Financial Cents Features
What are the features of Financial Cents?
Communication
- Client Portals
- Automation
Collaboration
- Collaboration
- Tasks
Billing
- Time
- Reporting
Onboarding
- Templates
- Checklists
- New Client
Visibility
- Job Status
- Metrics
- File Organization
- Audit Trail
- Notifications
- Integrations
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Platform Additional Functionality
Cloud | Provides a cloud based version of the platform This feature was mentioned in 17 Financial Cents reviews. | 100% (Based on 17 reviews) | |
Messaging | Based on 17 Financial Cents reviews. Contains in-application messaging abilities | 97% (Based on 17 reviews) | |
Payment | Contains built-in payment processing capabilities or integrates with payment processing software 17 reviewers of Financial Cents have provided feedback on this feature. | 77% (Based on 17 reviews) | |
Portal | Contains a portal to facilitate third-party or client application access 16 reviewers of Financial Cents have provided feedback on this feature. | 92% (Based on 16 reviews) |
Platform Content
Automation | Based on 17 Financial Cents reviews. Automates some or all operation related tasks | 94% (Based on 17 reviews) |
Platform Data
Dashboard | Has a centralized dashboard for users to interact with This feature was mentioned in 17 Financial Cents reviews. | 95% (Based on 17 reviews) |
Communication
Client Portals | Provide portals for customers to communicate with accountants This feature was mentioned in 48 Financial Cents reviews. | 90% (Based on 48 reviews) | |
Automation | Based on 49 Financial Cents reviews. Automate client requests and reminders | 89% (Based on 49 reviews) | |
Consolidation | Consolidate communication between accountants and clients 45 reviewers of Financial Cents have provided feedback on this feature. | 90% (Based on 45 reviews) |
Collaboration
Collaboration | Provide repository to collaborate on email, clients, jobs and tasks 49 reviewers of Financial Cents have provided feedback on this feature. | 93% (Based on 49 reviews) | |
Tasks | Create tasks and sub-tasks with assignee, status and due date 49 reviewers of Financial Cents have provided feedback on this feature. | 96% (Based on 49 reviews) | |
Version Control | As reported in 45 Financial Cents reviews. Provide real-time access of files with the most updated versions | 93% (Based on 45 reviews) |
Billing
Time | As reported in 48 Financial Cents reviews. Track the status of each project and calculate billable time | 90% (Based on 48 reviews) | |
Reporting | Run reports on billing, time, revenue, credits, etc. This feature was mentioned in 46 Financial Cents reviews. | 90% (Based on 46 reviews) | |
Invoices | As reported in 43 Financial Cents reviews. Create invoices for services provided and track payments | 72% (Based on 43 reviews) |
Onboarding
Templates | Standardize the onboarding process with templates This feature was mentioned in 49 Financial Cents reviews. | 91% (Based on 49 reviews) | |
Checklists | Based on 48 Financial Cents reviews. Assing tasks and checklists to new clients | 91% (Based on 48 reviews) | |
New Client | As reported in 49 Financial Cents reviews. Create new client in system once propsal is accepted | 93% (Based on 49 reviews) |
Visibility
Job Status | As reported in 49 Financial Cents reviews. Know where every job stands, who’s working on what, and what’s being said to clients | 92% (Based on 49 reviews) | |
Metrics | Track/uncover metrics to improve firm decisions and efficiency This feature was mentioned in 46 Financial Cents reviews. | 86% (Based on 46 reviews) | |
File Organization | Based on 48 Financial Cents reviews. Share, save, and organize files | 88% (Based on 48 reviews) | |
Audit Trail | Provide a detailed audit trail This feature was mentioned in 48 Financial Cents reviews. | 85% (Based on 48 reviews) | |
Notifications | Receive real-time notifications via email and/or IM about new assignments, updates, and due dates 48 reviewers of Financial Cents have provided feedback on this feature. | 90% (Based on 48 reviews) | |
Integrations | Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 47 Financial Cents reviews. | 87% (Based on 47 reviews) |