Listopedia

Financial Cents

Lower-cost workflow and client-task platform for accounting firms

Overview

Financial Cents is a practice management product for accountants and bookkeepers founded by Shahram and Abdullah, who the company says set out to replace overly complex tools. It reports more than 10,000 accountants, bookkeepers and CPAs using the platform and a team of more than 70 people working remotely[6].

Even the single-user Solo plan includes workflow automation, client tasks and portal, document management, CRM, time tracking, invoicing, proposals and engagement letters, e-signatures, AI features and a QuickBooks Online integration. The Team plan adds integrated email and unlimited custom fields; Scale adds automated client follow-ups, task dependencies, a branded portal, shared inbox, profitability reports, an open API, Zapier and integrations with Drake, UltraTax, ProConnect, ProSeries and CCH Axcess. Enterprise adds IP allow-listing, mandatory two-factor authentication, custom permissions and a dedicated success manager[5].

All plans are 12-month agreements; monthly billing for Team and Scale requires at least five users. The pricing page lists the Month-End Close add-on at US$5 per client per month, while its structured data says US$4[5].

Financial Cents features

  • Workflow templates and automations
  • Client tasks and portal
  • CRM and document management
  • Time tracking, invoicing and proposals
  • Tax software integrations (Scale)
  • QuickBooks Online integration

Financial Cents pricing

Solo US$19 per month (one user, annual); Team US$49 annually / US$69 monthly; Scale US$69 / US$89 per user per month; Enterprise custom. Month-End Close add-on US$5 per client per month. 14-day trial, no card; plans are 12-month agreements.

Financial Cents strengths and limitations

Strengths

  • Low entry price and single-user plan
  • Broad features even on Solo
  • Tax-software integrations
  • Free trial without card

Limitations

  • 12-month agreement on all plans
  • Monthly billing needs five users
  • Key automation only on Scale
  • Inconsistent add-on price on its own page

Appears in

Financial Cents alternatives and competitors

Alternatives to Financial Cents: companies ranked in the same lists.

Is this your company?

Update the description, logo, image and link through the submission form. Editors review every change.

Update this listing

Is your company missing from a list?

Send your logo, description and link. Editors review every submission, and approved listings are clearly labelled.

Add your company