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2022 Financial Cent Software With Reviews

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Do you need accounting software to manage your finances? Financial Cent Software is a cloud-based accounting system that provides the tools and features needed for any size firm.

Financial Cent Software offers a full suite of financial management services, including bill pay, invoicing, reporting, and time tracking.

Financial Cent Software is easy to use with an intuitive design that simplifies your workflow. Financial Cent Software includes everything from client CRM to capacity management.

It has built- Insights that allow you to scale up your business without adding costs or staff members. In this article, I would like to discuss the features and prices of this software. Also, we will quote financial cents reviews.

Key Features

  • Repetitive Projects
  • Sort Projects
  • Calendar
  • Time Tracking
  • Client Info
  • Call Tracking
  • Financial Dashboard
  • Percentage change
  • Quarterly Trend Analysis
  • Mobile App
  • Collaboration with Team
  • Invoice
  • Communication with Clients
  • Timeline of Activity
  • QBO Integration
  • Analysis of Monthly and Yearly Trends

More features include the option to customize each worker’s workflow. It views their work in a way that is most comfortable for them. Time report feature shows who have free time to work with new clients.

The client dashboard displays all the information about a customer in one location. The relationships tab allows us to move between all of our associated enterprises, saving us a lot of search time.

Flaws of the Software

We want more reports to be accessible, such as data on the client dashboard (from their about section or activity section). We want the ability to use the client chat feature beyond projects so they can talk with us.

Price

You can make an account on their website to try their software free for 14 days. Paid plans include $276 yearly or $29 per month (Monthly Plan).

Automate and Optimize your business

Create checklist templates, send automated reminders to your team, and automate recurring tasks.

Expand your business with insights

Identify bottlenecks and over budget work. Quickly manage company capacity and identify the clients taking your business down.

Keep track of client work and meet accounting deadlines

Financial Cents software provides accounting practice management. It assigns and records recurring duties. You may work together with your team and prevent things from falling through the gaps.

If Financial Cents is not used? 

You don’t know where you stand with anything. You do not know who is dealing with what. Everything appears to be chaotic.

When do you use Financial Cents?

With ease, confidently expand your business. Easily keep track of the status of each client’s work. Collaborate with your team from anywhere in the world. Automate data collection for your clients. Everything you need to save is here.

Keep anything from falling through the gaps

You can delegate work, keep track of your personnel’s performance, and manage due dates. This software puts all your communications and paperwork in one spot so that your staff may access them and get their assignments done.

Financial Cents Reviews For Users In 2022

financial planning with financial cent 2022 2022 Financial Cent Software With Reviews

All the following reviews were collected by and hosted on G2.com.

Jessica B. F –  Owner of Small-Business (50 or fewer emp.) 

 “Great tool so nothing falls through the cracks”

What do you like best?

It’s easy to set up and get started. The workflow view gives me a great summary of the status of all of my projects while the capacity management allows me to ensure that I don’t overcommit when taking on new projects. Customizing projects is quick and easy.

What do you dislike?

There is no way to import templates besides a proprietary format so it took my assistant days to copy and paste my highly detailed and customized workflows. The client portal is ugly and lacking in customization options. I can’t use it until they allow me to customize it and the text of the emails that are sent to clients.

                                        —————–

Amanda B, President, Small-Business(50 or fewer emp.)

“Game Changer for our bookkeeping firm!”

What do you like best?

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.

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What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

Carolyn D, Manager of Operations, Small-Business(50 or fewer emp.)

“Accounting Practice Management that works”

What do you like best?

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.

What do you dislike?

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!

What problems are you solving with the product? What benefits have you realized?

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.

Agency in Accounting: Small-Business (50 or fewer emp)

What do you like best?

the most helpful thing about financial cents is its ability to combine all of the features of an accounting practice management system in one – simply. Intuit Practice management is great but I find that Financial Cents is better suited for my smaller firm. I like being able to record billable time on a specific project.

I also like being able to record billable times for a specific client. I really enjoy the document upload feature for clients, this was super helpful. The chat function is genius. This is comparable to honey book but for accountants which is great. The best part of FC is that it’s easy to use and set up quickly.

What do you dislike?

I do think FC should be 30 days to get the full experience of client relationships. As we know clients do not quickly submit documents so it takes longer than 15 days to get feedback from the client as the user.

What problems are you solving with the product? What benefits have you realized?

combining software capabilities from different platforms in one package

We hope you enjoyed learning about Financial Cent Software. The best accounting software to help your firm grow! Visit the Financial Cent website to see how you can get started with an all-inclusive price quote tailored just for your business. 

Read our other blogs on Productivity Land. If you are looking for other accounting software, visit our blog The 10 Best Accounting Software for Small Businesses in 2021.

Avatar of Umar Chaudhry

Umar is a graduate of George Mason University, Virginia, USA. He dabbles in content creation and learning SEO on the side. When he's not busy using his creative ink, Umar likes to Ski and play ball.

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