On average, firms save 56 hours month & 19,200 every year with Financial Cents
Solo
$19
/month (per user)
Billed annually
The only app you need to run your solo firm at one affordable price.
Get started for freeOnly for single user firms
- Workflow and to-do lists
- Workflow automations
- Client tasks & requests
- Client portal
- Secure file sharing
- Document management
- Client CRM & database
- Time tracking
- Invoicing & billing
- Proposals & engagement letters
- QuickBooks Online Integration
- Budgeting & reporting
Free 14-Day Trial | No Credit Card Required. Single user firms only.
Team
$49
/month (per user)
Billed annually
Hit deadlines with more visibility, collaboration, and organization.
Get started for freeIncludes
- Workflow and to-do lists
- Workflow automations
- Client tasks & requests
- Client portal
- Secure file sharing
- Document management
- Client CRM & database
- Time tracking
- Invoicing & billing
- Proposals & engagement letters
- QuickBooks Online Integration
- Budgeting & reporting
- Integrated email
- E-signature
- Unlimited tags, client groups, and custom fields
Free 14-Day Trial | No Credit Card Required.
Scale
Most Popular
$69
/month (per user)
Billed annually
Increase firm productivity with more automations & integrations.
Get started for freeEverything in Team Plan, plus
- Auto-follow ups for client tasks
- Customize client task emails
- Task dependencies
- Auto-send email updates
- Auto-create work
- Optional upsell services in proposals
- SmartVault Integration
- OneDrive & Google Drive Integration
- Zapier (5,000+ Integrations)
- Open API
- Branded client portal
- Shared email Inbox
- Multiple email integrations per user
- Profitability reports
Free 14-Day Trial | No Credit Card Required.
Enterprise
Custom
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
- IP Fencing/IP Whitelisting
- Mandatory 2FA Option
- Custom user permissions
- Webhooks
- Priority support
- Premium training & onboarding
- Dedicated customer success manager
Free 14-Day Trial | No Credit Card Required.
Team
$69
/month (per user)
5 user minimum*
Billed monthly
Hit deadlines with more visibility, collaboration, and organization.
Includes
Free 14-Day Trial | No Credit Card Required. Single user firms only.
Scale
Most Popular
$89
/month (per user)
5 user minimum*
Billed monthly
Increase firm productivity with more automations & integrations.
Everything in Team Plan, plus
Free 14-Day Trial | No Credit Card Required.
Enterprise
Custom
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
Free 14-Day Trial | No Credit Card Required.
0
%
of firms improved visibility
0
hrs
Saved per team
member every month
$
0
k
Saved per team
member every year
0
x
Get client responses & documents 6x faster
See full feature list & compare plans
Workflow & Task Management
| Workflow dashboard |  |
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| Checklists | |
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| Work Reports/filters | |
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| Work tags/statuses | 5 | Unlimited | Unlimited | Unlimited |
| Work templates | |
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Workflow Automation
| Notifications | |
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| Recurring work | |
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| Status automations | |
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| Placeholders | |
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| Emails triggered by tasks |  |
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| Task dependencies | |
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Team Collaboration
| Team chat | |
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| @ mentions | |
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| File sharing | |
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| User permissions | |
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| Custom user permission | |
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Client Collaboration
| Client tasks & requests | |
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| Customize client task emails | |
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| Automated client task follow ups | |
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| Secure file sharing | |
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| E-signature | |
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| Client portal | |
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| Firm branded client portal | |
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Client CRM
| Client database view | |
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| Password management | |
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| Notes | |
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| Contacts | |
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| Client groups | 5 | Unlimited | Unlimited | Unlimited |
| Relationships | |
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| Custom fields | 5 | Unlimited | Unlimited | Unlimited |
| Documents | |
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| Activity timeline | |
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| Email audit trail | |
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Billing, Payments & Proposals
| Invoicing | |
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| Fixed fee billing | |
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| Recurring billing | |
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| Hourly billing | |
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| Online Payments | |
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| Proposals | |
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| Proposal optional upsells | |
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| Proposal packages | |
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| Proposal e-signatures | |
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| Realization reports | |
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| Profitability reports | |
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| Revenue insights | |
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Reporting
| Time Tracking reports & budgeting | |
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| Capacity management reports | |
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| Effective hourly rate report | |
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| Client requests report | |
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| Team activity report | |
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Integrations
| QuickBooks | |
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| Outlook | |
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| Gmail | |
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| Zapier | |
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| SmartVault | |
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| Open API | |
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| Webhooks | |
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Document Management
| File storage | |
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| Folder management | |
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Email
| File storage | |
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| Folder management | |
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Time Tracking
| Timer clock | |
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| Manual entries | |
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| Detailed time entries | |
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| 2-way QuickBooks sync | |
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Support
| Live chat support | |
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| Priority support | |
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| Premium training & onboarding | |
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| Dedicated customer success manager | |
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Advanced Security
| IP fencing / IP Whitelisting | |
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| Mandatory 2FA | |
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Add-ons
ReCats
Effortless manage uncategorized transactions. $4 / month billed annually
Loved by over 10,000 accountants, bookkeepers and CPAs
Get Started Today
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!