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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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Filter for Features

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)