Firms who use Financial Cents save an average of $19,200 per employee each year

Yearly

Yearly

Popular

$39

/ team member / month

Free 14-Day Trial | 90 Day Money Back Guarantee | No Credit Card Required

Of firm owners improved
collaboration & visibility
0 %
Hours saved per
employee every week
0
Of customers would
recommend Financial Cents
0 %
Hours is all it takes to
implement Financial Cents
0
Yearly

Solo Plan

$9

/ month
Billed annually

The only app you need to run your solo firm at one affordable price.

Only for Single User Firms:

Free 14-Day Trial | 30 Day Money Back Guarantee | No Credit Card Required. Single user firms only.

Team Plan

$39

/ month (per user)
Billed annually

Hit deadlines with more visibility, collaboration, and organization.

Includes:

Free 14-Day Trial | 30 Day Money Back Guarantee | No Credit Card Required

Scale Plan

Most Popular

$59

/ month (per user)
Billed annually

Increase firm productivity with more automations & integrations.

Everything in Team Plan, plus:

Free 14-Day Trial | 30 Day Money Back Guarantee | No Credit Card Required

Add On

ReCat

$4

/ month (per client)

Save hours every week by easily asking clients about uncategorized transactions and updating them in QuickBooks Online all from within your workflow solution.

*Only for single user firms

Scale Plan

Workflow & Task Management
Work dashboard
Checklists
Work Reports/Filters
Work tags/statuses
5
Unlimited
Unlimited
Work templates
Workflow Automation
Notifications
Recurring work
Status automations
Placeholders
Emails triggered by tasks
Task dependencies
Team Collaboration
Team chat
@ mentions
File sharing
Custom user permissions
Client Collaboration
Client tasks & requests
Customize client task emails
Automated client task follow ups
Secure file sharing
E-signature
Client portal
Firm branded client portal
Client CRM
Client database wiew
Password management
Notes
Contacts
Client groups
5
Unlimited
Unlimited
Relationships
Custom fields
5
Unlimited
Unlimited
Documents
Activity timeline
Email audit trail
Document Management
File storage
Folder management
Email
Email clients
Pin emails to work
Create work from an email
Audit trail of all client communication
Email integrations per team member
1
Unlimited
Time Tracking
Timer clock
Manual entries
Detailed time entries
2-way QuickBooks sync
Integrations
QuickBooks
Outlook
Gmail
Zapier
SmartVault
Open API
Reporting
Time Tracking reports & budgeting
Capacity management reports
Effective hourly rate report
Client requests report
Team activity report
Support
Live chat support

*Only for single user firms

Scale Plan

Workflow
Work dashboard
Checklists
Work Reports/Filters
Work tags/statuses
Work templates
5
Unlimited
Unlimited
Workflow Automation
Notifications
Recurring work
Status automations
Placeholders
Emails triggered by tasks
Task dependencies
Team Collaboration
Team chat
@ mentions
File sharing
Custom user permissions
Client Collaboration
Client tasks & requests
Customize client task emails
Automated client task follow ups
Secure file sharing
E-signature
Client portal
Firm branded client portal
Client CRM
Client database wiew
Password management
Notes
Contacts
Client groups
5
Unlimited
Unlimited
Relationships
Custom fields
5
Unlimited
Unlimited
Documents
Activity timeline
Email audit trail
Document Management
File storage
Folder management
Email
Email clients
Pin emails to work
Create work from an email
Audit trail of all client communication
Time Tracking
Timer clock
Manual entries
Detailed time entries
2-way QuickBooks sync
Integrations
QuickBooks
Outlook
Gmail
Zapier
SmartVault
Open API
Reporting
Time Tracking reports & budgeting
Capacity management reports
Effective hourly rate report
Client requests report
Team activity report
Support
Live chat support
Workflow & Task Management
Work dashboard
Checklists
Work Reports/Filters
Work tags/statuses
Work templates
Workflow Automation
Notifications
Recurring work
Status automations
Placeholders
Emails triggered by tasks
Task dependencies
Team Collaboration
Team chat
@ mentions
File sharing
Custom user permissions
Client Collaboration
Client tasks & requests
Customize client task emails
Automated client task follow ups
Secure file sharing
E-signature
Client portal
Firm branded client portal
Client CRM
Client database view
Password management
Notes
Contacts
Client groups
Relationships
Custom fields
Documents
Activity timeline
Email audit trail
Document Management
File storage
Folder management
Email
Email clients
Pin emails to work
Create work from an email
Audit trail of all client communication
Time Tracking
Timer clock
Manual entries
Detailed time entries
2-way QuickBooks sync
Integrations
QuickBooks
Outlook
Gmail
Zapier
SmartVault
Open API
Reporting
Time Tracking reports & budgeting
Capacity management reports
Effective hourly rate report
Client requests report
Team activity report
Support
Live chat support

*Only for single user firms

Solo Plan *

Scale Plan

Workflow &
Task Management
Work dashboard
Checklists
Work Reports/Filters
Work tags/statuses
Work templates
5
Unlimited
Unlimited
Workflow Automation
Notifications
Recurring work
Status automations
Placeholders
Emails triggered by tasks
Task dependencies
Team Collaboration
Team chat
@ mentions
File sharing
Custom user permissions
Client Collaboration
Client tasks & requests
Customize client task emails
Automated client task follow ups
Secure file sharing
E-signature
Client portal
Firm branded client portal
Client CRM
Client database wiew
Password management
Notes
Contacts
Client groups
5
Unlimited
Unlimited
Relationships
Custom fields
5
Unlimited
Unlimited
Documents
Activity timeline
Email audit trail
Document Management
File storage
Folder management
Email
Email clients
Pin emails to work
Create work from an email
Audit trail of all client communication
Time Tracking
Timer clock
Manual entries
Detailed time entries
2-way QuickBooks sync
Integrations
QuickBooks
Outlook
Gmail
Zapier
SmartVault
Open API
Reporting
Time Tracking reports & budgeting
Capacity management reports
Effective hourly rate report
Client requests report
Team activity report
Support
Live chat support

ReCats

$4

/ month
(per client)

Effortless Manage Uncategorized Transactions

Available on all plans. Try it free with one client.

Automate your process for managing client uncategorized transactions to save hours every week. No longer download transaction into a spreadsheet and chase down your client for a response.

Of firm owners improved
collaboration & visibility
0 %
Hours saved per
employee every week
0
Of customers would
recommend Financial Cents
0 %
Hours is all it takes to
implement Financial Cents
0

Why over 1,000 accounting firms Financial Cents

Frequently asked questions

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.

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. 

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

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. 

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.

We offer very robust accounting practice management 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 allows you to focus on what matters most—getting your work done on time and growing your firm.

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.

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.

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.

BOOST YOUR FIRM’S PROFITABILITY

Accounting firms using Financial Cents save an average of $19,200 per employee each year.

Take the guesswork out of making future
decisions and find out what your return
on investment could be.

Track client work and hit your deadlines
Start a free trial today to start using this and other
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