Increase firm productivity with AI in Financial Cents

With our chatGPT integration, you’ll increase productivity and get more work done.

Save time on manual tasks with AI
Communicate with clients professionally
Stay productive

Streamline Your Work With AI-Assisted Processes in Financial Cents

By levaraging the power of AI, you can streamline your workflow, save time and provide new insights for your clients

“After a few failed attempts at other solutions, I landed on Financial Cents and haven’t looked back! They know how to stay on top of feature updates that are meaningful and useful, and are embracing AI which was a must for me when selecting a platform.”

Pam G

Create checklist templates in seconds

Documenting your processes with workflow checklist templates just got a whole lot simpler and easier. Simply type in your preferred prompt and you’ll get a workflow checklist template in seconds.

“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”

Crystal M., Bookkeeper

Generate email templates & responses for clients

Streamline client communication and save time by writing emails in seconds with AI in Financial Cents. Then go ahead and save your email templates within FC for future use.

“The AI emails is extremely helpful, along with auto email sending once a task is completed. Automation is key.”

Jessica F., Accounting Firm Office Manager

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FAQs and Answers about our Artificial Intelligence Feature

What is Financial Cents AI?

Financial Cents AI is our built-in ChatGPT-powered assistant designed to help accounting firms save time and increase productivity. It helps you generate workflow templates, draft client emails, and streamline processes, all inside the platform you already use to manage your firm.

How does Financial Cents AI save time for firms?

By automating repetitive tasks like creating workflow checklist templates, drafting professional client emails, and generating quick responses, Financial Cents AI frees up hours every week so your team can focus on higher-value client work.

Can I use AI to create workflow templates in Financial Cents?

Yes! Simply type a prompt, and Financial Cents AI will generate a detailed workflow checklist in seconds. You can then customize it to match your firm’s exact processes.

How does AI improve client communication in Financial Cents?

AI helps you write polished, professional emails in seconds, whether you’re sending reminders, updates, or requests. You can save your AI-generated emails as templates for future use, and even automate sending when tasks are completed.

Is this AI integration secure?

Here’s how Financial Cents ensures the security of its integration with AI tools like ChatGPT:

Financial Cents shares the same cybersecurity firm with Google and Intuit.
Financial Cents doesn’t store your prompts.
Data transfer between Financial Cents and OpenAI is secured by TLS 1.3, which ensures secure communication between two applications.
Financial Cents’ communication with OpenAI’s API is SOC II compliant. SOC II is an AICPA security framework for storing and processing customer data.

Will this integration cost me extra money?

No. If you’re a current customer, you already have access to this integration. To become a customer, start a 14 day free trial via the button below.

Is Financial Cents AI easy to use?

Absolutely. Just type in what you need, and the AI generates suggestions instantly. There’s no steep learning curve, it works seamlessly alongside the features you’re already using.

Does AI replace my team’s work?

No. Financial Cents AI isn’t here to replace accountants — it’s designed to assist. It eliminates repetitive, manual tasks so your team can focus on client service and strategic work.

What makes Financial Cents AI different from other AI tools?

Unlike standalone AI tools, Financial Cents AI is embedded directly into your accounting practice management software. That means you can generate workflows, emails, and insights right where you manage your work, no switching platforms or copying content around.

Where can I learn more about AI in Accounting?

We have a great resource that breaks down how AI works in accounting. Check it out – HERE