Financial Cents Reviews & Product Details

Financial Cents seems purpose-built for accounting firms. The interface is clean, the workflow structure is intuitive, and it gives strong visibility into recurring tasks, deadlines, and team accountability. So far, it looks like a solid solution for standardizing processes and keeping client work organized. Review collected by and hosted on G2.com.

We’re still early in the rollout, so it’s a little too soon to give fully informed feedback on drawbacks. The main challenge so far is simply that implementation takes time, especially when setting up workflows and training the team. Review collected by and hosted on G2.com.

Financial Cents helps me keep client work organized in one place. The biggest upside is visibility. I can see what is due, what is waiting, and what still needs follow-up without relying on memory or separate trackers. Review collected by and hosted on G2.com.

The main downside for me is that some workflow and automation features feel limited for a solo practice unless you are on a higher-tier plan. That means a few steps still need to be handled manually. The platform is still helpful overall, but I would like more flexibility without needing an upgrade. Review collected by and hosted on G2.com.

Tags are tremendously helpful! For the first time, literally ever, I feel like I'm on top of team's progress or lack thereof on their client projects. Additionally, month end close is saving us a lot of time and headache in terms of asking questions about various transactions and requesting W-9 Forms. Review collected by and hosted on G2.com.

It's expensive, and the month end close features are an add on. I totally understand why it costs what it does, and it's a big investment for a little firm like mine. Review collected by and hosted on G2.com.

Financial Cents allows us to keep up with the progress of various projects within the firm. We can see where we are at with specific assignments and be able to recognize when someone is needing help. The fact that it integrates with so many different tech in our stack allows for a more efficient workflow. Review collected by and hosted on G2.com.

As our firm looks into the possibility of being bilingual, one of the downsides of Financial Cents is that the client portal isn't able to be switched to Spanish. I believe this would allow a better flow for all of our clients. We have talked to the customer support about this, and I believe it is on their roadmap to add it to Financial Cents in the future. Review collected by and hosted on G2.com.

Financial Cents is an easy CRM platform for accounting professionals to keep track of all of their clients, documents and notes in a user friendly way. Clients can send over files within the portal safely and securely and I can go back and see history of each client when I speak with them. The software is intuitive to use the basics, I'm sure there is plenty more it can do that I haven't even learned yet. I find myself going back to it regularly. Review collected by and hosted on G2.com.

I'd like an to use task list instead of creating a project for each thing I need to do but once I got the hang of the set up on projects it's really not hard to use. Review collected by and hosted on G2.com.

Financial Cents makes it much easier to keep track of client work and deadlines in a tax practice. The workflow structure is clear, tasks are easy to assign and monitor, and it helps ensure nothing slips through the cracks during busy periods. Review collected by and hosted on G2.com.

Client reminders are currently sent from a Financial Cents email address rather than directly from the firm’s email, which can be slightly confusing for some clients. Having the option to send reminders from the firm’s own domain would make client communications feel more seamless. Review collected by and hosted on G2.com.

I like that Financial Cents is easy to use, with an intuitive design. It’s simple to make changes and quickly find the information I need to manage my workload. Review collected by and hosted on G2.com.

I wish it were easier to get a clear overview of deadlines and to see which tasks or projects are due each day. I also wish it were more intuitive to change or adjust deadlines for projects and tasks. Review collected by and hosted on G2.com.

I love the auto reminders and workflows for each service I provide. I had a couple of years hanging on my the skin of my teeth through tax season, balancing my bookkeeping with tax preparation and workflow management. Financial Cents has me keeping on top of all of my clients and even has a feature for me to see if I have capacity for more clients! The automated client reminder is a game changer! No more forgetting when and what the client is supposed to be supplying me. I have a clear view of each stage of each client and they have a concise list of what is needed on their end for me to provide the best service! So far I have not had to use customer support because it has been easy to work with! I have my google account open up to the dashboard so I can start every day with an idea of what needs to be done next! The quickbooks integration was the selling point for me, but after I got into it, I have become a Financial Cents advocate! Review collected by and hosted on G2.com.

Although the platform is great for organization, I can see that much of the bottleneck in productivity is on me. I would like to see more tutorials in the tutorial videos section of the software. I also would like to white label the platform so that my clients and employees would only see my company name. Financial Cents is a robust project management tool for the accounting field for sure but I would like to see more features that would elevate it to a CRM as well as a PM tool. Also there should be a feature where you could activate it and hover over different parts of the program for hints on what the tools and fields uses are. Review collected by and hosted on G2.com.

Financial Cents bridges the gap between compliance precision and team-friendly execution. What I appreciate most is how it adapts to multi-entity operations without overcomplicating the interface. I can delegate tasks, track progress, and ensure deadlines are met—all while maintaining visibility across clients and states.

The built-in automations, client task reminders, and document tracking save hours each week. It’s not just a tool—it’s a system that respects how professionals actually work. Review collected by and hosted on G2.com.

While Financial Cents offers strong workflow and client tracking features, there are a few areas that could use refinement. The reporting tools, for example, feel limited when managing multiple entities or trying to extract cross-client insights. I’d appreciate more customizable dashboards and export options that align with compliance and audit needs.

Additionally, the interface—though clean—can feel rigid when adapting to nuanced workflows. Some automations lack the flexibility to handle exceptions or layered review processes, which are common in multi-state operations.

That said, the support team is responsive, and I’m hopeful these gaps will be addressed in future updates. Review collected by and hosted on G2.com.

Financial Cents is very easy to use, everyone in our firm was able to figure out what they need. It is very nice having everything in one place instead of across multiple programs, and setting it up was easy. The reporting contains everything we need and is easy to access. The templates are great, and its also very easy to customize whatever we need. The different pipeline views are helpful as we can each customize it to what works best for us so nothing slips thru the cracks. The time tracking ability to have multiple timers that you can switch between and add notes as you're working is also very helpful. The client task reminders and upload portal are great and intuitive for our clients. Review collected by and hosted on G2.com.

Using Financial Cents on a mobile device is not nearly as nice as using it on a computer. Accessing client uploads is not intuitive on our end, and the client chat does not always notify us or the client, especially if a project is already closed. Review collected by and hosted on G2.com.