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

Yearly

Monthly

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:

Workflow and to-do lists
Workflow automations
Client tasks & requests
Client portal
Secure file sharing
Document management
Client CRM & database
Time tracking
Invoicing & billing
Proposals & engagement letters
QuickBooks Online Integration (client, time, billing sync)
Budgeting & reporting

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:

Workflow and to-do lists
Workflow automations
Client tasks & requests
Client portal
Secure file sharing
Document management
Client CRM & database
Time tracking
Invoicing & billing
QuickBooks Online Integration (client, time, billing sync)
Budgeting & reporting
Proposals & engagement letters
Integrated email
E-signature (AdobeSign Integration)
Unlimited tags, client groups, and custom fields

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:

Auto-follow ups for client tasks
Customize client task emails
Task dependencies
Auto-send email updates
Auto-create work
SmartVault Integration
OneDrive & Google Drive Integration
Zapier (5,000+ Integrations)
Open API
Branded client portal
Shared email Inbox
Multiple email integrations per user

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

Solo Plan

$19

/ month
Billed monthly

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

Only for Single User Firms:

Workflow and to-do lists
Workflow automations
Client tasks & requests
Client portal
Secure file sharing
Document management
Client CRM & database
Time tracking & billing
Budgeting & reporting

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

Team Plan

$49

/ month (per user)
Billed monthly

Hit deadlines with more visibility, collaboration, and organization.

Includes:

Workflow and to-do lists
Workflow automations
Client tasks & requests
Client portal
Secure file sharing
Document management
Client CRM & database
Time tracking & billing
Budgeting & reporting
Integrated email
QuickBooks integration
E-signature (AdobeSign Integration)
Unlimited tags, client groups, and custom fields

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

Scale Plan

Most Popular

$69

/ month (per user)
Billed monthly

Increase firm productivity with more automations & integrations.

Everything in Team Plan, plus:

Auto-follow ups for client tasks
Customize client task emails
Task dependencies
Auto-send email updates
Auto-create work
SmartVault Integration
OneDrive & Google Drive Integration
Zapier (5,000+ Integrations)
Open API
Branded client portal
Shared email Inbox

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

ReCats

$4

/ month
(per client)

Effortless Manage Uncategorized Transactions

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.

*Only for single user firms

Solo Plan

Team Plan

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

Solo Plan

Team Plan

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

*Only for single user firms

Solo Plan

Team Plan

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

Solo Plan

Team Plan

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