Busy season is coming either way. Make sure your firm is ready.
See what’s different, and switch before August 23rd to get the offer.
Let’s fix this before busy season hits.
30 minutes with a workflow specialist. We’ll map Financial Cents to how your firm actually works (Valid for firms of 2+ people).One system for the work, the team, and the client
Everything your firm was doing in five tools. Pick a tab to see what changes on day one.
Work Management
Your team always knows what’s nextMost small firms don’t have an SOP library or a project manager. Build a workflow template once and it runs forever — recurring engagements rebuild themselves, tasks assign themselves, due dates roll forward.
“Financial Cents enabled us to see the status of tasks and track deadlines at a glance… we needed to stay on top of things; get reminders, and look at the calendar to see what’s due this week, next week, this month.”
Sarabjeet Ghai, CPA, CGA, Managing Director
Client CRM
Every client detail in one recordServices, contacts, notes, files, history, and billing all hang off the same client record — and off the work your team is actually doing. Native QuickBooks Online sync keeps it current without anyone maintaining it.
“We had 10, 15 task lists in Outlook. We just wanted one software to bring it all together.
Tim Manery, owner, 5-person firm
Client Portal
Stop chasing clients before the deadline crushClients upload documents, e-sign, and see exactly what you still need — no logins, no third follow-up email.
“Thanks to the passwordless client portal and auto-reminders, our clients respond much faster and everything gets done on time.”
Stelle Anderson, Owner of Infinite Accounting Solutions
Time & Billing
Capture every billable minutes you’re losing nowTime tracking is tied to the work, so what you bill matches what happened. Invoice in seconds, take payment online, and stop reconciling hours across three apps at month end.
- One-click timer linked to the task you’re working on
- Ability to bill by the hour, the engagement, or fixed fee
- Online payments via ACH and credit card
- Real-time view of unbilled time, AR, and revenue per client
Proposals
Close the fall work in days, not weeksBuild a branded proposal from a template and send it for signature. The moment a client signs, the workflow, client record, and recurring invoice create themselves — sales and delivery finally connected.
Reporting & Capacity
See the load before the busy season, not during itEvery project’s status, every team member’s load, and every upcoming deadline in one view. Plan capacity weeks out and catch the engagement that’s slipping before the client calls you about it.
“Somebody putting their tasks on their Outlook calendar is not outwardly helpful. If they’re out sick, I can’t see what’s missing. With Financial Cents, I can get in there and see exactly what’s going on.”
Theresa Pedrotty, Director of Client Services
AI & Automation
Draft, build, and automate in secondsFinancial Cents AI is built into the platform — no model to pick, no prompt library to maintain. Use it the first day you sign in.
- Draft client emails in seconds
- Generate checklist templates from one prompt
- Automate the recurring work that fills your week
- AI file renaming that follows your firm’s convention
- AI file validator that checks client uploads are the right documents
“The task automation available is great! It keeps everyone on task, and we know exactly where we are with each client at a quick glance.”
Tonya Weinzettle, Owner, Teal Business Solutions
Firms that already switched
Talk to a specialist
Customer Support has been phenomenal. As Taya has mentioned previously, we can send an email, jump on Facebook and ask a question or report a bug or whatever it is. And we get heard and it’s either fixed or explained why it can’t be fixed.”
“Financial Cents give us clear-headedness. Everyone’s in a better mood when everything is very clear. The full benefit translates to a more pleasant day where you sit down and know what you are supposed to be doing.”
Everybody can easily see what they need to do because they can create a view that shows all the projects they’re assigned to. They can see what they’re doing, when they’re the next assignee on a project, and we can get an overall view of who’s working on what.”
Loved by over 10,000 accountants, bookkeepers, and CPAs
Switch in August. Be settled by September.
Onboarding walkthroughs, 400+ ready-to-use workflow templates, and a product built for accountants — so the system is live before the deadlines arrive.
The only app you need to run your solo firm at one affordable price.
Start a trialOnly 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
- E-signature
Hit deadlines with more visibility, collaboration, and organization.
Get startedIncludes
- 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 startedEverything 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.
Get startedIncludes
Increase firm productivity with more automations & integrations.
Get startedEverything in Team Plan, plus
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
Financial Cents is an all-in-one accounting practice management platform built specifically for accounting, bookkeeping, and tax firms. It helps you organize client work, track deadlines in real time, automate recurring tasks, and give your entire team clear visibility into what needs to be done, without relying on spreadsheets or generic project management tools.
Yes. Financial Cents is designed for recurring and deadline-driven work. You can auto-run recurring tasks, set up reminders, and manage seasonal workloads (like tax season) without manually recreating tasks or chasing follow-ups.
Book a demo and buy before August 23, 2026. Annual plans get 2 months free; monthly plans get 10% off. The offer is available to teams of 2 or more on a paid plan.
Yes. Most firms are fully onboarded in about 8 days, including migration and 2.5 hours of 1:1 training. Starting in August means the system is live and settled well before September 15 and October 15.
Firms usually switch ahead of a renewal so they aren’t locked in for another year. Tell your specialist when your contract renews and they’ll plan the migration around that date.
Yes. Financial Cents is highly configurable. You can customize workflows, workflow templates, automations, views, and permissions so the system reflects how your firm actually operates, not the other way around.
Resources to Help You Make the Switch
Get these comprehensive guides to learn why firm owners made the switch and how you can too.
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