G2

Carolyn D.

Manager of Operations

Small-Business (50 or fewer emp.)

7/5/2021

"Accounting Practice Management that works"

5/5

What do you like best about Financial Cents?

Our small firm was looking for an affordable solution to our spreadsheet project management. We needed something that would solidify our workflows, see project status across the firm, and allow for team collaboration (without having to use email!). Financial Cents has hit all 3 of our must-haves.

We have loved the accessibility of help and the feedback the company is continually seeking from users. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

The one drawback is that it does not yet have full email integration. You can forward an email to the application to create projects, but you cannot yet integrate email into the application. But I know they are working hard on this, and it is a feature that is coming! Review collected by and hosted on G2.com.

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

The most significant benefits we have realized with Financial Cents are:

1. We are no longer trying to track multiple projects with multiple staff (all working from home) via Excel spreadsheets. I love excel, but not for this!

2. I can easily see which staff may need some help meeting deadlines or which projects are taking more time than expected.

3. We are dealing with less internal email. Messages/ questions about a project are with the project. Everyone can see what has been asked and what has been answered—all without scrolling through emails.

4. As we build our project templates are workflows are getting better defined. Review collected by and hosted on G2.com.