Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.

ST

Samantha T.

Bookkeeper/ Accountant

Small-Business (50 or fewer emp.)

7/13/2026

"Helpful Task Tracking Between Employees"

5/5

What do you like best about Financial Cents?

how helpful it is with tracking tasks between employees Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

The most helpful thing would be to be able to track time a little better and be able to transfer it into quickbooks Review collected by and hosted on G2.com.

GA

Graie A.

Accountant

Small-Business (50 or fewer emp.)

9/25/2025

"Financial Cents is great!"

4.5/5

What do you like best about Financial Cents?

It was my first time using it and it was very easy to navigate. I also like the Customer Support feature as it is available all the time and the queue is not that long unlike other websites. I can easily implement projects there where there is a time tracking feature and can assign tasks to someone. I frequently use it. I can easily integrate my email, Quickbooks, etc. on it too! Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

I think the only downside is that it doesn't look so innovative. Experience using it is kind of not advanced. I mean the colors, motif, etc. Review collected by and hosted on G2.com.

MC

Megan C.

Principal Owner

Small-Business (50 or fewer emp.)

10/30/2025

"Great experience so far, customer service is very helpful and the system is very user friendly."

4.5/5

What do you like best 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 to use templates created by other users extremely helpful during the setup process. Although I am still new to the system, I can already say that, having previously used TaxDome, this platform offers significantly more advantages. Additionally, our representative has been excellent. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

It would be nice to have an app or a better way to receive and respond to notifications via phone. Review collected by and hosted on G2.com.

EW

Eden W.

Senior Accountant

Small-Business (50 or fewer emp.)

9/29/2025

"It's great, but not quite perfect"

4/5

What do you like best about Financial Cents?

We love Financial Cents to track our project status, bug our clients for missing items and information, and keep notes. I also love the following: videos in the Help section for training, webinars and conferences for updates, and best practices. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

I wish they would focus more on making the project tracking perfect before rolling out new features like invoicing and proposals. Review collected by and hosted on G2.com.

What problems is Financial Cents solving and how is that benefiting you?

We used manual processes, and things slipped through the cracks. Our last project management software was great, but it didn't gain as much popularity as they had hoped, and it was shut down. We had to find a new system, and after trying and demoing several, we chose Financial Cents. It's been a few years, and some of my users still haven't utilized the full potential, but it's significantly better than what we had before. Review collected by and hosted on G2.com.

CP

Cassandra P.

Business Owner

Small-Business (50 or fewer emp.)

8/28/2025

"Perfect Cents - Game Changer"

5/5

What do you like best about Financial Cents?

After trying several apps to organize client information and manage tasks, I discovered Financial Cents about two months ago—and it’s been a game changer. The platform has streamlined my workflow by consolidating everything in one place. I can easily track my team’s progress, and my clients have responded positively to the new layout, automated reminders, and built-in chat features. I highly recommend Financial Cents for bookkeeping and CPA firms looking to improve efficiency and client communication. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

So far I haven't found anything I dislike outside of the ACH processing times are longer than I'm used to, usually it's 1-2 days and with this system it's at least 4 business days. Review collected by and hosted on G2.com.

What problems is Financial Cents solving and how is that benefiting you?

For us, the biggest challenge was managing all the tasks while simultaneously requesting information from clients—and keeping everything organized. Some clients require a bit more hand-holding, and Financial Cents has really helped streamline that process. It centralizes everything, so we no longer have to juggle multiple platforms or worry about storing client files separately. We went from using five different tools to just one, which has made our workflow much more efficient and less stressful. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

6/9/2026

"Everything in One Place for Easy Organization"

4.5/5

What do you like best about Financial Cents?

It's good to have everything in one place to keep me organized Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

The ACH process takes too long compared to QBO Review collected by and hosted on G2.com.

CG

Chelsey G.

CEO & Founder

Small-Business (50 or fewer emp.)

9/18/2025

"Highly recommend Financial Cents to Bookkeeping & Accounting firm owners"

5/5

What do you like best about Financial Cents?

Financial Cents has been a game-changer for my bookkeeping firm. Before using it, keeping track of client deadlines and workflows felt overwhelming. Now, everything is in one place—projects, recurring tasks, and client communications—so nothing falls through the cracks. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

I wish there were more options for customization in dashboards and reporting to better fit my firm’s unique workflows. Review collected by and hosted on G2.com.

What problems is Financial Cents solving and how is that benefiting you?

Financial Cents has taken the stress out of managing client work. With all of my deadlines, tasks, and communications in one place, I no longer worry about something slipping through the cracks. The recurring workflows save me hours each month, and assigning tasks makes it easy to collaborate with my team. It’s freed up my mental space so I can focus on serving clients and growing my firm, instead of constantly tracking down details or rebuilding processes. Review collected by and hosted on G2.com.

AS

Alicia S.

Bookkeeper

Small-Business (50 or fewer emp.)

9/18/2025

"Financial Cents changed my business and my life!!"

5/5

What do you like best about Financial Cents?

The ability to manage my work flow has been hands down the most impactful part of using Financial Cents. I love the client portal and that I can keep the signed adobe documents in each clients file for quick access when required. Their customer service is top notch. I know there are features I am not using yet, and am excited to continue learning all that FC can do for my business and my life!! Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

I would like to be able to access all documents in one place without downloading them or accessing each client file. This would be a huge time saver when CRA requests signed copies of the T183 forms required by e-filers. Review collected by and hosted on G2.com.

GG

Georgia G.

Owner/Bookkeeper

Small-Business (50 or fewer emp.)

10/1/2025

"Keeps My Bookkeeping Workflow on Track"

4.5/5

What do you like best about Financial Cents?

Financial Cents has completely changed the way I handle my bookkeeping and tax clients. I no longer worry about missing onboarding steps or important filing deadlines, as everything is now neatly organized. The reminders and workflows provide me with peace of mind, and my clients have noticed and appreciated the improved communication. Review collected by and hosted on G2.com.

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 version, but it remains effective for quick check-ins. Review collected by and hosted on G2.com.

SS

Stephanie S.

Owner/Operator

Small-Business (50 or fewer emp.)

9/25/2025

"Financial Cents rock workflows"

5/5

What do you like best about Financial Cents?

I have been providing bookkeeping services for 28 years and always struggled with how to manage workflows and deadlines. FC is just the application I have been looking for! With managing client info, workflows, having deadlines show up in my calendar and the tags, I know just where I am with each client. Plus there is a timer so I don't leave money on the table doing hourly work. Love it and highly recommend to bookkeepers and accountants. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

I can't think of any downsides. Tech support is great and they are always adding new features. They request feedback from users constantly. Review collected by and hosted on G2.com.