Financial Cents Reviews & Product Details

I love being able to integrate proposals/EL with billing. Clients enter their payment info and we get paid right away instead of invoicing them later. This alone is making it so we start off tax season right. Also really enjoy the sleek client portal, it is secure, easy to navigate, and even easier for clients to login.

Just got FC a couple weeks ago and it is already making life so much easier. I am able to delegate more and focus on client work! Support is so amazing, I've had like ten questions since I got the software, they have been so responsive and helpful. I started with the solo plan and upgraded to the teams plan pretty soon after and am considering just going for the scale plan. Also love how they keep updating the software. I have been using it everyday and integrating it with all my softwares and systems which has been super easy. Review collected by and hosted on G2.com.

I don't like that the payout timeline for ACH is 4 days (as opposed to QB which is same day or next day) but fees are lower and QB does not have the ability to automatically pass on credit card fees. Besides that I love this software! Review collected by and hosted on G2.com.

Financial Cents was a very smooth transition from our previous software due to its easy user friendly interface. The customer support we have received has been amazing! The staff are all so friendly, supportive and helpful, and are easy to get a hold of. The onboarding for setting it all up was great because they made sure we had a contact person to reach out to anytime. Considering this is a soiftware that ball staff have open all day and use all day, it was important to be able to be picked up easily by all staff, and it was. Review collected by and hosted on G2.com.

Nothing so far! They even have a place to submit changes you would like to see in the software for the future. Review collected by and hosted on G2.com.

It integrates QBO Uncategorized transactions, allowing for the categorization in FC and syncs to QBO.

Uncategorized Transactions can be sent to clients through FC.

It offers a "Magic Link" for Client Tasks.

Clients can receive SMS reminders for pending tasks.

It integrates with Calendly, QBO and other software.

It has a built-in proposals feature. Review collected by and hosted on G2.com.

They do not have a mobile app for clients.

The proposal feature is still being worked on.

We cannot schedule text messages through FC.

There is an onboarding fee.

You have to pay for E-Signature through Adobe. Review collected by and hosted on G2.com.

I love that I can use the help of AI to instantly create a list of tasks for a workflow and adjust from there. I also love that I can asign things to my team. Review collected by and hosted on G2.com.

I dont like that the time tracking doesn't link seamlessly with QBO the way QBT does. I creat my client invoices in QBO and need the billable time in there. Review collected by and hosted on G2.com.

I love how Financial Cents has streamlined all of my admin tasks for my bookkeeping firm. It has cut down on the amount of time that I have to spend requesting information, collecting documents, and receiving responses with all of their automations. It also allows me to stay on top of projects and tasks for my clients so that items do not slip through the cracks. I have decreased the amount of emails and communications with my clients, which is huge! The new ReCat feature is a huge plus with this software! No more exporting data into spreadsheets and sending them to the client to receive their feedback on transactions. Financial Cents does it all!! If you are on the fence about using this product, don't wait! It will make your life so much easier! Review collected by and hosted on G2.com.

There isn't anything that I dislike about Financial Cents so far. Their customer support is amazing and they are always trying to improve their product to make it more efficient for accountants. Review collected by and hosted on G2.com.

Financial Cents is easy to use, gives me the ability to create detailed processes, and attach all of the information I need to clients and projects. I can get a task list with a few clicks, so it helps me understand the work I need to do for the day and week, and helps me see if I've missed anything. Review collected by and hosted on G2.com.

I was excited to enter at the solo level, but then they got me with the features, and I went up to the scale level. But I guess that's just good sales strategy on their part!! Review collected by and hosted on G2.com.

All of its features. It is truly an all-in-one software. It also offers easy integration and small learning curve. Review collected by and hosted on G2.com.

At this time I do not have any dislikes about the software Review collected by and hosted on G2.com.

I really appreciate the specialization and integrations that Financial Cents offers, especially the ReCat feature and the client tasks, which allow me to securely request and send files to clients. I do wish they had a mobile app for both the service provider and client portal. Review collected by and hosted on G2.com.

There’s no mobile app, but the portal is easy to use and works well. However, an app would be an even better addition. Review collected by and hosted on G2.com.

It is easy to use

love the calandar view

My staff and Clients are using it and loving it also

the new transactions portal is a game changer Review collected by and hosted on G2.com.

They are updating features all the time which is great and I dont really have anything that I dislike currently Review collected by and hosted on G2.com.

I love that I can use one app to keep track of client data, ask clients for data, and keep their documents all in one place. Review collected by and hosted on G2.com.

Importing all the clients documents from SmartVault. I was informed it was as easy as drag and drop but that is not how it worked. Review collected by and hosted on G2.com.