Scale your firm with insights
Make better decisions with insights around firm efficiency, productivity and profitability.
Angela Main Roberts
CEO of Main Accounting Services
Get insights into work capacity and efficiency
Use intuitive reports to easily track how efficient your firm is at getting their work done and identify opportunities to improve overall efficiency.
Start free trial
Get insights into revenue and profitability
Track key revenue metrics and identify which clients, work items and team members drive firm profitability.
Start free trialIdentify over budget work and clients
Set budgets on work and easily identify which clients are over budget and out of scope to boost firm profitability.
Start free trial
Budget & reporting features
Realization reports
Identify your most profitable clients, work items, and team members.
Budget reports
Identify which clients are over and under budget.
Time tracking reports
Identify where you team is spending their time.
Client uploads report
Track all client uploads across the firm in one simple view.
Work Insights report
Track work efficiency and identify bottlenecks slowing your firm down.
Revenue Insights
Identify which services are driving the most revenue and track key firm revenue metrics.
Capacity management
Identify firm capacity and easily schedule work to team members with available capacity.
Utilization reports
Track team and client utilization to ensure you are maximizing your firms time.
Loved by over 10,000 accountants, bookkeepers and CPAs
Get Started Today
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!