Financial Cents vs Karbon
Financial Cents is an easy-to-use accounting practice management software that provides you with all you need to streamline work within your firm, plan and manage your team’s workload, collaborate, communicate and make lasting impressions with clients by delivering consistent high quality work.
Nat Valentin Heaney
Valentin Accounting & Tax
Financial Cents vs Karbon features compared
Financial Cents
Karbon
Features
| Workflow Automation |  | |
| Document Management | | |
| Proposals & Engagement Letters | |  |
| Billing & Invoicing | | |
| Client Portal | | |
| Firm-branded client portal with custom URL | | |
| E-signature | | |
| Manage uncategorized transactions | | |
| Zapier integration | | |
| Automated client requests & reminders | | |
| Integrated email (Gmail & Outlook) | | |
| QuickBooks integration | | |
| SmartVault Integration | | |
| Capacity Planning & Reporting | | |
| Open API | | |
| Robust reporting | | |
| 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 ❤️
User Friendly
Performing accounting or bookkeeping tasks are already complicated enough. Your practice management software shouldn’t make work more complex than it needs to be. Our system was designed with a user-first approach to enable firms to execute client tasks with ease from start to finish.
Financial Cents is easy to set up and use. We have a 4.9/5.0 (98%) ease of use rating on Capterra from users’ reviews. If you’re having trouble with your team adopting practice management software, our software is the perfect app to drive 100% adoption.
Reviews from users of Karbon mention that it can be “clunky,” making it difficult to implement and use.
“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
Value for Money
Provide more value for your firm when you use Financial Cents to manage your practice. We equip you with the right tools to grow your practice efficiently, without over bloating it with features you don’t need and may cost more.
Financial Cents empowers you with solutions to automate your workflows, track clients work, get faster response from clients, manage your clients, hit deadlines and do much more.
At $19/month(billed annually) for our Solo plan, $49/month per user (billed annually) for our Team plan and $69/month per user (billed annually) for our scale plan, Financial Cents is a more reasonably priced option than Karbon which starts at $59/month per user.
“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
Effectively Manage Clients
Financial Cents client management feature helps you manage your clients effectively and intuitively. Our client dashboard interface makes it easy to view all the information associated with your client in one place from projects (open & closed), to documents, clients tasks (pending & completed), client emails, notes, activities and more without getting overwhelmed. You can search for clients via email, company name or any custom fields you create and group your clients based on specific attributes you choose.
Make clients more comfortable sharing documents and completing requests through our customizable client portal, you can edit the url, add your logo and change the default color to your brand’s color.
Karbon has limited client management and client portal branding features.
“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
Financial Cents vs Karbon 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
Karbon has three (3) pricing plans.
Team Plan – $59 per user/per month billed annually or $79 per user/per month billed monthly
Business Plan – $89 per user/month billed annually or $99 per user/per month billed monthly
Enterprise Plan – custom pricing
Loved by over 10,000 accountants, bookkeepers and CPAs
Financial Cents vs Karbon FAQs
Financial Cents is designed with a user-first approach, making setup and daily use easy. Financial Cents has an ease of use rating of 4.9/5.0 on Capterra. Many firms achieve full adoption within days. Karbon, while powerful, can feel “clunky” and harder to adopt according to user reviews.
Financial Cents starts at $19/month (solo plan) and $49/month per user (team plan, billed annually), while Karbon starts at $59/month per user. Financial Cents provides more features included at each tier, offering greater value for money.
Both platforms offer workflow management and automation. Financial Cents enhances this with the ability for you to create unlimited workflow templates across all plans, a community template library, and AI-powered template creation. Karbon lets you use templates but there are limits to the number of workflow templates you can utilize depending on your plan, and lacks community and AI-driven options.
Karbon places limits on client management depending on the plan. On the Team plan, you’re limited to 1,000 clients and 10 client contact types. The Business plan increases this to 2,000 clients and 25 contact types, while only the Enterprise plan offers unlimited clients and contact types.
With Financial Cents, you get unlimited clients across all plans. For client groups (similar to Karbon’s client contact types), the Solo plan allows 5 groups, while the team, scale and enterprise plans include unlimited groups. This makes Financial Cents a more scalable option for growing firms without worrying about hitting client or group limits.
Yes, Financial Cents allows you to track and manage uncategorized transactions directly within your workflow with ReCats. Karbon does not currently support this feature.
Financial Cents provides built-in proposals and engagement letters so you can onboard new clients quickly and streamline scope agreements. Karbon does not offer proposals and engagement letters as a native feature, you’ll have to pay for a separate tool to streamline onboarding.
Financial Cents includes a customizable, firm-branded client portal with your logo, brand colors, and a custom URL at no extra cost. Karbon’s client portal is more limited and does not include full branding options.
Firms switch from Karbon to Financial Cents because of its ease of use, affordability, and faster team adoption. While Karbon can feel complex and harder to implement, Financial Cents is designed with ease of use in mind, helping firms hit deadlines, collaborate with clients, and automate workflows without a steep learning curve. At a lower price point, Financial Cents delivers more value while still offering advanced features like a branded client portal, workflow automation, and robust reporting.
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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!