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“Financial Cents is the secret weapon behind running a modern accounting firm.”
Peter Piluk
Owner of Pathway Accounting
“The Financial Cents team is going above and beyond to get this product to do the things that we are hoping it can do. It’s just unusual. It’s really refreshing.”
Lori Hawkins
President, L&L Bookkeeping
“Our major benefit from Financial Cents has been organization. We have full insight into what our team is working on. We can assign projects, create filters, and see what is assigned to each team member to help capacity management.”
Hugo C. Sanchez
CPA
Practice Management Software demo FAQs
Between 30 and 45 minutes, depending on your firm. We’ll spend a few minutes understanding your practice, then walk you through the features that match your needs. No fluff — just the stuff that matters to your practice.
The demo is built around what you’re trying to fix, not a generic product tour. Whether you’re a bookkeeping firm drowning in client chase-ups, a tax firm tightening up review workflows and deadline visibility, or an advisory practice juggling recurring work and project-based engagements — we’ll tailor it to how your firm actually runs. Tell us your priorities when you book, and you’ll leave knowing exactly how Financial Cents fits.
Yes, and we’d encourage it. Getting partners, team leads, or your office manager on the call leads to better questions and makes it easier to evaluate the fit together.
None at all. The demo is free, and there’s no pressure to sign up. If Financial Cents is a good fit for your firm, we’ll help you get started. If not, no hard feelings.
A good demo should feel relevant to your firm — not like a generic feature tour. Pay attention to how the software handles the work you do every day: Can you see where every client job stands? Is it easy for your team to pick up without hours of training? Does it reduce the tools you’re currently juggling? Also look at how the client experience works — your clients should find it simple too. And don’t be afraid to ask tough questions about setup time, support, and what happens if you get stuck. Those answers tell you a lot about the company behind the product.
No problem. Watch our 14-minute on-demand demo to see Financial Cents in action on your own time, or check out our Demo Days — free, live sessions where we walk you through how Financial Cents works and you can ask questions alongside other firm owners.
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!