# Page 7 | Financial Cents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Financial Cents ## Showing most helpful reviews Showing 151-175 of 261 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PG Pam G. Owner Accounting Used the software for: Less than 6 months ### "Excellent product and Outstanding Service & Support" July 26, 2023 5.0 is on the ball!!! After starting my bookkeeping firm a year ago, I spent hours and weeks evaluating a tech stack that would meet my needs. After a few failed attempts at other solutions, I landed on Financial Cents and haven't looked back! They know how to stay on top of feature updates that are meaningful and useful, and are embracing AI which was a must for me when selecting a platform. It's been a wonderful deployment and implementation and I'm excited to use more of the features as my firm grows Pros They are continually added useful features and updates that are meaningful in making the product easy to use. They are embracing AI and incorporating it into the templating process (super cool). The support from is outstanding, very responsive and in front of their community asking for feedback and feature requests to make our firm running easier. Oh and the Client Portal! Great portal that is easy for clients to use, no password required (magic links) Cons The one downside was that it lacked a way to integrate with the rest of my tech stack.... and BOOM! They just released Zapier support for integration! So the one thing I disliked, has now been taken care of! Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents Easy to deploy and get up and running fast. Easy to integrate with Gmail and QuickBooks, Easy to learn. Review Source Danielle M. President Accounting Used the software for: Less than 6 months ### "Streamlining Bookkeeping to leave room for more Advisory" February 2, 2024 5.0 Pros 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. Cons 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. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Price was far more reasonable for smaller firms, and we don't do tax so we don't need all of those bells and whistles. FC has a no-password and simple portal and we can give our clients to-do's instead of us being responsible for constantly chasing down bank statements! Review Source KS Krista S. Owner/bookkeeper Accounting Used the software for: I used a free trial ### "I LOVE Financial Cents" July 29, 2020 5.0 I have just started creating my account and will be implementing it starting August 1st. In the process of moving everything over from my current CRM. But everything I have seen that it does, I am very happy and excited to start using it. It will save me so much time between tracking my employees time in another 3rd party and trying to figure out if I am over budget with hours for my clients. Right now I have to print a report in QBO and then put the hours in an excel spreadsheet and compare with the budget. F.C. will do all that within the software. Plus it will let my employees know how much time they have to work with so they can also watch their time and know if they are taking too long on a project. Pros This had everything you need in a CRM. From Timekeeping, track estimated hours a job should take, billing, effective hourly rate, automated client tasks reminders. Recurring tasks. It also has a chat with support right in the software and they are very responsive and answers all my questions that I may have throughout setting up my account. Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves. I am super excited about this feature. I won't have to worry about reminding them. They are reminded how often you want until they complete the task. Cons The fact we have to pay per user. It could get expensive if I hire too many employees. But for what it offers, it's worth what I pay for now. I have 3 users. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing Financial Cents I chose F.C. over others because the extra features they have. More specifically the automation and timekeeping. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) has so many more features and a better layout. Review Source JB Jill B. Owner Accounting Used the software for: Less than 6 months ### "An Honest Bookkeeper's Review" February 25, 2024 5.0 I am less than 30 days in - I love it, my staff loves it. I took the leap, it is pricier than I would have liked - but I see it as an investment on our future. If this helps us get/stay organized then we can grow. Who does not like growth? Pros I love that it too little to no effort to understand, all of the intro videos were so helpful. They got me started on the right path. I love that it is like taking my brain and putting it into order. It helps me get/stay organized. Cons Price - It was a little steep for me. But I am taking a leap of faith that I will use this - as well as my team. Switched from [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) SuiteDash was so hard to understand. I had to develop my own templates and processes - and automations - and I don't have enough time to do all of that. Review Source VR Verified Reviewer Bookkeeping Professional Accounting Used the software for: 2+ years ### "Financial Cents workflow solution + CRM truly rocks" September 18, 2025 5.0 Overall this solution keeps me on track daily, provides a place to store ALL my client details and communication in one place, and hugely simplifies my daily work. I would not be able to stay on top of the work, or take on new clients without this amazing all-in-one solution. Pros I'd like to share a bit of feedback about why I am still a very satisfied user of : (1) My clients love it (and that's a win-win), (2) the automated monthly client task lists are easily customizable for each client, allowing me to request monthly information with a one-time set up that is sent to clients every month, (3) Their support is extraordinary, (4) they have monthly webinars to share information on new features, and (5) they are always adding new features based on user's (like me) feedback. -- I can't imagine ever using another solution since this one truly has everything I need in one place. Cons There are two minor things I wish were different - (1) I wish I could see my private "client notes" from within a current job I'm working on, rather than having to leave the job to look at client notes. (2) I look forward to the built-in signature feature so I can start using the Proposals feature! Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/) There were too many glitches in CH, and the support was nonexistant. I didn't want to go through the headache of changing solutions, but it was fairly easy and WELL work the time to get up and running on FC. Review Source AS Alfonso S. MANAGING PARTNER Accounting Used the software for: Less than 6 months ### "Best Workflow Software Out There" November 8, 2023 5.0 So far amazing. The product works beautifully. No bugs. It's fast and reliable. Pros 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. Cons No ability to invoice yet. I hear it's in development for 2024. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Financial Cents I liked the speed of it and it had almost all the features I needed. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) Mango was too slow. Very cumbersome and lots of bugs. is way, faster and very little bugs. Also Mango's QBO integration did not work and they could not fix it. Review Source RV Roman V. Founder Accounting Used the software for: Less than 6 months ### "Easiest firm management tool to onboard, implement, and understand." July 21, 2023 5.0 Pros We evaluated many tools before onboarding FC. This is the simplest and easiest tool to get up to speed quickly with. They have best-in-class support alongside a fantastic system for firm management. Cons They don't come with all of the bells and whistles of other systems that would be nice, but they appear to be in development of some core features that would unlock further value. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Review Source TD Tamara D. CEO Accounting Used the software for: 1-2 years ### "This is a great and comprehensive product" December 28, 2023 5.0 Very positive. I used it in my previous job and purchased it immediately when I started my own business. Pros It manages multiple functions and meets multiple needs. Cons It's a good program. The only con is that the price increases regularly and you want to join asap to get grandfathered into new features. Review Source NM Nicole M. Owner Accounting Used the software for: Less than 6 months ### "Love Financial Cents!" October 28, 2023 5.0 Really happy to far Pros Really all the features are great and new features are constantly being added. Cons 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 Reason for choosing Financial Cents I liked the presentation and feel of the product. Also, price point especially since I knew I wouldn't use all the features Review Source Behzad Z. CFO Accounting Used the software for: Less than 6 months ### "Easy to Use" March 24, 2024 4.0 So far, so good. so excited to see what would be the result in my business after 6 months Pros Task management, Client Management, Data management Cons Invoicing, because it is only based on time Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents it looked like to be the best option for a midsize accounting firm Review Source ME Michael E. Managing Partner Accounting Used the software for: Less than 6 months ### "Financial Cents review" January 14, 2024 5.0 excellent knowledge from the sales staff, and with the tech staff on implementation Pros Most intuitive dashboard view; ease of set up/implementation and ease of use Cons it seems to be missing a few features that we were looking for, but the overall product provided the most thorough solution Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)[JetPack Data](https://www.capterra.com/p/187692/JetPack-Data/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Intuitiveness, ease of implementation and ease of use Review Source LD Lindsey D. President Accounting Used the software for: Less than 6 months ### "Best Option!" May 1, 2024 5.0 Fantastic! I would highly recommend and am happy to continue working with them! Pros It is so easy to setup and use. I like that it integrates with everything I need and can stay on top of all ongoing projects Cons I wish that there was a "copy" button available in the client's vault. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents It had everything, plus more, that I wanted and it was easy to use. Plus having a full 14 days as a trial really helped. Review Source John G. Managing Partner Accounting Used the software for: Less than 6 months ### "To good to keep a secret." July 2, 2020 5.0 It does not take a full time person to keep it up to date. Actually each user keeps their own work up to date and an administrator only jumps in to work on missed due dates. Pros Built in videos that walk you through each section of the program. Cons We hesitated to write a review because this program is such a boon to our accounting practice we did not want knowledge of it to leak out to other accounting practices. Reason for choosing Financial Cents has a fresh, modern UI and very intuitive processes, whereas the two alternatives are dated and require a full time administrator which we could not spare. It does focus on accounting firms that still bill by the hour versus the newer value based pricing model, however. Switched from [Nutshell](https://www.capterra.com/p/144340/Nutshell/) Nutshell is a Sales oriented CRM. Due to its task assignment features and internal communications facilities it served us very well for some time. We were reluctant to go with either of the two legacy programs, but when arrived we immediately transferred our client base over through a very easy to use integration with QuickBooks Online and we haven't looked back. Review Source Jorge L. V. Managing Partner Accounting Used the software for: Less than 6 months ### "Excellent product to you if you are an accounting firm" September 29, 2021 5.0 I happy to have implemented this. We have been using several practice management application - it either difficult to set up or difficult to maintain - is easy to set up and maintain and it works for us. Pros Ease of use and set up. Our staff have no difficulty suing it from ground up. Thereare also a lot of training videos. Cons I can't find any that is major items to consider a weakness. so far we love it all. Alternatives considered [Practice Pro](https://www.capterra.com/p/115871/PT-Practice-Pro/)[Lytho Workflow](https://www.capterra.com/p/241032/Lytho-Workflow/) Reason for choosing Financial Cents Easy set up and easy to use Switched from [Qbo](https://www.capterra.com/p/220110/qbo/) Difficult to maintain and keep up - tracking clients activities and hours - billings Review Source SW Stephanie W. Bookkeeper Accounting Used the software for: Less than 6 months ### "Amazing Product for Accountants" March 8, 2024 5.0 Overall, I can't praise it enough. And I'm very picky about software. I've tried about 5 different client management softwares and this one is the best. It is pricier than others. However, if you take into account the 25 hours a month it saves me. Overall, it's actually saving me money. IMO .. the features don't compare with other CRM's for accountants. Pros The client portal system and automatic reminders have saved my sanity. I honestly can't praise it enough. Cons You pay same price per user. I wish it was just additional cost per user not double the price. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) I actually liked HoneyBook. I wanted to try the automatic reminders and my clients were still struggling with logging in and uploading documents. Review Source NW Nancy W. Managing Director Accounting Used the software for: Less than 6 months ### "Financial Cents is helping us take our practice to the next level." October 16, 2020 5.0 Other than having to do a lot of copying and pasting, and struggling with the lack of reports we really need, we couldn't be happier with the application as well as the customer service. Since is still relatively young, they are constantly developing and adding new features. If we're having issues, they get back with us almost immediately. We are more organized today as a firm than we ever have been, all because of Financial Cents. Pros It has really helped our firm keep track of all work we do for our clients without things falling through the cracks. Because of that, we are able to elevate the level of service we give our clients. By documenting every phone call, email and meeting, we don't have to sift through files looking for the last thing we talked about or did for them. Cons We spend a lot of time copying and pasting activities we do for clients between their main dashboard and projects we are working on for them. Then if the client has multiple entities, that chore is magnified. It also lacks a robust reporting feature that we are keeping our fingers crossed they implement very soon. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Financial Cents Since this is our first workflow management application, we needed something very easy to use. We also weighed the cost against the other vendors. won out first on cost but then on their customer service. I was extremely impressed that the developer himself helped with the onboarding and made sure we were completely satisfied. Review Source WS Wanda S. Owner Accounting Used the software for: Less than 6 months ### "Love it!" July 25, 2023 5.0 Pros 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. Cons 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. Review Source TT Theresa T. CEO Financial Services Used the software for: Less than 6 months ### "If you havnt tried the trail, you are missing out!" January 20, 2024 5.0 Pros The trail lets you try all the functions out. We ended up purchasing after the trail. WE LOVE IT Cons The price is a little high for 2 users. I wish it was not so spendy Review Source ML Melissa L. President Accounting Used the software for: Less than 6 months ### "Bringing great features into one product" August 28, 2021 5.0 Everyone has been helpful and the product is nice to look at. Pros The ability to see capital capacity for hours to work that we have. The fact that we can have dependency on different tasks Cons The implementation has taken us longer than I had hoped. So now there is cleanup needed before I feel confident that I can rely on the software for what is due. Alternatives considered [WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Financial Cents Wanted a new software for all the staff and capital capacity was a focus we wanted in the new software as well as the outlook intregration. Review Source MA Michelle A. Owner Accounting Used the software for: Less than 6 months ### "Can't say enough good things abou tit! " January 31, 2024 5.0 We are thrilled with the streamlined workflow brings to our firm! After many trial and errors, with other products/companies over promising and under delivering, the cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support has made this an easy decision for us. Financial Cents is my top choice for efficient and effective financial management – 10/10 highly recommended! Pros The cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support Cons So far, there is nothing that I don't like. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Karbon](https://www.capterra.com/p/156181/Karbon/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents Ease of use, great customer service, infinite customizable options. Review Source Addison S. Administrative Assistant Financial Services Used the software for: Less than 6 months ### "User friendly, reasonably priced, and a wealth of features" June 25, 2020 5.0 Our workflow was disorganized at best, being a small firm with an increasingly large book of business. helped streamline our projects and hold our staff accountable to their responsibilities. The communication with the creator of the software was absolutely phenomenal - he fixed any issues almost immediately, and implemented personal suggestions, as well as being available when we needed him for any questions. Pros has one of the easiest UIs I've ever encountered. It's quick to learn, reasonably priced, and new features are constantly being released with an immense tap into the pulse of what its users require. Cons Software integration was the biggest hiccup with our firm. Though it does integrate with Quickbooks Online and Xero, there is no easy Quickbooks Desktop integration. I understand that this is increasingly becoming less and less industry standard, but it would have made implementation a little easier. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Our company found Jetpack to be too complex and robust for our needs. We needed something easier to use. Review Source TP Theresa P. Bookkeeper Accounting Used the software for: 6-12 months ### "Absolutely amazing" April 5, 2023 5.0 Pros All of its features, I use it all! Time tracking is easy and detailed. Work flow is easy and I can set up as many or as few as needed. Setting up automatic notifications to my clients helps relieve some mental load and saves time! Cons I would like to the automatic notification emails sent to my clients. But that's about it! Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Too many integrations needed to do what FC did on its own. Review Source NL Nicole L. CPA, Owner Accounting Used the software for: Less than 6 months ### "Accounting Project Management" August 2, 2023 5.0 So far I really like it. It has allowed me to stop keeping a paper checklist to be able to see where clients are during weekly or monthly processing Pros I love the birds-eye view of the projects where you can see the status (what % complete the project is and who's next on the task list) Cons I wish tasks were a bit more flexible - and I wish the client communication was more robust to be able to get rid a secondary client communication portal Review Source Samantha W. Bookkeeper, Owner Accounting Used the software for: Less than 6 months ### "Financial Cents just makes SENSE" February 25, 2021 4.0 \[SENSITIVE CONTENT HIDDEN\] was awesome with the demo which started the process. Implementing was great since it linked to QBO and pulled in my customer list. I have been using it since the free trial and couldn't imagine NOT using it now. Pros Easy to use, support that listens and its continually adding new features as they learns what is important to the user. Sharing with me team - ideal, check lists so I know where I am at and then adding tags so I can see at a glance where the work is - incredible. Cons I wish it had email integration - that's the final piece and I can use this for EVERYTHING. Perhaps a library of templates from users, bookkeepers and accountants marked for various software use - would make templates more robust. Switched from [17hats](https://www.capterra.com/p/144328/17hats/) 17Hats didn't work so well with a team and I like the workflow view, filtering so I know at a glance what's coming up and what is needs to be done along with the status using tags of current work. Review Source CL Carter L. Owner Accounting Used the software for: Less than 6 months ### "Best workflow management tool" December 7, 2023 5.0 Pros Easy to setup and tracks all of my client work. Can collaborate with employees and know the progress of all of our work. Cons Sometimes customer service can take 20-30 minutes to respond to a chat Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) 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. Talk to a Capterra advisor for free and get results within 15 minutes.