On average, firms save 56 hours a 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 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
- E-signatures
- AI Features
- Lock files behind an invoice
- Project based billing
- Retainers
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
- E-signatures
- AI Features
- Lock files behind an invoice
- Project based billing
- Retainers
- Integrated email
- 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
- Zapier (5,000+ Integrations)
- Open API
- Branded client portal
- Shared email Inbox
- Multiple email integrations per user
- Profitability reports
- OneDrive & Google Drive two-way sync
- Tax Integrations: Drake, UltraTax, ProConnect, ProSeries, CCH Axcess
- Proposal packages
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.
Get started for freeIncludes
Minimum 5 users required for monthly billing.
Increase firm productivity with more automations & integrations.
Get started for freeEverything in Team Plan, plus
Minimum 5 users required for monthly billing.
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
Month-End Close (MEC)
Works with every planReview, fix, and finalize your clients’ books all in one place. $5 / month per client billed annually
Pick a plan first, then book a demo and we’ll add MEC to your account.
See full feature list & compare plans
Solo$19/mo
Start for freeTeam$49/mo
Start for freeScale$69/mo
Start for freeEnterpriseCustom
Contact sales| Custom user permissions |  |
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| Workflow automations | |
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| Credit memos | |
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| Invoicing · fixed fee · recurring · hourly | |
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| Online payments | |
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| Profitability reports | |
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| Project based billing | |
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| Proposal optional upsells | |
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| Proposal packages | |
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| Proposals & engagement letters | |
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| Retainers | |
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| Automated client task follow ups | |
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| Client portal | |
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| Client tasks & requests | |
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| Customize client task emails | |
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| Firm branded client portal | |
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| View the portal as a client | |
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| E-signatures | |
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| Lock files behind an invoice | |
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| Secure file sharing | |
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| Unlimited file storage | |
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| Gmail & Outlook | |
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| Google Drive two-way sync | |
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| OneDrive two-way sync | |
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| Open API | |
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| QuickBooks Online | |
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| SmartVault | |
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| Tax software | |
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| Zapier (5,000+ integrations) | |
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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 dashboard | |
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| Month-End Close (MEC)$5 per client, per month, billed annually | + Add-on | + Add-on | + Add-on | + Add-on |
| KBA signatures $1–$2 per KBA, depending on package size. | + Add-on | + Add-on | + Add-on | + Add-on |
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.
Month-End close, our tool for managing uncategorized transactions, is an add-on for $5/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.
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!