# Page 2 | Financial Cents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Financial Cents the right Accounting Practice Management solution for you? Explore 261 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186837/Financial-Cents/reviews --- Financial Cents 4.8 (261) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Financial Cents ## Showing most helpful reviews Showing 26-50 of 261 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Stephen L. Owner Accounting Used the software for: Less than 6 months ### "Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close" May 4, 2026 5.0 Overall, I'm highly impressed with everything that I have used Financial Cents for in my bookkeeping firm, and I'm excited to learn about more of its features and how I can use those to efficiently provide my bookkeeping services to my clients both now and as my firm grows. Pros Financial Cents is by far the best practice management software for small accounting/bookkeeping firms. There are many features that I have come to truly appreciate, with many more that I haven't dug into yet in the short time that I have been using their software. I am appreciating the customizable workflow templates to quickly add the standard bookkeeping workflows to every client but then also add tasks for their one-off situations that don't apply to my other clients; I am absolutely loving the built in invoicing and billing platform to take care of collecting payment from my clients; the Client Portal is extremely easy for my clients to use to securely share documents and to answer questions that I have about transactions. The Month-End Close functionality is huge, it has helped me cut down the time it takes to do month-end tasks drastically. I'm very impressed with the performance that has been built into this software, and as time goes on, I expect this will only increase. The ability that is built in to sync both with my firm's QuickBooks Online account, as well as my clients makes the onboarding and monthly task work streamlined. The AI tools built in to make efficient work more possible has already saved me time each month. Speaking of onboarding, I was really impressed with all of the tips and tricks that were communicated clearly as I began my use of the service, and any time I have had questions, they have been quickly answered either in the built in support library or their very helpful support staff. I also appreciate how affordable of a service it is, my bookkeeping firm is 100% remote and my overhead costs are very minimal. The price point for the Financial Cents subscription is definitely manageable and much less than other options for practice management software. I highly recommend Financial Cents to any accounting or bookkeeping firm, it has already helped me out in my small firm and has the ability to scale as my firm grows both in clients and eventually employees/contractors. Cons I haven’t been using the software for long, but so far I haven’t found anything I dislike. I also appreciate being part of the Facebook group, where I can learn from other users of the platform and hear about software updates that are being worked on or implemented. Alternatives considered [Basil](https://www.capterra.com/p/10009476/Basil/) Reason for choosing Financial Cents When I was looking for a Practice Management software, I was initially contacted via Alignable by the ownership/sales team at Basil to give their software a try during a 2-week trial. While I liked what they have built thus far, I was honestly looking for something more established with features already built and ready to implement in my firm rather than creating and doing most of the implementation myself. Financial Cents came highly recommended by mentors and peers, it had all of the features ready to go that I was hoping to see in Basil but weren't available yet. Plus, the price point for the more feature laden Financial Cents was lower than what Basil was asking for. Switched from [Basil](https://www.capterra.com/p/10009476/Basil/) When I was looking for a Practice Management software, I was initially contacted via Alignable by the ownership/sales team at Basil to give their software a try during a 2-week trial. While I liked what they have built thus far, I was honestly looking for something more established with features already built and ready to implement in my firm rather than creating and doing most of the implementation myself. Financial Cents came highly recommended by mentors and peers, it had all of the features ready to go that I was hoping to see in Basil but weren't available yet. Plus, the price point for the more feature laden Financial Cents was lower than what Basil was asking for. Review Source Kaitlin L. Management Member Accounting Used the software for: Less than 6 months ### "If you're sick of trying to keep up with your team's thousands of tasks, you need Financial Cents!" February 6, 2026 5.0 So far it's been great! I've completed the trainings and added all my clients. I definitely feel that my practice is benefiting from a managerial perspective, and I think our clients are benefiting from the organization that the client portal provides. Pros I love the project management features, tags, team collaboration, month end close process, and the client portal. Cons It's a big investment financially. I totally understand why it costs what it does, and it's a heavy lift for a firm of my size. Also, while I find it very easy to use, my team who is less tech savvy is struggling a little bit to implement it. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Reason for choosing Financial Cents I felt like Keeper was more about making sure that the bookkeepers do a good job. I trust my team's work. I just needed to be able to keep up with my side of it, so that I don't become the bottle neck. FC felt more like it had more features to help me as the firm owner. Switched from [GQueues](https://www.capterra.com/p/186480/GQueues/) GQueues is straight checklist type task management and we needed a proper practice management system. Review Source Candance W. CEO Accounting Used the software for: Less than 6 months ### "This finally fits how I actually work!" January 16, 2026 5.0 Overall, my experience has been extremely positive. FC is an affordable, flexible, time-saving PM system that my clients actually use—NO PASSWORD! FC is helping me scale my practice and my additional niche specific services with confidence. Pros Flexible: I run my bookkeeping firm in it, track client administrative projects and nonprofit coaching tasks in it. This is amazing for me as I have a diverse set of business offerings and it fits the bill. Accounting software Integration: FC offers payment processing that integrates with my accounting system, AND integrates directly with my client's accounting systems to supporting and easy month end close process - saves clicks and time all around. NO PASSWORD client portal: This was the biggest hurdle with my clients in my old practice management system! Financial Cents removed that barrier and my clients are using it. What a breath of fresh air! Centralized Client Resources: Being able to put links to external resources is a game changer for me. Add that to a centralized emails inbox and it is huge time saver. Other things worth mentioning: Calendar View is so helpful - and lacking in other PM systems! FC's tutorials are straight forward and great for visual learners like myself. And, built in time tracking is helpful in understanding time budgeting for my diverse service offerings. Cons Niche templates: I’d love more ready-made templates for specialized work (especially nonprofits). The workaround is that the community template library is extensive, genuinely helpful, and I plan to contribute as I continue building nonprofit workflows. Lack of calendar integration: A two-way sync with Google/Outlook (projects and meetings) would make the calendar truly amazing, especially during busy times. I'm hoping that is on the near horizon - fingers crossed. Template Import/Export: You can't import or export a template to work on it outside of FC. For me it means it take a bit more time to modify my existing templates and create new templates. Alternatives considered [Uku](https://www.capterra.com/p/197626/Uku/)[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Keeper](https://www.capterra.com/p/10012825/Keeper/)[Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[Client Hub](https://www.capterra.com/p/180857/Client-Hub/) Reason for choosing Financial Cents I chose Financial Cents over other alternatives because it checks the boxes that actually impact my day-to-day operations. I can have both a centralized inbox and a personal inbox without paying extra, the calendar view gives me quick visibility into what’s due, and overall it’s cost-effective for the features I need to run my practice well. On top of that, it’s flexible enough to support diversified services, so I can manage bookkeeping work alongside client admin projects and coaching tasks in one organized system. Switched from [Pixie](https://www.capterra.com/p/200797/Pixie/) The biggest reasons I switched from Pixie to Financial Cents were client adoption and efficiency. The no-password client portal removed my largest barrier—clients actually use it now. Month-end close is also smoother because Financial Cents brings QBO directly into the workflow, which reduces tool-hopping. Overall, I still have full control over my practice, but with fewer steps plus the added benefits of the calendar view and centralized client resources—and it feels like a more fluid interface all for roughly the same cost. Review Source Julie T. Accountant, Certified QuickBooks ProAdvisor Accounting Used the software for: 6-12 months ### "Keeps Me Organized and On Track as a Solo Worker" December 2, 2025 5.0 It's been great overall! It's so powerful, that you have to "step" into it. I'm looking forward to exploring it's higher features. Pros I helps me to schedule my workload, to see my upcoming deadlines, and keep notes if I have to ask my client anything. Cons I can't think of anything that I dislike! I'm only using the basic features at this time. I'm looking to learn more and upgrade to the higher version. Alternatives considered [Task Board](https://www.capterra.com/p/156482/Skwish/) Reason for choosing Financial Cents I loved how Financial Cents kept my company data and passwords secure, but easily at-hand. Review Source KC Kat C. Bookkeeper Accounting Used the software for: 1-2 years ### "Financial Cents has a simple, effective interface ideal for small accounting teams, but.." September 26, 2025 4.0 Overall, I am satisfied with Financial Cents, as it effectively streamlines workflow and client communication, though there is still significant room for improvement, particularly in the note-taking section and client tasks feature to make the platform even more efficient and user-friendly. Pros What I like most about Financial Cents is its simple and intuitive interface, which is also highly effective for team collaboration and client communication. It’s a perfectly tailored platform for small accounting and bookkeeping businesses that don’t want to deal with overly complex tools just to track upcoming deadlines. I especially appreciate the template section, as accounting and bookkeeping are largely routine tasks. This feature saves time by allowing you to set up projects quickly without adding them manually. Additionally, the note-taking section is extremely useful for me as a bookkeeper, since I rely heavily on my past notes to track numbers, changes in clients’ digital financial files, and updates. Cons One thing I find less ideal about Financial Cents is that when I add a “Client Task,” the email notifications it sends can’t be personalized much. For example, there’s no option to use “Shift + Enter” to format the email and make it look more professional. I also tried sending a document request email to myself, and it didn’t look very polished—there’s definitely room for improvement in the email presentation. Another issue is that my clients rarely use the “Attach Documents” button; they tend to send documents directly to my email instead. I am not sure why but I think they are not confident to upload their documents directly in the portal? Additionally, the note-taking section could be enhanced. I wish I could add more pages or sections so I can organize notes by financial quarter or year, which would make tracking information much easier. Review Source Ryan V. Principal Accounting Used the software for: 6-12 months ### "Efficient workflows and smooth onboarding" March 7, 2026 5.0 Overall, it’s a simple but powerful tool that helps our team stay organized, improve accountability, and provide a better experience for our clients. Pros Financial Cents has been a great addition to our accounting workflow. It has significantly improved our efficiency by keeping tasks, deadlines, and client communication organized in one place. One of the biggest benefits for us has been client onboarding. The ability to create structured workflows and track required documents makes the process much smoother and ensures nothing gets missed. Cons Would be nice if it also integrated with Xero easily and without friction. Xero is a better platform for efficiency as well. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Easier to setup and makes processes more efficient. Work time on Karbon would of been a week or more whereas financial cents was a few hours. Switched from [Zoho Projects](https://www.capterra.com/p/169455/Zoho-Projects/) Zoho is too clunky and takes a long time to set up Review Source MC Megan C. Principal Owner Accounting Used the software for: Less than 6 months ### "User friendly system, forward-thinking" October 31, 2025 5.0 I am still a new user and we have not fully implemented for our whole team yet, but I see how much this system will change the game for us in terms of productivity and effective communication. Pros Very user friendly platform, client import is seamless, and appreciate the options for automations on the project templates, and access to other users templates to get ideas. Our rep has also been very helpful so far. Cons It would be better if there was an app or better way to receive and make updates via phone instead of just on the internet browser. I also would like a file system that allowed viewing of files outside of just PDFs within the system without having to download. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Financial Cents Have used tax dome in the past but felt Financial Cents better fit our needs and was more flexible with better features and price. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Asana was too flexible and tasks were getting lost in subtask upon subtask. Review Source VR Verified Reviewer President and CEO Accounting Used the software for: 2+ years ### "Love this software! Definitely a keeper!" September 18, 2025 5.0 Have been with them for almost 3 years and love that they are constantly upgrading and adding new features. Pros This program keeps us on top of all the projects we have going. Was easy to get started and setup. Love having everything in one place. Easy for clients to use and love reminders for them. The templates feature is great and makes creating new project easy. Their videos and customer support are great. Love that all of the documents for the job are on the project. I tried 3 different workflow programs prior to using this one. So glad I found it! This is a Keeper! Cons Nothing! I really don't have anything negative to say about this software. There are some minor features that I would like to see and they are on their roadmap, just not implemented as of yet. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Cost and ease of use and implementation. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[BigTime](https://www.capterra.com/p/131076/BigTime/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) This was more user friendly and easy to setup and implement. Review Source NB Natalie B. Admin Assistant and Bookkeeper Accounting Used the software for: 2+ years ### "LIFE CHANGER!!!" September 18, 2025 5.0 Absolute game changer. It has completely improved the way our firm functions and we never have to worry about things falling through the cracks again. Pros The way it has completely transformed our firm's organization. No more missed deadlines ever again! Our workflow has improved leaps and bounds and we cannot imagine ever going back to how it was before we used Financial Cents. The client portal is a huge pro and a time saver. Now we can upload documents into the portal and automatically notify clients that work has been completed. Cons I can't think of a single thing, it has completely changed our lives in a good way! We will never go back to how it was before we discovered Financial Cents. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents The team was so responsive and wonderful in explaining their product and its value to us. No one else compared! Review Source SW Shauntcy W. CEO and Bookkeeper Accounting Used the software for: 1-2 years ### "I love Financial cents" September 18, 2025 5.0 Overall, I couldn’t be happier with Financial Cents. It has become a central part of how I run my bookkeeping practice, and I honestly don’t know how I managed without it before. The platform is easy to use, the features are well thought out, and it makes staying on top of client work so much smoother. I love how organized it keeps me and how much stress it takes off my plate when juggling multiple clients and deadlines. It really feels like it was designed with bookkeepers and accountants in mind, which makes all the difference. I’m very happy with the value it brings to my business and highly recommend it. Pros One of the features I really appreciate about Financial Cents is how seamless the checklists and client communication tools are. They make it so much easier to keep projects organized, delegate tasks, and ensure nothing slips through the cracks. My clients also appreciate how straightforward it is for them to upload documents and stay in the loop, which saves me a lot of back-and-forth emails. On top of that, I feel confident knowing that everything is secure and protected. Security is a big deal for my industry, and FC gives me peace of mind that my clients’ sensitive information is safe. Altogether, it’s a huge win for both efficiency and professionalism. Cons The only challenge I’ve had with Financial Cents so far is billing. Since I’m based in Canada, all of my business is handled in Canadian dollars. Being billed in USD adds unnecessary fluctuations to my costs because of the exchange rate, and it makes budgeting just a little more complicated. It would be much more convenient and straightforward to be billed directly in CAD so I can predict my monthly expenses more accurately without having to account for conversion fees. It’s a small thing in the grand scheme, but as someone who likes to keep clean books and predictable numbers, having CAD billing would really improve the overall experience. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Before Financial Cents, I was using Asana to manage my client work. While Asana is a great general project management tool, I always felt like I was forcing it to work for bookkeeping, and it never quite fit the way I needed it to. Switching to Financial Cents has been a game-changer because it’s built specifically for accountants and bookkeepers. The workflows, the client management, and the task tracking all align perfectly with the type of work I do. Instead of piecing together a system that only sort of worked, I now have software that specializes in my industry. That shift has made my processes smoother, my client experience stronger, and my overall efficiency much higher. It was absolutely the right move to switch. Review Source VR Verified Reviewer CEO and Strategic Bookkeeper Accounting Used the software for: 6-12 months ### "Game Changer" September 18, 2025 5.0 Financial Cents, despite the few areas it's lacking, has been a game changing experience for me. It's user friendly with a clean layout, detailed yet easy to understand help section and a support team that is quick to respond and pleasant to interact with when there are times when issues arise. Pros There are many things I love about Financial Cents. Client communication is seamless, automated task reminders are easy to set, invoicing features all in one portal for my clients, secure document storage and requests. I also love how Financial Cents collaborates with their own clients (us bookkeepers and accountants) in regards to feedback and new features. They regularly update their roadmap and inquire when new features are being considered so they can build the best product for their audience. Cons There are a few features I wish FC had that other platforms do- namely, it's lacking comprehensive month-end closing features (such as what is found in Keeper) and the invoicing is great, however lacks progress billing and payment plans. It also only integrates with QuickBooks Online for their ReCats feature which means for clients using other accounting software such as Xero, additional tech is needed to perform the same task increasing overhead costs. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Financial Cents At the time, TaxDome had not yet implemented their bookkeeping specific features (such as an UnCat/ReCat feature and other bookkeeper friendly features that FC and Keeper have). It was also over my budget at the time. Switched from [Keeper](https://www.capterra.com/p/10012825/Keeper/) I needed an all in one solution for project management, task management and invoicing in one client portal. I also just liked the overall layout of the UI better with FC than Keeper. However, I do miss the month-end close automations and features of Keeper and the integrations with Xero. Review Source DB David B. Partner Accounting Used the software for: 1-2 years ### "Some hits and some misses" September 19, 2025 2.0 Pros Overall the Financial Cents interface is clean and easy to find your way around. Support is usually quick and helpful if you need to contact them for an issue. Although not customizable for some reason, the client information is laid out well and includes all communications with the client as well as any resources needed. We don’t use the email section but it is nice that it has the ability to add multiple email accounts. User permissions are pretty detailed but it would be nice to create your own custom roles. Cons Honestly, the software feels incomplete and hampered by some really perplexing design decisions that really hurt productivity. There is no easily accessible area to view all communications with the clients or staff. For some odd reason they based all of the recurring projects on the due date instead of the start date so you have to calculate when the project is created based on how many days before its due. File management is atrocious. You can send file requests to clients monthly but after they upload you can only download or manipulate one at a time. There is no file editing capabilities built in but there is also no way to sync files so you are forced to download them each time. When uploading files after working on them it doesn’t give you the option to replace the existing file, just creates a separate copy. The worst has been their billing service that they implemented this year. They will hound you to use it even if it is a downgrade from what you are using. Additionally, they gated useful features like expanded reports and proposals to the billing module so that you can’t use them if you don’t use their merchant services. Overall, I would say there are better solutions out there but unfortunately we have already committed with a couple of clients and won’t make them learn new software so we are stuck with them for now. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Switch from Canopy for the pricing and for the promise of future updates that never materialized Review Source VR Verified Reviewer Owner Accounting Used the software for: 2+ years ### "Financial Cents is a great practice management software" September 18, 2025 5.0 My experience has been positive from easy of implementation and use. Their customer service is top tier as well. Pros I love how easy it is to use. My team and I use it daily for task management and client communications and document exchange. Cons There isn't anything that I don't like. Every software has issues but all others I tried were lacking in some area, Financial Cents meets all of my needs. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Financial Cents was much easier to implement. At that time I was a solo practitioner and didn't have much time to implement a more complicated system. Taxdome is great but the functionality didn't fit with my business workflows. Review Source DB Diane B. Direction Accounting Used the software for: 2+ years ### "J'adore Financial Cents" September 19, 2025 5.0 Le suivi de l'avancement des travaux de tenue de livres, fins d'exercices, impôts des particuliers. Cela a facilité le travail d'équipe, chacun sait ce qu'il a à faire et quelle est l'échéance. Je suis en mesure de voir quels sont les projets en cours et où en sont rendus les membres de l'équipe. // Suivi du temps consacré aux différents projets, permettant ainsi de voir la rentabilité du projet ou de facturer les honoraires. // Les communications avec le client pour demander des documents et d'envoyer des rappels mensuellement aux clients pour les aviser de déposer leurs documents. Cela a permi à l'équipe de se consacrer à des tâches de tenue de livres plutôt que envoyer des rappels. Maintenant, Financial Cents me permet de facturer mensuellement les mandats à forfait et collecter les fonds. Je devrais normalement économiser dans le futur puisque je n'aurai plus besoin d'une autre application pour faire cette opération. Pros Financial Cents est plus qu'un gestionnaire de projet. J'aime le fait que FC est de plus en plus un CRM/Feuilles de Temps/ portail privé pour les clients/ intégré avec QBO. Ce que j'aime encore plus c'est combien les fondateurs sont à l'écoute des besoins de ses clients. Chaque mois, Sharham présente les nouvelles "features" et propose des améliorations en nous demandant ce que les gens présents à cette rencontre en pensent. L'équipe de FC répond rapidement lorsque nous avons des situations requérant leur attention. C'est très positif lorsqu'on en a besoin. Cons Un des inconvénients est qu'il n'est pas possible de mettre en français la plateforme pour les communications avec nos clients. Le clients reçoit un courriel avec un Heading anglais pour ensuite voir les requêtes ou demandes que nous faisons en français. Nos clients francophones sont frileux. Parfois je dois échanger plusieurs fois avec un client pour le convaincre d'accepter de se connecter à son portail sécurisé Financial Cents. Les communications avec l'équipe de FC est en anglais seulement, ce qui peut causer des soucis si l'utilisateur ne parle pas anglais. Je parles Anglais (je me débrouille) mais mes employés non. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents Lorsque j'ai assisté à un webinaire avec \[caché sensible contenu\] , j'ai testé Financial Cents et j'ai adoré. Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) j'ai tenté de trouver un logiciel qui pouvait aider à faire les gestions de projets facilement, cependant j'ai eu beaucoup de difficulté à suivre les étapes dans les autres logiciels. Lorsque j'ai assisté à un webinaire avec \[caché sensible contenu\] , j'ai testé Financial Cents et j'ai adoré. Review Source CF Charmaine F. Advisory Bookkeeper Accounting Used the software for: 1-2 years ### "Seamless workflow and a time saver for this solopreneur" September 18, 2025 5.0 The software is consistent, they update it frequently as well as listen to customer feedback. My overall experience has been positive. Pros Financial Cents is super easy to use, there is not a huge learning curve with implementing or creating workflows. I get weekly reports of my progress and this I might need to address. My clients love the client portal, they are able to see all correspondence and billing in one place. The customer support is wonderful the the AI chat support is pretty spot on and helpful as well. Even as a solo user upgrading to the Scale Plan has already paid for itself with the features that help me save time. Great tutorials as well. Oh I love the email integration in scale it allows me to view emails from each client and it's connected to the client file, Very helpful. Cons I wish it fully integrated with OneDrive, I'm not crazy about Zapier integrations I also wish that I could segment which of my email addresses pulled from Outlook into FC. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Reason for choosing Financial Cents Keeper had a high learning curve and it was $10 per client, as a solopreneur that would have been over $200 a month and would have increased as I grew. Review Source AW Angeliese W. Owner and Founder Accounting Used the software for: 6-12 months ### "Extremely Useful Workflow Manager" September 19, 2025 5.0 Financial Cents has been an incredibly useful tool in helping me to cut down on time spent on client work, maintain communications, and keep my clients in the loop with their side of the expectations. I have been using it to process payments for about 6 months now, and that has been a great experience. I am still utilizing all of the different pieces of financial cents, but I don't see dropping the tool any time soon. Pros I really enjoy each feature that I have access to. It is very easy to get started with and to transition clients into. I love that I can manage documents, passwords, client communications, set up recurring or non-recurring templates with recurring monthly tasks for each client. I think the integration between QuickBooks for both quick access to the client file in QuickBooks and the chart of accounts, transaction connection is extremely useful. The customer service team has been helpful every time I have reached out. Cons I wish I had access to the account that receives deposits without having to go through support, and I really wish there was an option to invite team members to the lower tier option. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Reason for choosing Financial Cents I chose financial cents because it was of lesser cost at the time of selection, and I was in a group that was teaching financial cents specifically. Review Source AG Aileen G. Owner Accounting Used the software for: 1-2 years ### "Financial Cents has been a game-changer for our firm." September 22, 2025 5.0 It keeps our team aligned, streamlines our recurring processes, and helps us collaborate more effectively with our clients. The real value is that it allows us to run efficiently behind the scenes so we can show up as a true trusted partner to our clients. Couldn’t imagine managing our workflows without it! Pros What I love about Financial Cents is that it tackles some of the biggest pain points in our industry—missed deadlines, scattered communication, and processes that live in too many places. With everything centralized, our team can manage recurring tasks, stay accountable, and keep client work moving smoothly. The benefit for us is efficiency and consistency; the benefit for our clients is confidence that their books are accurate, deadlines are met, and they always have a partner they can trust. Cons There isn't any at this time, and if one comes up the FC Team is ontop of it. They even have a roadmap that allows you to comment and vote on upcoming implementations. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Reason for choosing Financial Cents More functionality for a larger team, due to capcity. Switched from [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/) More functionality for a larger team, due to capcity. Review Source DS Dorothy S. Co-Owner Accounting Used the software for: 1-2 years ### "Fantastic software - highly recommend!" September 18, 2025 5.0 From day one, they were here to support me in my practice management. Easy to get help when needed, and the software is continually improved. They listen to feedback and suggestions and implement the changes! Pros Really easy to help us grow. Workflow and Email Templates save hours a week. The dashboard lets me know where I am, as well as where my team members are, on any given client or project. Cons My particular learning curve was a bit steep, but once everything was set up, it's so easy to refine and improve the process. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents Better value for what we needed. Couldn't see the need for more. Switched from [17hats](https://www.capterra.com/p/144328/17hats/) We outgrew 17hats and had to find a better way to run our practice. Review Source Becca C. Account Manager Accounting Used the software for: 2+ years ### "Great practice management tool built with practice efficiency and client security in mind." September 19, 2025 5.0 Financial Cents has met all the criteria we were looking for in a practice management tool. It is easy to use, provides a secure client portal, and the support their team offers when we need guidance has been excellent. Highly recommend! Pros The secure client portal provides seamless access to documentation and ensures clear communication throughout every stage of the client lifecycle. It also allows clients the independence to access their reports whenever needed, while offering a quick and secure way to communicate with our firm. Cons I would prefer that automated task emails be routed through our integrated email system rather than the Financial Cents server. Updating this feature would improve both efficiency and communication tracking. Review Source MK Melanie K. CEO Accounting Used the software for: 6-12 months ### "Best Project Management System for Accountants" September 18, 2025 5.0 Overall, we'd love financial cents and will probably never leave. The system itself is very intuitive and efficient. Even our staff that are not great with technology have found that it's very easy to navigate and use. Our client adoption for it was very well received, and all of the clients love the functionality of the system. Pros We absolutely love Financial Cents. Since we switched to this platform, the whole team is aligned on who does what and when. The clients know what they need to do and can communicate with us so efficiently. It is such a time-saver! Cons It seems that some customization options in the current system are lacking. In our previous system, Asana, we had the flexibility to create columns and fields as needed. It would be helpful to have the ability to create more fields than what is currently available. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents We have previously used Canopy and Keeper, but ultimately moved away from those two systems for functionality. Karbon was our second option, but it was very expensive compared to what made financial cents and wasn't as easy to adopt. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Well, Asana is a great tool. It is not accounting-specific, and we are running into a lot of issues where we need accounting-specific technology. Review Source RR Richard R. Accountant owner Accounting Used the software for: Less than 6 months ### "After years of looking for the perfect solution to my organization needs I have found a home!" October 2, 2025 5.0 I love Financial Cents and I use it every day. The features of FC have checked almost all of the boxes that I need to run my business, and with the ability to integrate the platform with Zappier, I think I can check the rest of the boxes! Pros QBO integration and client tasks reminders are a game changer! I love the dashboard and the email and calendar integration is a huge help. I have Financial Cents as the home page on my Google Workspace account so I know exactly where to start my day. Cons I wish that Financial Cents had more marketing and client relationship management capabilities. I have come to depend on it so much that I don't want to have to add another platform to my tech stack for CRM. Review Source LK Lalit K. Senior Accoutant Accounting Used the software for: 6-12 months ### "Comprehensive accounting client and project solution" September 18, 2025 5.0 Overall our firm is very satisfied. The onboarding was a breeze. Switching over and transition period was very smooth. Pros I like that it is easy to use. The Financial cents team is very responsive to feedback. They often create customized solution for our specific needs. I love that there are many pre-built templates that make the project tracking faster. Cons There is not much that I dislike. Only feedback I have that it could be too customizable rather than more rigid processes. Switched from [Iris Works](https://www.capterra.com/p/149597/Iris-Works/) Doc-it was very glitchy and kept crashing daily. Review Source LH Latica H. Owner Accounting Used the software for: 1-2 years ### "Best Accounting and Tax software for project management " September 25, 2025 5.0 LOVE, love, love - no issues at all and clients love it. I use it daily - it has been a vital source for our business Pros Project collaboration was made super easy - this was the main reason why i decided to go with this software. Document management has been also a main factor as well. I dont know what i would do without this software Cons the cost - its cost too much annually and they don't give discounts, or incentives. Its expensive but i fork up the cost annually. I wish they would give perks or incentivies. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Financial Cents There were features that didn't align with what we needed Switched from [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) easy for all clients and no additional fees Review Source CF Claire F. Owner Accounting Used the software for: Less than 6 months ### "Great platform, but room for improvement in task management and document storage" September 18, 2025 4.0 I’ve been really pleased with Financial Cents overall – it’s user-friendly, intuitive, and has helped streamline a lot of my firm’s workflows. The platform makes client management and project tracking much smoother, and it’s been a great fit for our team. That said, I do wish the task management system was a bit more robust. It gets the job done, but some additional flexibility and features would really elevate it. Another area that would add a lot of value is having a dedicated space to store internal firm documents, like SOPs and reference materials, so everything could live in one place rather than across multiple tools. Overall, it’s a solid product that has already made a positive impact on our operations, and with a few enhancements, it could be even more powerful. Pros Financial Cents is intuitive, easy to use, and has really streamlined our workflows. Client management and project tracking are much smoother now, and it’s made a noticeable impact on our efficiency. Cons The task management system works, but it feels like it could be more robust and flexible. I also wish there were a built-in place to store internal firm documents, like SOPs and reference materials, so we wouldn’t need to rely on other tools for that. Reason for choosing Financial Cents It was more affordable and made more sense for a bookkeeping firm Review Source HL Hannah L. Owner Accounting Used the software for: 1-2 years ### "Financial Cents has allowed me to grow my bookkeeping firm." September 18, 2025 4.0 Using Financial Cents has allowed me to grow my bookkeeping firm by cutting down the manual labour that went into client management. It also helps me manage my team and help with team collaborations Pros I like the customization options and the automations it allows. Way easier to collaborate with my team on client work. It has streamlined our client document collection. Cons I did not find the billing function to integrate with QBO seamless, it caused more work for myself. I also wish there was an option to view tasks in a calendar view. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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