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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Everything is in one place, which makes it really intuitive to use. Review collected by and hosted on G2.com.

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.

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.

I wish it were more intuitive. I also the templates weren't so basic. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.