![Amanda B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amanda B.")
AB

Amanda B.

President

Small-Business (50 or fewer emp.)

7/16/2021

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"Game Changer for our bookkeeping firm!"

5/5

What do you like best about Financial Cents?

The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style. As management we love the capacity report to see who has time for the new clients we sign on. The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time. Review collected by and hosted on G2.com.

What do you dislike about Financial Cents?

We would like more reports to be available, ie to gather the information that is sitting on the client dashboard (from their about section or the activity section). We would like the ability to use the client chat feature outside of a project - so that they can communicate with us between projects. Review collected by and hosted on G2.com.

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

We are looking to determine each team member's capacity. We also have been able to streamline all of the apps that our practice uses, this is replacing Asana, TSheets and a number of spreadsheets. Review collected by and hosted on G2.com.

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See what 243 reviewers think of Financial Cents

4.7 out of 5 · Verified reviews from real users

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