--- title: Financial Cents Reviews meta_title: 'Financial Cents Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 250 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: 250 scale: '5' date_modified: '2026-08-07' 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:** 250 ## 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 navigation simple and efficient for all features. (81 reviews) - Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service. (62 reviews) - Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management. (30 reviews) - Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly. (28 reviews) - Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly. (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 too high** for smaller firms, limiting access to essential features and scalability. (16 reviews) - Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions. (14 reviews) - Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges. (13 reviews) - Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents. (13 reviews) - Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation. (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. 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 ### 2. 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! ### 3. 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. ### 4. 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! ### 5. 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. ### 6. 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. ### 7. 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. ### 8. Love this software, definitely a keeper! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Love the task management and how it allows us to customize and keep track of all types of jobs. They are always updating and making it have new features which is great. It is nice to have everything in one place. Easy to setup and get started. Multiple features available and they have great webinars and videos. We use this everyday, all day. I love the new integrations and am looking forward to them expanding this area. I love the support feature that is right in the software and they are good about responding quickly. This one is a keeper. **What do you dislike about Financial Cents?** Nothing!!! I have nothing that I dislike. There are features I am waiting for them to implement, but no dislikes. **What problems is Financial Cents solving and how is that benefiting you?** Helps keep track of what clients have sent to us and what we are still waiting on. The reminders are very helpful. They know what we want and when we want it. If a job has to be handed off, we know exactly what has been completed and what is still needing to be done. ### 9. Best Platform for Bookkeepers and Tax Prep Firms **Rating:** 5.0/5.0 stars **Reviewed by:** ALI Y. | bookkeeper and tax prepration, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2026 **What do you like best about Financial Cents?** best platform for bookkeepers and tax preparation firms **What do you dislike about Financial Cents?** I’m not sure whether we need additional software, like Adobe Pro, for e-signing or not. many reddit user mentioned but not sure **What problems is Financial Cents solving and how is that benefiting you?** faster workflow for my clients ### 10. New Remote Firm Loving Financial Cents! **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia W. | Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Financial Cents?** Financial Cents has been an awesome tool for our brand new firm just getting off the ground. The platform is sleek, easy to use, and the included client portal has been a huge help as we get rolling. We are using the billing and proposal features as well, and for a fully-remote firm it has been great to have everything in one place. **What do you dislike about Financial Cents?** There are some functional tweaks that could happen in some of the newer features (proposals, billing, etc.) that will help with using those tools more effectively. However, it's clear from the Facebook group and emails that FC is constantly improving and really considering the feedback from users. Excited to see what's next! **What problems is Financial Cents solving and how is that benefiting you?** We are a fully remote firm offering bookkeeping, tax, and advisory. Financial Cents has been able to cover all our needs as we get a new firm off the ground. The client portal is sleek and easy to use, which is critical for our remote operations. ### 11. Financial Cents has helped me get my practice organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2025 **What do you like best about Financial Cents?** I like the easy to use workflows and the ability to communicate with clients through the platform. **What do you dislike about Financial Cents?** I wish it was easier to understand automations (probably just user error and need to spend more time using the platform). **What problems is Financial Cents solving and how is that benefiting you?** I was disorganized and had a written process for how to handle the specific needs of each clients. I tried using AirTable, Monday and Asana but none of them really had the same ease that Financial Cents has. I appreciate that I haven't had to spend a ton of time learning how to use the platform on top of all my other work. For the most part it's highly intuitive and I love how it keeps me organized and provides feedback about how much of each project I have completed. It makes time tracking very easy and I'm excited to learn more about invoicing features. ### 12. Wonderful product **Rating:** 5.0/5.0 stars **Reviewed by:** Kerri H. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Financial Cents?** The cost for my business of 1 is perfect. I love that I can have everything set up in a timely manner and get things done by my personal deadlines and be able to look at anything that is past due or coming up due. It helps to keep me on track. **What do you dislike about Financial Cents?** The only thing I dislike is that it will cost me more when I add employees to my business. I currently have a part time employee but he does not have access to it yet because I can't justify the cost for a few hours a month. **What problems is Financial Cents solving and how is that benefiting you?** The main benefit is that I am able to get things done by my deadlines with just a quick look at what is currently due or coming up due. I love how customizable it is as well. ### 13. Helped elevate my firm to the next level. **Rating:** 4.0/5.0 stars **Reviewed by:** Hannah L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** I love all of the customizations and automations that are available in the software. Financial Cents has helped me simplify the repetitive client management tasks. It has been easy to implement and easy to use. My team and I use financial cents daily! **What do you dislike about Financial Cents?** I found the integration between the billing and QBO to be clunky and caused more work for myself since my clients still prefer to etransfer. Would also love for a task calendar view. **What problems is Financial Cents solving and how is that benefiting you?** It helps manage all of our tasks and communications with clients and staff. This eliminates multiple spreadsheets to track progress and document collection. ### 14. Perfect software for my firm **Rating:** 5.0/5.0 stars **Reviewed by:** Lillian T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Financial Cents?** I love that I am able to track the profitability of projects within financial cents and billable work from my staff. The site is very easy to use and getting set up was a breeze. Once I figured out the flow of the system I fell in love with it and its features. I would highly recommend this to someone. **What do you dislike about Financial Cents?** I have been using the product for approximately 6 months now for two different companies and I do not have any dislikes about the product. If I had to make a feature request, I would request the option to screen shot my team as they are working and disable manual time. **What problems is Financial Cents solving and how is that benefiting you?** It helps me keep up with clients, client work, due dates, team assignments & billing ### 15. Amazing Software for professional bookkeeping firm **Rating:** 5.0/5.0 stars **Reviewed by:** Latica H. | Certified Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** I've been using Financial Cents with my team, and I can honestly say it has greatly improved our productivity, organization, and overall ease of use. Our customers really appreciate being able to share documents and easily track the status of their files. We use the platform regularly, and implementing it into our workflow has been a smooth process. I truly love it! **What do you dislike about Financial Cents?** nothing it is a great software. If i had to mention something - i would like the cost to go down for the annual subscription. **What problems is Financial Cents solving and how is that benefiting you?** Project management and organization of clients documents ### 16. Great web software to organize chaos **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** As a small accounting firm we use Financial Cents daily to organize almost everything. We no longer use sticky notes or have little pieces of paper floating around to be lost. Entering our tasks and time keeping are major for us to maintain control over the chaos. I also have used the AI chat a few times to discover answers quickly instead of having to wait to contact customer support. Overall it was easy to onboard our info and begin implementing Financial Cents for daily and long term tasks. **What do you dislike about Financial Cents?** One useful thing that could be implemented is an app. This would mean ease of use and stronger time keeping via the mobile phone. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents helps to organize many tasks we have so we don't miss big deadlines or lose track of client's tasks. ### 17. Keeps Us on Track and Connected with Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Leandro J. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Financial Cents?** Help us to stay on track. Prioritize urgent tasks. Stay in touch with our clients. **What do you dislike about Financial Cents?** Could have more built in integrations, calendar for example **What problems is Financial Cents solving and how is that benefiting you?** It helps us to get on track, prioritize tasks and communicate with our clients. It helps a lot. ### 18. Great Client Task Integration, but SMS Notification Feature Missing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Financial Cents?** I really appreciate how client tasks and uncat are integrated, as it makes it incredibly easy for clients to view everything in one place and receive notifications whenever there are new items. **What do you dislike about Financial Cents?** I have two suggestions. First, I wish that when using the 'send now' feature for client tasks, it would also send an SMS to the client at the same time. Second, I would like the ability to track time spent on client work that is part of engagements but not billed on an invoice, so that this time can still be reported as 'billable time' for reporting purposes. **What problems is Financial Cents solving and how is that benefiting you?** This software is easy to use, and the client interface for tracking tasks and receiving notifications is excellent. ### 19. Great Value & Functionality! **Rating:** 5.0/5.0 stars **Reviewed by:** Dianne W. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Setting up projects is pretty customizable and quick to do. Can be as simple or detailed as you need. They have great customer support - I usually get a real human answer within 24 hours, or they have an FB group that is super helpful as well. **What do you dislike about Financial Cents?** If you add a client in FC, and then QuickBooks, they often get duplicated and there's no way to merge clients in FC. **What problems is Financial Cents solving and how is that benefiting you?** It allows me to securely share documents with my team, track their time and profitability, and assign tasks that I can keep up with. ### 20. Keeps Me Organized and On Track as a Solo Worker **Rating:** 5.0/5.0 stars **Reviewed by:** Julie T. | Accountant, QuickBooks Certified ProAdvisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2025 **What do you like best about Financial Cents?** This tool helps me break down my work into manageable steps and benchmarks. Since I work alone, it supports me in staying consistent and on schedule. **What do you dislike about Financial Cents?** I can't think of anything that I dislike! **What problems is Financial Cents solving and how is that benefiting you?** I helps me to schedule my workload, to see my upcoming deadlines, and keep notes if I have to ask my client anything. ### 21. Financial Cents keeps my entire practice organized and running smoothly **Rating:** 5.0/5.0 stars **Reviewed by:** Elisabeth D. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** I absolutely love using Financial Cents for my practice! Having everything in one place—from client info to workflows and task management—makes running my business so much smoother. It keeps me organized, saves me time, and ensures nothing falls through the cracks. Honestly, I don’t know how I managed without it! **What do you dislike about Financial Cents?** There is a lot to learn, the integration **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents keeps my practice organized, ensures I never miss deadlines, and streamlines all client info, workflows, and tasks in one place so I can focus on growing my business. ### 22. Financial Cents is great **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer S. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** I've used a few different time/project tracking software companies but they pale in comparison to Financial Cents. It was easy to learn and implement as part of my workday. I use it every day and it is easy to use. The workflows are great, it is always easy to find what I'm looking for. **What do you dislike about Financial Cents?** The only thing I can think of is that I can't enter periods semi-annual bookkeeping projects. **What problems is Financial Cents solving and how is that benefiting you?** Keeping track of projects on the go for me and my team as well as tracking billable and non-billable hours worked. ### 23. Helps keep me on track **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** I love that it helps me stay on track and allows me to see my clients needs in order of importance and deadlines. **What do you dislike about Financial Cents?** I think for the most part I love all of it, I probably am not using it to the full potential. If I could learn a little more, I think I could be more efficient. **What problems is Financial Cents solving and how is that benefiting you?** I log in everyday and have a quick overview of what is on the list of to do's. It also helps my team see what their next steps are in finishing a task. ### 24. No-Login Client Portal Makes It Effortless for Clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Financial Cents?** The no-login client portal makes it very easy for my clients to use. **What do you dislike about Financial Cents?** The higher-tier plan can get pricey when you have a lot of users. **What problems is Financial Cents solving and how is that benefiting you?** Keeping track of client progress, tasks, time tracking, and gathering information. ### 25. Financial Cents has been a game-changer for our firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Aileen G. | Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Financial Cents?** It keeps our team aligned, streamlines our recurring processes, and helps us collaborate more effectively with our clients. The real value is that it allows us to run efficiently behind the scenes so we can show up as a true trusted partner to our clients. Couldn’t imagine managing our workflows without it! **What do you dislike about Financial Cents?** So far there isn't any, and if something comes up FC Team is ontop of it. **What problems is Financial Cents solving and how is that benefiting you?** With everything centralized, our team can manage recurring tasks, stay accountable, and keep client work moving smoothly. ### 26. It Just Makes 'Financial Cents!' **Rating:** 5.0/5.0 stars **Reviewed by:** Steven R. | Senior Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Financial Cents?** As a QBO user and accountant managing multi-location operations, Financial Cents has been a huge win for our team. It offers great team visibility, easy client access, and quick, responsive support. It’s simpler to train our team and clients on compared to some bigger platforms, and I appreciate the company’s openness about its development roadmap. A few standout features for us: • The ability to keep local files and link directly to our client OneDrive archives. • Integration with Adobe for digital signatures. • Direct QBO integration with our bookkeeping clients, so we can reclassify transactions without leaving Financial Cents or logging into QBO separately. For our practice, it’s an outstanding tool and a great value! **What do you dislike about Financial Cents?** What do you dislike about Financial Cents? Some areas could improve, especially as our operations grow: • More flexibility in managing dependent tasks and customizable, user-defined views. • Limited native integrations, with over-reliance on Zapier. • It would help to have simpler methods for inviting and onboarding clients to the portal, making client training more seamless. **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents gives us the transparency we need across all client engagements. With assigned team members clearly responsible for tasks and deadlines, we can make sure we’re not just getting the work done — we’re also accurately tracking and billing clients for the services and value we provide. That’s been huge for avoiding missed work or under-billing. I also really appreciate how it brings everything together in one place: real-time dashboards, direct QBO integration (so we can reclassify transactions without logging into QBO), and the ability to link to our client OneDrive folders for file management. It’s easy for both our team and our clients to use, which has been a big win. Sure, there are a few things that could be better — like more flexibility with dependent tasks, more native integrations (without relying so much on Zapier), and smoother ways to onboard clients to the portal — but overall, it’s made us more efficient, more organized, and better able to deliver great service across all our locations. ### 27. Affordable & easy to navigate! **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia Z. | Tax Preparer and Project Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** The affordability of the product stands out, and I also appreciate how straightforward the onboarding process is for clients. **What do you dislike about Financial Cents?** I really love everything about Financial Cents. One improvement I would like to see in the future is a better way to link client folders from the drive directly to the portal. **What problems is Financial Cents solving and how is that benefiting you?** I am able to communicate with clients from a single platform, keeping all my emails and documents organized in one place for them. ### 28. Focus on what you are **Rating:** 3.5/5.0 stars **Reviewed by:** Scott G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** I like that it's simple to get started, has the key things that small CPA firms need. **What do you dislike about Financial Cents?** Seems like the growth plans are bit ambitious, listening the round table the other day it seems like that plan is to grow into an ERP like planner. **What problems is Financial Cents solving and how is that benefiting you?** The key for financial cents is integrating CRM with proposals and billing for me along with projects. It helps me keep away from receivables and simplifies my billing process. ### 29. Keeps me on task **Rating:** 5.0/5.0 stars **Reviewed by:** Kim W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Financial Cents?** It is nice to use, has a great flow and so many great features that I can continue to learn and grow with **What do you dislike about Financial Cents?** I would like the date to show up in yellow when you are on the day it is due. I wish there were another subscription when you are between the Solo and Team for growing businesses who are not quite ready to make that big jump. **What problems is Financial Cents solving and how is that benefiting you?** Keeps me on task ### 30. Just what I needed **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Financial Cents?** I have only been using this software for a few weeks and it's just what I needed. I can see what's ahead of me and use it to plan. The clients are loving the client portal simplicity, including my tech resistant 70 year old client. I love that it's stopped the pick up and put down when a client emails that they've sent everything but I start the job and they haven't. I'm time poor as we all are and the AI template creation is a game changer. Loving it so far. **What do you dislike about Financial Cents?** I am a sole trader and I would like to use some of the options on the Scale plan but I'm not prepared to pay an annual subscription for that amount yet. **What problems is Financial Cents solving and how is that benefiting you?** Tracking not only what work I have on, but also where it is up to. I love the client portal and my clients are finding it very helpful. It's stopping the pick up and put down when clients say they've sent everything. ### 31. Excellent service and product! **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher N. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Financial Cents?** We love how easy and intuitive the product is. With excellent support, great learning videos and a team that is there to help we have had a great experience with Financial Cents! **What do you dislike about Financial Cents?** Some of the email functions in the software a bit hard to figure out. Could be a better email template system. **What problems is Financial Cents solving and how is that benefiting you?** Saves us time and money by keeping our whole team updated on what is happening in the firm. ### 32. Excellent CRM platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** My favorite and most used feature is the ability to assign client tasks and set auto reminders for them. **What do you dislike about Financial Cents?** There is nothing I dislike. Even "wish list" items are often added as new updates come out. **What problems is Financial Cents solving and how is that benefiting you?** Workflow management & client engagement. Financial Cents takes care of reminding clients to provide necessary documents which saves me a ton of time. I can also easily see workflow and task status in the dashboard. ### 33. Streamlines workflows and client management, but needs stronger task & document features. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents is intuitive, easy to use, and has really streamlined our workflows. Client management and project tracking are much smoother now, and it’s made a noticeable impact on our efficiency. **What do you dislike about Financial Cents?** The task management system works, but it feels like it could be more robust and flexible. I also wish there were a built-in place to store internal firm documents, like SOPs and reference materials, so we wouldn’t need to rely on other tools for that. The software in general could using tweaking and more features, especially for the price. It wasn't intuitive to set up, but it intuitive once you get everything onboarded. **What problems is Financial Cents solving and how is that benefiting you?** Has stream-lined client management ### 34. Great software for workflow management **Rating:** 5.0/5.0 stars **Reviewed by:** Ken G. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2021 **What do you like best about Financial Cents?** The fact that I can do most things inside Financial Cents to manage my accounting business is a significant plus. It's one main go to tool for managing our workflow and client communication. **What do you dislike about Financial Cents?** I'm not sold on the email integration yet. I find that some of my emails don't always show up in Financial Cents. **What problems is Financial Cents solving and how is that benefiting you?** Seeing the entire projects at the firm in one place is a great benefit. ### 35. Love this app! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** Financial Cents is a great task management software. It is easy to set up projects and tasks, and easy to communicate in task with my coworkers. I also like how easy it was to learn. It did not take very long to get used to the interface, and it's very intuitive so it's easy to learn and use **What do you dislike about Financial Cents?** The one thing that really bothers me is that when you open a task you cant close it by clicking outside the window, you HAVE to click the x **What problems is Financial Cents solving and how is that benefiting you?** Solves the issues of managing all of the different tasks and projects for many different clients ### 36. Great for bookkeeping firms! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** Financial Cents makes it easy to request documents from clients and communicate. It also has robust PM software that helps the team stay on track. I enjoy the ability to set up request reminders so that we do not have to manually bug down forgetful clients. **What do you dislike about Financial Cents?** The filing system needs a little work. It is not very easy to move files from project to the permanent client folders. It does take some time and manual downloads/uploads. **What problems is Financial Cents solving and how is that benefiting you?** FC allows us to better track monthly client tasks. It helps us stay on top of projects and communicate both with clients and internally as a team. ### 37. Financial Cents is the best practice management system out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Shirley P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** I love how easy it is for my clients to use and it has been very valuable in my firm, keeping us all on task, we use daily. Implementation was easy and quick. We started small and scaled as we needed to utilize additional features. Their customer support is top tier. **What do you dislike about Financial Cents?** I don't think there is anything that I would say I don't like. All software has it's issues but this one has checked all the boxes I need and then some. **What problems is Financial Cents solving and how is that benefiting you?** Keeping myself and my team on task and secure client document exchange and keeping them on task as well. ### 38. All-in-One Solution That Simplifies Financial Management **Rating:** 5.0/5.0 stars **Reviewed by:** Travis T. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Financial Cents?** I like that Financial Cents has everything you need all in one place. **What do you dislike about Financial Cents?** I don't like that they don't have a monthly subscription plan **What problems is Financial Cents solving and how is that benefiting you?** Financial Cents is solving having time tracking, workflow and client management and billing all in one place ### 39. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Financial Cents?** How it helps me to keep everything organized **What do you dislike about Financial Cents?** Nothing, all good, it provides a great service **What problems is Financial Cents solving and how is that benefiting you?** the organization for all of my clients ### 40. A Giant Improvement for our Department **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** FC has given structure to our CAAS department where there was none. Previously we were forced to use the workflows and document storage that my entire firm uses. It is outdated and so heavily weighted towards tax that it was almost unusable. Now we can store every bit of client information in one place. **What do you dislike about Financial Cents?** The new features come so fast that we can barely keep up! **What problems is Financial Cents solving and how is that benefiting you?** We are finally able to store all our client information in one place and easily make it so that any new user can pick up where another user left off. ### 41. This App has saved my firm time and money **Rating:** 5.0/5.0 stars **Reviewed by:** Cathleen D. | Bookkeeper, QuickBooks Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Financial Cents?** I love that Financial Cents is listening to their customer base and updating us about updates and goals. **What do you dislike about Financial Cents?** When I manually enter a new client in Financial Cents and the client adds me to QBO, this can duplicate the client in Financial Cents. I would love a way to merge the clients. **What problems is Financial Cents solving and how is that benefiting you?** I used to use spreadsheets to keep track of my clients. I needed a way of keeping track of leads, clients and document requests. This app has allowed me to grow my business. ### 42. It has a few bugs but is pretty user friendly **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?** Is pretty user friendly and self explanatory. Love that it integrates to QBO and is easy to use for our clients too. **What do you dislike about Financial Cents?** The "send later" aspect of signing documents, for batch signing is buggy when sending documents for signature, it will tell the client it is not their turn to sign. I get around it by just sending immediately instead of sending it as a push notification or scheduling it out. Otherwise it is a good tool. **What problems is Financial Cents solving and how is that benefiting you?** It is great for project management ### 43. We have had great experience here! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy J. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** It is a very user friendly and organized project management tool. We love the Transaction Feature **What do you dislike about Financial Cents?** The only struggle I have is when categorizing uncategorized items we can not split the transactions. **What problems is Financial Cents solving and how is that benefiting you?** They are always rolling out new things. They listen. Most recent problem was manual time entry while having paused timers. This has been great. ### 44. Team or 8 using Financial Cents **Rating:** 5.0/5.0 stars **Reviewed by:** Meggan C. | Shareholder and CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Financial Cents?** We love being able to document client calls and meetings in FC. I love I can tag my team members when I assign them tasks. It keeps us running as efficient and effective as we can **What do you dislike about Financial Cents?** I wish there was an instant messenger option **What problems is Financial Cents solving and how is that benefiting you?** Work flow management and team capacity ### 45. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** the feature to upload the documents and check list to complete the tasks. Customer support is very quick to respond. We use the app everyday and all the client info is secure and easy to access. **What do you dislike about Financial Cents?** Very difficult to say, but sometimes it does not show a better interface on mobile **What problems is Financial Cents solving and how is that benefiting you?** The clients living in other province or city are able to upload documents at their comfort and the docs does not take a lot of space in our system. All the task status are easy to track . ### 46. Super helpful for tracking deadlines! **Rating:** 5.0/5.0 stars **Reviewed by:** Virginia M. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** I love the ease of being able to create SOPs on the go and track all my deadlines at the same time **What do you dislike about Financial Cents?** I havent used the full range of features so I havent had any issues as of yet **What problems is Financial Cents solving and how is that benefiting you?** Tracking deadlines helps me stay on track with all my clients ### 47. Vision for Amazing Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Financial Cents?** I like that FinancialCents is a one-step repository for client information, billing, proposals, engagement letters, emails, chats, tasks (for my team and for client teams), tracking time, utilization, profitability, document sharing, and more that I've probably forgotten. They keep making improvements and centralizing more functions, which I appreciate. It's the first app I log in to and the last that I log out of each day, plus it's affordable. Easy to get started and integrate with your processes - I'd recommend starting with 1-2 clients before importing your entire client list. **What do you dislike about Financial Cents?** When new features are rolled out, they can be basic at first, but they are responsive to suggestions for improvement. They keep polishing and letting folks know where they are in the process. Customer support starts with an AI chat, but I guess that keeps it affordable. When I have had to connect with an agent, they're very helpful. **What problems is Financial Cents solving and how is that benefiting you?** Integrating all client correspondence and work with the accounting team, and capturing the workflow in one place. This includes billing, proposals, etc. Very helpful to have one repository for this information that is viewable by team members as allowed. ### 48. Financial Cents is a user friendly accounting practice management software. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Financial Cents?** What I like about Financial Cents is that it’s very easy to use and has a clean, user-friendly interface. I also appreciate that it allows direct interaction with clients within the platform. Overall, it’s a complete package that’s perfect for small-sized accounting firms. **What do you dislike about Financial Cents?** The only thing I don’t like about Financial Cents is its file storage feature. Currently, Excel files aren’t supported on the platform, so you can’t open them directly after uploading. I’m hoping they’ll improve this feature soon. **What problems is Financial Cents solving and how is that benefiting you?** Delegating of tasks to team members ### 49. As an accountant, finding the right practice management software is crucial for efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Financial Cents?** The platform excels at automating our workflow, ensuring that tasks are not just tracked, but completed on schedule. The ability to manage client communication and securely share documents from a single, intuitive dashboard has streamlined our processes and reduced a significant amount of administrative burden. **What do you dislike about Financial Cents?** Sometimes, the user interface is not easy to navigate **What problems is Financial Cents solving and how is that benefiting you?** The ability to manage client communication and securely share documents from a single, intuitive dashboard has streamlined our processes and reduced a significant amount of administrative burden. ### 50. Comprehensive accounting firm solution for client data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Financial Cents?** I like that it is easy to use. The Financial cents team is very responsive to feedback. They often create customized solution for our specific needs. I love that there are many pre-built templates that make the project tracking faster. **What do you dislike about Financial Cents?** There is not much that I dislike. Only feedback I have that it could be too customizatiable rather than more rigid processes. **What problems is Financial Cents solving and how is that benefiting you?** It is keeping the progress of projects very trackable when multiple members are working on the same project. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+20%3A55%3A52+-0500&secure%5Bsession_id%5D=7dd70c7c-42f9-4efb-9f8d-8152979e471d&secure%5Btoken%5D=7757a09a25c93f41d266b03117232dd3215bc9edb131ca1f9623773d24d71083&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 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 - Client Portal **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Content** - Automation **Collaboration** - Collaboration - Tasks - Version Control - Approval Process Control **Platform Data** - Activity Dashboard **Billing** - Time - Reporting - Invoices - Activity Dashboard **Onboarding** - Document Templates - Checklists - New Client - Customizable Templates **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - ACH Payment Processing - Bank Reconciliation - API - Document Templates - Real-Time Updates - Email Reminders - Compliance Management - Timesheet Management - Task Management - Billing & Invoicing - Data Import/Export - Generative AI - Mobile Access - Access Controls/Permissions - Communication Management - Due Date Tracking - Tax Forms - Tax Filing - Configurable Workflow - Audit Management - Third-Party Integrations - Document Storage - Customizable Templates - AI Copilot - Approval Process Control - Alerts/Notifications - Project Management - Cash Management - Workflow Management - Status Tracking - Client Management - For Tax Practices - Reporting & Statistics - Employee Management - Time Tracking - Accounting - Document Management **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Third-Party Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Additional Functionality** - Invoice Management - Expense Tracking - Generative AI - Online Payments - Messaging - Financial Analysis - Email Management - Workflow Management - Customizable Reports - Client Management - Document Management - Time Tracking - Staff Management - Timer - Search/Filter - For Accountants - Multi-Currency - Financial Management - For CPA Firms - API - Progress Tracking - Task Management - Secure Data Storage - Electronic Payments - Reporting & Statistics - Credit Card Processing - Time & Expense Tracking - Project Management - Appointment Management - Approval Workflow - Billing & Invoicing - Document Storage - Status Tracking - Configurable Workflow - Due Date Tracking - Project Time Tracking - Reminders - Accounting - Data Import/Export - AI Copilot - Reporting/Analytics - Customizable Branding - Invoice Processing ## Top Financial Cents Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (904 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (801 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (704 reviews)