Small and growing firms where nothing slips through the cracks

See why Financial Cents is a workflow game-changer for 10,000+ firms across North America.

Financial Cents by the numbers

8 days

Average time it takes our team to onboard a firm

56 hrs

Saved per team  member every month

$ 19 k

Saved per team member every year

98 %

Positive reviews on G2 and is an ‘Easiest Setup’ category leader.

If Financial Cents were to ever go away, I don’t know what I would do.“ I was probably using five or six different methods to keep track of bits and pieces here and there. But nothing was putting in front of me what I needed when I logged in every morning—like, ‘Hey, Terri, this is what you need to do today. This is what can wait till tomorrow. This is what can wait till next week.’”

4-person Bookkeeping, Financial Advisory and Payroll Services Pennsylvania, US

Terri Evans
Owner, Safe Harbor Bookkeeping

Financial Cents never ceases to impress me!“ The month-end close process is extremely easy to use and creates a smooth close by enhancing my client communications regarding questions on transactions. Excited to see the continue enhancements as Financial Cents stays committed to their customer’s firms workflow success.”

2-person Accounting, Bookkeeping, Payroll and Tax Services Michigan

Greg Scholten
On Track Accounting Solutions

Financial Cents gives us the pulse check we need, ensuring we stay on track.“ “We’re now four times bigger than when we first tried to implement our initial practice management tool. After carefully defining what we needed versus what we had, we knew it was time for something new and better”

30-person Fractional CFO and Advisory Services Canada

Jessica Wong
Fiscally Professional Corporation

Featured Customer Videos

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Terri Evans, Owner of Safe Harbor Bookkeeping: A Full Day of Invoicing Became 90 MINUTES

How Safe Harbor Bookkeeping Cut Invoicing From a Full Day to 90 Minutes

How L&L Bookkeeping Uses Financial Cents to Manage More Clients and Deliver Services That Drive Referrals

How Full Send Finance Grew by 150% In One Year with Financial Cents

Featured Customer Webinars

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cover image for Accounting therapy customer story

How Accounting Therapy set up Financial Cents for their firm’s success

How Construct Bookkeeping streamlined their Monthly Bookkeeping Process in Financial Cents

Customer Webinar How JTC CPAs use Financial Cents to improve efficiency

What Our Customers Are Saying

Lavon E.B,. Upper Financial Inc.

Laraine Hutcherson, Strength in Numbers Co.

Dave Kersting, Capovario

Alisa McCabe, First Steps Financial

Alexis, Accounting Thrapy

Christi Bender, DeCampli Bender CPAs

Martha Yasso, Yasso Bookkeeping Solutions

Larisa, LL Services

Ryan Harwell, Benchmarks Financial Group

Jonathan Birds, Back Office Stars

Case Studies

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Accounting, bookkeeping & CPA firms ❤️ Financial Cents

Whole-Frame5298 • 12h ago •

I use FC and love it. Integrates with QBO and keeps emails under each client’s dashboard. Easy for clients to securely upload docs and also has a vault per client for passwords. And lots of workflow templates. They just came out with billing directly thru FC.

User Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

James Castaldo Owner, James Castaldo CPA & Associates

Ease of use. It is very simple but powerful. We were considering another software until we saw Financial Cents. With it’s beautiful and simplistic design, it’s helped to organize our firm and keep us updated with our clients on a more regular basis than ever before.

Whole-Frame5298 • 12h ago •

User Dana Denton • 1h •

Wow!! I don’t know if this is because of FC (or maybe end of year panic, or a bit of both?!), but I set all my clients up on recurring monthly projects with auto requests for documents last month, and i have never had sooo many responses and uploads from clients as i have had in the last 2 days!! My inbox is full and it sure feels like I have an entire month of work waiting for me!

User Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

James Castaldo Owner, James Castaldo CPA & Associates

Brad Messner, EA, CBSA,…

@bradmessner

I can’t like this statement enough: ”@_FinancialCents manages upgrades well, has not been buggy and hosts a regular session on what’s new. 👍”
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.

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

User Cinthia Saliconioni • 24m •

Rave reviews from clients! Getting lots of unprompted feedback that they are loving providing docs through client tasks and sending messages.
One of my top goals is to make the process easier for clients. Glad I made the switch!

User Tammatha Denyes • 1h •

I love FC. Our entire team has upped it’s game with this app AND the CS is fantastic!

Brad Messner, EA, CBSA,…

@bradmessner

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

User Susan Burt • 43m •

I’m 4 days into my Financial Cents trial and really liking it. Very easy to set up, user friendly and does what I need it to do. Really like the effective hourly rate too. I asked a question in their app chat, and had a response within 30 minutes. I’m sold!

Daniel Breez Yesterday at 6:46 AM

One of the best features of Financial Cents is the ability to give clients a to-do item and have the system automatically follow up until they get it done. I’m even using it for something as simple as “save finalized tax return for your records.” So many times clients have asked me, “where can I find last year’s tax return.”
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!

anonymous • 2 months ago •

My office has used FC for about 18 months now and we love it. It integrates with QBO which is a godsend when migrating clients over. We use the automated reminders for collecting docs all the time too!

Chris Wicks Owner, CHW Bookkeeping

Highly recommend! Great price, time saver and better than the other options I tried like Jetpack and Aero.

User Susan Burt • 43m •

Daniel Breez Yesterday at 6:46 AM

anonymous • 2 months ago •

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