Financial Cents vs Canopy

Financial Cents is an easy-to-use practice management software for accounting, tax and bookkeeping firms that provides you with all you need to gain visibility into your firm, automate your workflows, track and manage tasks, communicate and collaborate with your team, manage clients and hit your deadlines with ease.

A user dashboard interface for ABC Bookkeeping, a Canopy alternative, shows a workflow menu on the left, task lists in the center, client files above, and task statuses with colored labels. The users profile appears at the top.
“TaxDome to Karbon to Canopy and finally Financial Cents… by far the best move we made. So happy with the client portal and how everything flows. Thank you! So excited about tax season now.” A woman with short dark hair smiles slightly while sitting in a car, with trees visible through the window in the background.

Nat Valentin Heaney

Valentin Accounting & Tax

Financial Cents vs Canopy features compared

Financial Cents

Canopy

Features

Workflow AutomationcheckmarkLimited
Document Managementcheckmarkcheckmark
Billing & Invoicingcheckmarkcheckmark
Proposals & Engagement Letterscheckmarkcheckmark
Client Portalcheckmarkcheckmark
Firm-branded client portal with custom URLcheckmarkcheckmark
E-signaturecheckmarkcheckmark
Manage uncategorized transactionscheckmarkgray-checkmark
Zapier integrationcheckmarkcheckmark
Automated client requests & reminderscheckmarkcheckmark
Integrated email (Gmail & Outlook)checkmarkcheckmark
QuickBooks integrationcheckmarkcheckmark
SmartVault Integrationcheckmarkgray-checkmark
Google Drive Integrationcheckmarkgray-checkmark
OneDrive Integrationcheckmarkgray-checkmark
Capacity Planningcheckmarkcheckmark
Open APIcheckmarkcheckmark
Robust reportingcheckmarkcheckmark
Workflow Templatescheckmarkcheckmark
Community template librarycheckmarkgray-checkmark
Workflow templates AIcheckmarkgray-checkmark
Email templates AIcheckmarkgray-checkmark
Team Chatscheckmarkcheckmark
Comments and @mentions on tasks and projectscheckmarkcheckmark
CRMcheckmarkcheckmark
Secure file storagecheckmarkcheckmark
Time Trackingcheckmarkcheckmark

Why users love us ❤️

For all firms

Canopy is built specifically for tax firms. Their system enables tax professionals to manage tax preparation, tax resolution and their practice in one place. It’s a good fit if your firm focuses on taxes alone.

Financial Cents on the other hand is a comprehensive practice management software built to meet the needs of accounting, bookkeeping and tax firms. Our solution equips you with tools to streamline work, improve productivity and grow their business, regardless of your niche!

“Streamlining Bookkeeping to leave room for more Advisory”

I don’t have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable – including the reminder emails.

Danielle M

A project management dashboard acts as a canopy alternative, displaying client names, project titles, due dates, and status labels like High Priority or In Review, along with progress bars for each project row.
A project management interface showing a Monthly Bookkeeping project for Apple Inc., with checked-off client tasks, team assignments, and options for chat, files, and time tracking—an ideal Canopy alternative.

A more complete workflow

Financial Cents provides you with powerful workflow management and automation features to help you get work done.

Our workflow management features include a workflow dashboard that gives you visibility to track work in your firm and ensure you never lose sight of anything; workflow automation to help you automate repetitive and manual tasks to free up your time for more billable tasks; automated client requests to help you get information from clients quickly, saving you time and effort; an easy-to-use client portal and more.

A major part of Canopy’s focus is tax, which makes its workflow management and automation system limited.

“Overall, I can’t praise it [Financial Cents] enough. And I’m very picky about software. I’ve tried about 5 different client management software and this one is the best. It is pricier than others. However, if you take into account the 25 hours a month it saves me. Overall, it’s saving me money. IMO .. the features don’t compare with other CRMs for accountants.”

Stephanie W

Simple pricing. More value for money

Financial Cents pricing plans are straightforward. We have two pricing plans, the Team plan and the Scale plan, each plan gives you access to powerful practice management features that suit your firm’s needs, regardless of the number of clients you serve. The team plan which is priced at $49/month per user (billed annually) provides you with access to workflow automation, workflow and to-do lists, client portal, document management, client CRM & database, e-signature, time tracking, billing & invoicing, email integration, quickbooks integration and more. The Scale plan priced at $69/month per user (billed annually) has more automation features, integrations and customizations.

This means you won’t have to worry about hidden fees or constantly upgrading your plan as your business grows.

Canopy’s pricing is complex and to access certain features such as workflow management, document management and time and billing, you have to pay an additional fee for each feature per user/per month.

I love that it took little to no effort to understand, all of the intro videos were so helpful. They got me started on the right path. I love that it is like taking my brain and putting it into order. It helps me get/stay organized.

Jill B

A dashboard displays six metrics, including Unbilled Revenue $7,472 and Realization Rate 91.5%, with faint graph lines in the background—ideal for those seeking a canopy alternative for visualizing financial data.

Financial Cents vs Canopy Pricing

Financial Cents Best value
$19
(starting from)
 Per month for the solo plan

Financial Cents has four plans – Solo plan, Team plan, Scale plan and the Enterprise plan.

The Solo Plan is perfect for solo accountants and bookkeepers who want a simple way to stay organized, manage client work, and never miss a deadline. It includes features like workflow management, time tracking, invoicing & billing, client portal & client tasks. It costs $19/month – billed annually.

The Team plan includes all you need to hit your client deadlines with more visibility, collaboration and organization. It costs $49/month per user – billed annually and $69/month per user month – billed monthly.

The Scale plan has more advanced features such as the branded client portal, auto-follow ups for client tasks and more. It costs $69/month per user – billed annually and $89/month per user month – billed monthly.

The Enterprise Plan provides advanced support, security, and customization for large firms. It includes everything in the Scale Plan, plus enhanced security, custom permissions, webhooks, priority support, premium training, and a dedicated success manager. Contact sales for custom pricing.

Learn more about our pricing plans

Canopy
$150
(starting from) This only covers the client engagement platform.

Dependant on the features and number of clients.

Standart Plan

  • Workflow – $35/month per user
  • Document management – $40/month per user
  • Time and billing – $25/month per user
  • You get 250 clients for free. Additional costs once your clients list is more than 250.

Pro Plan

  • Workflow – $45/month per user
  • Document management – $40/month per user
  • Time and billing – $35/month per user
  • You get 250 clients for free. Additional costs once your clients list is more than 250.

*There are add-ons that you may have to pay for depending on your firm’s choice.

Loved by over 10,000 accountants, bookkeepers and CPAs

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Frequently asked questions

Does the free 14-day trial provide access to all the features?

Yes, you will have access to all the features and features that Financial Cents has to offer during your free trial. Also, you will be able to invite your entire firm to use the solution.

If the accounting software doesn’t have a feature, can you add it?

We offer a very robust accounting workflow software full of all of the features your firm needs to grow with ease. However, if there is something we don’t offer, you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.

So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.

How does FC prevent work from falling through the cracks?

Financial Cents makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view. Financial Cents also has built-in reminders and notifications to keep your team on top of client work and deadlines.

How does Financial Cents help protect client data?

We focus on serving accounting firms, and because of that, the security of your data is our number one focus. You read about how we keep your data safe here.

What kind of support does Financial Cents offer?

Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.

How easily can I add my clients to the software?

Adding your clients is as easy as 1, 2, 3. You can import all your clients and their data within 30 seconds with our QuickBooks Online integration. If you don’t use QuickBooks Online then you can export your client list (via CSV) from your current software and import it into our system in just a few steps.

How does FC help me automate client data collection?

Our system allows you to send your clients automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This allows you to focus on what matters most—getting your work done on time and growing your firm.

What reports are available in Financial Cents?

We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.

Do you offer unlimited storage?

Yes, we offer unlimited storage for client and firm files. You can easily store all your documents in Financial Cents to keep your firm organized as it grows.

Can time tracking be integrated with QuickBooks Online for Invoicing?

Yes, you can easily integrate your time tracking with QuickBooks Online. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.

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