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

A badge with a dark background and orange border that reads Software Advice Front Runners 2024 with an orange speech bubble and grid icon—an ideal choice if you’re seeking a TaxDome alternative. Badge with the text Software Advice Best Customer Support 2023 in white and orange letters on a purple background, highlighting this platform as a top taxdome alternative. A purple badge with the text Software Advice Most Recommended 2023 in white and orange, highlighting a top taxdome alternative recommendation for software in 2023. Gray diamond-shaped badge featuring the GetApp logo and text: GetApp BEST FUNCTIONALITY & FEATURES 2025 in white and teal, highlighting a top-rated TaxDome alternative. A white and gray badge with the G2 logo at the top and bold black Users Love Us text in the center. A faint gray star appears near the bottom, highlighting it as a trusted alternative to TaxDome. A blue shield-shaped badge with the Capterra logo and text that reads Capterra SHORTLIST 2024 in white and orange—perfect for showcasing your solution as a top taxdome alternative. A blue shield-shaped badge with the Capterra logo at the top. Below, a blue ribbon reads BEST VALUE, highlighting it as a top taxdome alternative, and 2025 is displayed at the bottom. A blue badge with the Capterra logo and text that reads BEST EASE OF USE 2025, highlighting this software as a top alternative to TaxDome.

Frequently asked questions

Does the free 14-day trial provide access to all the features?

Yes, you will have access to all the features and features that Financial Cents has to offer during your free trial. Also, you will be able to invite your entire firm to use the solution.

If the accounting software doesn’t have a feature, can you add it?

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.

How does FC prevent work from falling through the cracks?

Financial Cents makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view. Financial Cents also has built-in reminders and notifications to keep your team on top of client work and deadlines.

How does Financial Cents help protect client data?

We focus on serving accounting firms, and because of that, the security of your data is our number one focus. You read about how we keep your data safe here.

What kind of support does Financial Cents offer?

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.

How easily can I add my clients to the software?

Adding your clients is as easy as 1, 2, 3. You can import all your clients and their data within 30 seconds with our QuickBooks Online integration. If you don’t use QuickBooks Online then you can export your client list (via CSV) from your current software and import it into our system in just a few steps.

How does FC help me automate client data collection?

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 allows you to focus on what matters most—getting your work done on time and growing your firm.

What reports are available in Financial Cents?

We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.

Do you offer unlimited storage?

Yes, we offer unlimited storage for client and firm files. You can easily store all your documents in Financial Cents to keep your firm organized as it grows.

Can time tracking be integrated with QuickBooks Online for Invoicing?

Yes, you can easily integrate your time tracking with QuickBooks Online. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.

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