Overall Rating
4.9
61 Reviews
Rating Distribution
5
(55)
4
(6)
3
(0)
2
(0)
1
(0)
Satisfaction Score
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Overall Rating
4.9
61 Reviews
Rating Distribution
5
(55)
4
(6)
3
(0)
2
(0)
1
(0)
Satisfaction Score
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Filters
Industry
Provider Size
Time Used
Great CRM system, easy to use!
Great CRM system, easy to use!
Pros
This work flow management tool is very simple to use. My entire staff loves it because it's straightforward and efficient.
Cons
Personally, I have no complaints about it. The only thing I would mention is that it seems to be mainly tailored to US customers.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Charlie
Accounting, 1-10 employees
Less than 6 months
Apr 06, 2024
Amazing Product for Accountants
Amazing Product for Accountants
Pros
The client portal system and automatic reminders have been a lifesaver for me. I honestly can't praise it enough.
Cons
The pricing structure charges the same amount per user. I would have preferred if it were an additional cost per user rather than doubling the price.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Stephanie
Accounting, 1-10 employees
Less than 6 months
Mar 05, 2024
Easy to Use
Easy to Use
Pros
I like the task management, client management and data management capabilities.
Cons
Invoicing is limited to time based billing, which is the only downside for me.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Behzad
Accounting, 11-50 employees
Less than 6 months
Mar 04, 2024
Streamlining Bookkeeping to leave room for more Advisory
Streamlining Bookkeeping to leave room for more Advisory
Pros
With the to-do lists and client portals set up, I don't have to constantly chase clients. They can ask questions and I can add accountability tasks for them, which are automatically reminded. Everything is highly customizable, including the reminder emails.
Cons
The platform is still growing and lacks certain features, such as bulk movement in the document system, but they are actively working on it. They excel at listening to input from end-users.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Danielle
Accounting, 1-10 employees
Less than 6 months
Feb 27, 2024
Great Program/App
Great Program/App
Pros
The cost of FinancialCents doesn't increase as my practice grows. This is what I like the most.
Cons
It would be great to have an admin option where they are charged less for fewer features.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Todd
Accounting, 1-10 employees
Less than 6 months
Feb 16, 2024
Bookkeeping Efficiency Unlocked
Bookkeeping Efficiency Unlocked
Pros
I am excited about transitioning from Asana to this all in one solution specifically designed for bookkeeping. FinancialCents will merge multiple software we currently use, such as Asana, Boomerang, LastPass, and more. We are always searching for efficient ways to accomplish our work, and FinancialCents was the obvious next step. The AI emails are extremely helpful, and the automated email sending upon task completion is a great feature. Automation is essential.
Cons
FinancialCents consistently incorporates user feedback and makes improvements accordingly. At this point, I don't have any complaints.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jessica
Accounting, 1-10 employees
Feb 15, 2024
Getting Started
Getting Started
Pros
I am a big fan of the client portal and the password vaults for clients.
Cons
It's not the most affordable option, and the workflow dashboard can appear overwhelming.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Jen
Accounting, 1-10 employees
Less than 6 months
Feb 13, 2024
An Honest Bookkeeper's Review
An Honest Bookkeeper's Review
Pros
I am amazed that it requires minimal effort to understand. The introductory videos were very helpful and set me on the right track. It's like organizing my thoughts and putting them into order. It helps me stay organized and get things done.
Cons
The price was a bit high as per me but I am taking a leap of faith that both I and my team will make the most of it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jill
Accounting, 1-10 employees
Less than 6 months
Feb 08, 2024
Works Very Well
Works Very Well
Pros
It is user-friendly and easy to learn, while also offering a wide range of features. Considering what's included, it is also very affordable. The integration with emails and the ability to create a project directly from an email is an excellent feature.
Cons
There are still some features and integrations that haven't been added yet.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ryan
Accounting, 1-10 employees
Less than 6 months
Jan 23, 2024
Financial Cents review
Financial Cents review
Pros
The dashboard view is the most intuitive I've seen. The setup and implementation process is straightforward, and using the software is a breeze.
Cons
It appears to be missing a few features that we were looking for, but overall it provides the most comprehensive solution.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Michael
Accounting, 1-10 employees
Less than 6 months
Jan 21, 2024
Amazing !!
Amazing !!
Pros
I really enjoyed how easy it was to integrate with other tools. Connecting Adobe and Quickbooks Online was a seamless process. I also like the project management capabilities for internal use and the client task lists. It's great that clients don't necessarily need to create an account to upload files.
Cons
Personally, I would prefer if a few more things were integrated into the platform rather than relying on external integrations.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Shantique
Accounting, 1-10 employees
Less than 6 months
Jan 18, 2024
Financial Cents for client and task management
Financial Cents for client and task management
Pros
It's a classy kind of software for managing client and task management, with the option to upload and store documents in one centralized system.
Cons
The documents view for Excel doesn't display fully which makes us to download the file to make amendments and view it completely.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Faheem
Accounting, 1-10 employees
Less than 6 months
Jan 17, 2024
If you havnt tried the trail, you are missing out!
If you havnt tried the trail, you are missing out!
Pros
The trial allows you to test out all the functions. We ended up purchasing after the trial because we love it.
Cons
The price seems a little high for just two users. I wish it wasn't as costly.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Theresa
Financial Services, 1-10 employees
Less than 6 months
Jan 14, 2024
Can't say enough good things abou tit!
Can't say enough good things abou tit!
Pros
The cloud-based accessibility, affordability, intuitive interface and INCREDIBLE customer support are fantastic.
Cons
So far, there is nothing that I dislike about it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michelle
Accounting, 1-10 employees
Less than 6 months
Jan 02, 2024
Awesome Product
Awesome Product
Pros
Implementation was a breeze as I was up and running within a day. The ongoing support and constant development are impressive.
Cons
Any features that are still in development are open to feedback, and the team is actively working on them. So there are no cons at the moment.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Beth
Accounting, 1-10 employees
Less than a year
Jan 01, 2024
Easy to Use and Keeps everything organized
Easy to Use and Keeps everything organized
Pros
Having everything in one centralized place is a major advantage.
Cons
So far, during the implementation phase, we haven't encountered any issues.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Aisha
Accounting, 1-10 employees
Less than 6 months
Dec 25, 2023
This is a great and comprehensive product
This is a great and comprehensive product
Pros
It handles multiple functions and meets various needs.
Cons
It is a good program. The only con is that the price increases regularly, so it's advisable to join as soon as possible to secure access to new features at the current price.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Tamara
Accounting, 1-10 employees
Less than a year
Dec 13, 2023
Amazing Program
Amazing Program
Pros
The ease of use, the ability to have everything in one place and the fair price are all exceptional.
Cons
I am unable to change the calendar to start on a Monday, which is something I would like to have.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tina
Accounting, 1-10 employees
Less than 6 months
Dec 11, 2023
Best workflow management tool
Best workflow management tool
Pros
It's easy to set up and tracks all my client work. I can collaborate with my employees and keep track of the progress on all our tasks.
Cons
Occasionally, customer service takes around 20 to 30 minutes to respond to chat inquiries and I prefer quick responses.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carter
Accounting, 1-10 employees
Less than 6 months
Dec 09, 2023
Best Workflow Software Out There
Best Workflow Software Out There
Pros
I am impressed by the lightning-fast speed of this cloud-based product. It makes managing projects very easy and prevents the buildup of neglected tasks. Moreover, I love how user-friendly and bug-free it is. I rarely encounter any issues.
Cons
Invoicing functionality is not yet available but I have heard its in development for 2024.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alfonso
Accounting, 1-10 employees
Less than 6 months
Nov 21, 2023
Best Software
Best Software
Pros
This platform is specifically designed for accountants like me. Finally, no more wasting time trying to search for other tools to fit our needs.
Cons
They are still relatively new in the market, so they are constantly releasing updates. I just hope they strike the right balance and don't overcrowd the software.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Terence
Accounting, 1-10 employees
Less than 6 months
Nov 19, 2023
Cost Effective Cloud based Accounting Practice Management System for Accountants
Cost Effective Cloud based Accounting Practice Management System for Accountants
Pros
The automation within tasks, subtasks, manual timesheet entry and the timer for current time entry are great. The client portal is excellent, providing an easy link to client documents.
Cons
The client portal needs improvement in terms of allowing clients to easily open standard files like MS Office Word, Excel and PDFs with just one click.
Ease of use
10
Value for money
10
Customer Support
7
Functionality
10
Arlee
Accounting, 1-10 employees
Less than 6 months
Nov 15, 2023
Love Financial Cents!
Love Financial Cents!
Pros
Honestly, all the features are fantastic and they keep adding new ones regularly.
Cons
The client portal (which will be added as a future feature) and document management systems don't align with my specific preferences. They are similar to other systems like TaxDome, Canopy and Karbon, but I have particular requirements in these areas. I prefer using CaseWare for document management.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nicole
Accounting, 1-10 employees
Less than 6 months
Oct 02, 2023
Financial Cents
Financial Cents
Pros
Having one centralized place to track projects is a game-changer. The platform continuously incorporates new features based on customer requests.
Cons
If you need help, you initially have to interact with a chatbot rather than a person. If the chatbot can't assist, then you can chat with a person when they become available. It can be frustrating that getting help takes a while.
Ease of use
8
Value for money
6
Customer Support
2
Functionality
8
Elizabeth
Accounting, 1-10 employees
More than a year
Oct 01, 2023
Awesome Project Management Program
Awesome Project Management Program
Pros
The pre-designed templates for projects are a great addition.
Cons
What I like least is that the projects don't come with daily templates.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Danielle
Accounting, 1-10 employees
Less than 6 months
Oct 01, 2023
Practice Management
Practice Management
Pros
I like how easy it is to use Financial Cents, particularly when it comes to linking clients, utilizing the client portal and setting up automated reminders and tracking.
Cons
I feel the price for the customized portal could be bit more reasonable. I am uncertain if I need integrated portal management. It would be useful if it could connect to Proconnect instead of Lacarte, which we don't use.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Isabelle
Accounting, 51-100 employees
Sep 06, 2023
Great for Remote
Great for Remote
Pros
The shared communication feature ensures that everyone is aware of what is happening with a client.
Cons
The support response time went from around 5 minutes for a chat to over an hour.
Ease of use
10
Value for money
8
Customer Support
7
Functionality
10
DeAnn
Accounting, 11-50 employees
Less than a year
Sep 05, 2023
Great Product/Excellent Customer Service
Great Product/Excellent Customer Service
Pros
Personally, I find the Tasks section and time tracking to be the most valuable.
Cons
I haven't found anything that cause trouble for me.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Sep 04, 2023
Saves time and keeps you organised
Saves time and keeps you organised
Pros
Financial Cents has saved my accounting firm a tremendous amount of time and has revolutionized the way we organize and automate document collection from clients, which used to be a major headache. I highly recommend it to all accounting firms!
Cons
I haven't come across any templates specific to Canadian tax returns yet. Hopefully, they will be added in the future.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Vipul
Accounting, 1-10 employees
Less than 6 months
Sep 03, 2023
Great Software and highly recommended
Great Software and highly recommended
Pros
The software is a breeze to use, especially for my clients. It helps me streamline my processes and ensures timely document collection.
Cons
So far, I haven't encountered any issues. Its been great and is easy to use.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dave
Accounting, 1-10 employees
Less than 6 months
Sep 01, 2023
Workflow Management Software
Workflow Management Software
Pros
While I haven't fully explored all the features of this software, the ones I have tried have been excellent. My assistant is charmed with it and has had more time to explore all its capabilities. I am happy with my purchase and can't wait for the comprehensive training so we can utilize this platform to its fullest potential.
Cons
It would be great if I could handle invoicing and billing directly within this platform.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Emily
Accounting, 1-10 employees
Less than 6 months
Aug 13, 2023
Accounting Project Management
Accounting Project Management
Pros
The birds-eye view of projects, where you can see the status (percentage of completion and the next person on the task list) is absolutely fantastic.
Cons
I wish the tasks were more flexible, and the client communication features were more robust, so I wouldn't need a separate client communication portal.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Nicole
Accounting, 1-10 employees
Less than 6 months
Aug 08, 2023
Love it!
Love it!
Pros
Navigating through different pages and using the platform is a breeze. I particularly love the timer, which is prominently placed and hard to miss. The tasks feature is amazing. It is very helpful and I can assign tasks to different team members. Projects are also wonderful! The ability to convert emails into projects is a game-changer. Projects make the workflow smoother and more consistent. Additionally, I appreciate having a link to family members' and businesses' accounts.
Cons
It would be helpful if the save button and cancel button were consistently located in the same spot. Sometimes the save button comes first, and other times the cancel button is first. I don't like how easily a completed task can be unchecked. So I think here an additional step would be useful. Also, having the name, date, and time stamp of who completed the task or when it was marked as uncompleted would be helpful.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Wanda
Accounting, 1-10 employees
Less than 6 months
Jul 27, 2023
Excellent product and Outstanding Service & Support
Excellent product and Outstanding Service & Support
Pros
The team behind Financial Cents consistently adds useful features and updates that significantly enhance the user experience. They fully embrace AI and incorporate it into the template creation process, which is incredibly cool. The support from Financial Cents is outstanding�they are highly responsive and actively seek feedback and feature requests from their community to make our firm's operations smoother. Oh, and the Client Portal is fantastic! It's user-friendly, and clients can conveniently access it without needing a password (magic links).
Cons
The only downside was the lack of integration with the rest of my tech stack. And later, they suddenly released Zapier support for integration. So the one I issues I have been facing was resolved too!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Pam
Accounting, 1-10 employees
Less than 6 months
Jul 16, 2023
Financial Cents
Financial Cents
Pros
The ease of use is incredible. It was a breeze to set up and the templates provided are excellent.
Cons
I would prefer better integration with other apps. It would be great if it could connect with a wider range of apps.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Debbie
Accounting, 1-10 employees
Less than 6 months
Jul 15, 2023
Easiest firm management tool to onboard, implement, and understand.
Easiest firm management tool to onboard, implement, and understand.
Pros
We evaluated numerous tools before choosing Financial Cents. It is by far the simplest and easiest tool to get up to speed with quickly. The support they provide is top-notch and their firm management system is truly fantastic.
Cons
While it may not have all the advanced features of other systems, they seem to be actively developing core features that would provide more value.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Roman
Accounting, 1-10 employees
Less than 6 months
Jul 02, 2023
The Game-Changer
The Game-Changer
Pros
As someone who always looking for tools to boost productivity and streamline my work, I recently come across Financial Cents, and I must say, it has transformed my project and time management.
Cons
I didn't find anything in particular that was problematic or I don�t like.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Holly
Accounting, 1-10 employees
Less than 6 months
Jun 01, 2023
Absolutely amazing
Absolutely amazing
Pros
I make use of all the features. It is an all-in-one solution for me! Time tracking is easy and detailed. The workflow setup is simple, allowing me to create as many or as few workflows as needed. Setting up automatic notifications for my clients helps reduce mental load and saves time!
Cons
I would like to have automatic notification emails sent to my clients. But apart from that, I have no complaints!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Theresa
Accounting, 1-10 employees
Less than a year
Apr 18, 2023
Great WF Management Software
Great WF Management Software
Pros
After considering various options, I decided to go with Financial Cents for workflow and task management, and I couldn't be happier. While there is always room for improvement because as accountants we have high expectations. Nonetheless, it provides peace of mind and is excellent for team capacity management and workflow control.
Cons
It would be great if they could sync with Gmail folders.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Mariana
Accounting, 1-10 employees
Less than 6 months
Apr 17, 2023
Great practice management software
Great practice management software
Pros
I love how easily I can set up client workflows with automations and create client requests directly from the project management platform.
Cons
I would like being able to view more tasks at once.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Crystal
Accounting, 1-10 employees
Apr 14, 2023
Changed the way I work!
Changed the way I work!
Pros
I have been on the hunt for a workflow and client management tool that strikes the perfect balance between simplicity and power for my growing business. Financial Cents checks all the boxes and has truly been a game changer. I highly recommend it!
Cons
It would be great if they had a mobile app.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kristn
Accounting, 1-10 employees
Less than 6 months
Mar 23, 2023
Superb Accounting Practice Management Platform
Superb Accounting Practice Management Platform
Pros
Financial Cents is highly intuitive, with a great UI. It is easy to set up and use, all at an affordable price.
Cons
I haven't discovered anything I dislike about Financial Cents. My wishlist includes a mobile app and integration with Xero.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Patrick
Accounting, 11-50 employees
Less than 6 months
Mar 21, 2023
Best app for the money
Best app for the money
Pros
Implementing it was a breeze, and it comes with a lot of useful templates.
Cons
The issue I am facing is that I am unable to link my Microsoft Exchange email account.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alain
Accounting, 1-10 employees
Less than 6 months
Mar 13, 2023
Excellent Project Management Software
Excellent Project Management Software
Pros
With Financial Cents, I can access all my clients data within a single software.
Cons
Personally, I would like to be able to text clients on my mobile directly from this software.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michelle
Accounting, 1-10 employees
Less than 6 months
Dec 25, 2022
Highly Recommend!
Highly Recommend!
Pros
Financial Cents has been helpful in allowing me prioritize my work and provide profitability insights for my clients.
Cons
To date, I haven't experienced any issues with Financial Cents.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Meghann
Accounting, 1-10 employees
Less than 6 months
Dec 09, 2022
Great product for the money
Great product for the money
Pros
The ease of use, visually appealing screens and quick learning curve, along with the abundance of helpful videos, make getting started a breeze.
Cons
When scaling our medium to larger organization, the price tag will be significant.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dr Joy
Accounting, 1-10 employees
Less than 6 months
Nov 11, 2022
We're Excited!
We're Excited!
Pros
One feature I love is the ability to track time worked by team members and client profitability.
Cons
I am interested in discovering how we can effectively manage our clients through FC.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sonja
Accounting, 1-10 employees
Less than 6 months
Oct 15, 2022
FC for accountants
FC for accountants
Pros
This CRM is tailor-made for accountants, offering a user interface that showcases client relationships, relevant information, email tracking and time tracking.
Cons
Honestly, there's nothing I dislike about this CRM. Simple its the best!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kimberly
Accounting, 1-10 employees
Less than 6 months
Aug 19, 2022
Almost perfect!!
Almost perfect!!
Pros
The software is cost-effective, easy to navigate and a easy to set up, even for first-time users.
Cons
One of the features I'm not fond of is how prominently FC is displayed on the client side. I prefer the software I use to have a more behind-the-scenes presence when interacting with clients. Unfortunately, all emails and communications from me to clients are filled with FC logos and texts, which doesn't align with my firms desired behind-the-scenes approach.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
7
Emmanuel
Accounting, 1-10 employees
Jun 21, 2022
Changed my world
Changed my world
Pros
I like the time tracking by task and the pre-configured templates designed specifically for accountants.
Cons
So far, I haven't come across anything I dislike.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lakia
Accounting, 1-10 employees
Less than 6 months
Jun 02, 2022
Filters
Great CRM system, easy to use!
Great CRM system, easy to use!
Pros
This work flow management tool is very simple to use. My entire staff loves it because it's straightforward and efficient.
Cons
Personally, I have no complaints about it. The only thing I would mention is that it seems to be mainly tailored to US customers.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Charlie
Accounting, 1-10 employees
Less than 6 months
Apr 06, 2024
Amazing Product for Accountants
Amazing Product for Accountants
Pros
The client portal system and automatic reminders have been a lifesaver for me. I honestly can't praise it enough.
Cons
The pricing structure charges the same amount per user. I would have preferred if it were an additional cost per user rather than doubling the price.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Stephanie
Accounting, 1-10 employees
Less than 6 months
Mar 05, 2024
Easy to Use
Easy to Use
Pros
I like the task management, client management and data management capabilities.
Cons
Invoicing is limited to time based billing, which is the only downside for me.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Behzad
Accounting, 11-50 employees
Less than 6 months
Mar 04, 2024
Streamlining Bookkeeping to leave room for more Advisory
Streamlining Bookkeeping to leave room for more Advisory
Pros
With the to-do lists and client portals set up, I don't have to constantly chase clients. They can ask questions and I can add accountability tasks for them, which are automatically reminded. Everything is highly customizable, including the reminder emails.
Cons
The platform is still growing and lacks certain features, such as bulk movement in the document system, but they are actively working on it. They excel at listening to input from end-users.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Danielle
Accounting, 1-10 employees
Less than 6 months
Feb 27, 2024
Great Program/App
Great Program/App
Pros
The cost of FinancialCents doesn't increase as my practice grows. This is what I like the most.
Cons
It would be great to have an admin option where they are charged less for fewer features.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Todd
Accounting, 1-10 employees
Less than 6 months
Feb 16, 2024
Bookkeeping Efficiency Unlocked
Bookkeeping Efficiency Unlocked
Pros
I am excited about transitioning from Asana to this all in one solution specifically designed for bookkeeping. FinancialCents will merge multiple software we currently use, such as Asana, Boomerang, LastPass, and more. We are always searching for efficient ways to accomplish our work, and FinancialCents was the obvious next step. The AI emails are extremely helpful, and the automated email sending upon task completion is a great feature. Automation is essential.
Cons
FinancialCents consistently incorporates user feedback and makes improvements accordingly. At this point, I don't have any complaints.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jessica
Accounting, 1-10 employees
Feb 15, 2024
Getting Started
Getting Started
Pros
I am a big fan of the client portal and the password vaults for clients.
Cons
It's not the most affordable option, and the workflow dashboard can appear overwhelming.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Jen
Accounting, 1-10 employees
Less than 6 months
Feb 13, 2024
An Honest Bookkeeper's Review
An Honest Bookkeeper's Review
Pros
I am amazed that it requires minimal effort to understand. The introductory videos were very helpful and set me on the right track. It's like organizing my thoughts and putting them into order. It helps me stay organized and get things done.
Cons
The price was a bit high as per me but I am taking a leap of faith that both I and my team will make the most of it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jill
Accounting, 1-10 employees
Less than 6 months
Feb 08, 2024
Works Very Well
Works Very Well
Pros
It is user-friendly and easy to learn, while also offering a wide range of features. Considering what's included, it is also very affordable. The integration with emails and the ability to create a project directly from an email is an excellent feature.
Cons
There are still some features and integrations that haven't been added yet.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ryan
Accounting, 1-10 employees
Less than 6 months
Jan 23, 2024
Financial Cents review
Financial Cents review
Pros
The dashboard view is the most intuitive I've seen. The setup and implementation process is straightforward, and using the software is a breeze.
Cons
It appears to be missing a few features that we were looking for, but overall it provides the most comprehensive solution.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Michael
Accounting, 1-10 employees
Less than 6 months
Jan 21, 2024
Amazing !!
Amazing !!
Pros
I really enjoyed how easy it was to integrate with other tools. Connecting Adobe and Quickbooks Online was a seamless process. I also like the project management capabilities for internal use and the client task lists. It's great that clients don't necessarily need to create an account to upload files.
Cons
Personally, I would prefer if a few more things were integrated into the platform rather than relying on external integrations.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Shantique
Accounting, 1-10 employees
Less than 6 months
Jan 18, 2024
Financial Cents for client and task management
Financial Cents for client and task management
Pros
It's a classy kind of software for managing client and task management, with the option to upload and store documents in one centralized system.
Cons
The documents view for Excel doesn't display fully which makes us to download the file to make amendments and view it completely.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Faheem
Accounting, 1-10 employees
Less than 6 months
Jan 17, 2024
If you havnt tried the trail, you are missing out!
If you havnt tried the trail, you are missing out!
Pros
The trial allows you to test out all the functions. We ended up purchasing after the trial because we love it.
Cons
The price seems a little high for just two users. I wish it wasn't as costly.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Theresa
Financial Services, 1-10 employees
Less than 6 months
Jan 14, 2024
Can't say enough good things abou tit!
Can't say enough good things abou tit!
Pros
The cloud-based accessibility, affordability, intuitive interface and INCREDIBLE customer support are fantastic.
Cons
So far, there is nothing that I dislike about it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michelle
Accounting, 1-10 employees
Less than 6 months
Jan 02, 2024
Awesome Product
Awesome Product
Pros
Implementation was a breeze as I was up and running within a day. The ongoing support and constant development are impressive.
Cons
Any features that are still in development are open to feedback, and the team is actively working on them. So there are no cons at the moment.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Beth
Accounting, 1-10 employees
Less than a year
Jan 01, 2024
Easy to Use and Keeps everything organized
Easy to Use and Keeps everything organized
Pros
Having everything in one centralized place is a major advantage.
Cons
So far, during the implementation phase, we haven't encountered any issues.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Aisha
Accounting, 1-10 employees
Less than 6 months
Dec 25, 2023
This is a great and comprehensive product
This is a great and comprehensive product
Pros
It handles multiple functions and meets various needs.
Cons
It is a good program. The only con is that the price increases regularly, so it's advisable to join as soon as possible to secure access to new features at the current price.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Tamara
Accounting, 1-10 employees
Less than a year
Dec 13, 2023
Amazing Program
Amazing Program
Pros
The ease of use, the ability to have everything in one place and the fair price are all exceptional.
Cons
I am unable to change the calendar to start on a Monday, which is something I would like to have.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tina
Accounting, 1-10 employees
Less than 6 months
Dec 11, 2023
Best workflow management tool
Best workflow management tool
Pros
It's easy to set up and tracks all my client work. I can collaborate with my employees and keep track of the progress on all our tasks.
Cons
Occasionally, customer service takes around 20 to 30 minutes to respond to chat inquiries and I prefer quick responses.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Carter
Accounting, 1-10 employees
Less than 6 months
Dec 09, 2023
Best Workflow Software Out There
Best Workflow Software Out There
Pros
I am impressed by the lightning-fast speed of this cloud-based product. It makes managing projects very easy and prevents the buildup of neglected tasks. Moreover, I love how user-friendly and bug-free it is. I rarely encounter any issues.
Cons
Invoicing functionality is not yet available but I have heard its in development for 2024.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alfonso
Accounting, 1-10 employees
Less than 6 months
Nov 21, 2023
Best Software
Best Software
Pros
This platform is specifically designed for accountants like me. Finally, no more wasting time trying to search for other tools to fit our needs.
Cons
They are still relatively new in the market, so they are constantly releasing updates. I just hope they strike the right balance and don't overcrowd the software.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Terence
Accounting, 1-10 employees
Less than 6 months
Nov 19, 2023
Cost Effective Cloud based Accounting Practice Management System for Accountants
Cost Effective Cloud based Accounting Practice Management System for Accountants
Pros
The automation within tasks, subtasks, manual timesheet entry and the timer for current time entry are great. The client portal is excellent, providing an easy link to client documents.
Cons
The client portal needs improvement in terms of allowing clients to easily open standard files like MS Office Word, Excel and PDFs with just one click.
Ease of use
10
Value for money
10
Customer Support
7
Functionality
10
Arlee
Accounting, 1-10 employees
Less than 6 months
Nov 15, 2023
Love Financial Cents!
Love Financial Cents!
Pros
Honestly, all the features are fantastic and they keep adding new ones regularly.
Cons
The client portal (which will be added as a future feature) and document management systems don't align with my specific preferences. They are similar to other systems like TaxDome, Canopy and Karbon, but I have particular requirements in these areas. I prefer using CaseWare for document management.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nicole
Accounting, 1-10 employees
Less than 6 months
Oct 02, 2023
Financial Cents
Financial Cents
Pros
Having one centralized place to track projects is a game-changer. The platform continuously incorporates new features based on customer requests.
Cons
If you need help, you initially have to interact with a chatbot rather than a person. If the chatbot can't assist, then you can chat with a person when they become available. It can be frustrating that getting help takes a while.
Ease of use
8
Value for money
6
Customer Support
2
Functionality
8
Elizabeth
Accounting, 1-10 employees
More than a year
Oct 01, 2023
Awesome Project Management Program
Awesome Project Management Program
Pros
The pre-designed templates for projects are a great addition.
Cons
What I like least is that the projects don't come with daily templates.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Danielle
Accounting, 1-10 employees
Less than 6 months
Oct 01, 2023
Practice Management
Practice Management
Pros
I like how easy it is to use Financial Cents, particularly when it comes to linking clients, utilizing the client portal and setting up automated reminders and tracking.
Cons
I feel the price for the customized portal could be bit more reasonable. I am uncertain if I need integrated portal management. It would be useful if it could connect to Proconnect instead of Lacarte, which we don't use.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Isabelle
Accounting, 51-100 employees
Sep 06, 2023
Great for Remote
Great for Remote
Pros
The shared communication feature ensures that everyone is aware of what is happening with a client.
Cons
The support response time went from around 5 minutes for a chat to over an hour.
Ease of use
10
Value for money
8
Customer Support
7
Functionality
10
DeAnn
Accounting, 11-50 employees
Less than a year
Sep 05, 2023
Great Product/Excellent Customer Service
Great Product/Excellent Customer Service
Pros
Personally, I find the Tasks section and time tracking to be the most valuable.
Cons
I haven't found anything that cause trouble for me.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
Less than 6 months
Sep 04, 2023
Saves time and keeps you organised
Saves time and keeps you organised
Pros
Financial Cents has saved my accounting firm a tremendous amount of time and has revolutionized the way we organize and automate document collection from clients, which used to be a major headache. I highly recommend it to all accounting firms!
Cons
I haven't come across any templates specific to Canadian tax returns yet. Hopefully, they will be added in the future.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Vipul
Accounting, 1-10 employees
Less than 6 months
Sep 03, 2023
Great Software and highly recommended
Great Software and highly recommended
Pros
The software is a breeze to use, especially for my clients. It helps me streamline my processes and ensures timely document collection.
Cons
So far, I haven't encountered any issues. Its been great and is easy to use.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dave
Accounting, 1-10 employees
Less than 6 months
Sep 01, 2023
Workflow Management Software
Workflow Management Software
Pros
While I haven't fully explored all the features of this software, the ones I have tried have been excellent. My assistant is charmed with it and has had more time to explore all its capabilities. I am happy with my purchase and can't wait for the comprehensive training so we can utilize this platform to its fullest potential.
Cons
It would be great if I could handle invoicing and billing directly within this platform.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Emily
Accounting, 1-10 employees
Less than 6 months
Aug 13, 2023
Accounting Project Management
Accounting Project Management
Pros
The birds-eye view of projects, where you can see the status (percentage of completion and the next person on the task list) is absolutely fantastic.
Cons
I wish the tasks were more flexible, and the client communication features were more robust, so I wouldn't need a separate client communication portal.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Nicole
Accounting, 1-10 employees
Less than 6 months
Aug 08, 2023
Love it!
Love it!
Pros
Navigating through different pages and using the platform is a breeze. I particularly love the timer, which is prominently placed and hard to miss. The tasks feature is amazing. It is very helpful and I can assign tasks to different team members. Projects are also wonderful! The ability to convert emails into projects is a game-changer. Projects make the workflow smoother and more consistent. Additionally, I appreciate having a link to family members' and businesses' accounts.
Cons
It would be helpful if the save button and cancel button were consistently located in the same spot. Sometimes the save button comes first, and other times the cancel button is first. I don't like how easily a completed task can be unchecked. So I think here an additional step would be useful. Also, having the name, date, and time stamp of who completed the task or when it was marked as uncompleted would be helpful.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Wanda
Accounting, 1-10 employees
Less than 6 months
Jul 27, 2023
Excellent product and Outstanding Service & Support
Excellent product and Outstanding Service & Support
Pros
The team behind Financial Cents consistently adds useful features and updates that significantly enhance the user experience. They fully embrace AI and incorporate it into the template creation process, which is incredibly cool. The support from Financial Cents is outstanding�they are highly responsive and actively seek feedback and feature requests from their community to make our firm's operations smoother. Oh, and the Client Portal is fantastic! It's user-friendly, and clients can conveniently access it without needing a password (magic links).
Cons
The only downside was the lack of integration with the rest of my tech stack. And later, they suddenly released Zapier support for integration. So the one I issues I have been facing was resolved too!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Pam
Accounting, 1-10 employees
Less than 6 months
Jul 16, 2023
Financial Cents
Financial Cents
Pros
The ease of use is incredible. It was a breeze to set up and the templates provided are excellent.
Cons
I would prefer better integration with other apps. It would be great if it could connect with a wider range of apps.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Debbie
Accounting, 1-10 employees
Less than 6 months
Jul 15, 2023
Easiest firm management tool to onboard, implement, and understand.
Easiest firm management tool to onboard, implement, and understand.
Pros
We evaluated numerous tools before choosing Financial Cents. It is by far the simplest and easiest tool to get up to speed with quickly. The support they provide is top-notch and their firm management system is truly fantastic.
Cons
While it may not have all the advanced features of other systems, they seem to be actively developing core features that would provide more value.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Roman
Accounting, 1-10 employees
Less than 6 months
Jul 02, 2023
The Game-Changer
The Game-Changer
Pros
As someone who always looking for tools to boost productivity and streamline my work, I recently come across Financial Cents, and I must say, it has transformed my project and time management.
Cons
I didn't find anything in particular that was problematic or I don�t like.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Holly
Accounting, 1-10 employees
Less than 6 months
Jun 01, 2023
Absolutely amazing
Absolutely amazing
Pros
I make use of all the features. It is an all-in-one solution for me! Time tracking is easy and detailed. The workflow setup is simple, allowing me to create as many or as few workflows as needed. Setting up automatic notifications for my clients helps reduce mental load and saves time!
Cons
I would like to have automatic notification emails sent to my clients. But apart from that, I have no complaints!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Theresa
Accounting, 1-10 employees
Less than a year
Apr 18, 2023
Great WF Management Software
Great WF Management Software
Pros
After considering various options, I decided to go with Financial Cents for workflow and task management, and I couldn't be happier. While there is always room for improvement because as accountants we have high expectations. Nonetheless, it provides peace of mind and is excellent for team capacity management and workflow control.
Cons
It would be great if they could sync with Gmail folders.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Mariana
Accounting, 1-10 employees
Less than 6 months
Apr 17, 2023
Great practice management software
Great practice management software
Pros
I love how easily I can set up client workflows with automations and create client requests directly from the project management platform.
Cons
I would like being able to view more tasks at once.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Crystal
Accounting, 1-10 employees
Apr 14, 2023
Changed the way I work!
Changed the way I work!
Pros
I have been on the hunt for a workflow and client management tool that strikes the perfect balance between simplicity and power for my growing business. Financial Cents checks all the boxes and has truly been a game changer. I highly recommend it!
Cons
It would be great if they had a mobile app.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kristn
Accounting, 1-10 employees
Less than 6 months
Mar 23, 2023
Superb Accounting Practice Management Platform
Superb Accounting Practice Management Platform
Pros
Financial Cents is highly intuitive, with a great UI. It is easy to set up and use, all at an affordable price.
Cons
I haven't discovered anything I dislike about Financial Cents. My wishlist includes a mobile app and integration with Xero.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Patrick
Accounting, 11-50 employees
Less than 6 months
Mar 21, 2023
Best app for the money
Best app for the money
Pros
Implementing it was a breeze, and it comes with a lot of useful templates.
Cons
The issue I am facing is that I am unable to link my Microsoft Exchange email account.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alain
Accounting, 1-10 employees
Less than 6 months
Mar 13, 2023
Excellent Project Management Software
Excellent Project Management Software
Pros
With Financial Cents, I can access all my clients data within a single software.
Cons
Personally, I would like to be able to text clients on my mobile directly from this software.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michelle
Accounting, 1-10 employees
Less than 6 months
Dec 25, 2022
Highly Recommend!
Highly Recommend!
Pros
Financial Cents has been helpful in allowing me prioritize my work and provide profitability insights for my clients.
Cons
To date, I haven't experienced any issues with Financial Cents.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Meghann
Accounting, 1-10 employees
Less than 6 months
Dec 09, 2022
Great product for the money
Great product for the money
Pros
The ease of use, visually appealing screens and quick learning curve, along with the abundance of helpful videos, make getting started a breeze.
Cons
When scaling our medium to larger organization, the price tag will be significant.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dr Joy
Accounting, 1-10 employees
Less than 6 months
Nov 11, 2022
We're Excited!
We're Excited!
Pros
One feature I love is the ability to track time worked by team members and client profitability.
Cons
I am interested in discovering how we can effectively manage our clients through FC.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sonja
Accounting, 1-10 employees
Less than 6 months
Oct 15, 2022
FC for accountants
FC for accountants
Pros
This CRM is tailor-made for accountants, offering a user interface that showcases client relationships, relevant information, email tracking and time tracking.
Cons
Honestly, there's nothing I dislike about this CRM. Simple its the best!
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kimberly
Accounting, 1-10 employees
Less than 6 months
Aug 19, 2022
Almost perfect!!
Almost perfect!!
Pros
The software is cost-effective, easy to navigate and a easy to set up, even for first-time users.
Cons
One of the features I'm not fond of is how prominently FC is displayed on the client side. I prefer the software I use to have a more behind-the-scenes presence when interacting with clients. Unfortunately, all emails and communications from me to clients are filled with FC logos and texts, which doesn't align with my firms desired behind-the-scenes approach.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
7
Emmanuel
Accounting, 1-10 employees
Jun 21, 2022
Changed my world
Changed my world
Pros
I like the time tracking by task and the pre-configured templates designed specifically for accountants.
Cons
So far, I haven't come across anything I dislike.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lakia
Accounting, 1-10 employees
Less than 6 months
Jun 02, 2022