--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Financial Cents, finding navigation simple and efficient for all features. [(81 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634485&qs=pros-and-cons#reviews) Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service. [(62 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634190&qs=pros-and-cons#reviews) Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management. [(30 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634289&qs=pros-and-cons#reviews) Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly. [(28 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634146&qs=pros-and-cons#reviews) Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly. [(28 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634386&qs=pros-and-cons#reviews) Users find the **price point too high** for smaller firms, limiting access to essential features and scalability. [(16 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634474&qs=pros-and-cons#reviews) Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions. [(14 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634458&qs=pros-and-cons#reviews) Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges. [(13 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634417&qs=pros-and-cons#reviews) Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents. [(13 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634318&qs=pros-and-cons#reviews) Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation. [(10 mentions)](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634242&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Financial Cents ##### 1. Ease of Use Users appreciate the **ease of use** of Financial Cents, finding navigation simple and efficient for all features. [ See 81 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634485&qs=pros-and-cons#reviews) See Related User Reviews MK Miriam K. Small-Business (50 or fewer emp.) 4.5/5 "Financial Cents: Intuitive, Easy-to-Use Workload Management" What do you like about Financial Cents? I like that Financial Cents is easy to use, with an intuitive design. It’s simple to make changes and quickly find the information I need to manage my ![Aaron S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron S.") AS Aaron S. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Workflow Management for Tax Practices" What do you like about Financial Cents? Financial Cents makes it much easier to keep track of client work and deadlines in a tax practice. The workflow structure is clear, tasks are easy to ##### 2. Task Management Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service. [ See 62 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634190&qs=pros-and-cons#reviews) See Related User Reviews ![Kaitlin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlin L.") KL Kaitlin L. Small-Business (50 or fewer emp.) 5.0/5 "Tags Keep Us on Top of Team Progress and Speed Up Month-End Close" What do you like about Financial Cents? Tags are tremendously helpful! For the first time, literally ever, I feel like I'm on top of team's progress or lack thereof on their client projects. LJ Leandro J. Small-Business (50 or fewer emp.) 5.0/5 "Keeps Us on Track and Connected with Clients" What do you like about Financial Cents? Help us to stay on track. Prioritize urgent tasks. Stay in touch with our clients. ##### 3. Efficiency Improvement Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management. [ See 30 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634289&qs=pros-and-cons#reviews) See Related User Reviews ![Kaitlin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlin L.") KL Kaitlin L. Small-Business (50 or fewer emp.) 5.0/5 "Tags Keep Us on Top of Team Progress and Speed Up Month-End Close" What do you like about Financial Cents? Tags are tremendously helpful! For the first time, literally ever, I feel like I'm on top of team's progress or lack thereof on their client projects. ![Aaron S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron S.") AS Aaron S. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Workflow Management for Tax Practices" What do you like about Financial Cents? Financial Cents makes it much easier to keep track of client work and deadlines in a tax practice. The workflow structure is clear, tasks are easy to ##### 4. Communication Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly. [ See 28 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634146&qs=pros-and-cons#reviews) See Related User Reviews LJ Leandro J. Small-Business (50 or fewer emp.) 5.0/5 "Keeps Us on Track and Connected with Clients" What do you like about Financial Cents? Help us to stay on track. Prioritize urgent tasks. Stay in touch with our clients. MC Megan C. Small-Business (50 or fewer emp.) 4.5/5 "Great experience so far, customer service is very helpful and the system is very user friendly." What do you like about Financial Cents? The cloud-based interface enables our remote CPA firm to collaborate both internally and externally with greater efficiency. I also find the ability t ##### 5. Team Collaboration Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly. [ See 28 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634386&qs=pros-and-cons#reviews) See Related User Reviews ![Kaitlin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlin L.") KL Kaitlin L. Small-Business (50 or fewer emp.) 5.0/5 "Tags Keep Us on Top of Team Progress and Speed Up Month-End Close" What do you like about Financial Cents? Tags are tremendously helpful! For the first time, literally ever, I feel like I'm on top of team's progress or lack thereof on their client projects. ![Marcus S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marcus S.") MS Marcus S. Small-Business (50 or fewer emp.) 4.5/5 "All-in-One Solution Packed with Functionality" What do you like 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 colla ### 5 Cons or Disadvantages of Financial Cents ##### 1. Expensive Users find the **price point too high** for smaller firms, limiting access to essential features and scalability. [ See 16 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634474&qs=pros-and-cons#reviews) See Related User Reviews ![Kaitlin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlin L.") KL Kaitlin L. Small-Business (50 or fewer emp.) 5.0/5 "Tags Keep Us on Top of Team Progress and Speed Up Month-End Close" What do you dislike about Financial Cents? It's expensive, and the month end close features are an add on. I totally understand why it costs what it does, and it's a big investment for a little TT Travis T. Small-Business (50 or fewer emp.) 5.0/5 "All-in-One Solution That Simplifies Financial Management" What do you dislike about Financial Cents? I don't like that they don't have a monthly subscription plan ##### 2. Limited Functionality Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions. [ See 14 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634458&qs=pros-and-cons#reviews) See Related User Reviews ![Marcus S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marcus S.") MS Marcus S. Small-Business (50 or fewer emp.) 4.5/5 "All-in-One Solution Packed with Functionality" 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 perf ![Georgia G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Georgia G.") GG Georgia G. Small-Business (50 or fewer emp.) 4.5/5 "Keeps My Bookkeeping Workflow on Track" What do you dislike about Financial Cents? Although the platform is user-friendly, setting up the templates does require some time. The mobile app is more limited compared to the desktop versio ##### 3. Document Management Issues Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges. [ See 13 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634417&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "It has a few bugs but is pretty user friendly" 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 ![Bridget G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bridget G.") BG Bridget G. Small-Business (50 or fewer emp.) 4.5/5 "Game Changer" What do you dislike about Financial Cents? Would like to be able to move files anywhere, not just within the client. ##### 4. Task Management Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents. [ See 13 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634318&qs=pros-and-cons#reviews) See Related User Reviews MK Miriam K. Small-Business (50 or fewer emp.) 4.5/5 "Financial Cents: Intuitive, Easy-to-Use Workload Management" What do you dislike about Financial Cents? I wish it were easier to get a clear overview of deadlines and to see which tasks or projects are due each day. I also wish it were more intuitive to ![Alexis J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexis J.") AJ Alexis J. Small-Business (50 or fewer emp.) 5.0/5 "Would recommend - happily signed up for a subscription after the free trial!" What do you dislike about Financial Cents? I'd like an to use task list instead of creating a project for each thing I need to do but once I got the hang of the set up on projects it's really n ##### 5. Email Integration Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation. [ See 10 mentions ](https://www.g2.com/products/financial-cents/reviews?filters%5Bsentiment_snippet%5D=1634242&qs=pros-and-cons#reviews) See Related User Reviews ![Aaron S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron S.") AS Aaron S. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Workflow Management for Tax Practices" What do you dislike about Financial Cents? Client reminders are currently sent from a Financial Cents email address rather than directly from the firm’s email, which can be slightly confusing f ![Kristen L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristen L.") KL Kristen L. Small-Business (50 or fewer emp.) 4.5/5 "User friendly CRM system" 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 b ## Top-Rated Alternatives [ ![Karbon](https://images.g2crowd.com/uploads/product/hd_favicon/a090c44ebe37d6ba29570da4dd3ad970/karbon-2025-03-03.svg "Karbon") Karbon 4.8/5(913) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![Canopy](https://images.g2crowd.com/uploads/product/hd_favicon/a63b936e3c796e0c7e0a8ceeb3a30bd7/canopy-2026-05-12%282%29.svg "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![TaxDome](https://images.g2crowd.com/uploads/product/hd_favicon/dff376d4b0ad015cd0a36f7ba6152788/taxdome.svg "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) ![David M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David M.") DM David M. Owner Small-Business (50 or fewer emp.) 8/6/2026 "Responsive, Helpful Staff Behind the Platform" 5/5 What do you like best about Financial Cents? The staff behind the platform are available. If you have any difficulties, you can reach someone that will help you. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? When I was researching client portals, I watched the one-hour Financial Cents solo bookkeeper video. I found it dull, slow, and boring, and I had to pause it and rewind several times because I kept getting distracted. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? My main reason for checking out financial cents was to obtain a client engagement letter. I did not know that they were also a crm type organization. I was pleased to learn that in addition to providing client engagement letters, they also are a front end for managing clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SL Stephen L. Bookkeeper Small-Business (50 or fewer emp.) 5/4/2026 "Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close" 5/5 What do you like best about Financial Cents? Financial Cents is, by far, the best practice management software I’ve used for a small accounting/bookkeeping firm. There are a lot of features I’ve already come to genuinely appreciate, and plenty more I haven’t even explored yet in the short time I’ve been using it. What stands out most for me is how practical and flexible it is day to day. I really like the customizable workflow templates because I can quickly apply my standard bookkeeping workflows to every client, while still adding tasks for one-off situations that don’t apply to my other clients. I’m also absolutely loving the built-in invoicing and billing platform, which makes it easy to collect payments from my clients. On top of that, the Client Portal is extremely easy for my clients to use for securely sharing documents and answering questions I have about transactions. The Month-End Close functionality is a big deal for my firm. It has drastically reduced the time it takes me to complete month-end tasks. I’m also very impressed with the overall performance of the software, and I expect it will continue to improve over time. The built-in syncing with both my firm’s QuickBooks Online account and my clients’ accounts makes onboarding and monthly work much more streamlined. The AI tools have already helped me work more efficiently and saved me time each month. Speaking of onboarding, I was impressed by how clearly the tips and tricks were communicated when I first started using the service. And whenever I’ve had questions, they’ve been answered quickly—either through the built-in support library or by their helpful support staff. I also appreciate how affordable the service is. My bookkeeping firm is 100% remote, so my overhead costs are minimal, and the Financial Cents subscription price point is definitely manageable—especially compared to other practice management software options. I highly recommend Financial Cents to any accounting or bookkeeping firm. It has already helped my small firm, and it also feels like it can scale as my firm grows in both clients and, eventually, employees/contractors. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? I haven’t been using the software for long, but so far I haven’t found anything I dislike. I also appreciate being part of the Facebook group, where I can learn from other users of the platform and hear about software updates that are being worked on or implemented. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? Financial Cents is helping me be more efficient by keeping my tasks, client files, and invoicing all together in one platform, rather than using different apps or software for each of the different tasks I use Financial Cents for. The automation and structure of the workflows helps keep me organized while I am a one-man bookkeeping firm at this point, but it also helps me prepare for scaling to adding more clients and eventually hiring employees/contractors to help out. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Owner Small-Business (50 or fewer emp.) 3/17/2026 "Strong first impression for workflow management" 5/5 What do you like best about Financial Cents? Financial Cents seems purpose-built for accounting firms. The interface is clean, the workflow structure is intuitive, and it gives strong visibility into recurring tasks, deadlines, and team accountability. So far, it looks like a solid solution for standardizing processes and keeping client work organized. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? We’re still early in the rollout, so it’s a little too soon to give fully informed feedback on drawbacks. The main challenge so far is simply that implementation takes time, especially when setting up workflows and training the team. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? We needed better workflow management and tracking as client work has expanded. Our experience so far has been very positive. We recently signed up on the annual plan, and the onboarding and first impressions have been strong. Financial Cents appears thoughtfully designed for firms that need better workflow management, clearer task visibility, and more consistency across recurring client work. It’s still early, but we’re optimistic about the value it can bring to our practice. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Leticia B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leticia B.") LB Leticia B. Bookkeeper Small-Business (50 or fewer emp.) 7/28/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Keeps Client Management Organized and All in One Place!" 4/5 What do you like best about Financial Cents? This platform has definitely helped me stay more organized when managing all of my clients, and it makes it easier to keep everything in one place. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? I wish clients could choose the category directly from the Uncategorized list. I’d also like journal entries to feed into Month End as well; right now, only bank feed transactions are included in that feature. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? It’s helping me stay organized and communicate with clients faster and more efficiently! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Mark T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark T.") MT Mark T. Public Accountant and Master of Tax Law Small-Business (50 or fewer emp.) 5/20/2026 "Finally a Central Hub for Remote Accounting Tasks and Client Communication" 5/5 What do you like best about Financial Cents? As a fully remote accounting firm, it’s been a struggle to keep employees apprised of their work tasks while also having one central place to collect all client data and communications. I think we finally found it! Review collected by and hosted on G2.com. What do you dislike about Financial Cents? I think the client-side experience could be a little better. It sometimes assumes clients know more than they actually do. As an accounting professor with 18 years of experience, I’ve found that many clients don’t understand certain parts of the process, but they also don’t want to admit that they don’t understand. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? Client collaboration, employee scheduling and performance tracking. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Katherine R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine R.") KR Katherine R. Operations Manager-Accounting Support Small-Business (50 or fewer emp.) 7/6/2026 "Everything in One Place—Intuitive and Easy to Use" 5/5 What do you like best about Financial Cents? Everything is in one place, which makes it really intuitive to use. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? Billing is difficult to use when it’s linked to QuickBooks. It seems to double-bill our clients. There’s also no option to set up separate “refund” accounts that differ from the ones already on file. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? We were able to discontinue using four different software tools because Fincnial Cents has everything we need in one central location. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Julian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julian M.") JM Julian M. Founder & Owner Small-Business (50 or fewer emp.) 8/5/2026 "Staying Organized Made Easy with Convenient Ready-Made Templates" 4.5/5 What do you like best about Financial Cents? It helps me stay organized, and I love the convenience of having ready made templates for engagement letters and workflows. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? I wish it were more intuitive. I also the templates weren't so basic. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? It gives me an environment where I can create workflows that helps my firm. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![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.) 3/30/2026 "Financial Cents Keeps Client Work Organized and Visible" 4/5 What do you like best about Financial Cents? Financial Cents helps me keep client work organized in one place. The biggest upside is visibility. I can see what is due, what is waiting, and what still needs follow-up without relying on memory or separate trackers. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? The main downside for me is that some workflow and automation features feel limited for a solo practice unless you are on a higher-tier plan. That means a few steps still need to be handled manually. The platform is still helpful overall, but I would like more flexibility without needing an upgrade. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? Financial Cents is helping solve workflow visibility and task management problems. Before using it, it was easier for deadlines, follow-ups, and recurring work to live in different places. Now I have a clearer view of what is due, what is in progress, and what still needs attention. That has improved consistency and reduced the risk of missed steps. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kaitlin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlin L.") KL Kaitlin L. Managing Member Small-Business (50 or fewer emp.) 2/6/2026 "Tags Keep Us on Top of Team Progress and Speed Up Month-End Close" 5/5 What do you like best about Financial Cents? Tags are tremendously helpful! For the first time, literally ever, I feel like I'm on top of team's progress or lack thereof on their client projects. Additionally, month end close is saving us a lot of time and headache in terms of asking questions about various transactions and requesting W-9 Forms. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? It's expensive, and the month end close features are an add on. I totally understand why it costs what it does, and it's a big investment for a little firm like mine. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? I have felt like it was just completely impossible to keep up with the hundreds of tasks that my team is meant to complete. Now it's finally organized in a way that's actionable to me, to them, and assists them in getting past road blocks. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Luis M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis M.") LM Luis M. Business Manager Small-Business (50 or fewer emp.) 12/11/2025 "Outstanding Experience with This Software" 4.5/5 What do you like best about Financial Cents? Financial Cents allows us to keep up with the progress of various projects within the firm. We can see where we are at with specific assignments and be able to recognize when someone is needing help. The fact that it integrates with so many different tech in our stack allows for a more efficient workflow. Review collected by and hosted on G2.com. What do you dislike about Financial Cents? As our firm looks into the possibility of being bilingual, one of the downsides of Financial Cents is that the client portal isn't able to be switched to Spanish. I believe this would allow a better flow for all of our clients. We have talked to the customer support about this, and I believe it is on their roadmap to add it to Financial Cents in the future. Review collected by and hosted on G2.com. What problems is Financial Cents solving and how is that benefiting you? As a firm, we are more organized. Financial Cents has allowed us to keep up with the workflow on all of our clients. With the team/client task, if one of our team members is out, another team member can pickup where the other left off. This allows us to serve our clients equally and efficiently. Overall, Financial Cents improves our customer service. Review collected by and hosted on G2.com. 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