Financial Cents

Amazing support!

Opmerkingen: I love following the Facebook user group because the developers are actively engaged and super responsive. If someone says, I wish it could..." they either respond immediately with specific directions to use a function that is already available, or they let you know how soon we can anticipate seeing this feature added.

Pluspunten:

Helps with workflow management, designed for accountants & bookkeepers.

Minpunten:

It is SO robust and takes a lot of effort to implement effectively.

Financial Cents is an essential tool

Opmerkingen: Financial Cents has been an amazing addition to our up and coming CPA Firm. It is help us be organized with our clients information but with our workflow. I love the constant updates from the FC team and really love the customer engagement they have through Zoom meetings and social media groups.

Pluspunten:

Workflow and client management. As well as the Financial Cents teams continued improvement of the service and customer engagement.

Minpunten:

There is no mobile app yet and they need to work on notifications.

Fantastic tool for any bookkeeper or tax preparer!

Opmerkingen: This tool is easy to use and helps manage, organize, and simplify your workload as a bookkeeper or tax preparer!

Pluspunten:

The automations and ways to organize client info and what is missing.

Minpunten:

As with any software it takes time to get used to it. But I did find it more intuitive to use than others.

Saves time, make sure things don't go through cracks

Pluspunten:

That i helps to see how things are going, and that i can chase clients for information

Minpunten:

i like everything, need more time to implement

New user - love Financial Cents

Opmerkingen: I just started using it, loving it so far, excited about the

Pluspunten:

It does so much in one app, I love that everything is in one place

Minpunten:

It's taking me a bit to figure out how to use it, but I just need to spend more time watching the tutorials

Financial Cents is a game changer!

Opmerkingen: From the initial discovery call to the onboarding, the experience has been good. It really is easy to set up and they provide so many training videos to guide you along.

Pluspunten:

How quick and easy it is to implement. We were up and running in a week, so that didn't impact our productivity and we still have training sessions left.

Minpunten:

We haven't encountered anything yet that we don't like. This software has helped improve our workflow 100%.

Love Financial Cents

Opmerkingen: Great, fast setup, great user guide when needed
staff is helpful
easy to use

Pluspunten:

Easy to use always upgrading and making better Easy for my clients to use Easy for my staff and myself to use

Minpunten:

Have not found anything yet - other than I wish there were pre-made workflows for the business owner - staff task ect

Amazing Financial Cents!!

Opmerkingen: This system has helped our company be more streamlined in organization.

Pluspunten:

Love the easy an the ability this program has given our company

Minpunten:

At this time I do not have any cons. Not sure i will find any.

Financial Cents Review

Pluspunten:

I liked how easy it was to get started in it!

Minpunten:

The billing section and reporting for work in process and unbilled needs work but seems that they are headed in that direction!

Would recommend to any small firm owner

Opmerkingen: Overall positive, engaged team and very helpful

Pluspunten:

The UX, and feasibility to understand the software

Minpunten:

It seemed like a lot to start off with for me

Cost Effective Cloud based Accounting Practice Management System for Accountants

Opmerkingen: Solved Pain points- 1 Pain, Hundred of emails from 1 client.. who has multiple businesses. So to assign an email to the exact Project Legal entity very helpfull. Ability to Copy in my Text SMS messages from Client- Time entry is great allows 10 minute intervals.

Pluspunten:

Automation within tasks, Subtasks. Manual Timesheet Entry and also a timer for current time entry. Great Client Portal- Easy link to Client documents

Minpunten:

Needs improvement ON client portal for clients to open up standard files. MS Office word and excel, and PDF Files - 1 click and file opens in APP. -

Streamlining Bookkeeping to leave room for more Advisory

Pluspunten:

I don't have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable - including the reminder emails.

Minpunten:

It's still growing and missing features like bulk movement in their document system, but they're working on it. They're great at listening to end-user input.

Accountant Specific

Opmerkingen: I have really enjoyed the process of setting it up and starting to customize it.

Pluspunten:

I like that it is specific to accountants and has features that other task managments don't have. I like the interface, that it is simple and easy to use.

Minpunten:

I think there could be more systems that could be created to even better support accountants. I think having reaccuring tasks would help in projects.

Client Reminder emails saves time

Opmerkingen: always room to grow but moving in the right direction

Pluspunten:

Automated email to clients for reminders. simple and complex as you design it checklist. QBO intergration on reclassification. I need this on all of my client software yesterday

Minpunten:

app version for timekeeping vs logging into the website to start the time clock

Best Workflow Software Out There

Opmerkingen: So far amazing. The product works beautifully. No bugs. It's fast and reliable.

Pluspunten:

Love the speed of this cloud based product. It is so fast, it makes managing products really easy and prevents the build up of neglected project tasks being used. I also love the ease of use and it's very bug free. I rarely have issues.

Minpunten:

No ability to invoice yet. I hear it's in development for 2024.

Great Program/App

Opmerkingen: Its been great. The switch from the last program to this one has been seamless

Pluspunten:

The cost of the Financial Cents doesn't grow as I grow my practice

Minpunten:

Wish there was an admin option, where they are charged less with less features

Great Product/Excellent Customer Service

Opmerkingen: I love FC!!

Pluspunten:

i like the Tasks section the most and time tracking.

Minpunten:

I haven't had anything that was difficult to use.

Love Financial Cents!

Opmerkingen: Really happy to far

Pluspunten:

Really all the features are great and new features are constantly being added.

Minpunten:

The client portal (need a place to put client deliverables, this is a feature that will be coming) and document management systems don't function in a way that suits what I want. They are very similar to other similar systems like TaxDome, Canopy and Karbon, I am just very particular in these spaces. I like using CaseWare for document management

Highly recommended tool for work

Pluspunten:

Financial Cents has been a great tool for us. The features that it offers like client work tracking, document storage, and time tracking have helped with the efficiency and organization of our work. It has a user-friendly interface which makes it easy to use and integrate, making it an excellent choice for improving operational productivity in accounting practices. I highly recommend it.

Minpunten:

For small firms or individual practitioners, the cost of Financial Cents might be a consideration. But the features are worth it and you really get the value of what you pay for.

Bookkeeping Efficiency Unlocked

Pluspunten:

Making the swap over from Asana. Really excited to have an all-in-one solution specific to bookkeeping. FinancialCents will combine multiple software we currently use (asana, boomerang, lastpass, etc). We are always looking for ways to efficiently get our work done, FinancialCents was the obvious next step. The AI emails is extremely helpful, along with auto email sending once a task is completed. Automation is key.

Minpunten:

FinancialCents is continuously making changes based on feedback from it's users. At this point I have no complaints.

Love it!

Pluspunten:

It is easy to use and navigate around different pages. I love the timer. It in a great location that is hard to miss and helps you use it! The tasks are amazing! So helpful and you can assign tasks to different people! Projects are wonderful as well! Being able to change an email into a project is a game changer! Projects just makes the flow easier and consistent. I also love having a link to family members and businesses accounts.

Minpunten:

It would be nice if the save button / cancel button were consistently in the same spot. Sometimes it is on the the save button is first and then cancel button and others the cancel button is first and then the save button. I don't like how you can uncheck a task that has been completed so easily. A second step would be helpful. Also name, date and time stamp of who completed task or when task was marked uncompleted would be helpful.

Amazing Program

Pluspunten:

The ease of use, the ability to see everything in one place and the price is beyond fair.

Minpunten:

I can't change the Calendar to a Monday start.

Financial Cents

Pluspunten:

One place to keep track of projects, keeps adding new features that customers request.

Minpunten:

You have to first talk to a bot not a person if you need help. If the bot can't help then you can chat with a person when they have time. Frustrating that getting help takes so long.

Easy to Use and Keeps everything organized

Pluspunten:

I like that everything is in one centralized place

Minpunten:

nothing so far, we are still in the implementation phase

Great Software and highly recommended

Pluspunten:

The software is easy to use, especially for my clients which helps me to improve my process and get documents from the clients on time.

Minpunten:

Nothing really. So far it is great and easy.