Accounting Workflow Software

Stay on top of work and hit your deadlines with an easy to use accounting workflow management software that lets you:

  • Create recurring work
  • Monitor your staff and set capacity
  • Stay updated on the status of work
accounting workflow software dashboard

Consistently hit your accounting deadlines!

Implement an easy to use workflow software for accounting firms that your staff can pick up and start using in minutes.

Alex F
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“My team and myself found this app very easy to use as we implemented it in just a few days. Financial Cents has automated our process for all our projects.”

Never miss a client deadline again

Easily track status of work and deadlines across your firm in one simple view. With the visibility the dashboard provides, you’ll easily be able to prevent things from falling through the cracks and never miss another client deadline.

"Financial Cents is allowing everyone in my office to have access to the same information. It keeps us all on the same page. Knowing what needs to be completed each week will aid in not having something fall through the cracks or missing a deadline."

Sue D.
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  • Accounting Practice Management Software - financial cents dashboard

Never miss a client deadline again

Keep things from slipping through the cracks by easily tracking the status of client work, who’s working on what, and all your deadlines in one simple view.

  • Accounting Practice Management Software - financial cents dashboard
  • background shape

"Financial Cents is allowing everyone in my office to have access to the same information. It keeps us all on the same page. Knowing what needs to be completed each week will aid in not having something fall through the cracks or missing a deadline."​

Sue D.
5/5
  • chat with clients in financial cents accounting workflow software

Stay informed with team collaboration

Is your team working in and out of different spreadsheets and missing important client updates, making managing your workflow feel cumbersome and inefficient? That ends with Financial Cents. Our accounting workflow features let your team discuss tasks, ask questions, share files, and get notified within your workflows without having to check your emails.

“Our small firm was looking for an affordable solution to our spreadsheet project management. We needed something that would solidify our workflows, see project status across the firm, and allow for team collaboration (without having to use email!). Financial Cents has hit all 3 of our must-haves.

We have loved the accessibility of help and the feedback the company is continually seeking from users.”

Carolyne D | Owner, Advanced Plus Bookkeeping
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Stay informed with team collaboration​

Is your team working in and out of different spreadsheets and missing important client updates, making managing your workflow feel cumbersome and inefficient? That ends with Financial Cents. Our accounting workflow features let your team discuss tasks, ask questions, share files, and get notified within your workflows without having to check your emails.

  • chat with clients in financial cents accounting workflow software
  • background shape

“Our small firm was looking for an affordable solution to our spreadsheet project management. We needed something that would solidify our workflows, see project status across the firm, and allow for team collaboration (without having to use email!). Financial Cents has hit all 3 of our must-haves. We have loved the accessibility of help and the feedback the company is continually seeking from users.”​

Carolyne D
Owner, Advanced Plus Bookkeeping
5/5

Take control of your inbox and work smarter

With our email integration, you’ll be able to declutter your inbox with a focused folder for client-only emails. Adhoc emails requests and important email updates from clients will never get lost in your inbox again since you can simply turn them into work and delegate to your team. All of this will happen within Financial Cents so you don’t have to keep changing tabs and getting distracted.

“I LOVE financial cents. I tried several different workflow apps before settling on this one, and ultimately I settled here. What sealed the deal was the integrated email and the ability to automatically send reminders to clients to send me what I need. This took a huge mental load off me and saves me so much time. It is definitely worth the monthly cost. It is extremely easy to use, and getting to set my work load to see what I can take on is amazing. Can't recommend enough.”

Theresa P
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  • accounting workflow software email inbox feature

Take control of your inbox and work smarter​

With our email integration, you’ll be able to declutter your inbox with a focused folder for client-only emails. Adhoc emails requests and important email updates from clients will never get lost in your inbox again since you can simply turn them into work and delegate to your team. All of this will happen within Financial Cents so you don’t have to keep changing tabs and getting distracted.

  • accounting workflow software email inbox feature
  • background shape

“I LOVE financial cents. I tried several different workflow apps before settling on this one, and ultimately I settled here. What sealed the deal was the integrated email and the ability to automatically send reminders to clients to send me what I need. This took a huge mental load off me and saves me so much time. It is definitely worth the monthly cost. It is extremely easy to use, and getting to set my work load to see what I can take on is amazing. Can't recommend enough.”​

Theresa P.
5/5
  • recurring work accounting workflow software

Automate workflows with recurring work

Save hours on manual low admin work and focus on billable work that brings in the cash. Use the recurring work feature to set work that you do on a regular basis to automatically recur at set timelines. Reduce manual work and embrace accounting workflow automation with Financial Cents.

"Everything is easy to find and the recurring projects makes it easier to track weekly, monthly, etc. tasks without a lot of time spent."​

Nina R
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Automate workflows with recurring work​

Save hours on manual low admin work and focus on billable work that brings in the cash. Use the recurring work feature to set work that you do on a regular basis to automatically recur at set timelines. Reduce manual work and embrace accounting workflow automation with Financial Cents.

  • recurring work accounting workflow software
  • background shape

“I LOVE financial cents. I tried several different workflow apps before settling on this one, and ultimately I settled here. What sealed the deal was the integrated email and the ability to automatically send reminders to clients to send me what I need. This took a huge mental load off me and saves me so much time. It is definitely worth the monthly cost. It is extremely easy to use, and getting to set my work load to see what I can take on is amazing. Can't recommend enough.”​

Nina R.
5/5

Streamline your workflow process

Use workflow templates to streamline your accounting processes and maintain work quality as your team grows. Whatever your workflow processes are, you have multiple options to set them up and running within minutes. You can use any of the templates in our library, upload yours, or use AI to generate workflow checklist templates in seconds.

"It [Financial Cents] is very easy to get started. The templates are very useful and easy to tweak to your business."

Alaine M
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  • streamline your firm with workflow automation

Streamline your workflow process

Use workflow templates to streamline your accounting processes and maintain work quality as your team grows. Whatever your workflow processes are, you have multiple options to set them up and running within minutes. You can use any of the templates in our library, upload yours, or use AI to generate workflow checklist templates in seconds.​

  • recurring work accounting workflow software
  • background shape

"It [Financial Cents] is very easy to get started. The templates are very useful and easy to tweak to your business."​

Alaine M.
5/5

Accounting Workflow Software Features​

Dependencies

Automatically have your staff notified when their work is ready to begin

Turn emails to projects

Track ad hoc client request in Financial Cents by turning emails into projects

Workflow Filters

Get visibility by filtering your view to see work for by specific client, employee, or tag

Team Collaboration

Collaborate on work with your staff and keep everyone in the loop with real-time notifications

Document Storage

Share files and store documents on work so your team has everything they need

Workflow Templates

Streamline your process with our best practice workflow templates or create your own

REcurring Projects

Set work that done on a regular basis to recur to save you time and prevent human error

SubTasks

Create step by step instructions so your current and new employees can get the job done

Start tracking deadlines in less than 10 minutes with a Free Trial!

Create a recurring project

Copy it to all your clients

Track progress & collaborate with your staff

Questions on our Accounting Workflow Software?

Yes, you will have access to all the features that Financial Cents has to offer during your free trial. Our workflow features include:

  • A dashboard that provides a bird’s eye view of all projects
  • The ability to delegate work and set deadlines
  • The ability to see team capacity and reassign work
  • Reports that give you insights into how work is progressing
  • Time tracking that works both manually and automatically
  • Client profiles for accessing client information
  • Automations to reduce the time spent on manual work

You will also be able to invite your entire firm to use the solution and upload all your client information.

Offering best-in-class customer support is at the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can handle your requests and respond to your concerns. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.

 

We also have videos and help articles on every feature and most questions you may have about Financial Cents. This way, you can quickly get up and running.

Yes, you can easily integrate your time tracking with QuickBooks. It will automatically push all the time tracked in FC to QuickBooks so you can easily invoice your clients and manage payroll.

We offer several reports that give you insights to help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include:

  • Capacity management:  Get a complete picture of everyone’s capacity at a glance so you can easily re-assign work for overburdened staff.
  • Effective hourly rate: Identify which fixed fee clients are over budget and out of scope. You can use this data to fix your monthly engagements and increase firm profitability.
  • Time tracking: See how many hours it’s taking your staff to complete work compared to the budgeted and billable hours.
  • Client tasks: Find completed and incomplete client tasks so you can set up automations to follow them up.
  • Team activity:  Know what your team is currently working on. PS: Your team must be tracking time for you to see what they are working on.

Our system allows you to send your clients’ automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This automation allows you to spend less time chasing clients for information and instead focus on what matters most—getting your work and projects completed on time.

 

The client tasks report also gives you accurate data on completed and uncompleted client tasks so you can set up more frequent automations to follow them up. Accounting firm clients love the data collection process in Financial Cents because we use a highly secure password-less portal to help them upload information and chat with their accountants/bookkeepers.

We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.

At Financial Cents, we have designed our software specifically for bookkeepers and accountants to help them clearly see their projects, workflow, track client work, and overall make their accounting workflow management easier.

After all, no one wants to leave the office in the evening worrying about missed deadlines or projects!

With Financial Cents, you can enjoy the following:

Financial Cents exists to serve a variety of financial institutions, including:

You can also view our collection of FREE bookkeeping & accounting templates:

Wondering how we have helped other accountants and bookkeepers? Read some of these reviews below or click here to read more.

Addison Schwan – Administrative Assistant; AEC:

“Financial Cents has one of the easiest UIs I’ve ever encountered. It’s quick to learn, reasonably priced, and new features are constantly being released.”

Helen Honeybourne – Accountant; Elia Business Services:

“It is straightforward and easy to use. CRM data integrates with QBO to ensure client data is up to date. Customer service is great!”

Laura Beth:

“Financial Cents has brought order to the day and keeps us on task. We can easily see what needs to be done next and what’s coming up. It has also given us a place to start documenting processes and recurring tasks so they are secure and easy to hand off to team members.”

Track client work and hit your deadlines
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