Financial Cents is an easy-to-use solution with more features at half the price of Aero Workflow
Rated 5 stars on Capterra, Software Advice, and GettApp
Based on reviews from
An accounting practice management tool should be simple and intuitive for all users. Financial Cents makes it easy for your entire team to collaborate on work and hit their deadlines!
Pricing | $23/ month | $39/ month |
Task Dashboard | ||
Progress Bars | ||
Recurring Projects | ||
Duplicate Projects | ||
Document Storage | ||
Workflow Templates | ||
Time Tracking | ||
Time Tracking Reports | ||
Team Communication | ||
QBO Integration | ||
Emails Become Tasks | ||
Invoicing with QBO | ||
Custom User Permissions | ||
Password Management | ||
Capacity Management | ||
Calendar View | ||
Email Integration | ||
Kanban View | ||
Automated Client Requests | ||
Auto-Reminders for Clients | ||
Client Messaging | ||
Effective Hourly Rate |
In Financial Cents you automatically send clients recurring data request lists and FC will follow follow up with them until they complete the request. So you never have to waste time chasing down client info again.
Managing client requests in your inbox can be tough with so many emails coming in everyday. Make it easy by seamlessly turning emails into tasks and tracking them in your workflow dashboard.
Get a quick overview of your team’s workload capacity, so you can manage resources more effectively, quickly reassign tasks, and ensure you deliver client work on time and on budget.
Your firm works inside your practice management tool every day. If it’s complicated your team won’t learn or use it, which makes it useless. Most firms can set up Financial Cents within in a few hours – no training required!
Use the Promo Code: switch
What Is Aero?
Aero has been around since 2013. It was started by Laura Redmond, an accountant who was frustrated when she couldn’t find a workflow platform that worked for her team.
Since 2013 Aero has been serving small to midsized firms with tools that help take a firm’s knowledge capital and put it to work.
Key Differences Between Aero and Financial Cents
You may ask – how does Aero differ from FC?
Both are great programs! But here are a few ways they are different:
Isn’t it annoying when you are forced to hound clients for data? Not only does it take up valuable time and energy, it makes you feel like a real bully to keep nagging clients for bank statements or other info.
Fortunately, FC offers a feature that automatically requests data from clients and then follows up with them until they fulfill the request. That means you’ll never have to go be a bully again!
This is one super cool feature that Aero does not include.
We have all experienced a messy inbox from time to time. 🙂 The unfortunate thing is that it can be really hard to keep track of client requests in the form of emails, and sometimes things can get missed.
With FC, you can set it up so emails with client requests get turned into tasks, which you won’t lose track of so easily. Aero includes a lot of great features, but it doesn’t have anything like this.
Aero offers an excellent reporting system with multiple types of reports. However, one feature it lacks is a place to get an overview of how the work is spread out among your team members.
FC offers a feature where you can get a quick bird’s eye view of how much each of your team members is taking on, so you can see who might be burning out and who is under-contributing. You can also quickly reassign tasks here so you ensure all the work gets done efficiently and nobody is snowed under.
One of Aero’s largest drawbacks is that it has a fairly outdated user interface. It’s not terribly attractive or easy to use. However, Aero does offer several onboarding services ranging from $1,000-$2,000. They include a custom success manager, client import, template creation, and job creation.
FC offers live training, client import, and a dedicated success manager, all free of charge with the program.
Lastly, FC is much cheaper than Aero:
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
Register to start a 14-day trial