Demo

Quick Overview

Financial Cents Founder, Shahram Zarshenas, gives a brief but comprehensive product overview

Alex Figueroa, Cpa
Alex Figueroa, CPA
Owner, Rose, Figueroa & Associates
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My team and myself found this app very easy to use as we implemented in just a few days. Financial Cents has automated our process for all our projects.

Demo by Feature

Workflow & Task Management (4 min)

Track the status of client work, who’s working on what and hit your deadlines

Client Requests & Reminders (4 min)

Never chase down clients for the information again and get client info 10x faster

Email Integration (5 min)

Get control of your inbox by having your Gmail or Outlook inbox inside Financial Cents

Client Management (2 min)

Store all your client info in one place (docs, notes, emails, contact info, and more)

Reporting (2 min)

Get actionable insights to increase productivity, profitability and scale your firm 

Client Management (2 min)

Store all your client info in one place (docs, notes, emails, contact info, and more)

Get a full demo of Financial Cents