Project Management built for Accountants & Bookkeepers
Ensure client work never falls through the cracks and you always hit your deadlines
A Better Way to Keep up With Client Work & Manage Your Team
Accounting workflow software that is actually easy to use
Never miss a deadline
You will be able to see when every project is due in one simple view. Know what is due today, due tomorrow, due this week and track their progress so nothing ever falls through the cracks.
Automate workflows with recurring projects
Set work you do on a regular basis (Eg. Monthly bookkeeping, bi-weekly Payroll, etc.) to automatically recreate so you never have to again and can focus on other things.
Standardize your process with workflow templates
Use our best practice templates to streamline your work across the firm and maintain quality as your team grows. Even create your own templates for your most niche work.
Always know what your team is working on
Stop chasing down your team to get an update. See everything they are working on and track their progress in one simple view to make sure nothing falls behind.
Stay informed with built-in team collaboration
Discuss tasks, leave comments, ask questions and work together all in one place to keep everyone in the loop
Track ad hoc email requests from clients
Ensure ad hoc client requests never get lost in your inbox again by turning them into projects in Financial Cents
Accounting Workflow Software Features
Turn Emails Into Tasks
Eaisly turn any email into a a task to create tasks on the go or manage your client requests
Standardize your process with best practice workflow templates
Tasks & Subtasks
Define the steps in completing projects for you and your new employees
Set work to automatically recreate every week, two weeks, month, quarter, and year
Copy similar work over to other clients so you never have to recreate the same projects again
Never miss a deadline again by seeing what’s due today, due tomorrow, this week, and next week
Put Tasks on Hold
Always know which tasks you are waiting for information on by putting them on hold
Streamline your workflow and notify your staff with task dependencies
Track your teams progress on simple view to ensure nothing falls behind