Financial Reporting

Financial Reporting Made Easy

Use Financial Cents to easily track your clients’ financial performance

Financial Reporting

A Better Way to Track Your Clients Numbers

Track all your clients and their numbers in one simple view

Stop spending hours running 30 different reports to track your clients’ financial performance. Do it in seconds by having everything in one simple view

Financial Reporting
Financial Reporting

Identify trends at the click of a button

See how your client’s metrics have performed over time to identify trends, seasonality, or even make projections

Create benchmarks for your clients

Group your clients together based off any characteristics location, industry, or size to compare them against each other and create benchmarks

Financial Reporting

Never manually enter data again

That’s right you will never have to manually enter data because we automatically pull it all from QuickBooks every day

Financial Reporting Features

Client KPI’s

We provide core metrics that help you understand your clients’ financial health

Firm-Wide Dashboard

 Identify problem areas across your client base with a birds-eye view of all their numbers

Individual Client Dashboard

Take a deeper dive with a more a personalized dashboard of your client’s metrics

Benchmarking

Compare similar clients to each other by grouping them together

Trend Analysis

Identify trends and make projections with graphs that outline historical trends

Client Reporting

Send your clients emails with their financial metrics so they know what’s going on

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Automate Your Firm in 3 Simple Steps

It takes less than 90 seconds!

1) Invite Your Team

2) Add Your Clients

3) Create a Project & Duplicate it Across Clients

No Credit card, No Contracts