Track the status of client work, who’s working on what and accounting deadlines
Save 10+ hours every week by automating client data collection
Identify over budget work, bottlenecks and invoice clients
Take control of your inbox. Track client communication & turn emails into tasks
Organize all client information and communication in one place
Identify who has to much or to little work on their plate and easily reassign work
All the checklists you need to streamline your accounting workflow processes
Get actionable insights on running your accounting or bookkeeping firm
Network with firm owners and learn tips, tricks, and best practices on running your firm
Learn how firm owners overcome the biggest challenges growing their firm
See why firm owners love Financial Cents and how it helped them scale their firm
Integrate with Gmail or Outlook to get more visibility across your firm and get work done.
No need to be cc’ed on emails anymore. Each client profile automatically displays all emails to and from the client to any member of your staff.
You will have full visibility into who last spoke to a client, when, and about what.
Easily pin client emails to related work so your team has all the information and context they need to get their work done
Stay on top of ad hoc client requests by easily turning any email into a project, delegating it to your team, and tracking it’s progress in one place
Quickly respond to your client from within Financial Cents so you don’t have to switch between different tab
Create a recurring project
Copy it to all your clients
Track progress & collaborate with your staff