Financial Cents is an easy-to-use solution with more features at one third of the price of Jetpack Workflow
Rated 5 stars on Capterra, Software Advice, and GettApp
Based on reviews from
An accounting practice management tool should have everything you need to get your work done. Financial Cents makes it easy for your entire team to collaborate on work and hit their deadlines!
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Pricing | $23/ month | $36/ month |
Task Dashboard |  | |
Progress Bars | |  |
Recurring Projects | | |
Duplicate Projects | | |
Document Storage | | |
Workflow Templates | | |
Time Tracking | | |
Time Tracking Reports | | |
Team Communication | | |
QBO Integration | | |
Emails Become Tasks | | |
Invoicing with QBO | | |
Custom User Permissions | | |
Password Management | | |
Capacity Management | | |
Calendar View | | |
Email Integration | | |
Kanban View | | |
Automated Client Requests | | |
Auto-Reminders for Clients | | |
Client Messaging | | |
Effective Hourly Rate | | |
In Financial Cents you automatically send clients recurring data request lists and FC will follow follow up with them until they complete the request. So you never have to waste time chasing down client info again.
Store all your clients’ sensitive information can be tough and sharing it with your team in a secure way can be even tougher. Easily store your client passwords, bank information, and more in one secure location so your team has everything they need to get their work done.
Having robust workflow filters is key to tracking specific client work. Financial Cents lets you create unlimited custom filters to track your work by. Track work by partner, office location, stage, and more in one simple view!
Get a quick overview of your team’s workload capacity, so you can manage resources more effectively, quickly reassign tasks, and ensure you deliver client work on time and on budget.
Quickly identify which clients are taking more work than you originally estimated so you can adjust your rates and boost your bottom line.
Per Year, Per Firm User
Per Year, Per Firm User
Jetpack Workflow offers a paid setup and training package called Kickstart for $299. That includes a customer success manager, client import and live training.
Financial Cents offers live training, client import and dedicated success manager free of charge.
Use the Promo Code: switch
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
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