[ Financi... Reviews ](https://www.g2.com/products/financial-cents/reviews) [ Financi... Reviews ](https://www.g2.com/products/financial-cents/reviews) # Financial Cents Features ##### ## Platform Additional Functionality (4) Cloud Provides a cloud based version of the platform Messaging Contains in-application messaging abilities Payment Contains built-in payment processing capabilities or integrates with payment processing software Client Portal Private online space that lets businesses securely share documents and provide information access to clients Show More ##### ## Platform Content (1) Automation Automates some or all operation related tasks Show More ##### ## Platform Data (1) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Communication (3) Client Portals Provide portals for customers to communicate with accountants Automation Automate client requests and reminders Consolidation Consolidate communication between accountants and clients Show More ##### ## Collaboration (4) Collaboration Provide repository to collaborate on email, clients, jobs and tasks Tasks Create tasks and sub-tasks with assignee, status and due date Version Control Provide real-time access of files with the most updated versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Billing (4) Time Track the status of each project and calculate billable time Reporting Run reports on billing, time, revenue, credits, etc. Invoices Create invoices for services provided and track payments Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Onboarding (4) Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Checklists Assing tasks and checklists to new clients New Client Create new client in system once propsal is accepted Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Visibility (6) Job Status Know where every job stands, who’s working on what, and what’s being said to clients Metrics Track/uncover metrics to improve firm decisions and efficiency File Organization Share, save, and organize files Audit Trail Provide a detailed audit trail Notifications Receive real-time notifications via email and/or IM about new assignments, updates, and due dates Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Accounting Practice Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Tax Practice Management (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (80) Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Expense Tracking Monitor and record expenses such as purchases or charges incurred Generative AI Use AI to generate content in the form of text, images, videos, etc. Online Payments Accept and process online payment transactions Messaging Communicate using messages within the system Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Client Management Manage contact details and communication with clients Document Management Store, manage, and track all electronic documents in a centralized location Time Tracking Measure and track time including hours worked and paid time off (PTO) Staff Management Schedule shifts for staff/employees, track hours worked, and manage staff payroll Timer Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria For Accountants Software specialized for accountants and accounting firms Multi-Currency Manage and handle various international currencies Financial Management Plan, manage, and track the financial activities of an individual or organization For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals API Application programming interface that allows for integration with other systems/databases Progress Tracking Reporting on how each user, task or process has advanced since its initiation Task Management Create, manage and track all task activities and progression Secure Data Storage Securely stores data to prevent data loss or breaches Electronic Payments Electronically collect payments for goods or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Approval Workflow Route documents and other data through one or more stakeholders for review and approval Billing & Invoicing Create, manage, and send invoices or bills to customers Document Storage Store and organize documents in a centralized system Status Tracking Track the status over time for a request, process, asset, or transaction Configurable Workflow Configure existing workflows to meet your organization's needs Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Time Tracking Measure time to completion or hours worked for projects Reminders Timed notification for any upcoming task, deadline, appointment, or activity Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Branding Add customized logos and colors to align with company branding Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements API Application programming interface that allows for integration with other systems/databases Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Real-Time Updates Receive system updates as soon as any changes are made Email Reminders Reminders sent via email Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Timesheet Management Track the amount of time spent on a job or task Task Management Create, manage and track all task activities and progression Billing & Invoicing Create, manage, and send invoices or bills to customers Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Mobile Access Access software remotely via mobile devices Access Controls/Permissions Define levels of authorization for access to specific files or systems Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Tax Forms Declaration of income made to tax authorities Tax Filing The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Configurable Workflow Configure existing workflows to meet your organization's needs Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Storage Store and organize documents in a centralized system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Workflow Management Create, design and manage workflows for repetitive tasks Status Tracking Track the status over time for a request, process, asset, or transaction Client Management Manage contact details and communication with clients For Tax Practices Designed for tax practices Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Management Track employee schedules, availability, and performance across projects and tasks Time Tracking Measure and track time including hours worked and paid time off (PTO) Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Document Management Store, manage, and track all electronic documents in a centralized location Show More ## Top-Rated Alternatives [ ![Karbon](https://images.g2crowd.com/uploads/product/hd_favicon/a090c44ebe37d6ba29570da4dd3ad970/karbon-2025-03-03.svg "Karbon") Karbon 4.8/5(915) ](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(713) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/financial-cents/competitors/alternatives) 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(915) [ 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(713) [ Compare Now ](https://www.g2.com/compare/financial-cents-vs-taxdome) ##### 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 [What is the most affordable recruitment platform for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-recruitment-platform-for-smbs)[Top tools for managing candidate 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