emailed tasks to an individual.
It is difficult to prioritize without the deadline distinction.

Cons

Thus confusing the client before we even get to work on them.
So much wasted time is now a thing of the past.
The fact we have to pay per user. It could get expensive if I hire too many employees.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features23
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Email Management
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Multi-Currency
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Projections
  • 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
  • Web-based Deployment
  • Workflow Management
  • Total features43
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Email Management
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Multi-Currency
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Projections
  • 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
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations6
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations1
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

CW
AvatarImg

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

Share this review:

Financial Cents logo

Financial Cents

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.

TK
AvatarImg

Tiffany K.

Accounting, self-employed

Review source

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

Share this review:

Financial Cents logo

Financial Cents

All I need for my small operation

Reviewed 2 years ago
Pros

I like the workflow and time tracking the most.

Cons

I didn’t like that it assumes I want hourly billing.

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Benjamin S.

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

Share this review:

Financial Cents logo

Financial Cents

Pleasantly Suprised

Reviewed 8 months ago

I was using CCH Access, and I was hesitant to start using FC. I was pleasantly surprised, it is so much easier to use, and my team is very happy that we made the switch.

Pros

The Workflow feature. I'm able to view the projects easily, and sort it.

Cons

The Time Tracking is not that robust. It a small icon on the top, and I keep on forgetting to turn it off when I finish a project.

MA
AvatarImg

Melissa A.

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

Share this review:

Financial Cents logo

Financial Cents

What I have been searching for!

Reviewed 4 years ago

Workflow efficiency, massively reduced time spent going over project/task status, no more team meetings (!) that waste time, quick KPI review for added client value, and daily use for focus on what's due/coming due.

Pros

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.

Cons

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

DL
AvatarImg

David L.

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

Share this review:

Financial Cents logo

Financial Cents

So Far So Good

Reviewed 2 years ago

It has been an overall positive experience thus far.

Pros

My company had been looking for new workflow software and while looking into different options, I came across Financial Cents. After some research and demos, we gave it a try. We are satisfied with the software thus far. I like Financial Cents because they care about clients on an individual level and are open to adding new features upon client’s request. When we began using the software, we appreciated the helpful tutorial videos and we value the ability to chat with [SENSITIVE CONTENT HIDDEN] and ask questions that come up as well as request feature additions.

Cons

It is a challenge for us that the Task View in the workflow has tasks that are not ready to be completed.

DJ
AvatarImg

Dr Joy 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

Share this review:

Financial Cents logo

Financial Cents

Great product for the money

Reviewed 3 months ago

It's been a great experience and a relief to get some help in my day-to-day workflow.

Pros

Ease of use, easy to read screens, quick learning curve with tons of videos to help you along the way

Cons

Scaling a medium to larger organization will be a big ticket price.

SH
AvatarImg

Stephanie H.

Accounting, self-employed

Review source

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

Share this review:

Financial Cents logo

Financial Cents

Overall great software!!

Reviewed 2 years ago

I need a workflow solution with document storage and a way to interact with my clients at an affordable price and Financial Cents is able to provide that to me.

Pros

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.

Cons

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

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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

Share this review:

Financial Cents logo

Financial Cents

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.

AM
AvatarImg

Allison 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

Share this review:

Financial Cents logo

Financial Cents

Streamlined

Reviewed 2 years ago

My experience has been overall extremely positive. I recently added my first staff member and we need a way to track projects and make sure nothing fell between the cracks. We started with the free trial and were instantly hooked. It has added a lot of value to the business and some peace of mind!

Pros

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.

Cons

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.

AM
AvatarImg

Amy M.

Verified reviewer

Accounting, self-employed

Review source

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

Share this review:

Financial Cents logo

Financial Cents

Excellent Support

Reviewed 4 years ago

I did a demo call with Support and they were SO friendly! At one point, my baby started crying in the background and they allowed me to pause the call so I could console her. They were so great about it and sincerely understanding of the situation. Excellent customer service!

Pros

The software is so easy to use. There are instructional videos on many of the pages to guide you as you go. Even without the videos, it's pretty easy to navigate and figure out. The layout is simple yet the workflow fields can be as detailed as you would like!

Cons

So far, I haven't ran into anything that I dislike about the software. It's been excellent to work with.

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Addison S.

Verified reviewer

Financial Services, 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

Share this review:

Financial Cents logo

Financial Cents

User friendly, reasonably priced, and a wealth of features

Reviewed 3 years ago

Our workflow was disorganized at best, being a small firm with an increasingly large book of business. Financial Cents helped streamline our projects and hold our staff accountable to their responsibilities. The communication with the creator of the software was absolutely phenomenal - he fixed any issues almost immediately, and implemented personal suggestions, as well as being available when we needed him for any questions.

Pros

Financial Cents has one of the easiest UIs I've ever encountered. It's quick to learn, reasonably priced, and new features are constantly being released with an immense tap into the pulse of what its users require.

Cons

Software integration was the biggest hiccup with our firm. Though it does integrate with Quickbooks Online and Xero, there is no easy Quickbooks Desktop integration. I understand that this is increasingly becoming less and less industry standard, but it would have made implementation a little easier.

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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

Share this review:

Financial Cents logo

Financial Cents

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.

MC
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Michael C.

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

Share this review:

Financial Cents logo

Financial Cents

Ease of use and features make this software a winner.

Reviewed 3 years ago

So far I am pleased with the software and it is doing what I need it to do. I know I need to do some additional tweaking but little by little.

Pros

I came about this software looking for a solution for my workflow that would be simple to use and setup and would not cost an arm an a leg. I was up and running in under an hour. The software comes with videos explaining the features and as I said it was easy to setup and having templates ready to go made it easy for me to setup some of my own templates.

Cons

I am to new to say what I like least about the software but it seems like every week they are adding new features which in my mind is good.

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

Share this review:

Financial Cents logo

Financial Cents

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.

AR
AvatarImg

Anonymous Reviewer

Verified reviewer

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

Share this review:

Financial Cents logo

Financial Cents

Fantastic workflow automation for bookkeepers

Reviewed 2 years ago

I spend nearly a month testing a lot of apps for my business. Based on the free trial and my experience with this and other solutions, I'm glad I settled on Financial Cents. My experience with it is that its easier to use "out of the box" than some of the others and didn't require special training or extra help to get started. The interface is very clean and easy to work with, which I didn't find with...

Pros

Having good support was important to me when searching for a workflow solution for my bookkeeping business. There are short, relevant, easy to find tutorials right inside the product. Support is highly responsive and easy to work with. There's live chat and a FB group -- and while the product has been easy to implement and use, I can still find answers to my questions quickly and easily. I can definitely see how this product will improve the way I'm using my time by eliminating unnecessary redundancy day-to-day.

Cons

I wish that the tutorial videos would open in a separate window so I can watch the video on a separate screen while testing it out in my app.