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
Financial Cents artificial intelligence feature

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
Financial Cents artificial intelligence feature

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."

5/5

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.”

<b>Crystal M. </b>| Bookkeeper
Crystal M. | Bookkeeper
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create templates in seconds

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.

create templates 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.”

<b>Jessica F.</b> | Accounting Firm Office Manager
Jessica F. | Accounting Firm Office Manager
Read More

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.
Bookkeeper.

FAQs and Answers about our Artificial Intelligence Feature

Simply start a 14 day free trial via the link above and you’ll get access to all the features within Financial Cents, including our AI integration. 

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.

 

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.

Track client work and hit your deadlines
Start a free trial today to start using this and other
templates in seconds