Financial Cents Reviews
& Product DetailsWhat is Financial Cents?
Financial Cents is a comprehensive accounting practice management software designed to streamline and enhance accounting firms’ efficiency. It offers an array of features, such as project management, workflow automation, email management, a client database, a client portal, document management, time tracking, and billing.
The platform ensures work visibility, preventing missed deadlines, and simplifies client communication, allowing automated requests for documents and secure sharing. It centralizes all client information, interactions, and activities, enhancing team collaboration and aiding in accurate client engagement.
Financial Cents incorporates time tracking, invoice generation, and insightful reports to optimize profitability analysis. The software’s capacity management feature enables workload monitoring and reallocation, ensuring balanced work distribution among team members. It aims to elevate productivity and organization for accounting firms through a user-friendly interface.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Financial Cents
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Located In
United States
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Website
financial-cents.com
Starting from:
$49 /user/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Financial Cents offers a monthly plan at $49 per team member and a yearly plan at $39 per team member. It provides integrated email, project management, workflow automation, team collaboration, client portal, document management, time tracking, reporting, and more. A free 14-day trial with full access to features is available, along with a 90-day money-back guarantee and unlimited storage for files.
- Approval Process Control
- Audit Trail
- Billing & Invoicing
- Client Management
- Project Management
- Reporting & Statistics
- Workflow Management
- API
- Access Controls/Permissions
- Accounting
- Customizable Reports
- Data Import/Export
- Document Management
- Document Storage
- Due Date Tracking
- For Accountants
- For CPA Firms
- Reporting/Analytics
- Secure Data Storage
- Staff Management
- Task Management
- Time & Expense Tracking
- Time Tracking
Additional Features
- Configurable Workflow
- Task Progress Tracking
- File Sharing
- Timer
- Client Portal
- Messaging
- Activity Dashboard
- Collaboration Tools
- Customizable Branding
- Alerts/Notifications
- Approval Workflow
- Reporting/Project Tracking
- Commenting/Notes
- Email Reminders
- Web-based Deployment
- Online Payments
- Project Time Tracking
- For Small Businesses
- For Tax Practices
- Reminders
- Mobile Access
- Email Management
- Search/Filter
- Customizable Templates
- Task Scheduling
- Communication Management
- Timesheet Management
- Progress Tracking
- Status Tracking
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Speed and Reliability
Users appreciate the software’s fast performance and reliability, enhancing productivity and project management efficiency
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Ease of Use
Financial Cents is praised for its intuitive design and simplicity, making it accessible even for those with minimal technical expertise.
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Customer Support
The company provides excellent customer service, with responsive support that addresses users’ needs effectively.
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Integration with QBO
Seamless integration with QuickBooks Online (QBO) is a highlight, facilitating easier management of customer lists and financial data.
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Value for Money
Many users find the software offers great value, thanks to its robust features at a competitive price point.
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Lack of Invoicing Capability
Currently, there’s no functionality for invoicing directly within the software, though it’s reportedly in development.
- Reporting Features: The platform could benefit from more robust reporting capabilities to better track and analyze work progress.
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Email Integration
Users desire improved email integration to streamline communication and task management.
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Reporting Features
The platform could benefit from more robust reporting capabilities to better track and analyze work progress.
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Template Library
A more extensive library of templates for various accounting and bookkeeping tasks would enhance usability.
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Recurring Task Visibility
Improvements are needed in how recurring tasks are displayed and reported, ensuring all tasks are visible and trackable.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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