Financial Cents

Excellent workflow management and more!

Commenti: Excellent onboarding. The services were setup quickly and we were using it within a week. No training needed.

Aspetti positivi:

Love how easy it is to setup and begin using.

Aspetti negativi:

Some of starter templates could be setup a bit better to make the onboarding even better for clients.

I finally found what my team needs!!!

Commenti: 100 our of 10! My team loves it! It helps them to stay on track with their task and manages all client info in one place.

Aspetti positivi:

There is a team of 5 of us, and we were becoming a little overwhelmed with workflow as our firm is growing fast. I search on google for two months to find a practice management software. I found FC via a reddit text thread! My team tried the two week trial and purchased before the trial was over because we felt an immediate relief once we set it up. The set up was super easy and the templates are AMAZING. I was able to get my emails down to ZERO (although for a short time)! In fact, i can check my email in FC. I love the integrations and am looking to try ReCat which is an upgrade within the software. This has eliminated a lot of mundane tasks. Plus, the price point is GREAT!

Aspetti negativi:

Nothing as of now. It has made our workload easier to handle with it's automations and email integrations.

Saves time, make sure things don't go through cracks

Aspetti positivi:

That i helps to see how things are going, and that i can chase clients for information

Aspetti negativi:

i like everything, need more time to implement

Essential Tool for Running My Firm

Commenti: SUPER EASY to set up. The pre-existing templates were easy to implement and tailor.

Aspetti positivi:

I love that is fully tailored for bookkeepers/accountants. It has features that are paramount to running a successful firm. I love the celebrations too when you close a project- just feels like someone is celebrating with you!

Aspetti negativi:

The client portal doesn't allow for back and forth collaboration (yet)

Financial Cents is an essential tool

Commenti: Financial Cents has been an amazing addition to our up and coming CPA Firm. It is help us be organized with our clients information but with our workflow. I love the constant updates from the FC team and really love the customer engagement they have through Zoom meetings and social media groups.

Aspetti positivi:

Workflow and client management. As well as the Financial Cents teams continued improvement of the service and customer engagement.

Aspetti negativi:

There is no mobile app yet and they need to work on notifications.

Streamlining Bookkeeping to leave room for more Advisory

Aspetti positivi:

I don't have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable - including the reminder emails.

Aspetti negativi:

It's still growing and missing features like bulk movement in their document system, but they're working on it. They're great at listening to end-user input.

Financial Cents is a game changer!

Commenti: From the initial discovery call to the onboarding, the experience has been good. It really is easy to set up and they provide so many training videos to guide you along.

Aspetti positivi:

How quick and easy it is to implement. We were up and running in a week, so that didn't impact our productivity and we still have training sessions left.

Aspetti negativi:

We haven't encountered anything yet that we don't like. This software has helped improve our workflow 100%.

Love Financial Cents

Commenti: Great, fast setup, great user guide when needed
staff is helpful
easy to use

Aspetti positivi:

Easy to use always upgrading and making better Easy for my clients to use Easy for my staff and myself to use

Aspetti negativi:

Have not found anything yet - other than I wish there were pre-made workflows for the business owner - staff task ect

Easy to Use

Commenti: So far, so good.
so excited to see what would be the result in my business after 6 months

Aspetti positivi:

Task management, Client Management, Data management

Aspetti negativi:

Invoicing, because it is only based on time

Client Reminder emails saves time

Commenti: always room to grow but moving in the right direction

Aspetti positivi:

Automated email to clients for reminders. simple and complex as you design it checklist. QBO intergration on reclassification. I need this on all of my client software yesterday

Aspetti negativi:

app version for timekeeping vs logging into the website to start the time clock

Cost Effective Cloud based Accounting Practice Management System for Accountants

Commenti: Solved Pain points- 1 Pain, Hundred of emails from 1 client.. who has multiple businesses. So to assign an email to the exact Project Legal entity very helpfull. Ability to Copy in my Text SMS messages from Client- Time entry is great allows 10 minute intervals.

Aspetti positivi:

Automation within tasks, Subtasks. Manual Timesheet Entry and also a timer for current time entry. Great Client Portal- Easy link to Client documents

Aspetti negativi:

Needs improvement ON client portal for clients to open up standard files. MS Office word and excel, and PDF Files - 1 click and file opens in APP. -

Financial Cents review

Commenti: excellent knowledge from the sales staff, and with the tech staff on implementation

Aspetti positivi:

Most intuitive dashboard view; ease of set up/implementation and ease of use

Aspetti negativi:

it seems to be missing a few features that we were looking for, but the overall product provided the most thorough solution

Excellent product and Outstanding Service & Support

Commenti: Financial Cents is on the ball!!! After starting my bookkeeping firm a year ago, I spent hours and weeks evaluating a tech stack that would meet my needs. After a few failed attempts at other solutions, I landed on Financial Cents and haven't looked back! They know how to stay on top of feature updates that are meaningful and useful, and are embracing AI which was a must for me when selecting a platform. It's been a wonderful deployment and implementation and I'm excited to use more of the features as my firm grows

Aspetti positivi:

They are continually added useful features and updates that are meaningful in making the product easy to use. They are embracing AI and incorporating it into the templating process (super cool). The support from Financial Cents is outstanding, very responsive and in front of their community asking for feedback and feature requests to make our firm running easier. Oh and the Client Portal! Great portal that is easy for clients to use, no password required (magic links)

Aspetti negativi:

The one downside was that it lacked a way to integrate with the rest of my tech stack.... and BOOM! They just released Zapier support for integration! So the one thing I disliked, has now been taken care of!

Practice Management

Commenti: I like them quite a bit

Aspetti positivi:

I like how Financial Cents is easy to use, linking clients, client portal, and auto reminders and tracking.

Aspetti negativi:

I wish the price was a little lower for the customized portal. I am not sure I need integrated portal management. I do wish that it connected to Proconnect. We don't use Lacarte, so that would be useful.

Great practice management software

Commenti: Positive - easy to set up and use with great workflow automations

Aspetti positivi:

I like being able to to easily set up client workflows with automations in a snap and the ability to create client requests directly from the project management platform.

Aspetti negativi:

I would like to be able to see more tasks at once

Game Changer for our bookkeeping firm!

Commenti: It has been a great experience. From our introductory call to the Facebook group we have been able to implement this new app fairly seamlessly.

Aspetti positivi:

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.

Aspetti negativi:

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.

Love Financial Cents!

Commenti: Really happy to far

Aspetti positivi:

Really all the features are great and new features are constantly being added.

Aspetti negativi:

The client portal (need a place to put client deliverables, this is a feature that will be coming) and document management systems don't function in a way that suits what I want. They are very similar to other similar systems like TaxDome, Canopy and Karbon, I am just very particular in these spaces. I like using CaseWare for document management

Amazing Product

Commenti: I happen upon Financial Cents by accident, and I am extremely happy I did. The system is very easy to use and presents the information in such a useful way.

Aspetti positivi:

I love how your list of projects can be by due date. Also, being able to set your time capacity and see what your effective hourly rate is.

Aspetti negativi:

I haven't come across anything that I like least yet.

Great Product

Aspetti positivi:

The automation and the integration you can have with other software.

Aspetti negativi:

Clients are not able to setup a username and password. They get a link to sign in every time a request is created.

Best workflow management tool

Aspetti positivi:

Easy to setup and tracks all of my client work. Can collaborate with employees and know the progress of all of our work.

Aspetti negativi:

Sometimes customer service can take 20-30 minutes to respond to a chat

Bookkeeping Efficiency Unlocked

Aspetti positivi:

Making the swap over from Asana. Really excited to have an all-in-one solution specific to bookkeeping. FinancialCents will combine multiple software we currently use (asana, boomerang, lastpass, etc). We are always looking for ways to efficiently get our work done, FinancialCents was the obvious next step. The AI emails is extremely helpful, along with auto email sending once a task is completed. Automation is key.

Aspetti negativi:

FinancialCents is continuously making changes based on feedback from it's users. At this point I have no complaints.

Getting Started

Commenti: It's going to help me scale and grow my business

Aspetti positivi:

Love the client portal and the password vaults for clients

Aspetti negativi:

It's not cheap and the dashboard for workflow can look overwhelming

Amazing Program

Aspetti positivi:

The ease of use, the ability to see everything in one place and the price is beyond fair.

Aspetti negativi:

I can't change the Calendar to a Monday start.

Financial Cents

Aspetti positivi:

Ease of Use. It was super easy to set up and the template are great

Aspetti negativi:

Connecting to other apps. I would like it better if it intergrade with more apps

Changed the way I work!

Aspetti positivi:

I've been searching for a workflow/client management tool that is simple to set up and use, yet powerful enough to keep growing with my business. FinancialCents is everything I was looking for. It's a game changer, highly recommended!

Aspetti negativi:

It would be great if they had a phone app.