Scale your firm with confidence, without the growing pains

Increase productivity with more automation and integrations. Keep your team on track with enhanced visibility, collaboration, and organization so you can hit every deadline and grow without the chaos.

Financial Cents platform dashboard cropped

Success stories from large firms

Get 360 degree visibility across your firm

Track the status of work and who’s working on what across departments and the firm at large so nothing falls through the cracks. Assign tasks at scale, track deadlines, and ensure seamless collaboration, no matter your team size or how fast your firm grows.

Dashboard
Portal

Deliver a seamless client experience with a secure, branded portal

Give your clients a professional, custom-branded 
portal for file sharing, document requests, and communication. With passwordless access and automated reminders to get clients responses faster 
and keep work on track.

Keep everything organized in one centralized CRM

Centralize firm-wide communication with a shared email inbox, in-app chats and mentions. Auto-send email updates, track client conversations, and keep every touchpoint organized – so your team always has the full context. Store client information, project history, documents, and communications in one organized place. With our custom fields and enhanced reporting, track key client data, automate client reminders, and get a complete view of your firm’s workload and client relationships.

CRM
Integrations

Boost efficiency with 5,000+ integrations & open API access

Integrate Financial Cents with your other firm tools using Zapier (5,000+ integrations), SmartVault, OneDrive, and GoogleDrive. Need custom solutions? Our open API allows you to build seamless integrations tailored to your firm’s specific needs.

Streamline billing & payments to save time and money

Manage your invoicing and payments in one platform to streamline operations. Get insights into key revenue metrics and identify which services, clients, and team members drive firm profitability.

Billing
Proposals

Proposals that impress clients and save time

Financial Cents’ features help you build efficiency without complexity. From seamless collaboration to workflow automation, our platform helps your firm scale effortlessly – whether you have two team members or ten.

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Start a free trial today

Financial Cents helps growing firms scale efficiently, manage large teams, and maintain high-quality service without complexity. Try it free—no credit card required.

Want to see Financial Cents in action?

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Dashboard

Mid-size & large firm FAQs

How does Financial Cents help larger firms manage high-volume work?

Financial Cents offers workflow automation, task dependencies, bulk actions, and auto-created work to streamline task management and ensure deadlines are met efficiently.

Can I automate client task follow-ups and email updates?

Yes, you can set up auto-follow-ups for client tasks and auto-send email updates, reducing the need for manual reminders.

How does the client portal enhance client collaboration?

The client portal provides a seamless way for clients to share files, submit documents, and respond to requests—without needing passwords or multiple email exchanges.

What integrations are available for mid-size and large firms?

Financial Cents integrates with QuickBooks Online, SmartVault, OneDrive, Google Drive, Zapier (5,000+ integrations), and our open API for custom connections.

Can multiple team members manage client emails within Financial Cents?

Yes, with multiple email integrations per user and a shared email inbox, teams can centralize client communications, ensuring nothing gets lost.

Does Financial Cents support document management and secure file sharing?

Yes, we offer secure file sharing, document management, and e-signature capabilities to keep all client-related files organized and accessible.

How can I track team performance and firm profitability?

Our reporting tools provide visibility into billable hours, team productivity, and profitability, helping you make data-driven decisions.

Can I upsell additional services within proposals?

Yes, with optional upsell services in engagement letters, you can increase revenue by offering additional services during the proposal process.

What are the advantages of using Financial Cents over other accounting practice management tools?

Financial Cents is built for growing firms, offering custom workflows, automation, deep integrations, and scalability without the complexity of enterprise-level software.

How does Financial Cents support multi-location or remote teams?

With cloud-based access, workflow automations, shared client records, and real-time collaboration tools, Financial Cents enables seamless team collaboration from anywhere.

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