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.”
Crystal M. | Bookkeeper
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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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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.”