# Financial Cents Reviews **Vendor:** Financial Cents **Category:** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 243 ## About Financial Cents An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more ## Financial Cents Pros & Cons **What users like:** - Users love the **ease of use** of Financial Cents, facilitating efficient project management and collaboration. (85 reviews) - Users love the **easy task management** in Financial Cents, enabling seamless team collaboration and project tracking. (65 reviews) - Users benefit from **automated reminders and workflows** , enhancing productivity and efficiency in managing client tasks seamlessly. (31 reviews) - Users appreciate the **effective communication** features of Financial Cents, enhancing collaboration and workflow management. (29 reviews) - Users love the **team collaboration features** of Financial Cents, enhancing productivity and streamlining project management effortlessly. (28 reviews) - Users appreciate the **efficiency of automation** in Financial Cents, streamlining tasks and enhancing productivity effortlessly. (24 reviews) - Customer Support (23 reviews) - Users appreciate the **setup ease** of Financial Cents, finding it user-friendly and quick to implement. (23 reviews) - Customization (22 reviews) - Organization (22 reviews) **What users dislike:** - Users find Financial Cents to be **expensive** , particularly for those just starting out without a monthly plan. (16 reviews) - Users face **document management issues** due to limitations in file handling and difficulties with importing documents. (14 reviews) - Users desire greater **functionality** in Financial Cents, noting limitations in proposals and transaction management features. (14 reviews) - Users find the **limited email customization and note-taking capabilities** in Financial Cents to be frustrating and in need of improvement. (13 reviews) - Users find the **poor usability** of Financial Cents frustrating, particularly with task closure and limited customization options. (11 reviews) - Users express frustration over the lack of **seamless email integration** with Financial Cents, leading to operational complications. (10 reviews) - Users are frustrated by the **long payout timeline** for ACH processing, which affects their cash flow experience. (9 reviews) - File Management (9 reviews) - Limited Customization (9 reviews) - Limited Features (9 reviews) ## Financial Cents Reviews ### 1. Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen L. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Financial Cents?** Financial Cents is, by far, the best practice management software I’ve used for a small accounting/bookkeeping firm. There are a lot of features I’ve already come to genuinely appreciate, and plenty more I haven’t even explored yet in the short time I’ve been using it. What stands out most for me is how practical and flexible it is day to day. I really like the customizable workflow templates because I can quickly apply my standard bookkeeping workflows to every client, while still adding tasks for one-off situations that don’t apply to my other clients. I’m also absolutely loving the built-in invoicing and billing platform, which makes it easy to collect payments from my clients. On top of that, the Client Portal is extremely easy for my clients to use for securely sharing documents and answering questions I have about transactions. The Month-End Close functionality is a big deal for my firm. It has drastically reduced the time it takes me to complete month-end tasks. I’m also very impressed with the overall performance of the software, and I expect it will continue to improve over time. The built-in syncing with both my firm’s QuickBooks Online account and my clients’ accounts makes onboarding and monthly work much more streamlined. The AI tools have already helped me work more efficiently and saved me time each month. Speaking of onboarding, I was impressed by how clearly the tips and tricks were communicated when I first started using the service. And whenever I’ve had questions, they’ve been answered quickly—either through the built-in support library or by their helpful support staff. I also appreciate how affordable the service is. My bookkeeping firm is 100% remote, so my overhead costs are minimal, and the Financial Cents subscription price point is definitely manageable—especially compared to other practice management software options. I highly recommend Financial Cents to any accounting or bookkeeping firm. It has already helped my small firm, and it also feels like it can scale as my firm grows in both clients and, eventually, employees/contractors. **What do you dislike about Financial Cents?** I haven’t been using the software for long, but so far I haven’t found anything I dislike. I also appreciate being part of the Facebook group, where I can learn from other users of the platform and hear about software updates that are being worked on or implemented. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents is helping me be more efficient by keeping my tasks, client files, and invoicing all together in one platform, rather than using different apps or software for each of the different tasks I use Financial Cents for. The automation and structure of the workflows helps keep me organized while I am a one-man bookkeeping firm at this point, but it also helps me prepare for scaling to adding more clients and eventually hiring employees/contractors to help out. ### 2. Strong first impression for workflow management **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2026 **What do you like best about Financial Cents?** 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. **What do you dislike about Financial Cents?** 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. **What problems is Financial Cents solving and how is that benefiting you?** We needed better workflow management and tracking as client work has expanded. Our experience so far has been very positive. We recently signed up on the annual plan, and the onboarding and first impressions have been strong. Financial Cents appears thoughtfully designed for firms that need better workflow management, clearer task visibility, and more consistency across recurring client work. It’s still early, but we’re optimistic about the value it can bring to our practice. ### 3. Finally a Central Hub for Remote Accounting Tasks and Client Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Mark T. | Public Accountant and Master of Tax Law, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Financial Cents?** As a fully remote accounting firm, it’s been a struggle to keep employees apprised of their work tasks while also having one central place to collect all client data and communications. I think we finally found it! **What do you dislike about Financial Cents?** I think the client-side experience could be a little better. It sometimes assumes clients know more than they actually do. As an accounting professor with 18 years of experience, I’ve found that many clients don’t understand certain parts of the process, but they also don’t want to admit that they don’t understand. **What problems is Financial Cents solving and how is that benefiting you?** Client collaboration, employee scheduling and performance tracking. ### 4. Financial Cents Keeps Client Work Organized and Visible **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2026 **What do you like best about Financial Cents?** Financial Cents helps me keep client work organized in one place. The biggest upside is visibility. I can see what is due, what is waiting, and what still needs follow-up without relying on memory or separate trackers. **What do you dislike about Financial Cents?** The main downside for me is that some workflow and automation features feel limited for a solo practice unless you are on a higher-tier plan. That means a few steps still need to be handled manually. The platform is still helpful overall, but I would like more flexibility without needing an upgrade. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents is helping solve workflow visibility and task management problems. Before using it, it was easier for deadlines, follow-ups, and recurring work to live in different places. Now I have a clearer view of what is due, what is in progress, and what still needs attention. That has improved consistency and reduced the risk of missed steps. ### 5. Tags Keep Us on Top of Team Progress and Speed Up Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlin L. | Managing Member, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2026 **What do you like best about Financial Cents?** Tags are tremendously helpful! For the first time, literally ever, I feel like I'm on top of team's progress or lack thereof on their client projects. Additionally, month end close is saving us a lot of time and headache in terms of asking questions about various transactions and requesting W-9 Forms. **What do you dislike about Financial Cents?** It's expensive, and the month end close features are an add on. I totally understand why it costs what it does, and it's a big investment for a little firm like mine. **What problems is Financial Cents solving and how is that benefiting you?** I have felt like it was just completely impossible to keep up with the hundreds of tasks that my team is meant to complete. Now it's finally organized in a way that's actionable to me, to them, and assists them in getting past road blocks. ### 6. Outstanding Experience with This Software **Rating:** 4.5/5.0 stars **Reviewed by:** Luis M. | Business Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Financial Cents?** Financial Cents allows us to keep up with the progress of various projects within the firm. We can see where we are at with specific assignments and be able to recognize when someone is needing help. The fact that it integrates with so many different tech in our stack allows for a more efficient workflow. **What do you dislike about Financial Cents?** As our firm looks into the possibility of being bilingual, one of the downsides of Financial Cents is that the client portal isn't able to be switched to Spanish. I believe this would allow a better flow for all of our clients. We have talked to the customer support about this, and I believe it is on their roadmap to add it to Financial Cents in the future. **What problems is Financial Cents solving and how is that benefiting you?** As a firm, we are more organized. Financial Cents has allowed us to keep up with the workflow on all of our clients. With the team/client task, if one of our team members is out, another team member can pickup where the other left off. This allows us to serve our clients equally and efficiently. Overall, Financial Cents improves our customer service. ### 7. Would recommend - happily signed up for a subscription after the free trial! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis J. | Tax Strategist/CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2025 **What do you like best about Financial Cents?** Financial Cents is an easy CRM platform for accounting professionals to keep track of all of their clients, documents and notes in a user friendly way. Clients can send over files within the portal safely and securely and I can go back and see history of each client when I speak with them. The software is intuitive to use the basics, I'm sure there is plenty more it can do that I haven't even learned yet. I find myself going back to it regularly. **What do you dislike about Financial Cents?** I'd like an to use task list instead of creating a project for each thing I need to do but once I got the hang of the set up on projects it's really not hard to use. **What problems is Financial Cents solving and how is that benefiting you?** It's a database of my customers, their contact information, notes, and documents without having to create a separate spreadsheet or store files on my computer. I can get access to everything I need anywhere, no matter which computer I'm using and don't have a mess of information in various places. ### 8. Effortless Workflow Management for Tax Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron S. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Financial Cents?** Financial Cents makes it much easier to keep track of client work and deadlines in a tax practice. The workflow structure is clear, tasks are easy to assign and monitor, and it helps ensure nothing slips through the cracks during busy periods. **What do you dislike about Financial Cents?** Client reminders are currently sent from a Financial Cents email address rather than directly from the firm’s email, which can be slightly confusing for some clients. Having the option to send reminders from the firm’s own domain would make client communications feel more seamless. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents helps solve the problem of tracking multiple client engagements and deadlines in a tax practice. It centralizes tasks, provides clear visibility into work status, and reduces the risk of missed items, especially during peak filing periods. This improves organization and overall efficiency across the firm. ### 9. Financial Cents: Intuitive, Easy-to-Use Workload Management **Rating:** 4.5/5.0 stars **Reviewed by:** Miriam K. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2026 **What do you like best about Financial Cents?** I like that Financial Cents is easy to use, with an intuitive design. It’s simple to make changes and quickly find the information I need to manage my workload. **What do you dislike about Financial Cents?** I wish it were easier to get a clear overview of deadlines and to see which tasks or projects are due each day. I also wish it were more intuitive to change or adjust deadlines for projects and tasks. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents helps me prioritize my projects and organize my work so I can stay on track and meet deadlines. ### 10. After 3 years searching for a great platform at a reasonable price, I found home! **Rating:** 5.0/5.0 stars **Reviewed by:** Richard R. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Financial Cents?** I love the auto reminders and workflows for each service I provide. I had a couple of years hanging on my the skin of my teeth through tax season, balancing my bookkeeping with tax preparation and workflow management. Financial Cents has me keeping on top of all of my clients and even has a feature for me to see if I have capacity for more clients! The automated client reminder is a game changer! No more forgetting when and what the client is supposed to be supplying me. I have a clear view of each stage of each client and they have a concise list of what is needed on their end for me to provide the best service! So far I have not had to use customer support because it has been easy to work with! I have my google account open up to the dashboard so I can start every day with an idea of what needs to be done next! The quickbooks integration was the selling point for me, but after I got into it, I have become a Financial Cents advocate! **What do you dislike about Financial Cents?** Although the platform is great for organization, I can see that much of the bottleneck in productivity is on me. I would like to see more tutorials in the tutorial videos section of the software. I also would like to white label the platform so that my clients and employees would only see my company name. Financial Cents is a robust project management tool for the accounting field for sure but I would like to see more features that would elevate it to a CRM as well as a PM tool. Also there should be a feature where you could activate it and hover over different parts of the program for hints on what the tools and fields uses are. **What problems is Financial Cents solving and how is that benefiting you?** I have had a few years of being less than efficient. This was due to organization of workflows and constant follow ups with clients when I could remember who and what was needed. Now Financial Cents has basically become my assistant! ### 11. Finally—A Workflow Tool That Understands Our Needs **Rating:** 4.5/5.0 stars **Reviewed by:** Dorit D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Financial Cents?** Financial Cents bridges the gap between compliance precision and team-friendly execution. What I appreciate most is how it adapts to multi-entity operations without overcomplicating the interface. I can delegate tasks, track progress, and ensure deadlines are met—all while maintaining visibility across clients and states. The built-in automations, client task reminders, and document tracking save hours each week. It’s not just a tool—it’s a system that respects how professionals actually work. **What do you dislike about Financial Cents?** While Financial Cents offers strong workflow and client tracking features, there are a few areas that could use refinement. The reporting tools, for example, feel limited when managing multiple entities or trying to extract cross-client insights. I’d appreciate more customizable dashboards and export options that align with compliance and audit needs. Additionally, the interface—though clean—can feel rigid when adapting to nuanced workflows. Some automations lack the flexibility to handle exceptions or layered review processes, which are common in multi-state operations. That said, the support team is responsive, and I’m hopeful these gaps will be addressed in future updates. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents solves the core problem of inconsistent task execution and lack of visibility across multi-entity operations. It replaces manual follow-ups and inefficient delegation with automated workflows, client reminders, and real-time tracking. That means I no longer rely on payroll-heavy staff to manage recurring tasks that Financial Cents handles more reliably and consistently. It’s saving me time, reducing payroll costs, and giving me peace of mind that deadlines are met—even when my team isn’t at full capacity. ### 12. Great Project Management & Time Tracking Software **Rating:** 5.0/5.0 stars **Reviewed by:** Beth S. | Lighting Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Financial Cents?** Financial Cents is very easy to use, everyone in our firm was able to figure out what they need. It is very nice having everything in one place instead of across multiple programs, and setting it up was easy. 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. **What do you dislike about Financial Cents?** 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. **What problems is Financial Cents solving and how is that benefiting you?** They give us one place to track all of our projects and the time associated with them. We have all of our client info in one place, and can assign access as needed. The best part is assigning tasks or whole projects to both employees and clients, to make sure everything gets done and everyone can see who is in charge of each item. ### 13. Love this practice management software **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle T. | Bookkeeping Firm Owner/Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** I've been using FC for several years and cannot recommend it enough. Task tracking, document requests, categorization tool save me so much time and facilitate communication between teammates and the client beautifully. I love being able to customize client reminders, communicate with my team or myself, see at a glance which projects are overdue, and filter by tag. Being able to trust the software goes a long way to letting me forget about work during my down time and manage my stress level during busy times. I love how responsive they are to requests, and how willing they are to ask for their customers' input. **What do you dislike about Financial Cents?** Nothing to add here. They think of features to tweak and add before I do. **What problems is Financial Cents solving and how is that benefiting you?** Financial cents keeps me organized and cuts down the endless document chasing emails i had to send before by 90% It allows me to scale my business and add clients without all the busywork that bogs me down. I get to use my brain for the tasks I'm hired for instead of the admin. I also like that asking for documents comes from an automated process instead of it seeming like i am nagging my clients. I am able to quickly jump back into a client's books because i immediately know the status of their account. ### 14. Streamlined, Easy-to-Use, and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria (Tori) S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** Financial Cents has been a game-changer for our CPA firm. Before using it, we struggled with keeping client tasks, deadlines, and communications organized across our team. Now, everything is centralized and transparent, which has greatly improved our efficiency and reduced the risk of missed deadlines. The software is intuitive, easy to implement, and our staff adapted quickly. We especially appreciate the task management features, recurring workflows, and clear visibility into project progress. The support team is also responsive and genuinely listens to feedback. Financial Cents has allowed us to spend less time tracking work and more time serving our clients. **What do you dislike about Financial Cents?** The reporting features could be more customizable, but the core functionality more than makes up for it. It also takes some time to set up workflows initially, but once done, it saves a lot of time. **What problems is Financial Cents solving and how is that benefiting you?** Business Problems Solved: -Keeping track of client deadlines and deliverables without missing anything -Managing recurring work (like monthly bookkeeping or quarterly tax filings) efficiently -Organizing client information and communication in one central place -Improving visibility across the team so everyone knows what’s assigned and what’s pending -Reducing time spent chasing updates or manually tracking projects in spreadsheets Benefits to Our Firm: -Peace of mind knowing deadlines won’t slip through the cracks -More efficient workflows that save time and reduce stress during busy seasons -Stronger collaboration across the team -Clearer insight into firm capacity, so work is balanced and predictable -More time freed up for higher-value client service rather than admin tasks ### 15. Financial Cents has a simple, effective interface ideal for small accounting teams, but.. **Rating:** 4.0/5.0 stars **Reviewed by:** Kat C. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** What I like most about Financial Cents is its simple and intuitive interface, which is also highly effective for team collaboration and client communication. It’s a perfectly tailored platform for small accounting and bookkeeping businesses that don’t want to deal with overly complex tools just to track upcoming deadlines. I especially appreciate the template section, as accounting and bookkeeping are largely routine tasks. This feature saves time by allowing you to set up projects quickly without adding them manually. Additionally, the note-taking section is extremely useful for me as a bookkeeper, since I rely heavily on my past notes to track numbers, changes in clients’ digital financial files, and updates. **What do you dislike about Financial Cents?** One thing I find less ideal about Financial Cents is that when I add a “Client Task,” the email notifications it sends can’t be personalized much. For example, there’s no option to use “Shift + Enter” to format the email and make it look more professional. I also tried sending a document request email to myself, and it didn’t look very polished so there’s definitely room for improvement in the email presentation. Another issue is that my clients rarely use the “Attach Documents” button; they tend to send documents directly to my email instead. Additionally, the note-taking section could be enhanced. I wish I could add more pages or sections so I can organize notes by financial quarter or year, which would make tracking information much easier. **What problems is Financial Cents solving and how is that benefiting you?** Ease of use - Easy interface Client communication - Email integration Workflow Management - Easy to create projects and track deadlines. ### 16. Streamlined Workflow & Outstanding Support for Canadian Firms **Rating:** 4.5/5.0 stars **Reviewed by:** Annie P. | Director, Business Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** As an accounting firm based in Canada, we've been using Financial Cents for several months now, and it has truly transformed the way we manage our internal workflows and client communications. The platform is intuitive, easy to onboard, and packed with features that make task tracking, time management, and client collaboration seamless. We especially appreciate how customizable the workflows are—perfect for handling everything from payroll and T-slip filing to corporate and personal tax returns. The client portal is a game-changer for securely sharing documents and keeping communication centralized. Their support team is responsive, knowledgeable, and genuinely invested in helping firms succeed. Whether you're a solo practitioner or a growing team, Financial Cents is a smart investment in operational efficiency. Highly recommend to other Canadian firms looking to modernize their practice! **What do you dislike about Financial Cents?** We need more training on a big picture view from management perspective. **What problems is Financial Cents solving and how is that benefiting you?** process management, streamlining workflow and tasks for all accountants and administrative staff. maintaining deadlines. ### 17. My Preferred Practice Management App for Small Firms **Rating:** 4.5/5.0 stars **Reviewed by:** Gabrielle F. | Freelance Bookkeeper, QuickBooks Trainer / Consultant, Business Coach, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Financial Cents?** There's a lot to like about Financial Cents. What initially drew me (and is still most important to me) are the workflows - how they are organized, flexible and keep me on track every day so I can provide consistent, high quality service to my clients. Also, customer support is excellent; very responsive, and I love that they really listen and want to understand our needs, so the app is always improving. **What do you dislike about Financial Cents?** I've been less enthused about how Financial Cents has integrated with my items list in QBO because it caused duplicates that I need to sort out. To be fair, this is because I was an early adopter of FC and had already built my list of items there before the feature to integrate became available, so that's where the duplication happened. If one is starting fresh with FC, they would not have this issue. **What problems is Financial Cents solving and how is that benefiting you?** It solves the problem of keeping good records of what is being worked on, when each client's work is due, making sure no steps get missed, and especially helpful for annual tasks that might otherwise get forgotten. It's very helpful for setting adjust my fees for each client as needed because I can see my effective realization rate for each client. That is super helpful and has made a big difference in my business. It also works as a CRM for my clients. ### 18. Streamlined Solution for Accounting Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Montana H. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Financial Cents?** The portal’s ease of use, reliable QuickBooks Online integration, and SOC 2 Type II security give me confidence in protecting client data. After upgrading my plan, it’s still affordable and ready for when I hire help. Implementation was great, though the merchant services approval process was a minor hassle. Customer support is knowledgeable and responsive, and I use the program daily for client management. **What do you dislike about Financial Cents?** Adjusting timesheets for hourly work without a pre-created project is cumbersome, adding unnecessary steps. I also wish for invoice view tracking, like QuickBooks. Despite minor gaps, Financial Cents outperforms HoneyBook and QuickBooks for client management. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents addresses the frustration of disorganized client file collection and inefficient workflows I faced with HoneyBook. Its secure portal and automated file requests let clients upload payroll and monthly reports easily, saving me hours. The QuickBooks Online integration simplifies invoicing and reduces errors for my solo bookkeeping business, Limitless Bookkeeping LLC. This keeps my work organized and lets me focus on serving clients, not managing admin tasks. ### 19. Bookkeepers' Best Friend!! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer M. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Where do I start? Prior to Financial Cents, I'd been using another program to send questions to clients on uncategorized transactions. I attempted to use their workflow system, but it just didn't work for me. After hearing about FC in some bookkeeping groups, I'd decided to check it out. Holy smokes! I am amazed at how much productivity is packed into one program that doesn't cost me an arm and a leg. Send proposals, get e-signatures, client billing, secure file uploads, client feedback on uncategorized transactions, and customizable workflow management (my fav!). FC also has the absolute best help chat feature I've ever used, hands down. Nine times out of ten, "Fin" easily answers my questions, allowing me to move forward running my business. Financial Cents enables me to run my business easily and efficiently. **What do you dislike about Financial Cents?** The only downside of using Financial Cents is that I'm too efficient, and therefore, I have too much free time. **What problems is Financial Cents solving and how is that benefiting you?** Client communication, secure file uploads, obtaining e-signatures, and workflow management. ### 20. Excellent practice management software with built in tools that directly benefit our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Becca C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** I love that FC offers a secure portal for clients to easily upload and access their documents from directly within the practice management software, so we don't need to integrate another 3rd party system like drop box, etc. There are several features that really focus on ease of use for the client as well- which saves us time and our clients the headache of having to navigate multiple different systems when working with our firm. **What do you dislike about Financial Cents?** I wish that we could include automated task emails that send directly from our email integration and not the FC server so we could more effectively track that communication. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents is an exceptional tool. We use it throughout the entire client lifecycle, from collaborating on the clients scope of work, to building and processing proposals, collecting client payments, and then routine maintenance from there. Navigating every client touchpoint from a single tool ensures that we are not missing steps along the way, duplicating efforts, or adding additional work for either party along the way. ### 21. Our best kept secret **Rating:** 5.0/5.0 stars **Reviewed by:** Denise K. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** I hesitate to type this review as it is our best kept secret for managing our clients and our internal systems. This program has transcended our business model. I've used two other CRM, Project management tools as my business grew and I am happy to say this is the one that will stay the course and grow with us. The ease of use and community is far above so many others. The templates, employee timesheets, internal reports, and project management are the best I've seen and used. If you are looking for a well rounded CRM and Project management system that is affordable and will grow with you....I highly recommend this program. **What do you dislike about Financial Cents?** It would be great to have a phone app specific to Financial Cents. While you can use the system via browser, I would feel more secure with an actual phone app. **What problems is Financial Cents solving and how is that benefiting you?** It is a robust CRM and Project Management tool. It is our main operational tool for internal tracking of clients, projects, and employees. It also has secure storage and sharing of data. ### 22. Has some good and some bad **Rating:** 1.0/5.0 stars **Reviewed by:** David B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** Overall the Financial Cents interface is clean and easy to find your way around. Support is usually quick and helpful if you need to contact them for an issue. Although not customizable for some reason, the client information is laid out well and includes all communications with the client as well as any resources needed. We don’t use the email section but it is nice that it has the ability to add multiple email accounts. User permissions are pretty detailed but it would be nice to create your own custom roles. **What do you dislike about Financial Cents?** Honestly, the software feels incomplete and hampered by some really perplexing design decisions that really hurt productivity. There is no easily accessible area to view all communications with the clients or staff. For some odd reason they based all of the recurring projects on the due date instead of the start date so you have to calculate when the project is created based on how many days before its due. File management is atrocious. You can send file requests to clients monthly but after they upload you can only download or manipulate one at a time. There is no file editing capabilities built in but there is also no way to sync files so you are forced to download them each time. When uploading files after working on them it doesn’t give you the option to replace the existing file, just creates a separate copy. The worst has been their billing service that they implemented this year. They will hound you to use it even if it is a downgrade from what you are using. Additionally, they gated useful features like expanded reports and proposals to the billing module so that you can’t use them if you don’t use their merchant services. Overall, I would say there are better solutions out there but unfortunately we have already committed with a couple of clients and won’t make them learn new software so we are stuck with them for now. **What problems is Financial Cents solving and how is that benefiting you?** Accounting practice management ### 23. Financial Cents is an indispensable part of my business, and I can’t imagine working without it. **Rating:** 5.0/5.0 stars **Reviewed by:** HELENA H. | Founder and Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** The interface is intuitive, and I appreciate how everything is designed with accounting professionals in mind. Task management, client organization, and project tracking are all seamless—making it so much easier to stay on top of deadlines without feeling overwhelmed. It’s like Financial Cents understands exactly what I need before I even realize it. What really sets it apart for me is how it saves time while keeping my entire team accountable and clients informed. Instead of juggling multiple systems, I can rely on one tool to streamline operations and bring peace of mind to both myself and my clients. **What do you dislike about Financial Cents?** The templates are not very useful for my firm. I've had to build projects from scratch. My firm is new and the clients I have are very simplified, so for instance, the monthly bookkeeping template has way more than I need. **What problems is Financial Cents solving and how is that benefiting you?** It keeps me organized and helps me avoid missing deadlines. ### 24. Extremely useful & user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Angeliese W. | Owner and Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** I love the client portals with auto shared questions and the ability to connect to quickbooks. I love that I can easily send the questions, reminders, and invoices with clients. I have nothing but good luck with customer service, they've answered each question I've had. I use financial cents for everything, and often. From tracking time, tracking tasks, and tracking payments. It has been fairly simple to implement into my routine, though like any new habit, you have to stay consistent. The use of templates, and integrations with QuickBooks and Notion has been very helpful. **What do you dislike about Financial Cents?** The only thing I wish Financial Cents could do, are specialized reports for the accountant/bookkeeper's use. While I love that my clients can answer questions, it would be really nice to perform a review within Financial Cents rather than having to mess around in QuickBooks, excel, or invest in another platform. **What problems is Financial Cents solving and how is that benefiting you?** It is solving my workflow set up. I was constantly recreating everything and with this tool I have a set checklist, easy to see deadlines, and a place for communications even if I don't send an email to a client. ### 25. Financial Cents: A Streamlined, Reliable Solution for Bookkeeping Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Darlene W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has become an integral part of my bookkeeping practice because it strikes the right balance between simplicity, accountability, and efficiency. It is easy to use and quick to implement, allowing staff to get up to speed with minimal training, and the platform’s intuitive design makes it something I rely on daily. Customer support is responsive and helpful, which makes adoption even smoother. While it doesn’t overwhelm with unnecessary complexity, it still offers the right number of features—recurring workflows, deadline tracking, and client communication tools—that truly matter for a bookkeeping practice. Overall, Financial Cents is an excellent solution for small to mid-sized firms that want an easy-to-use, efficient platform to standardize processes, manage client work with confidence, and ensure nothing slips through the cracks. **What do you dislike about Financial Cents?** Integrations are straightforward, and although they could be expanded, the existing functionality works well with most workflows. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents helps me solve some of the biggest challenges in running a bookkeeping practice, from staying on top of recurring deadlines like payroll, reconciliations, and tax filings to ensuring full team accountability and visibility on every client task. It streamlines client communication and document collection through its portal and reminders, reducing the time wasted chasing information. Unlike bulky practice management systems, it is quick to implement, intuitive to use, and focuses only on the features that truly matter for bookkeeping and tax work. With clear workflow visibility and reporting, it also makes it easier to track productivity, spot bottlenecks, and ensure that nothing falls through the cracks—ultimately giving me more confidence and efficiency in managing both clients and my team. ### 26. Streamlined Workflows That Keep My Firm on Track **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has been a game-changer for keeping my bookkeeping workflows organized. I love how easy it is to set up recurring tasks, track client deadlines, and have everything in one place. The automation around reminders and checklists saves me hours each month. I also appreciate that it’s designed with accounting and bookkeeping firms in mind, not just generic project management, so the features actually fit how we work day to day. **What do you dislike about Financial Cents?** I don’t like that there is no month-end quality control system. As a bookkeeping firm, having built-in tools to ensure every reconciliation and closing task is completed properly would make the software even more powerful. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents is solving the problem of staying on top of client work without things slipping through the cracks. Before using it, I was juggling spreadsheets and to-do lists that never seemed to line up. Now, I have one system that keeps all my workflows, deadlines, and client communication organized. It gives me the confidence that nothing is overlooked and allows me to spend more energy focusing on clients rather than chasing down details. ### 27. THE best workflow + CRM solution for bookkeepers **Rating:** 5.0/5.0 stars **Reviewed by:** jane a. | Bookkeeping Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Financial Cents?** I'd like to share a bit of feedback about why I am a very satisfied user of Financial Cents: (1) My clients love it (and that's a win-win), (2) the automated monthly client task lists are easily customizable for each client, allowing me to request monthly information with a one-time set up that is sent to clients every month, (3) Their support is extraordinary, (4) they have monthly webinars to share information on new features, and (5) they are always adding new features based on user's (like me) feedback. -- This solution is EASY to implement - I think I was up an running in a matter of hours. I can't imagine ever using another solution since this one truly has everything I need in one place. **What do you dislike about Financial Cents?** There are two minor things I wish were different - (1) I wish I could see my private "client notes" from within a current job I'm working on, rather than having to leave the job to look at client notes. (2) I look forward to the built-in signature feature so I can start using the Proposals feature! **What problems is Financial Cents solving and how is that benefiting you?** Before FC it was a challenge each day to know where to begin with my workday. With 24 clients I need to be efficient with my time in order to get all my work completed in the month. I love the calendar feature - it's the first thing I look at each day when I sit down to work. The calendar shows me exactly which clients I need to work on that day. In addition to that, the customizable recurring workflows provide each detail needed for each job (client) - I simply click off tasks as I do them, and if I return in an hour after lunch, or a week, it takes 0 effort to see where I left off. ### 28. Financial-Cents has been a game-changer for our firm **Rating:** 5.0/5.0 stars **Reviewed by:** cindy@ecaccounting.com S. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial-Cents has been a game changer for our firm. We use it every day for both bookkeeping and income tax projects and it really helps our team stay organized and makes it easy to stay on top of all the work we need to do. We’ve set it up so that each project has clear, step-by-step workflows, which makes everything much easier to follow. When we first signed up for Financial-Cents, the training and help videos were super helpful and made it easy to integrate into our firm. One of my favorite features is the automation. We can automatically send updates to clients when certain steps of a project are complete, which saves us time and keeps clients in the loop. The client tasks feature is also fantastic. Our clients get a clear checklist of what we need from them, with built-in reminders. For recurring requests each month, we’ve automated those too. Our clients love how smooth and straightforward the process feels. Also, the Recats feature is great because we can send requests to our clients about transactions we need help with, and they can easily respond with more information. The chat feature works beautifully for client communication, and I really appreciate the customization options that allow us to tailor the system to fit our firm’s needs. On top of that, the team behind Financial-Cents genuinely listens to their users. They’re constantly adding new features and improvements based on feedback. Their monthly “feature recap” meetings are amazing as well because they share updates and also take the time to answer questions and hear our opinions live. Overall, Financial-Cents has improved our organization, client communication, and workflow efficiency tremendously. I would highly recommend it to any firm looking for smoother processes and stronger client relationships. **What do you dislike about Financial Cents?** The file folder features could use some improvements as documents cannot be opened in native files. But they are continually improving their software so I'm hoping they will have this updated soon! **What problems is Financial Cents solving and how is that benefiting you?** It saves us so much time, it keeps us organized, it helps us securely communicate with our clients, and we have seen a SIGNIFICANT decrease in "missing info" from our clients since we can automate the requests and they get reminders on those requests. ### 29. Game Changing Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Arielle H. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has allowed me to provide a seamless experience for my clients by providing an all-in-one client portal which allows us to communicate on documents requests, tasks, transaction clarifications and billing in the same space. The workflows are customizable with automations available to make it that much simpler. The access to the template library has been a massive benefit as well when setting up on a tight timeline. I also love how Financial Cents really takes the feedback of their client base to heart, with open communication and even follow-up when a new feature is suggested, and they're transparent with the items on their roadmap of improvements. **What do you dislike about Financial Cents?** The billing/invoicing feature is great, however there are still a couple features lacking that would make it that much better- such as progress invoicing or an installment payment arrangement feature. It would also be great if it had features that integrated more heavily with QBO for advanced month-end closing that other similar platforms have. **What problems is Financial Cents solving and how is that benefiting you?** Streamlined client communication, secure document collection, workflow management, and invoicing to name a few. It's extremely beneficial as it allows me to provide my clients with a great experience and live up to my standard of communication. Security is also very important to me so I appreciate the document storage and how easy it is for my clients to upload documents directly to their tasks as well as straight to their shared folder. ### 30. LIFE CHANGER!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie B. | Administrative Assistant/Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has changed the game for our firm. We are able to consistently meet deadlines and offer gentle reminders to our coworkers for overdue tasks. We are in the process of trying to change our billing over to Financial Cents which will free us up a ton of administrative time every month. Financial Cents is constantly speaking to and listening to their clients and implementing the changes we actually ASK FOR unlike many other programs who roll out changes without ever listening to the needs and requests of their users! Financial Cents is so easy to use. It's intuitive for creating projects big and small to make sure every workday flows through without any problem. My firm uses Financial Cents every single day without fail. We introduced Financial Cents to the team and it took no time for the team to adapt to the new method. No more struggling with Excel spreadsheets and Word documents to try and keep track of our tasks! The integration Financial Cents has with QuickBooks Online makes it all the easier to keep track of client specific tasks and make sure everything is getting done in a timely manner. **What do you dislike about Financial Cents?** I can't think of ANYTHING! Financial Cents is extremely communicative with their clients and constantly trying to improve! **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents has almost completely eliminated overdue work for us, and we no longer forget that there are monthly, quarterly, or annual tasks that need to get done. We love the tags option that makes it easy to quickly see if an overdue project is because of the team has fallen behind or if we are waiting on client information. The client portal has been a slow process of introduction to our long time clients but for new clients coming on it has completely changed the game for the onboarding process. Now, we can have everything we need to get started within a couple days to a week! ### 31. Financial Cents: A Game-Changer for Bookkeeping Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Kylicia H. | Senior Accounting Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has completely transformed how I manage bookkeeping projects, client tasks, notes, and even passwords. The user interface is intuitive and easy to navigate, which makes onboarding and daily use incredibly smooth. I’m in the platform all day, every day, and it never feels clunky or frustrating. What truly sets Financial Cents apart is their commitment to listening to users. I’ve suggested features and actually seen them implemented — not only quickly, but thoughtfully. There’s a clear system where users can vote on ideas, and the team actively updates the roadmap based on real-world feedback. It’s rare to feel this heard by a software company. The customer support is another huge highlight. They're super friendly, responsive, and helpful, and I never feel like I'm just another ticket in a queue. Whether I’ve had a quick question or needed more in-depth help, support is always stellar. There are tons of useful features packed into the platform, yet it never feels overwhelming. Task tracking, time tracking, recurring projects, notes, document storage, and even password management — it’s all there and easy to access. And the ease of implementation and integration is just as smooth. I was up and running in no time, and I haven’t looked back. **What do you dislike about Financial Cents?** Honestly, there’s not much to dislike. If I ever feel a feature is missing or could be improved, I know I can just submit the suggestion — and it actually gets considered. That level of responsiveness is incredibly rare in the SaaS world. I suppose if I had to pick one minor thing, it would be that I sometimes wish new features could roll out even faster — but that’s only because I’m so excited about what they’re building! **What problems is Financial Cents solving and how is that benefiting you?** What Problems Financial Cents Is Solving (and How That Benefits Me): 🛠 Disorganized Task and Project Management Problem: Before Financial Cents, managing multiple clients and projects across spreadsheets, emails, and sticky notes made it hard to stay on top of deadlines and responsibilities. Benefit: Financial Cents centralizes everything — tasks, deadlines, workflows — into one easy-to-use platform. I can now manage all client work in one place, with automated reminders and recurring tasks, which helps me stay organized and never miss a deadline. 📌 Lack of Team Visibility and Accountability Problem: It was hard to keep track of who was doing what, when it was due, and where projects stood. Benefit: With built-in collaboration tools, Financial Cents gives clear visibility into my team's workload. Everyone knows their tasks and deadlines, which boosts accountability and ensures nothing slips through the cracks. 🧠 Scattered Notes, Client Details & Passwords Problem: Client information, passwords, and meeting notes were stored in too many different places, leading to inefficiencies and the risk of losing critical data. Benefit: Financial Cents provides a secure, centralized space for notes, client details, and passwords. I save time by not hunting through emails or docs — everything is where I need it, when I need it. 🧩 Feature Requests Ignored by Other Software Problem: With other platforms, I’d think, “I wish this had X feature,” and either wait forever or switch tools. Benefit: Financial Cents actively listens to users and turns feedback into features. This means the software is constantly improving in a way that actually benefits me — so I can stop software-hopping and focus on growing my firm. 🔌 Clunky Setup and Poor Integrations Problem: Many platforms are hard to implement or require a lot of customization to fit bookkeeping workflows. Benefit: Financial Cents was easy to implement and start using right away. It integrates well with the tools I already use, so it fits seamlessly into my day-to-day operations. ⏱ Wasting Time on Admin Instead of Client Work Problem: Too much time was spent chasing down tasks, managing files, and trying to get a high-level view of client work. Benefit: With automation, clear dashboards, and streamlined workflows, I spend less time on admin and more time serving clients — which translates directly into time savings and revenue growth. Overall Benefit: Financial Cents gives me clarity, control, and peace of mind. It solves the chaos of client management and replaces it with a well-oiled, responsive system that adapts to my business — not the other way around. ### 32. Great for Project & Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Raegan D. | Owner / Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has been a game changer for keeping me and my team on task and all on the same page. It allows us to schedule recurring projects throughout the month vs all at EOM. I love that we can leave comments so we all know the status or roadblocks for each open project. I couldn't run my firm so efficiently without Financial Cents! It's super user friendly and easy to integrate with QBO. My favorite feature may be the Client Vault where you can store login credentials, account numbers, and direct links to financial sites. **What do you dislike about Financial Cents?** No dislikes; I do wish it was a little more affordable for us smaller firms though. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents provides me with an all-in-one practice management and project management software. It has kept me and my team so organized! I love that it integrates with email too so you can create a new project directly from a client email for all those one-off requests. ### 33. Amazing Practice Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Dorothy I. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Financial Cents?** We looked at quite a few practice management solutions and met with the companies to discuss our particular reqirements. Financial Cents was head and shoulders above the rest! Not only is their software intuitive, they have a fantastic library for learning the various features. I also opted for help converting my existing CRM and workflows over to FC. Special shout out to Kasey, Shahram, Abdullah and Wesley for making our implementation as easy as possible! **What do you dislike about Financial Cents?** It's all great. Knowing the company as I know now, I think they would be quick to make changes as they release new improvementes every week / month. They are truly focussed on making the best practice management software for accountants! **What problems is Financial Cents solving and how is that benefiting you?** The Dashboard give me a clear picture of all the client statuses and what the team is currently working on. I also like how they have a process to nag the clients if needed for any outstanding items, based on a schedule of my choosing. ### 34. Super helpful to my business **Rating:** 5.0/5.0 stars **Reviewed by:** Charmaine F. | Workshop Facilitator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents is super easy to use, there is not a huge learning curve with implementing or creating workflows. I get weekly reports of my progress and this I might need to address. My clients love the client portal, they are able to see all correspondence and billing in one place. The customer support is wonderful the the AI chat support is pretty spot on and helpful as well. Even as a solo user upgrading to the Scale Plan has already paid for itself with the features that help me save time. Great tutorials as well. Oh I love the email integration in scale it allows me to view emails from each client and it's connected to the client file, Very helpful. **What do you dislike about Financial Cents?** I wish it fully integrated with OneDrive, I'm not crazy about Zapier integrations I also wish that I could segment which of my email addresses pulled from Outlook into FC. **What problems is Financial Cents solving and how is that benefiting you?** It's keeping me from having to use multiple platforms to manage client workflow. ### 35. Wonderful for keeping on top of client tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Sandy R. | Owner of my bookkeeping firm, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** I have a small team, and we all use Financial Cents on a daily basis. We create recurring projects (from built-in or customizable templates) for monthly accounting, sales tax returns, payrolls, etc., and you can also create one-off tasks. You can assign roles or people to tasks, assign reviewers/approvers, and complete projects. It features built-in document management, client communication, and team collaboration tools. It now has billing and proposals. The fees for accepting ACH or credit cards are lower than those for QB Payments, and the invoices and payments sync seamlessly with QBOA. We love it! **What do you dislike about Financial Cents?** I wish they had live phone support, but the chat feature is one of the best I've worked with, and they always follow through to make sure everything is working. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents keep us on top of our projects and deadlines, so nothing falls through the cracks. ### 36. Financial Cents is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Graie A. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** It was my first time using it and it was very easy to navigate. I also like the Customer Support feature as it is available all the time and the queue is not that long unlike other websites. I can easily implement projects there where there is a time tracking feature and can assign tasks to someone. I frequently use it. I can easily integrate my email, Quickbooks, etc. on it too! **What do you dislike about Financial Cents?** I think the only downside is that it doesn't look so innovative. Experience using it is kind of not advanced. I mean the colors, motif, etc. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents has been instrumental in helping me create a comprehensive record of my clients for my accounting business. It allows me to manage my emails efficiently, set up projects, and track the time I spend on each task for every client. ### 37. Great experience so far, customer service is very helpful and the system is very user friendly. **Rating:** 4.5/5.0 stars **Reviewed by:** Megan C. | Principal Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Financial Cents?** The cloud-based interface enables our remote CPA firm to collaborate both internally and externally with greater efficiency. I also find the ability to use templates created by other users extremely helpful during the setup process. Although I am still new to the system, I can already say that, having previously used TaxDome, this platform offers significantly more advantages. Additionally, our representative has been excellent. **What do you dislike about Financial Cents?** It would be nice to have an app or a better way to receive and respond to notifications via phone. **What problems is Financial Cents solving and how is that benefiting you?** I use this tool to keep track of tasks among team members and to organize client information. It helps ensure that everyone stays on the same page and that important client details are easy to find when needed. ### 38. It's great, but not quite perfect **Rating:** 4.0/5.0 stars **Reviewed by:** Eden W. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Financial Cents?** We love Financial Cents to track our project status, bug our clients for missing items and information, and keep notes. I also love the following: videos in the Help section for training, webinars and conferences for updates, and best practices. **What do you dislike about Financial Cents?** I wish they would focus more on making the project tracking perfect before rolling out new features like invoicing and proposals. **What problems is Financial Cents solving and how is that benefiting you?** We used manual processes, and things slipped through the cracks. Our last project management software was great, but it didn't gain as much popularity as they had hoped, and it was shut down. We had to find a new system, and after trying and demoing several, we chose Financial Cents. It's been a few years, and some of my users still haven't utilized the full potential, but it's significantly better than what we had before. ### 39. Perfect Cents - Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Cassandra P. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Financial Cents?** After trying several apps to organize client information and manage tasks, I discovered Financial Cents about two months ago—and it’s been a game changer. The platform has streamlined my workflow by consolidating everything in one place. I can easily track my team’s progress, and my clients have responded positively to the new layout, automated reminders, and built-in chat features. I highly recommend Financial Cents for bookkeeping and CPA firms looking to improve efficiency and client communication. **What do you dislike about Financial Cents?** So far I haven't found anything I dislike outside of the ACH processing times are longer than I'm used to, usually it's 1-2 days and with this system it's at least 4 business days. **What problems is Financial Cents solving and how is that benefiting you?** For us, the biggest challenge was managing all the tasks while simultaneously requesting information from clients—and keeping everything organized. Some clients require a bit more hand-holding, and Financial Cents has really helped streamline that process. It centralizes everything, so we no longer have to juggle multiple platforms or worry about storing client files separately. We went from using five different tools to just one, which has made our workflow much more efficient and less stressful. ### 40. Highly recommend Financial Cents to Bookkeeping & Accounting firm owners **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsey G. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has been a game-changer for my bookkeeping firm. Before using it, keeping track of client deadlines and workflows felt overwhelming. Now, everything is in one place—projects, recurring tasks, and client communications—so nothing falls through the cracks. **What do you dislike about Financial Cents?** I wish there were more options for customization in dashboards and reporting to better fit my firm’s unique workflows. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents has taken the stress out of managing client work. With all of my deadlines, tasks, and communications in one place, I no longer worry about something slipping through the cracks. The recurring workflows save me hours each month, and assigning tasks makes it easy to collaborate with my team. It’s freed up my mental space so I can focus on serving clients and growing my firm, instead of constantly tracking down details or rebuilding processes. ### 41. Financial Cents changed my business and my life!! **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia S. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** The ability to manage my work flow has been hands down the most impactful part of using Financial Cents. I love the client portal and that I can keep the signed adobe documents in each clients file for quick access when required. Their customer service is top notch. I know there are features I am not using yet, and am excited to continue learning all that FC can do for my business and my life!! **What do you dislike about Financial Cents?** I would like to be able to access all documents in one place without downloading them or accessing each client file. This would be a huge time saver when CRA requests signed copies of the T183 forms required by e-filers. **What problems is Financial Cents solving and how is that benefiting you?** Staying on track with required remittances, tax filings and regular maintenance of my clients books. ### 42. Keeps My Bookkeeping Workflow on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Georgia G. | Owner/Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Financial Cents?** Financial Cents has completely changed the way I handle my bookkeeping and tax clients. I no longer worry about missing onboarding steps or important filing deadlines, as everything is now neatly organized. The reminders and workflows provide me with peace of mind, and my clients have noticed and appreciated the improved communication. **What do you dislike about Financial Cents?** Although the platform is user-friendly, setting up the templates does require some time. The mobile app is more limited compared to the desktop version, but it remains effective for quick check-ins. **What problems is Financial Cents solving and how is that benefiting you?** FC is solving my communication problem, whereby I don't have to go fishing for which medium any client messaged me. Everything in one place is making it much easier. Meeting deadlines has also improved. ### 43. Financial Cents rock workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie S. | Owner/Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** I have been providing bookkeeping services for 28 years and always struggled with how to manage workflows and deadlines. FC is just the application I have been looking for! With managing client info, workflows, having deadlines show up in my calendar and the tags, I know just where I am with each client. Plus there is a timer so I don't leave money on the table doing hourly work. Love it and highly recommend to bookkeepers and accountants. **What do you dislike about Financial Cents?** I can't think of any downsides. Tech support is great and they are always adding new features. They request feedback from users constantly. **What problems is Financial Cents solving and how is that benefiting you?** I have been providing bookkeeping services for 28 years and always struggled with how to manage workflows and deadlines. ### 44. Newer company but great product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Financial Cents?** It is logical and supports efficiency and keeping track easily. As someone who can both take in a lot of data, but can get lost and overwhelmed in the weeds of too much info at once, I really like how I can filter. Clients have overwhelmingly found it very easy to work with as well.It was also very easy to start using out of the box. **What do you dislike about Financial Cents?** As a younger company there are a few things is needs to include, and some additional CRM integrations and so on, but that is to be expected, and it is far better than many workhorses I have used in the past that cause panic attacks with the overwhelm of not well sorted information. There are some glitches that need addressed, like not being able to "download all" project task files (you can with client files). **What problems is Financial Cents solving and how is that benefiting you?** Ease of use and communication with clients. secure upload. Clients not having to remember passwords; filtering, etc ### 45. All-in-One Solution Packed with Functionality **Rating:** 4.5/5.0 stars **Reviewed by:** Marcus S. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Financial Cents?** 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! **What do you dislike about Financial Cents?** 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. **What problems is Financial Cents solving and how is that benefiting you?** Bookkeeping & Month-End Workflows. Automations. Onboarding with new Clients and engaging with them through an easy to access Client Portal. Being able to add and automate our Proposal & Contract process here as well as time-tracking staff time, invoicing and managing Client profitability all in one place is amazing! ### 46. Perfect Solo Plan for Small Practices on a Budget **Rating:** 5.0/5.0 stars **Reviewed by:** Nick I. | Tax & Accounting firm owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2026 **What do you like best about Financial Cents?** They have the solo plan which fits for a 1 person practice perfectly as I dont have the budget to afford expensive software. I gives me secure document sharing a portal for clients to access, and automatic features. **What do you dislike about Financial Cents?** The solo plan is obviously limited but this is to be expected for only 19$ month! E-signature would have been awesome! **What problems is Financial Cents solving and how is that benefiting you?** Financial cents is allowing me to have secure file sharing instead oif a manual google drive process with my google workspace plan. This automatically saves me time and energy as well as making my process and firm look professional for my clients. ### 47. Best All-in-One Workflow Automation and practice management tool **Rating:** 5.0/5.0 stars **Reviewed by:** João C. | Tax Head , Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** Financial Cents gives us peace of mind managing task and deadlines, it is the main software everyone on the team opens when they turn on their computer and stays open everyday. Document exchange with clients and payment processing are easy to handle, it made using ignition unnecessary for us. Even though we don't charge any client by the hour, the ability to track time was amazing to manage our capacity and allocate resources better. **What do you dislike about Financial Cents?** The transition from Trello to FC had to be made manually, which was a little time consuming, but at least the imported all clients from QBO automatically. **What problems is Financial Cents solving and how is that benefiting you?** Helping manage task and deadlines with clear goals with the whole team and much more! ### 48. User friendly CRM system **Rating:** 4.5/5.0 stars **Reviewed by:** Kristen L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Financial Cents?** I like how FC integrates with QuickBooks Online (usually). I like the ability to send out proposals and the automations that I'm implementing. **What do you dislike about Financial Cents?** What bothers me most is that to access just a few additional features—most notably the ability to add my logo and integrate my email—the price jumps by $30 per month per user when moving from the solo user plan to the next tier. I really wish the price increase wasn't so steep, as I would be willing to upgrade for those extra features. **What problems is Financial Cents solving and how is that benefiting you?** I have begun automating some of my administrative and billing processes. I also want to make greater use of FC for my tax practice moving forward. ### 49. Financial Cents is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Amgela G. | Bookkeeper and admin assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents has streamlined our workflow! The software is intuitive, easy to install, and maximizes efficiency. This program has definitely saved me time trying to follow handwritten workflows and allows us to maintain each customer's services. The initial integration was simple, and we now use this program daily. Last thing when considering a new service, is the customer service. Any time we have needed help, they have provided assistance quickly and effectively. **What do you dislike about Financial Cents?** As of now, we have no complaints. The quality of service has been wonderful. **What problems is Financial Cents solving and how is that benefiting you?** The major problems we were facing were tracking monthly work, hours per project, and employee efficiency. Financial Cents runs multiple reports to maintain awareness in these areas. ### 50. Listening to its customers **Rating:** 5.0/5.0 stars **Reviewed by:** Diane B. | Actionnaire - Directrice - CPB, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** Financial Cents is more than a project manager. I like the fact that FC is increasingly becoming a CRM/Time Sheets/private client portal integrated with QBO. What I like even more is how attentive the founders are to the needs of their clients. Every month, Sharham presents the new "features" and proposes improvements by asking what the people present at this meeting think about them. The FC team responds quickly when we have situations requiring their attention. It's very positive when we need it. **What do you dislike about Financial Cents?** One of the drawbacks is that it is not possible to set the platform to French for communications with our clients. The clients receive an email with an English heading and then see the requests or demands we make in French. Our French-speaking clients are hesitant. Sometimes I have to exchange several times with a client to convince them to agree to connect to their secure Financial Cents portal. Communications with the FC team are in English only, which can cause issues if the user does not speak English. I speak English (I manage), but my employees do not. **What problems is Financial Cents solving and how is that benefiting you?** Tracking the progress of bookkeeping tasks, year-end processes, and individual taxes. This has facilitated teamwork, as everyone knows what they have to do and what the deadline is. I am able to see which projects are ongoing and where the team members are at. // Tracking the time spent on different projects, thus allowing us to see the project's profitability or to bill the fees. // Communications with the client to request documents and send monthly reminders to clients to notify them to submit their documents. This has allowed the team to focus on bookkeeping tasks rather than sending reminders. Now, Financial Cents allows me to bill flat-rate mandates monthly and collect the funds. I should normally save in the future since I will no longer need another application to perform this operation. ## Financial Cents Discussions - [What is Financial Cents used for?](https://www.g2.com/discussions/what-is-financial-cents-used-for) - [Could there be a way to insert a table in a task / project?](https://www.g2.com/discussions/could-there-be-a-way-to-insert-a-table-in-a-task-project) - 1 upvote - [View Financial Cents pricing details and edition comparison](https://www.g2.com/products/financial-cents/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-06+13%3A41%3A47+-0500&secure%5Bsession_id%5D=4011026f-8cab-4a85-b322-892a697f92bd&secure%5Btoken%5D=d707eebb428b667f99275bca6b5e1916d667226f0f6918a70689d96fd3394357&format=llm_user) ## Financial Cents Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) - [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [SmartVault](https://www.g2.com/products/smartvault/reviews) ## Financial Cents Features **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Content** - Automation **Collaboration** - Collaboration - Tasks - Version Control **Platform Data** - Dashboard **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Financial Cents Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (821 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (688 reviews)