Financial Cents vs Jetpack Workflow
Financial Cents is an accounting practice management software that enables accounting, bookkeeping, and tax firms to get work done. One thing everyone, including our competitors, agrees sets us apart is the ease of use of our system.
We provide easy-to-use workflow management and automation, among many other key features, to help you track work, get responses from clients faster, and organize everything in one place.
If you are looking to compare Financial Cents with Jetpack Workflow, we cover all you need to know.
Nancy Wilson
Managing Director, JNW Group
Financial Cents vs Jetpack Workflow features compared
Financial Cents
Jetpack Workflow
Features
| Workflow Automation |  | |
| Document Management | |  |
| Proposals & Engagement Letters | | |
| Client Portal | | |
| Firm-branded client portal | | |
| E-signature | | |
| Manage uncategorized transactions | | |
| Billing & Invoicing | | |
| Zapier integration | | |
| Automated client requests & reminders | | |
| Integrated email | | |
| QuickBooks integration | | |
| SmartVault Integration | | |
| Google Drive Integration | | |
| OneDrive Integration | | |
| Robust reporting | | |
| Capacity Planning | | |
| Open API | | |
| Workflow Templates | | |
| Community template library | | |
| Workflow template AI | | |
| Email template AI | | |
| Team Chats | | |
| Comments and @mentions on tasks and projects | | |
| CRM | | |
| Secure file storage | | |
| Time Tracking | | |
Why users love us ❤️
Manage your clients
Financial Cents is equipped with a client management feature that enables you to manage all your client information and communication in one place. Our client dashboard makes it easy to access client data, keep track of client activities and interactions.
You also have access to view the audit trail of interactions between your team and clients to ensure you stay on top of all client updates. Never miss any client email again with our email integration which provides you with a client-only email focused folder.
In order to have a client management system in place while using Jetpack Workflow you’ll have to buy a 3rd party CRM software.
“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 more more comprehensive workflow software
Jetpack Workflow offers a good workflow software solution that helps accounting firms manage work and automate their workflows. You can track and view the status of tasks, know who is assigned to what and meet your client deadlines. It is good if you are looking for a software that offers you the basic functionality of a workflow management software.
On the other hand, Financial Cents takes it up a notch, we provide all the basic workflow features and a more powerful workflow automation tool. From tag automation which automatically changes the status of client work as your team works on them, to client tasks and request automation which helps you request additional information or document from your client and auto-remind them until they complete it, recurring work automation which automatically recreates tasks that you do on a regular basis, email triggered by tasks that automatically notify your clients when their project is complete, turn any email to a project, automate task dependencies and more. Making Financial Cents a more comprehensive workflow software.
“The business problem we are solving with Financial Cents is twofold. First, we are improving our internal communications. Second, we are ensuring that no project falls through the cracks.”
Michael McMullin | Managing Partner, Jack Trent & Co
Manage everything in one place
As the name suggests, Jetpack Workflow, is a workflow software, the software’s primary focus is limited to workflow management, which means if you need any other feature you’ll have to use another app.
As an accounting practice management software Financial Cents enables you to manage more than just workflow by providing you with features such as client portal, document management, client management, time tracking, billing & invoicing, proposals & engagement letters, capacity planning, e-signature, QuickBooks integration, Zapier integration, SmartVault Integration, manage uncategorized transactions and many more.
“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
Use the power of AI
Our AI integration helps you create workflow templates within seconds for any client task or project you may have, even if they seem out of scope, making work easier for you. You can tweak and save ai-created workflow templates for future use within your firm.
You don’t have to spend minutes or hours when you want to send emails to clients or respond to their emails. Using AI inside Financial Cents, you can create client emails on the go.
The best part? You can save the email generated as a template inside Financial Cents, so you don’t have to generate them each time. Your team members can also have access to them and use them for client emails whenever they need to.
Jetpack Workflow doesn’t have an AI integrated feature at the moment.
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
Financial Cents vs Jetpack Workflow Pricing
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
Jetpack has two plans.
$30 per month/per user billed annually.
$45 per month/per user billed monthly.
Loved by over 10,000 accountants, bookkeepers and CPAs
Frequently asked questions
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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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!