On average, firms save 56 hours month & $19,200 every year with Financial Cents
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
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
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
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
Hit deadlines with more visibility, collaboration, and organization.
Includes
Increase firm productivity with more automations & integrations.
Everything in Team Plan, plus
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
See full feature list & compare plans
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| Work tags/statuses | 5 | Unlimited | Unlimited | Unlimited |
| Work templates | |
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| Placeholders | |
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| User permissions | |
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| Custom user permission | |
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| 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 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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| 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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| 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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| 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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| File storage | |
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| Folder management | |
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| File storage | |
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| Folder management | |
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| 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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| 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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| IP fencing / IP Whitelisting | |
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ReCats
Effortless manage uncategorized transactions. $4 / month billed annually
Loved by over 10,000 accountants, bookkeepers and CPAs
Frequently Asked Questions
No. Financial Cents offers a free 14-day trial with no credit card required. You can explore all features before committing to a plan.
Yes. You can pay monthly or annually depending on your preference. Annual plans save you up to 30% compared to monthly pricing.
Financial Cents brings all your firm’s operations into one simple, powerful platform. From workflow and task management to client requests, document sharing, time tracking, billing, reporting, and more, everything your team needs is streamlined in one place. This not only saves time but also ensures a smoother, more organized experience for both your staff and your clients.
On top of that, Financial Cents is known for being incredibly easy to use, with a 4.9/5.0 ease-of-use rating, the highest in the accounting practice management industry. We also maintain strong overall ratings of 4.8/5.0 on both Capterra and G2, reflecting the trust and satisfaction of thousands of accounting, bookkeeping and tax firms who use our platform daily.
- Solo: 1 user only
- Team: no minimum on the annual billing, minimum of 5 users when billed monthly.
- Scale: no minimum on the annual billing, minimum of 5 users when billed monthly.
- Enterprise: Custom requirements based on firm size
Yes, you can upgrade or downgrade at any time. Billing will adjust based on your new plan and subscription type (monthly or annual).
No. The Solo plan is designed for single-user firms only. If you need to add more users, you’ll need to upgrade to the Team or Scale plan.
Financial Cents pricing is per user. You can add or remove users as your team changes, and billing updates automatically.
ReCats, our tool for managing uncategorized transactions, is an add-on for $4/month per client, billed annually.
- Solo ($19/mo annual) – Best for single-user firms.
- Team ($49/mo annual, $69/mo monthly) – Great for firms needing collaboration, visibility, and organization.
- Scale ($69/mo annual, $89/mo monthly) – Best for growing firms that want more automation, integrations, and a branded client experience.
- Enterprise (Custom) – Designed for large firms that need advanced security, customization, and premium support.
Workflow automation reduces bottlenecks and ensures consistent processes across your team. As you grow, automated systems help you onboard more clients without adding operational overhead.
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!