Financial Cents makes it easy to automate your tasks and forget about it.
30 Second Overview
Financial Cents makes it easy to automate your tasks and forget about it.
Be it data entry, client communication, client onboarding, invoice generation, task assignment, report compilation, with Financial Cents’ Zapier integration you’re not just integrating apps; you’re redefining efficiency, ensuring that your firm operates at its optimal capacity, every single day.
Automatically create a new client in Financial Cents once a proposal is signed or onboarding form is submitted: Ignition, Go Proposal, Anchor, Proposify, Dubsado, Cognito forms, Google Forms.
Automatically create a new client in Financial Cents once a proposal is signed or onboarding form is submitted: Ignition, Go Proposal, Anchor, Proposify, Dubsado, Cognito forms, Google Forms.
Automatically create new client folders in your document management system after creating a new client in Financial Cents: Dropbox, Box, Google Drive, Sharefile, Onedrive.
Automatically create new client folders in your document management system after creating a new client in Financial Cents: Dropbox, Box, Google Drive, Sharefile, Onedrive.
Integrate your CRM solutions with Financial cents. Easily link Financial cents to Hubspot, Salesforce, or Insightly.
Integrate your CRM solutions with Financial cents. Easily link Financial cents to Hubspot, Salesforce, or Insightly.
58.6% of firm owners report that their team spends time on manual tasks that are relatively easy to automate eating up about 10 hours per week for every employee – While it’s easier to automate tasks within a tool you use, integrating different tools you use to work within your firm can be elusive thus leading employees to repeat the same tasks on different platforms.
Sue D
By bridging the gap between your essential tools and applications, we eliminate the tedious, repetitive tasks that have long bogged down your firm's operations. No more switching between platforms, no more data entry redundancies, and no more lost hours on tasks that can now be automated. With this integration, your firm is poised to operate at peak efficiency, allowing your team to focus on what truly matters: delivering exceptional service, making informed decisions, and driving your firm's growth.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
By bridging the gap between your essential tools and applications, we eliminate the tedious, repetitive tasks that have long bogged down your firm's operations. No more switching between platforms, no more data entry redundancies, and no more lost hours on tasks that can now be automated. With this integration, your firm is poised to operate at peak efficiency, allowing your team to focus on what truly matters: delivering exceptional service, making informed decisions, and driving your firm's growth.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
Our Zapier integration opens the doors to a vast ecosystem of over 5,000 apps, ensuring that your firm's tech stack operates in perfect harmony. Whether it's CRM tools, invoicing platforms, or communication apps, our integration ensures real-time data synchronization across all platforms. Say goodbye to data discrepancies, manual updates, and the hassle of juggling multiple apps. With Financial Cents and Zapier, you gain a centralized, cohesive, and streamlined tech environment, where every piece of data seamlessly flows where it's needed.
“Financial Cents helps us solve two specific problems: 1) How profitable are our clients? 2) Which services need to be adjusted to ensure we’re adding value.”
Our Zapier integration opens the doors to a vast ecosystem of over 5,000 apps, ensuring that your firm's tech stack operates in perfect harmony. Whether it's CRM tools, invoicing platforms, or communication apps, our integration ensures real-time data synchronization across all platforms. Say goodbye to data discrepancies, manual updates, and the hassle of juggling multiple apps. With Financial Cents and Zapier, you gain a centralized, cohesive, and streamlined tech environment, where every piece of data seamlessly flows where it's needed.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
By seamlessly connecting your favorite apps and automating routine tasks, you can now redirect hours previously spent on manual processes. This newfound time isn't just time saved—it's time earned. Time you can now invest in expanding your client base, enhancing your service offerings, and building stronger client relationships. With Financial Cents and Zapier, you're not just managing your practice more efficiently; you're transforming the way you do business.
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
By seamlessly connecting your favorite apps and automating routine tasks, you can now redirect hours previously spent on manual processes. This newfound time isn't just time saved—it's time earned. Time you can now invest in expanding your client base, enhancing your service offerings, and building stronger client relationships. With Financial Cents and Zapier, you're not just managing your practice more efficiently; you're transforming the way you do business.
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
Yes, you will have access to all the features that Financial Cents Accounting CRM Software has to offer during your free trial. Our CRM features include:
You will also be able to invite your entire firm to use the solution and be able to upload all your client information.
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.
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.
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 automation allows you to spend less time chasing clients for information and instead focus on what matters most—getting your work and projects completed on time.
The client tasks report also gives you accurate data on completed and uncompleted client tasks so you can set up more frequent automations to follow them up. Accounting firm clients love the data collection process in Financial Cents because we use a highly secure password-less portal to help them upload information and chat with their accountants/bookkeepers.
We offer several reports that give you insights to help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include:
Yes, you can easily integrate your time tracking with Quickbooks. It will automatically push all the time tracked in FC to Quickbooks so you can easily invoice your clients and manage payroll.
The Zapier Integration allows you to integrate Financial Cents with over 5,000 other apps to keep data in sync across your tech stack. For example, right now, you can do things like automatically:
Create a client in FC after a signed proposal
Add a client to all the other apps in your tech stack after it is created in Financial Cents
Create folders in your document management system after a client is created in Financial Cents
This is just the beginning! We will be adding other actions like creating work in FC, updating the status of client work, adding/updating client fields and notes, etc.
To set up the Zapier integration:
Go to Zapier
Search for Financial Cents
Start creating the Zap
Also, below are a few guides I created on how to integrate your tech stack with Financial Cents through Zapier and ultimately automate admin work:
Automatically create a client in Financial Cents after a signed proposal or completed form:
Automatically create folders in your document management system after creating a new client in Financial Cents
Sharepoint (Coming Soon)
Automatically create a client to other apps in your tech stack after creating a new client in Financial Cents:
Liscio (guide coming soon)
Keeper (guide coming soon)
Live Plan (guide coming soon)
Receipt Bank (guide coming soon)
Hubdoc (guide coming soon)
Add client to mt newsletter/email list after created in Financial Cents
Mailchimp (guide coming soon)
ConvertKit (guide coming soon)
Hubspot (guide coming soon)
Salesforce (guide coming soon)
Insightly (guide coming soon)
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
Register to start a 14-day trial