Financial Cents has been a game-changer for keeping my bookkeeping workflows organized. I love how easy it is to set up recurring tasks, track client deadlines, and have everything in one place. The automation around reminders and checklists saves me hours each month. I also appreciate that it’s designed with accounting and bookkeeping firms in mind, not just generic project management, so the features actually fit how we work day to day. Review collected by and hosted on G2.com.

I don’t like that there is no month-end quality control system. As a bookkeeping firm, having built-in tools to ensure every reconciliation and closing task is completed properly would make the software even more powerful. Review collected by and hosted on G2.com.

I'd like to share a bit of feedback about why I am a very satisfied user of Financial Cents: (1) My clients love it (and that's a win-win), (2) the automated monthly client task lists are easily customizable for each client, allowing me to request monthly information with a one-time set up that is sent to clients every month, (3) Their support is extraordinary, (4) they have monthly webinars to share information on new features, and (5) they are always adding new features based on user's (like me) feedback. -- This solution is EASY to implement - I think I was up an running in a matter of hours. I can't imagine ever using another solution since this one truly has everything I need in one place. Review collected by and hosted on G2.com.

There are two minor things I wish were different - (1) I wish I could see my private "client notes" from within a current job I'm working on, rather than having to leave the job to look at client notes. (2) I look forward to the built-in signature feature so I can start using the Proposals feature! Review collected by and hosted on G2.com.

Financial-Cents has been a game changer for our firm. We use it every day for both bookkeeping and income tax projects and it really helps our team stay organized and makes it easy to stay on top of all the work we need to do. We’ve set it up so that each project has clear, step-by-step workflows, which makes everything much easier to follow. When we first signed up for Financial-Cents, the training and help videos were super helpful and made it easy to integrate into our firm.

One of my favorite features is the automation. We can automatically send updates to clients when certain steps of a project are complete, which saves us time and keeps clients in the loop. The client tasks feature is also fantastic. Our clients get a clear checklist of what we need from them, with built-in reminders. For recurring requests each month, we’ve automated those too. Our clients love how smooth and straightforward the process feels.

Also, the Recats feature is great because we can send requests to our clients about transactions we need help with, and they can easily respond with more information.

The chat feature works beautifully for client communication, and I really appreciate the customization options that allow us to tailor the system to fit our firm’s needs. On top of that, the team behind Financial-Cents genuinely listens to their users. They’re constantly adding new features and improvements based on feedback. Their monthly “feature recap” meetings are amazing as well because they share updates and also take the time to answer questions and hear our opinions live.

Overall, Financial-Cents has improved our organization, client communication, and workflow efficiency tremendously. I would highly recommend it to any firm looking for smoother processes and stronger client relationships. Review collected by and hosted on G2.com.

The file folder features could use some improvements as documents cannot be opened in native files. But they are continually improving their software so I'm hoping they will have this updated soon! Review collected by and hosted on G2.com.

Financial Cents has allowed me to provide a seamless experience for my clients by providing an all-in-one client portal which allows us to communicate on documents requests, tasks, transaction clarifications and billing in the same space. The workflows are customizable with automations available to make it that much simpler. The access to the template library has been a massive benefit as well when setting up on a tight timeline. I also love how Financial Cents really takes the feedback of their client base to heart, with open communication and even follow-up when a new feature is suggested, and they're transparent with the items on their roadmap of improvements. Review collected by and hosted on G2.com.

The billing/invoicing feature is great, however there are still a couple features lacking that would make it that much better- such as progress invoicing or an installment payment arrangement feature. It would also be great if it had features that integrated more heavily with QBO for advanced month-end closing that other similar platforms have. Review collected by and hosted on G2.com.

Financial Cents has changed the game for our firm. We are able to consistently meet deadlines and offer gentle reminders to our coworkers for overdue tasks.

We are in the process of trying to change our billing over to Financial Cents which will free us up a ton of administrative time every month.

Financial Cents is constantly speaking to and listening to their clients and implementing the changes we actually ASK FOR unlike many other programs who roll out changes without ever listening to the needs and requests of their users!

Financial Cents is so easy to use. It's intuitive for creating projects big and small to make sure every workday flows through without any problem.

My firm uses Financial Cents every single day without fail. We introduced Financial Cents to the team and it took no time for the team to adapt to the new method. No more struggling with Excel spreadsheets and Word documents to try and keep track of our tasks!

The integration Financial Cents has with QuickBooks Online makes it all the easier to keep track of client specific tasks and make sure everything is getting done in a timely manner. Review collected by and hosted on G2.com.

I can't think of ANYTHING! Financial Cents is extremely communicative with their clients and constantly trying to improve! Review collected by and hosted on G2.com.

Financial Cents has completely transformed how I manage bookkeeping projects, client tasks, notes, and even passwords. The user interface is intuitive and easy to navigate, which makes onboarding and daily use incredibly smooth. I’m in the platform all day, every day, and it never feels clunky or frustrating.

What truly sets Financial Cents apart is their commitment to listening to users. I’ve suggested features and actually seen them implemented — not only quickly, but thoughtfully. There’s a clear system where users can vote on ideas, and the team actively updates the roadmap based on real-world feedback. It’s rare to feel this heard by a software company.

The customer support is another huge highlight. They're super friendly, responsive, and helpful, and I never feel like I'm just another ticket in a queue. Whether I’ve had a quick question or needed more in-depth help, support is always stellar.

There are tons of useful features packed into the platform, yet it never feels overwhelming. Task tracking, time tracking, recurring projects, notes, document storage, and even password management — it’s all there and easy to access. And the ease of implementation and integration is just as smooth. I was up and running in no time, and I haven’t looked back. Review collected by and hosted on G2.com.

Honestly, there’s not much to dislike. If I ever feel a feature is missing or could be improved, I know I can just submit the suggestion — and it actually gets considered. That level of responsiveness is incredibly rare in the SaaS world. I suppose if I had to pick one minor thing, it would be that I sometimes wish new features could roll out even faster — but that’s only because I’m so excited about what they’re building! Review collected by and hosted on G2.com.

Financial Cents has been a game changer for keeping me and my team on task and all on the same page. It allows us to schedule recurring projects throughout the month vs all at EOM. I love that we can leave comments so we all know the status or roadblocks for each open project. I couldn't run my firm so efficiently without Financial Cents! It's super user friendly and easy to integrate with QBO. My favorite feature may be the Client Vault where you can store login credentials, account numbers, and direct links to financial sites. Review collected by and hosted on G2.com.

No dislikes; I do wish it was a little more affordable for us smaller firms though. Review collected by and hosted on G2.com.

We looked at quite a few practice management solutions and met with the companies to discuss our particular reqirements. Financial Cents was head and shoulders above the rest! Not only is their software intuitive, they have a fantastic library for learning the various features. I also opted for help converting my existing CRM and workflows over to FC. Special shout out to Kasey, Shahram, Abdullah and Wesley for making our implementation as easy as possible! Review collected by and hosted on G2.com.

It's all great. Knowing the company as I know now, I think they would be quick to make changes as they release new improvementes every week / month. They are truly focussed on making the best practice management software for accountants! Review collected by and hosted on G2.com.

Financial Cents is super easy to use, there is not a huge learning curve with implementing or creating workflows. I get weekly reports of my progress and this I might need to address. My clients love the client portal, they are able to see all correspondence and billing in one place. The customer support is wonderful the the AI chat support is pretty spot on and helpful as well. Even as a solo user upgrading to the Scale Plan has already paid for itself with the features that help me save time. Great tutorials as well. Oh I love the email integration in scale it allows me to view emails from each client and it's connected to the client file, Very helpful. Review collected by and hosted on G2.com.

I wish it fully integrated with OneDrive, I'm not crazy about Zapier integrations I also wish that I could segment which of my email addresses pulled from Outlook into FC. Review collected by and hosted on G2.com.

I have a small team, and we all use Financial Cents on a daily basis. We create recurring projects (from built-in or customizable templates) for monthly accounting, sales tax returns, payrolls, etc., and you can also create one-off tasks. You can assign roles or people to tasks, assign reviewers/approvers, and complete projects. It features built-in document management, client communication, and team collaboration tools. It now has billing and proposals. The fees for accepting ACH or credit cards are lower than those for QB Payments, and the invoices and payments sync seamlessly with QBOA. We love it! Review collected by and hosted on G2.com.

I wish they had live phone support, but the chat feature is one of the best I've worked with, and they always follow through to make sure everything is working. Review collected by and hosted on G2.com.