--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Financial Cents but has limited features. Are you part of the Financial Cents team? [Upgrade your plan](https://my.g2.com/financial-cents/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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 * * * Seller [Financial Cents](https://www.g2.com/sellers/financial-cents) Discussions [Financial Cents Community](https://www.g2.com/products/financial-cents/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Shahram Zarshenas (Private Equity & Entrepreneurship) Show More ## Pricing Pricing provided by Financial Cents. ### Solo Plan $19.00 1 User Per Month ### Team Plan $49.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/financial-cents/pricing) ## Top-Rated Alternatives [ ![Karbon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karbon") Karbon 4.8/5(913) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![Canopy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(711) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/financial-cents/competitors/alternatives) ## User Insights Average based on 250 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## Financial Cents Integrations (11) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Adobe Acrobat Sign ](https://www.g2.com/products/adobe-acrobat-sign/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Anchor ](https://www.g2.com/products/anchor-anchor/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Ignition ](https://www.g2.com/products/ignition/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft SharePoint ](https://www.g2.com/products/microsoft-sharepoint/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Accountant ](https://www.g2.com/products/quickbooks-online-accountant/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SmartVault ](https://www.g2.com/products/smartvault/reviews) Show More ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 10/10/2025 "Newer company but great product" 4/5 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. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Marcus S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marcus S.") MS Marcus S. Founder & CEO Small-Business (50 or fewer emp.) 12/10/2025 "All-in-One Solution Packed with Functionality" 4.5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Nick I.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nick I.") NI Nick I. Tax & Accounting firm owner Small-Business (50 or fewer emp.) 1/5/2026 "Perfect Solo Plan for Small Practices on a Budget" 5/5 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![João C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "João C.") JC João C. Tax Head Small-Business (50 or fewer emp.) 9/19/2025 "Best All-in-One Workflow Automation and practice management tool" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kristen L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristen L.") KL Kristen L. CEO Small-Business (50 or fewer emp.) 9/26/2025 "User friendly CRM system" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AG Amgela G. Bookkeeper and admin assistant Small-Business (50 or fewer emp.) 9/18/2025 "Financial Cents is fantastic!" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? As of now, we have no complaints. The quality of service has been wonderful. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic DB Diane B. Actionnaire - Directrice - CPB Small-Business (50 or fewer emp.) 9/19/2025 "Listening to its customers" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 9/18/2025 "Love this software, definitely a keeper!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AY ALI Y. bookkeeper and tax prepration Small-Business (50 or fewer emp.) 2/22/2026 "Best Platform for Bookkeepers and Tax Prep Firms" 5/5 What do you like best about Financial Cents? best platform for bookkeepers and tax preparation firms Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? faster workflow for my clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AW Alicia W. Co-Owner Small-Business (50 or fewer emp.) 6/30/2025 "New Remote Firm Loving Financial Cents!" 5/5 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Financial Cents? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Financial Cents ](https://www.g2.com/products/financial-cents/discussions/new) GU Guest User What is Financial Cents used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-financial-cents-used-for) [ View all Discussions ](https://www.g2.com/products/financial-cents/discuss) ## Pricing Options Pricing provided by Financial Cents. ### Solo Plan $19.00 1 User Per Month ### Team Plan $49.00 1 User Per Month ### Scale Plan $69.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/financial-cents/pricing) Financial Cents Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2af47b2c3671189bb1dbf55881c24082/karbon-2025-03-03.png "Product Avatar Image") Karbon 4.8/5(913) [ Compare Now ](https://www.g2.com/compare/financial-cents-vs-karbon-2025-03-03) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5770d878862b57fabe977ea85a889ca0/canopy-2026-05-12%282%29.png "Product Avatar Image") Canopy 4.6/5(815) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-financial-cents) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_373f3658099a3fbbaadd55b05c2e1e51/taxdome.png "Product Avatar Image") TaxDome 4.7/5(711) [ Compare Now ](https://www.g2.com/compare/financial-cents-vs-taxdome) ##### ##### Financial Cents Features Communication Client Portals Automation Consolidation Collaboration Collaboration Tasks Version Control Billing Time Onboarding Document Templates Checklists New Client [ View More Features ](https://www.g2.com/products/financial-cents/features) ##### Categories on G2 [Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management)[Tax Practice Management](https://www.g2.com/categories/tax-practice-management) ##### Explore More [Best event management system for large conferences](https://www.g2.com/discussions/what-s-the-best-event-management-system-for-large-conferences)[What is the top-rated meeting room booking system for large enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-meeting-room-booking-system-for-large-enterprises)[What is the most reliable regulatory information management system based on reviews from compliance officers before signing a long-term vendor contract?](https://www.g2.com/discussions/what-is-the-most-reliable-regulatory-information-management-system-based-on-reviews-from-compliance-officers-before-signing-a-long-term-vendor-contract%20) [Checkr vs HireRight for a mid-size company that needs reliable background screening with a clean candidate experience and solid ATS integration?](https://www.g2.com/discussions/checkr-vs-hireright-for-a-mid-size-company-that-needs-reliable-background-screening-with-a-clean-candidate-experience-and-solid-ats-integration%20)[What are the best Acumatica consulting partners for manufacturing firms with complex multi-warehouse and multi-entity requirements?](https://www.g2.com/discussions/what-are-the-best-acumatica-consulting-partners-for-manufacturing-firms-with-complex-multi-warehouse-and-multi-entity-requirements)[Pros and Cons Details](https://www.g2.com/products/financial-cents/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)