Financial Cents

Pros: What I liked most about Financial Cents is how well it helps organize workflows and tasks in one place. It provides clear structure and visibility into ongoing work, making it easier to manage deadlines and keep the team aligned.

Cons: What I liked least was the pricing flexibility. Currently, the requirement for annual payment, along with the lack of monthly pricing and multi-currency options, makes it a bit challenging to fully evaluate the platform before committing. I would have preferred the ability to start on a monthly plan to better assess fit before moving to an annual agreement.

Pros: Financial Cents seems purpose-built for accounting firms. The interface is clean, the workflow structure is intuitive, and it gives strong visibility into recurring tasks, deadlines, and team accountability. So far, it looks like a solid solution for standardizing processes and keeping client work organized.

Cons: We’re still early in the rollout, so it’s a little too soon to give fully informed feedback on drawbacks. The main challenge so far is simply that implementation takes time, especially when setting up workflows and training the team.

Pros: Financial Cents has been a great addition to our accounting workflow. It has significantly improved our efficiency by keeping tasks, deadlines, and client communication organized in one place. One of the biggest benefits for us has been client onboarding. The ability to create structured workflows and track required documents makes the process much smoother and ensures nothing gets missed.

Cons: Would be nice if it also integrated with Xero easily and without friction. Xero is a better platform for efficiency as well.

Pros: I love the project management features, tags, team collaboration, month end close process, and the client portal.

Cons: It's a big investment financially. I totally understand why it costs what it does, and it's a heavy lift for a firm of my size. Also, while I find it very easy to use, my team who is less tech savvy is struggling a little bit to implement it.

Pros: $7d

Cons: Niche templates: I’d love more ready-made templates for specialized work (especially nonprofits). The workaround is that the community template library is extensive, genuinely helpful, and I plan to contribute as I continue building nonprofit workflows. Lack of calendar integration: A two-way sync with Google/Outlook (projects and meetings) would make the calendar truly amazing, especially during busy times. I'm hoping that is on the near horizon - fingers crossed. Template Import/Export: You can't import or export a template to work on it outside of FC. For me it means it take a bit more time to modify my existing templates and create new templates.

Pros: Ease of use and project collaboration is bar none. Task Management really puts it all in one place.

Cons: Nothing "yet", there are a few odds and ends, for instance, email integration can not be done with shared mailed boxes, but I feel they'll get there!

Pros: Financial Cents has so much functionality to be an all-in-one practice management software for our Client Accounting Services company. Also the collaboration between members is amazing! Sharing workflow templates is fantastic!

Cons: The price point is a bit high for smaller firms just getting started and it does not have the full Financial Statement connectivity yet to QBO to perform balance sheet reconciliations or general financial review.

Pros: Financial Cents has everything you need in one place, from the time tracking to payment processing, task management, project management, this system has it all!

Cons: not having a monthly plan for the subscription, I wish there was a monthly subscription for those small businesses like myself that can't afford to dish out $1,600 at once

Pros: Help us to stay on organized. Prioritize urgent tasks. Stay in touch with our clients. And organize our documents.

Cons: Could have more integrations. We wanted it to have built-in calendar integrations. More automated features.

Pros: The Solo Plan is an ideal solution for a single-person practice like mine. It fits my budget perfectly without sacrificing functionality. It provides everything I need, including secure document sharing, a dedicated client portal, and helpful automation features.

Cons: would have liked e-sginature in the solo plan but this is not a dealbreaker. the price is cheap enough that it is a win/win if i want to have a client portal.

Pros: Financial Cents helps keep client work organized and provides clear visibility into tasks and deadlines. It is well suited for tax and accounting firms and helps reduce the risk of items being missed during busy periods.

Cons: Client reminders are sent from a Financial Cents email address rather than directly from the firm’s email, which can occasionally be confusing for clients.

Pros: Financial Cents allows us as a firm to be more organized. We can take more time to actually help clients, instead of having to worry about running everything. With the integrations that are possible with Financial Cents, we are able to keep everything moving forward. It is very easy for projects to switch between team members if something were to happen. If a team member is sick, another team member can still offer the clients a good client experience because of the team/client task keeping everyone in order.

Cons: As a firm, we are looking into offering more bilingual services. This causes an issue with Financial Cents because the client portal isn't able to be set to a different language. This will complicate the client experience for Spanish speakers. We have talked to the customer service department, and it looks like this service is already in the roadmap for the future.

Pros: I helps me to schedule my workload, to see my upcoming deadlines, and keep notes if I have to ask my client anything.

Cons: I can't think of anything that I dislike! I'm only using the basic features at this time. I'm looking to learn more and upgrade to the higher version.

Pros: The program makes an easy to use CRM system for my clients to be able to store their files, easily access information, compile notes, create to do lists, and share files between clients and myself securely.

Cons: I don't need all the functionality on here so it is a bit pricey but the functions I do use have been worth it to keep organized.

Pros: Very user friendly platform, client import is seamless, and appreciate the options for automations on the project templates, and access to other users templates to get ideas. Our rep has also been very helpful so far.

Cons: It would be better if there was an app or better way to receive and make updates via phone instead of just on the internet browser. I also would like a file system that allowed viewing of files outside of just PDFs within the system without having to download.

Pros: Loved the inbox feature, I think this would have helped with productivity. I loved how the clients were set up and connected and how the jobs against clients gave clarity over the workflow

Cons: Cost. It was just too expensive for a small practice. There really wasn’t anything else I didn’t like

Pros: We’re a small accounting firm of five, and after trying several project management tools, we found Financial Cents to be a game-changer. Unlike generic platforms, it’s clearly designed with accountants in mind. The way projects are structured mirrors our actual workflow, which made onboarding fast and intuitive.

Cons: The system isn’t the cheapest option out there, but the value it delivers is absolutely worth the cost. For the time and headaches it saves us, it more than pays for itself.

Pros: its simplicity and organization - it makes tracking client work, deadlines, and team progress effortless, all in one clear and easy-to-navigate platform

Cons: What I dislike about Financial Cents is that some features, like reporting and customization options, can feel limited compared to larger practice management tools, and occasional syncing delays can slow down workflow updates.

Pros: QBO integration and client tasks reminders are a game changer! I love the dashboard and the email and calendar integration is a huge help. I have Financial Cents as the home page on my Google Workspace account so I know exactly where to start my day.

Cons: I wish that Financial Cents had more marketing and client relationship management capabilities. I have come to depend on it so much that I don't want to have to add another platform to my tech stack for CRM.

Pros: It's easy to use, great for tracking project status, and it's nice to be able to link emails to specific projects for collaboration.

Cons: I wish they would focus on making the project management portion perfect before adding new features like invoicing and proposals.

Pros: The template provided are great to start and easy to modify for each client. It allows for project collaboration and document. Customer support has been extremely responsive, and while simple to use there are many features that make the process easier.

Cons: It's pricey but it's working better then I expected and after only a few weeks my team is way more organized.

Pros: Financial Cents is very easy to use, everyone in our firm was able to figure out what they need. The reporting contains everything we need and is easy to access. The templates are great, and its also very easy to customize whatever we need. The different pipeline views are helpful as we can each customize it to what works best for us so nothing slips thru the cracks. The time tracking ability to have multiple timers that you can switch between and add notes as you're working is also very helpful. The client task reminders and upload portal are great and intuitive for our clients.

Cons: Using Financial Cents on a mobile device is not nearly as nice as using it on a computer. Accessing client uploads is not intuitive on our end, and the client chat does not always notify us or the client, especially if a project is already closed.