Financial Cents vs Keeper

Financial Cents is an easy-to-use practice management software for accounting, tax and bookkeeping firms that provides you with all you need to gain visibility into your firm, automate your workflows, track and manage tasks, communicate and collaborate with your team, manage clients and hit your deadlines with ease.

Two overlapping software dashboard screens showcase project management and bookkeeping tasks—ideal as a keeper alternative—with navigation menus, task lists, colored labels, and robust tracking options.
“Working with Financial Cents is helping us bring our firm to the next level! It helps us track all work being done in the office from annual tax returns, monthly bookkeeping and payroll to just returning a call to a client. All of that translates into the excellent customer service with strive for every day with our clients.” A woman with short dark hair smiles slightly while sitting in a car, with trees visible through the window in the background.

Nancy Wilson

Managing Director, JNW Group

Financial Cents vs Keeper features compared

Financial Cents

Keeper

Features

Workflow AutomationcheckmarkLimited
Document Managementcheckmarkcheckmark
Client Portalcheckmarkcheckmark
Firm-branded client portalcheckmarkcheckmark
E-signaturecheckmarkgray-checkmark
Manage uncategorized transactionscheckmarkcheckmark
Zapier integrationcheckmarkcheckmark
Automated client reminderscheckmarkcheckmark
Integrated emailcheckmarkcheckmark
QuickBooks integrationcheckmarkcheckmark
SmartVault Integrationcheckmarkgray-checkmark
Capacity Planningcheckmarkgray-checkmark
Open APIcheckmarkgray-checkmark
Workflow Templatescheckmarkcheckmark
Team Chatscheckmarkcheckmark
Comments and @mentions on tasks and projectscheckmarkgray-checkmark
CRMcheckmarkcheckmark
Secure file storagecheckmarkcheckmark
Time Trackingcheckmarkcheckmark

Why users love us ❤️

Comprehensive workflow & automation

Financial Cents offers a top of the class workflow management and automation system for all firms. Our powerful and easy to use solution provides you with visibility to track work in your firm using the workflow dashboard; project management to help you get clients work done on time and accurately; workflow automation to help you automate repetitive and manual tasks to free up your time for more billable tasks; e-signature feature to help you receive signed documents from clients faster; automated client requests to help you get information from clients quickly, saving you time and effort and more.

Keeper’s workflow management and automation features are limited

“Can’t say enough good things about it!

We are thrilled with the streamlined workflow Financial Cents brings to our firm! After much trial and error, with other products/companies over-promising and under-delivering, the cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support have made this an easy decision for us. Financial Cents is my top choice for efficient and effective financial management – 10/10 highly recommended!”

Michelle A.

A project management dashboard for Monthly Bookkeeping — Apple Inc. displays client tasks completed and team tasks like Prep A/P and Review A/R pending, serving as a great example for those seeking jetpack workflow alternatives.
A dashboard displays six metrics, including Unbilled Revenue $7,472 and Realization Rate 91.5%, with faint graph lines in the background—ideal for those seeking a canopy alternative for visualizing financial data.

Predictable pricing for unpredictable growth

As a firm owner, one of your major business goals is to grow your practice. To achieve this, you need a practice management software that offers stable and predictable pricing as your firm expands, without hidden surprises.

Financial Cents plans start at $19/month solo users paid annually, $49 per user paid annually for the team plan and $69/month per user paid annually for the Scale plan. All plans grant you access to serve unlimited clients. This means that as your practice continues to grow and you add more clients, the price remains the same.

Keeper bills per client, with their most popular plan starting at $10/month per client.

“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

Built for accounting, bookkeeping & tax firms

Keeper is primarily built for firms whose focus is performing bookkeeping for clients. It is a useful tool if you want to run a better month-end close for your clients. Firms who plan to use Keeper for tax related work will have to pay an additional fee starting from $200/month for the tax suite.

Financial Cents on the other hand is a comprehensive practice management designed specifically for the diverse needs of accounting, bookkeeping, and tax firms. Regardless of your firm’s specialty or needs, you can streamline workflows on Financial Cents to manage all your client’s tasks.

Additionally, Financial Cents offers the scalability and flexibility to adapt and grow with your firm, eliminating the need to switch software as your service offerings expand.

“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

A project management dashboard displaying tasks for various clients, showing project names, due dates, status tags like “High Priority” and “In Review,” and colored progress bars—ideal for those seeking jetpack workflow alternatives.
A checklist titled “Create a Template Using AI” lists monthly bookkeeping tasks like reviewing statements, updating receivables, and categorizing transactions—ideal if you’re seeking jetpack workflow alternatives. Includes “Try another prompt” and “Create & Customize Template” buttons.

Use the power of AI

Our ChatGPT powered AI integration helps you create workflow templates in seconds for any task or project you may have, even if they seem out of scope, making work easier for you. You can modify and save the 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.

“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 Keeper Pricing

Loved by over 10,000 accountants, bookkeepers and CPAs

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Financial Cents vs Keeper FAQs

How does pricing compare between Financial Cents and Keeper?

Keeper charges per client, starting at $8–$10 per client per month, which means your costs increase as your client base grows. In contrast, Financial Cents offers predictable pricing per user, starting at $19/month (Solo) or $49/month per user (Team), with unlimited clients included in every plan. This makes Financial Cents more scalable and cost-effective as your firm grows.

Is Keeper only designed for bookkeeping firms?

Yes. Keeper is primarily built for bookkeeping firms to streamline the month-end close process. If you want to handle tax-related work, you’ll need to purchase the Keeper Tax Suite separately, which starts at $200/month. Financial Cents, however, is built for accounting, bookkeeping, and tax firms, so you can manage all your client work in one platform without additional costs.

How does workflow automation compare between Financial Cents and Keeper?

Financial Cents provides robust workflow management features and automation, including recurring projects, auto-reminders, capacity planning, and workflow templates. Keeper’s workflow functionality is limited, focusing mainly on bookkeeping task management.

Can you use AI inside Financial Cents and Keeper?

Keeper offers AI for bank feeds and research. Financial Cents integrates ChatGPT-powered AI to help you instantly generate workflow templates, draft client emails, and save them for future use. This saves your firm significant time and improves consistency.

Does Keeper charge extra for managing tax work?

Yes. Keeper charges at least $200/month extra for firms that want to manage tax-related work. Financial Cents includes tax, bookkeeping, and accounting workflows at no extra cost.

How does client communication compare between Financial Cents and Keeper?

Both platforms provide a client portal, but Financial Cents takes it further with automated client requests, secure file storage, integrated email, and reminders. These tools reduce follow-ups and make communication seamless, without additional software.

Does Keeper offer capacity management for teams?

No, Keeper doesn’t provide capacity management features. Financial Cents includes capacity planning tools that let you track your team’s workload, spot bottlenecks, and balance assignments so no project falls through the cracks.

How does time tracking compare between Financial Cents and Keeper?

Keeper offers time tracking, but only in their Premium plan ($10/month per client), which can become costly as your client base grows. Financial Cents includes built-in time tracking across all plans, allowing you to measure billable hours, track productivity, and generate reports without paying extra per client.

Does Keeper offer team collaboration tools?

Keeper provides limited collaboration features. Financial Cents includes team chat, task comments, and @mentions, making it easier for your team to communicate and collaborate without switching tools.

Why are firms switching from Keeper to Financial Cents?

Firms often outgrow Keeper once they start managing more than just bookkeeping and their clients size continues to increase. Keeper’s per-client pricing and limited features for tax and accounting work make it less scalable. Financial Cents provides a comprehensive, affordable solution with unlimited clients, robust workflow automation, e-signatures, and AI tools, helping firms save time and reduce costs.

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