--- title: Financial Cents Reviews meta_title: 'Financial Cents Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 246 reviews by the users' company size, role or industry to find out how Financial Cents works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 246 scale: '5' date_modified: '2026-07-13' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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:** 246 ## 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 appreciate the **ease of use** of Financial Cents, finding the interface intuitive and navigation simple. (81 reviews) - Users value the **effective task management** in Financial Cents, enhancing organization and client communication for their firms. (62 reviews) - Users appreciate the **efficiency improvement** offered by Financial Cents, enabling seamless workflow and enhanced productivity. (31 reviews) - Users commend the **excellent communication features** of Financial Cents, enhancing client relationships and team collaboration. (28 reviews) - Users love the **team collaboration features** of Financial Cents, which streamline operations and enhance accountability. (28 reviews) - Users appreciate the **efficiency of automation** in Financial Cents, streamlining tasks and enhancing productivity effortlessly. (24 reviews) - Customer Support (22 reviews) - Customization (22 reviews) - Organization (22 reviews) - Progress Tracking (22 reviews) **What users dislike:** - Users find the **price point high** for smaller firms, limiting access to essential features and scalability. (16 reviews) - Users find the **limited functionality** of Financial Cents constraining, particularly in reporting and customizable options. (14 reviews) - Users express concerns about **document management issues** , particularly regarding file storage and coordination with other systems. (13 reviews) - Users are frustrated by the **inability to close tasks easily** and lack of active reminders in Financial Cents. (13 reviews) - Users express concerns about **email integration limitations** , particularly regarding duplication issues and lack of merging options. (10 reviews) - Users find the **poor usability** of Financial Cents frustrating, especially with task management and lack of customization options. (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. Very Helpful for Bookkeeper or Tax Preparer **Rating:** 5.0/5.0 stars **Reviewed by:** Natasha B. | CEO and Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2024 **What do you like best about Financial Cents?** This tool is easy to use and helps manage, organize, and simplify your workload as a bookkeeper or tax preparer! **What do you dislike about Financial Cents?** It would be nice if it had bookkeeping quality controls or reporting aspects that Keeper has. But FC is much easier to use. **What problems is Financial Cents solving and how is that benefiting you?** Work flow processes and task mangment. It is also helping by automating some tasks. ### 2. Great Practice Management Software **Rating:** 4.5/5.0 stars **Reviewed by:** Nick C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Financial Cents?** Super easy to use, great tutorial videos, and streamlines projects/task management very well **What do you dislike about Financial Cents?** Not able to get someone on the phone for support. **What problems is Financial Cents solving and how is that benefiting you?** Managing workflow and projects. ### 3. Simple Practice Management with Quick Implementation **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel L. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Financial Cents?** It has a really simple interface, with a low price point. A good place to start with accounting practice management that will keep you organized without paying for extra features. Because of this I found it very user friendly and quick to implement with a short learning curve, especially when using the existing templates. As a firm they seem to be very commited to the development of firm owners offering practice management webinars with industry leaders that are very valuable as a small business owner. **What do you dislike about Financial Cents?** I wish that Financial Cents had stronger customer support as talking through my problems with a service representative can often help me understand the product and how it should be used. At the same time, I think the customer support is on par with the competitive price point. I also ran into an issue that prevented me from getting some marketing/webinar notifications when I changed my email address. While the issue ultimately couldn't be resolved, the CEO Shahram did look into it and provide a satisfactory solution. **What problems is Financial Cents solving and how is that benefiting you?** I originally purchased it to help with client document collection and organization. However, I also used the client chat and checklist functions. ### 4. Makes organization a breeze! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Financial Cents?** It is very user friendly, and the more you use it, the easier it gets! It is completely customizable and caters to your every need! **What do you dislike about Financial Cents?** Haven't found any yet, it truly is a great product! **What problems is Financial Cents solving and how is that benefiting you?** I was using Tasks in Google and it wasn't as customizable and not really geared to what I needed it to do! Financial Cents makes my life much easier! ### 5. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2025 **What do you like best about Financial Cents?** The ease of use and navigation of all the features. **What do you dislike about Financial Cents?** Billing and integrations are confusing at times. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents is solving the day-to-day workflow and task load while keeping it all organized. ### 6. Just starting out **Rating:** 5.0/5.0 stars **Reviewed by:** Sara G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Financial Cents?** Impressed with the communitcation capabilities and integrations so far. **What do you dislike about Financial Cents?** Implementation felt a little overwhelming when we started. **What problems is Financial Cents solving and how is that benefiting you?** Having a secure file sharing capability an email automations has been very helpful. ### 7. Streamlines all aspects of Accounting Firm Management **Rating:** 5.0/5.0 stars **Reviewed by:** Junk M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Financial Cents?** Client portal, Client to-do lists that can be recurring, email triage and pin emails to projects or create projects from email that allows the whole team to see that particular email. It's pretty straightforward to use, and their support has been phenomenal. **What do you dislike about Financial Cents?** Some bulk activity is not yet implemented, but in the works. Bulk file movements, bulk file structure duplication, moving/archiving files in bulk. I do wish it had a client chat response hub where we had more transparency on who's waiting to be responded to. You have to watch notifications pretty carefully. **What problems is Financial Cents solving and how is that benefiting you?** I have a clear list between me and my employees on what's left to do and can communicate on those tasks! ### 8. Amazing!! **Rating:** 4.5/5.0 stars **Reviewed by:** Shantique W. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Financial Cents?** I really enjoyed the easy of the integrations! It was so easy to just plug in Adobe and Quickbooks Online. I also like that it has project management for internal ( my team) as well has having the client task lists. I really like that clients don't necessarily have to make an account to upload. The absolute best part for me are the templates! Such as relief! **What do you dislike about Financial Cents?** I would say perhaps to have more things in house rather than all the integrations. **What problems is Financial Cents solving and how is that benefiting you?** Project Management and the ease of clients to upload their documents to me. The document managment system is such as relief . The automatic email reminders that I don't have to send saves me so much time! ### 9. Life Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie W. | Bookkeeper, CEO & Founder of 'The Book Belle', Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Financial Cents?** Client task portal and automatic reminders! **What do you dislike about Financial Cents?** Double the cost for another user is too much **What problems is Financial Cents solving and how is that benefiting you?** Clients can get in so easily without a password they upload stuff faster. The reminders and simple list make it so much easier for them to know what I need them to do. Also seeing my projects organized by date is really nice. I just love having one place to put everything. It's saving me at least 25 extra hours a month and I'm getting documents faster. I feel like my clients really like it as well. ### 10. Great for Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya W. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Financial Cents?** The automation availabe for tasks is great! Keep everyone on task and we know exactly were we are with each client at a quick glance. Integrates well with quickbooks online as well. **What do you dislike about Financial Cents?** Can take a little to get it all set up but they have assistance for that if you want to take that route. **What problems is Financial Cents solving and how is that benefiting you?** workflow management ### 11. Trying it out **Rating:** 4.5/5.0 stars **Reviewed by:** Maya S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Financial Cents?** Ive tried a lot of different apps and really unsatisfied with them, trying this to see if it will help **What do you dislike about Financial Cents?** I like everything so far, I really hope its ganna help my firm **What problems is Financial Cents solving and how is that benefiting you?** Really cares about accounts and want their jobs to be better ### 12. Fantastic Workflow Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Financial Cents?** Financial Cents is a fantastic workflow system. The software is well-organized, user-friendly and easy to learn. It also has more automation and AI abilities than any prior workflow system I have used. Integrates easily with my current tech stack. Highly recommend! **What do you dislike about Financial Cents?** Nothing so far. Any questions were easily answered by tutorial videos or customer service. **What problems is Financial Cents solving and how is that benefiting you?** Clarity as to the status of jobs. Turning client emails into projects through AI is a huge time saver. ### 13. Best workflow management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Carter L. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Financial Cents?** It was very easy to get setup and start utilizing the software. We have been looking for years to find the right solution and am thankful that we found financial cents. We now use the software daily and I know the status of all of our client work. Also the fact that it now integrates with SmartVault for document management was a deciding factor in moving forward. **What do you dislike about Financial Cents?** The chat for customer service can sometimes take up to 20-30 minutes before you get a response. **What problems is Financial Cents solving and how is that benefiting you?** The ability to track and see the status of all work in one place and being able to communicate with team members. Creating projects from client emails and having notes and conversation stored in one central location. ### 14. Financial Cents is a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2024 **What do you like best about Financial Cents?** The support is great but the software is easy to implement. We were up and running in a week with little impact on our workflow. **What do you dislike about Financial Cents?** We haven't encountered anything so far that we don't like. **What problems is Financial Cents solving and how is that benefiting you?** It solves a few problems we had. Contact management and due date management. ### 15. Best Option! **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Financial Cents?** Financial Cents has improved my workflow by streamlining and organizing my work. I love that it is so easy to use! **What do you dislike about Financial Cents?** I have not come accross anything I dislike. **What problems is Financial Cents solving and how is that benefiting you?** Organization of clients and workflow. Plus the information I can keep on each client is AMAZING ### 16. Organized Tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Financial Cents?** Financial Cents has transformed the way I manage client tasks. The intuitive dashboard allows me to easily assign, track, and prioritize tasks for each client. The ability to set due dates and receive reminders ensures that nothing falls through the cracks. This has streamlined my workflow, making it easier to stay on top of all client engagements. **What do you dislike about Financial Cents?** The setup can be tricky and time consuming. **What problems is Financial Cents solving and how is that benefiting you?** Organizing client tasks. ### 17. Life saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Kiara M. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Financial Cents?** I love that the site is clean, automated, easy to setup **What do you dislike about Financial Cents?** The time tracking isn't great.. Wish it was a bit easier, but it's not really bad. I still use it. **What problems is Financial Cents solving and how is that benefiting you?** My team was all of the place. I was constantly asking "where are you on this?" While my team was a bit heard on the uptake, when they swallowed teh FC pill, it was great! ### 18. Highly Useful App/ Excellent Customer Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Gloria G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2023 **What do you like best about Financial Cents?** Financial Cents is a very useful application for bookkeepers and accountants , providing seamless management of client work and efficient time tracking. I really like the termplates provided and the ability to customize them as needed. The Customer service is superior. Their dedicated support ensures that users are not only able to comfortably navigate the features of this incredible software, but also maximize its outstanding benefits. **What do you dislike about Financial Cents?** Only integrates with QBo and not other accounting software. Not a big deal to me as I only have one other client on Freshbooks. You can still enter them in but it would manually. **What problems is Financial Cents solving and how is that benefiting you?** FC is helping me organize my client work so it's not so overwhelming. Everything that is in my head for to do is now in FC. ### 19. Most intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Michael E. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2024 **What do you like best about Financial Cents?** We evaluated 7 competitors before deciding on FinancialCents. They stood out for their intuitiveness, ease of set up and use. the integration with QB, and our email were seamless and simple. We were up and running in a very short time and began using FC right away. **What do you dislike about Financial Cents?** cannot do a bulk email to groups of clients. **What problems is Financial Cents solving and how is that benefiting you?** Project and workflow management. Resource management. Client communications ### 20. Easy to use and super helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Behzad Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2024 **What do you like best about Financial Cents?** task management, data management, client portal **What do you dislike about Financial Cents?** Invoicing since only can calculate based on the time tracking and hourly system **What problems is Financial Cents solving and how is that benefiting you?** task assigning and control; of the due dates ### 21. Very easy to use and easy onboarding process **Rating:** 5.0/5.0 stars **Reviewed by:** Aisha G. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Financial Cents?** Very easy to use and the implementaion process has been smooth so far **What do you dislike about Financial Cents?** The only thing i can think of, this is only my personal preference but it would be great if other asignees could not check of tasks that were not asigned them or atlease off a feature like that. **What problems is Financial Cents solving and how is that benefiting you?** Centralized place for all of our contacts and what services we provide for them to ensure the are being billed properly as well ### 22. The Best Workflow Software Out There **Rating:** 5.0/5.0 stars **Reviewed by:** Alfonse S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Financial Cents?** I love how fast it is. It's extremely quick moving from task to task. The previous software I was using was very slow and cumbersome. It has a simple framework, but there's so much it does. **What do you dislike about Financial Cents?** There is no billing feature. Cannot send invoices. Looking to this coming available. **What problems is Financial Cents solving and how is that benefiting you?** We had an issue with our previous workflow software being super slow. Financial Cents is the fastest cloud software I have ever used. It moves! Quick! When you have tons of projects you need to be able to maneuver quickly. ### 23. This software has everything a small firm needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2023 **What do you like best about Financial Cents?** It combines project management, task management and cllient communications with an attractive portal clients can use to upload documents securely. It's easy to use and there's good customer support. **What do you dislike about Financial Cents?** The only downside is that the price increases regularlly. It's still very reasonable for all that it does. **What problems is Financial Cents solving and how is that benefiting you?** I can send out automatic reminders to clients to submit documents and complete tasks. Thhere is a secure client portal. It is also a CRM, integrates with QBO for invoicing and has many other features, such as e-signature capability. ### 24. Attentive to new users **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica E. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2024 **What do you like best about Financial Cents?** We are new to Financial Cents and have so far been pleased with the level of attention that we've received. The resources within the platform as well as the sales, support staff have all helped make the transition smooth. **What do you dislike about Financial Cents?** We would like to see it add an internal chat feature without having to be linked to a client. **What problems is Financial Cents solving and how is that benefiting you?** Keeping all of our client information centralized for the team. ### 25. Easy to use and highly recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Dave S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2023 **What do you like best about Financial Cents?** I liked it. My clients picked it up very easily, and they submit tasks and documents on time with little prompting. If they forget, I can set the system to remind them automatically. **What do you dislike about Financial Cents?** There's not much to dislike. It's a pretty easy to use tool. **What problems is Financial Cents solving and how is that benefiting you?** This tool helps me keep my work organized, and I'm able to create recurring projects that I can use to improve my efficiency. I can also share tasks with my clients and teammates. ### 26. Amazing Program **Rating:** 5.0/5.0 stars **Reviewed by:** Tina R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2023 **What do you like best about Financial Cents?** The customization is one of the best features! And the cost! This program is a beast but charges you like its a normal program!! **What do you dislike about Financial Cents?** My only complaint is that I cannot change the calendar to a Monday start. Yup that is it!! I am beyond satifisfied! **What problems is Financial Cents solving and how is that benefiting you?** I am able to access all the information for each client indiviudally in one place. I don't have to go through several areas. I used to have multile screens open. Now just two!! ### 27. Awesome project management program. **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Financial Cents?** What I like most about Financial Cents is that I wa able to connect QBO to the program to export all my clients in order to organize projects. **What do you dislike about Financial Cents?** The only thing that is a downside is that there are no daily templates created but you can customize your templates to your liking. **What problems is Financial Cents solving and how is that benefiting you?** Financial cents is keeping up with my projects and task for the day. ### 28. Great Program **Rating:** 5.0/5.0 stars **Reviewed by:** Todd L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2024 **What do you like best about Financial Cents?** I like the pricing structure. As I add clients and grow my firm the pricing won't change **What do you dislike about Financial Cents?** Wish there was an admin option for users. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents creates great tasks list so that I can see where my team is at a moments glance ### 29. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Financial Cents?** It has a nice easy flow. Simple to manover through different pages and back again. I love the tasks. It helps me stay orgainzed and set future follow ups. Having the links to additional accounts is just incredibly heplful! I also love being able to email right directly from Financial Cents. Makes my day so much faster! This is going to be a time saver for sure! **What do you dislike about Financial Cents?** Save button isn't always on the same side. I wish it would show who completed a task and when, name, date and time stamp. I wish there was a way to secure tasks that have already be checked from being unchecked by accident. And if it was unchecked also having name, date and time stamp of when it was unchecked. **What problems is Financial Cents solving and how is that benefiting you?** Setting tasks for myself and for other staff memebers is wonderful! ### 30. The best software **Rating:** 5.0/5.0 stars **Reviewed by:** Terence F. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2023 **What do you like best about Financial Cents?** We have been looking for good management software since we opened our firm 3 years ago. Financial Cents is it! Easy to use, feature-rich, and little learning curve. **What do you dislike about Financial Cents?** The only thing I wish is for a universal search. But they are working on it! **What problems is Financial Cents solving and how is that benefiting you?** We needed something that was built specifically for accounting firms. Something that knows our monthly schedule, and regular client processes, Fincail Cents is just that. No more spending hours trying to make something fit us, this works right from the beginning. ### 31. Absolutely amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Financial Cents?** I LOVE financial cents. I tried several different workflow apps before settling on this one, and ultimately I settled here. What sealed the deal was the integrated email and the ability to automatically sned reminders to clients to send me what I need. This took a huge mental load and saves me so much time, it is definitely worth the month cost. It is extremely easy to use, and getting to set my work load to see what I can take on is amazing. Can't recommend enough. **What do you dislike about Financial Cents?** Literally nothing. Maybe being able to see more details regarding automatic notifications would be nice. **What problems is Financial Cents solving and how is that benefiting you?** It is enabling me to keep tracking of everything I need to do for me clients without fogetting even the most minor of tasks. I can budget my time per client and keep track if I am staying withing that budget as well which is helpful for my packaged clients. ### 32. Time savings and efficiency! **Rating:** 4.5/5.0 stars **Reviewed by:** Vipul J. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Financial Cents?** Financial Cents has been a great time saver and has helped my accounting firm organize and automate document collection from clients which used to be a huge pain. Highly recommend this to all accounting firms! **What do you dislike about Financial Cents?** Would like to see a few more Canada-focused templates. **What problems is Financial Cents solving and how is that benefiting you?** Document collection is automated and organised and also helps with workflow management which will make scaling easier ### 33. Simplicity + Support **Rating:** 5.0/5.0 stars **Reviewed by:** Roman V. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Financial Cents?** The ease of understanding, utilizing, and onboarding the system makes it one of the most approachable and strongest apps in the space. **What do you dislike about Financial Cents?** They are still early in their development cycle, so may not have all of the bells & whistles that other systems have, but they make up for it with the ease of use. **What problems is Financial Cents solving and how is that benefiting you?** Workflow management of monthly accounting support is the primary benefit of the system. The client request and internal communication efficiencies picked up have been a lovely benefit beyond workflow management. ### 34. Great practice management software **Rating:** 4.5/5.0 stars **Reviewed by:** Crystal M. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Financial Cents?** I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through FC and keep all client communication and document collection in one place. **What do you dislike about Financial Cents?** I wish you could see more tasks all at once. I seem to find myself flipping back and forth to make sure I can see far enough down my list of to dos. I also wish the cost of additional seats was less. It makes it difficult for small firms like mine to add team memebers. **What problems is Financial Cents solving and how is that benefiting you?** Everything under one roof! Accounting firms often use several tools to operate their practice. FC speaks to that pain point with project management, email integration, client requests, time and capacity management, and password management. ### 35. Great for Remote **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Financial Cents?** FinancialCents has been great in helping us organize a remote accounting team and they are always updating new features that are actually helpful. **What do you dislike about Financial Cents?** Their support used to be a person who responded in 5 minutes. Now it's AI and if AI can't help you have to wait +1 hour. **What problems is Financial Cents solving and how is that benefiting you?** Know who is working on what and what is due when. ### 36. Great WF Application **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2023 **What do you like best about Financial Cents?** After looking at various options, I opted to go with FC for WF and tasks management, could not be happier with it. There is always room for improvement as we accountants expect a lot, but it is peace of mind, great for team capacity management and WF control. **What do you dislike about Financial Cents?** It would be awesome to sync the google email folders as well. **What problems is Financial Cents solving and how is that benefiting you?** It solves my WF management and how it controls the work of the team. Also great on capacity management and effective billable hour. ### 37. Accountant Project Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Financial Cents?** I love the birds-eye view of the status of all my projects. It is excellent! **What do you dislike about Financial Cents?** Looking forward to a more robust Client Communication roll-out so I can eliminate another monthly expense for Client communication. **What problems is Financial Cents solving and how is that benefiting you?** Knowning what the status of all my client projects at-a-glance is my favorite thing! ### 38. Great Software for Everyday Use **Rating:** 5.0/5.0 stars **Reviewed by:** Dr Joy B. | Small Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Financial Cents?** Ease of use, the screens are laid out in an organized manner so that it's easy to understand and when you do have questions there are training videos exactly where you are so you don't have to stop and go and look for them for a quick refresher of what the screen is supposed to do for you. **What do you dislike about Financial Cents?** It's not an inexpensive resource to have for a smaller business with a smaller budget but it's a must needed item so we hope it will be more than the cost per month/year. **What problems is Financial Cents solving and how is that benefiting you?** It's a place to process incoming emails and instead of downloading files, forms and paperwork from our clients we can move the entire email along with the documents attached to the project/task in the client's module for safe keeping and ease of use between team members. ### 39. Changed the way I work! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristn S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Financial Cents?** Easy to set up and use. It's powerful enough to keep growing with my business as I add employees. **What do you dislike about Financial Cents?** I can't think of anything. I love this app! **What problems is Financial Cents solving and how is that benefiting you?** Keeping all of my projects/tasks and my employee tasks in a central location where I can quickly see what needs attention and what's been completed. ### 40. Best self-managed app **Rating:** 5.0/5.0 stars **Reviewed by:** Alain M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Financial Cents?** It is very easy to get started. The templates are very useful and easy to tweak to your business. **What do you dislike about Financial Cents?** The only thing to point out here is that it cannot recognise Microsoft Exchange Email Accounts. **What problems is Financial Cents solving and how is that benefiting you?** No longer need a calendar to update every day. ### 41. Making work life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Financial Cents?** I love being able to have task-related resource links right there so all team members can get to the sites quickly. **What do you dislike about Financial Cents?** I wish dependencies were visible in the task list itself. It would be great if you could create email templates within FC. I wish the job status could show tasks complete/total tasks and not just percentage completed. **What problems is Financial Cents solving and how is that benefiting you?** No more need for spreadsheet to-do lists. The tip Kellie Parks shared about creating tasks in a spreadsheet and then pasting them into an FC Project is mindblowing. This saves so much time. ### 42. We're Excited! **Rating:** 5.0/5.0 stars **Reviewed by:** Sonja J. | Business Accounting Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2022 **What do you like best about Financial Cents?** I love the feature of tracking our profitability by hours worked by client. **What do you dislike about Financial Cents?** The only thing so far is the CRM, but we're new to the platform. We're willing to learn, grow and offer feedback! **What problems is Financial Cents solving and how is that benefiting you?** FC will help me solve two specific problems: 1. How profitable are our clients? 2. Which services need to be adjusted to ensure we're adding value. ### 43. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Meghann M. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2022 **What do you like best about Financial Cents?** Financial Cents is a very easy platform to use. It's been great in helping me manage my workload and calculate profitability of my clients. **What do you dislike about Financial Cents?** I haven't run into any issues to date with Financial Cents. **What problems is Financial Cents solving and how is that benefiting you?** As noted before, it has saved me a lot of time, helped me prioritize my work, and helped identify profitability of my clients. ### 44. Nice system for organizing my bookkeeping tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Mark T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2021 **What do you like best about Financial Cents?** Financial-Cents is easy to use, intuitive and well organized. They have a nice library of short videos explaining some of the features and setup instructions as well. I am finding that documenting my processes for each client is a big help. **What do you dislike about Financial Cents?** It does all the basics very well, but there are a few "nice to haves" that are missing. Good news here is that Shahram is very interested in feedback and is constantly evolving the product to include user suggestions. No point deduction here because I am confident the missing items will be here shortly. **What problems is Financial Cents solving and how is that benefiting you?** The dashboard shows exactly where in the process each client is in an easy-to-read format. Also, setting up the automatic reminders to clients with a checklist of things you need from them comes in very handy for those clients from whom you need documentation to begin their books. Cuts down on time spent having to remind them via email each month. ### 45. Changed my world **Rating:** 5.0/5.0 stars **Reviewed by:** Lakia G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2022 **What do you like best about Financial Cents?** The templates for tracking tasks. Also the time tracking per task. **What do you dislike about Financial Cents?** Have not found anything I dislike so far. **Recommendations to others considering Financial Cents:** Great software to get you organized and analyze your profitability per client. **What problems is Financial Cents solving and how is that benefiting you?** Keeping better track of my clients and time so I can make sure each client is profitable. ### 46. Ease to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Alex F. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Financial Cents?** My team and myself found this app very easy to use as we implemented in just a few days. Financial Cents has automated our process for all our projects. **What do you dislike about Financial Cents?** So far my team and myself have enjoyed Financial Cents, and now we're just concerned about closing projects as it seems any user can close projects. Still, we need to obtain more information from Financial Cents regarding this. **What problems is Financial Cents solving and how is that benefiting you?** We use to keep projects in different places, now with Financial Cents we have all projects just in one place, which makes it easier to manage tasks. ### 47. Love this app! **Rating:** 5.0/5.0 stars **Reviewed by:** Marie Alana B. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2022 **What do you like best about Financial Cents?** I love how easy it is to use Time Tracking and how it seamlessly integrates with QBO to bill my clients for work I've done on their behalf. And the Project Management is great for keeping my team working on what's most important and tracking progress on each project. **What do you dislike about Financial Cents?** I wish it had e-signature capabilities and large, secure file storage capabilities so I could get rid of Sharefile. **What problems is Financial Cents solving and how is that benefiting you?** Time tracking and project planning, both of which work great and take MUCH less time than before. ### 48. Bringing the best of worlds **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2021 **What do you like best about Financial Cents?** I like that the developers listen to what we are looking for in a product. They have brought the best of a few software into one. The part I am most looking forward to once we are set up is understanding of the work we have and the people we have do we need more work or more people. **What do you dislike about Financial Cents?** That we cannot import using excel for the checklists. Has been a lot of work to recreate everything in FC, however, I understand why importing from excel would be hard when it comes to all the options there are. **What problems is Financial Cents solving and how is that benefiting you?** We are a merged company and we are taking two workflow softwares and coming together in FC. So we are making it easier for our staff to have all of our checklists in one place. Hopefully get to see scheduling of work better once it is all setup. ### 49. Great tool so nothing falls through the cracks **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica B. F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Financial Cents?** It's easy to set up and get started. The workflow view gives me a great summary of the status of all of my projects while the capacity management allows me to ensure that I don't overcommit when taking on new projects. Customizing projects is quick and easy. **What do you dislike about Financial Cents?** There is no way to import templates besides a proprietary format so it took my assistant days to copy and paste my highly detailed and customized workflows. The client portal is ugly and lacking in customization options. I can't use it until they allow me to customize it and the text of the emails that are sent to clients. **What problems is Financial Cents solving and how is that benefiting you?** I am using it to track all of my bookkeeping projects, I am able to have custom workflows for each client and see at a glance due dates, completion percentage and status tags. I am able to work efficiently, meet deadlines and rest assured that nothing fell through the cracks. ### 50. Financial Cents **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about Financial Cents?** the most helpful thing about financial cents is its ability to combine all of the features of an accounting practice management system in one - simply. Intuit Practice management is great but I find that Financial Cents is better suited for my smaller firm. I like being able to record billable time on a specific project. I also like being able to record billable time to a specific client. I really enjoy the document upload feature for clients, this was super helfpul. The chat function is genius. This is comparable to honey book but for accoutnants which is great. The best part of FC is that its easy to use and set up quickly . **What do you dislike about Financial Cents?** I do think FC should be 30 days to get the full experience of client relationships. As we know clients do not quickly submit documents so it takes longer than 15 days to get feedback from the client as the user. **What problems is Financial Cents solving and how is that benefiting you?** combining software capabilities from different platforms in one package ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+21%3A39%3A23+-0500&secure%5Bsession_id%5D=0b073e82-031e-48d5-aba1-92c53a975cf6&secure%5Btoken%5D=5fa5e99598acd4c24b32f26a991a39fcaff2eca9239a6ea7595a00e79e8a47ff&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 (889 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (708 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)