Scale your firm with insights
Make better decisions with insights around firm efficiency, productivity and profitability.
Angela Main Roberts
CEO of Main Accounting Services
Get insights into work capacity and efficiency
Use intuitive reports to easily track how efficient your firm is at getting their work done and identify opportunities to improve overall efficiency.
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Get insights into revenue and profitability
Track key revenue metrics and identify which clients, work items and team members drive firm profitability.
Start free trialIdentify over budget work and clients
Set budgets on work and easily identify which clients are over budget and out of scope to boost firm profitability.
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Budget & reporting features
Realization reports
Identify your most profitable clients, work items, and team members.
Budget reports
Identify which clients are over and under budget.
Time tracking reports
Identify where you team is spending their time.
Client uploads report
Track all client uploads across the firm in one simple view.
Work Insights report
Track work efficiency and identify bottlenecks slowing your firm down.
Revenue Insights
Identify which services are driving the most revenue and track key firm revenue metrics.
Capacity management
Identify firm capacity and easily schedule work to team members with available capacity.
Utilization reports
Track team and client utilization to ensure you are maximizing your firms time.
Loved by over 10,000 accountants, bookkeepers and CPAs
Budgeting and Reporting FAQs
The budgeting and reporting feature in Financial Cents provides accounting firms with real-time insights into revenue, client profitability, team productivity, and work efficiency. It helps you make informed business decisions and scale your firm with confidence.
Yes. Financial Cents lets you set time and cost budgets for each client or project. You can view which client work goes over budget or out of scope, so you can address issues quickly and protect your firm’s profitability.
With realization and utilization reports, you can easily see which clients, services, and team members generate the most profit for your firm. This allows you to focus on high-value work and clients while identifying unprofitable areas to improve.
Yes. Financial Cents provides key metrics like realization rate, revenue per employee, unbilled revenue, and client trends, helping you monitor financial performance and business health over time.
Absolutely. The platform includes capacity management tools that show available team bandwidth, helping you assign tasks efficiently, prevent burnout, and keep projects on track.
You can generate reports for time tracking, budgets, client uploads, realization, utilization, work insights, and revenue. These help you understand your firm’s operational and financial performance from multiple angles.
By giving you visibility into where time and money are being spent, Financial Cents helps you spot inefficiencies, optimize team allocation, improve billing accuracy, and strategically grow your firm.
Yes. Financial Cents allows you to track both billable and non-billable time. This helps you understand how much time your team spends on internal tasks, compliance work, or client communication, so you can better allocate resources and improve efficiency.
You can set budgets at the client or project level and track how actual work compares to those budgets in real time. You’ll also see profitability by client, helping you identify who adds the most value to your firm, and which relationships may need to be reevaluated.
Yes. Financial Cents allows you to export your reports, so you can share performance insights with partners, clients, or stakeholders. Whether you’re reviewing capacity, profitability, or time tracking, your data is always ready to present.
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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!