# Page 8 | Financial Cents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Financial Cents ## Showing most helpful reviews Showing 176-200 of 261 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use FP Faheem P. Manager Accounting Used the software for: Less than 6 months ### "Financial Cents for client and task management" January 20, 2024 4.0 Pros Sophisticated software to manage your client and task management with option to upload and keep the documents in the system to keep all at one place. Cons Documents view is not appearing completely for excel as we need to download the same in order to amend and view the documents completely. Review Source CM Connor M. Manager Accounting Used the software for: Less than 6 months ### "Financial Cents Review" July 13, 2020 5.0 I have been extremely happy with . I think it is a great piece of software. It has been a beneficial tool for my business. It has made our operations much more efficient. It makes it a whole lot easier to keep on top of our work. Pros The software is user friendly. I like the fact that it has integrations with QuickBooks Online. My favorite thing about is that the software developers are constantly improving the software to make it easier on the user. I love the fact that you can track time on a particular project and it integrates directly into Quickbooks Online. Cons There's not anything I don't like about the software. However, there are a few things I wish would develop to make it easier on the user. I wish there were a few more reports. Under the CRM portion of the software. I think it would be beneficial when you're in a client's account, that you can see the billing history instead of having to go back into QBO. Also, it would be beneficial to be able to create an invoice for a project that integrates into QBO. Lastly, I wish there was a two integration between Financial Cents and QBO with it comes to adding clients. It would make it easier to add a client in Financial Cents and then it be able to sync directly into QBO. Review Source Kristn S. CEO Accounting Used the software for: Less than 6 months ### "Changed the way I work!" March 17, 2023 5.0 Pros I've been searching for a workflow/client management tool that is simple to set up and use, yet powerful enough to keep growing with my business. FinancialCents is everything I was looking for. It's a game changer, highly recommended! Cons It would be great if they had a phone app. Review Source GP Gabby P. Business Manager Accounting Used the software for: Less than 6 months ### "Financial Cents is exactly what our firm was looking for!" November 15, 2021 5.0 has been great for managing all employee tasks. It is very helpful to be able to track time for all projects and not have to worry about using another separate system for budgeted time for each client. We have nothing but positive experiences with Financial Cents. We love how it includes client portals, workflows, project management and staff management. Pros The ease of adding and managing projects. The reminders for clients are the best. We love that we don't have to keep track of requests for documents from our clients and that we can chat with them through . Cons We do need email integration to check off all our boxes. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Financial Cents The price for the features that Jetpack did not offer like client portal Review Source TF Terence F. Owner Accounting Used the software for: Less than 6 months ### "Best Software" November 8, 2023 5.0 Pros Build specifically for Accountants. No more wasting time trying to make others fit our needs. Cons They are still the new kids on the block, so still releasing a ton of updates. I just hope they don't go too far and end up convuluting the software. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Too much time trying to make this work for our monthly schedule Review Source MS Maya S. CEO Accounting Used the software for: I used a free trial ### "Saves time, make sure things don't go through cracks" May 24, 2024 5.0 Pros That i helps to see how things are going, and that i can chase clients for information Cons i like everything, need more time to implement Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) too much and too confusing and too expenseive Review Source EB Elizabeth B. Enrolled Agent Accounting Used the software for: 2+ years ### "Financial Cents" October 16, 2023 4.0 Pros One place to keep track of projects, keeps adding new features that customers request. Cons 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. Review Source NT Nicole T. Founder/CEO Accounting Used the software for: Less than 6 months ### "Love the ease of use and customer suport" May 12, 2021 4.0 My experience with has been great. It was easy to implement and begin using. I have been testing it with a few clients and will be moving my complete practice over to FC. My staff will be using the platform soon as well. In the future it would be nice to see a monthly package with more than one user. Pros I like that it is not a huge learning curve to start using the platform. Love the effective hourly rate feature. My clients love that they do not need to sign up for an account to complete tasks. The filter feature is perfect! Cons I don't like that you can not set a due date on subtasks or add additional information to a subtask. It would be nice to have the ability to link dependencies to tasks in different workflows. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents It can recommended in a FB group Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) ClickUp was becoming glitchy, it is a bit of a learning curve to use the platform. It has just to many features that are similar and lacks in the reporting department. Review Source TL Todd L. CEO Accounting Used the software for: Less than 6 months ### "Great Program/App" February 4, 2024 5.0 Its been great. The switch from the last program to this one has been seamless Pros The cost of the doesn't grow as I grow my practice Cons Wish there was an admin option, where they are charged less with less features Switched from [Keeper](https://www.capterra.com/p/10012825/Keeper/) The cost of the last program kept growing as I grew my practice. Review Source FC Francesca C. Accountant Accounting Used the software for: Less than 6 months ### "Highly recommended tool for work " May 15, 2024 5.0 Pros 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. Cons For small firms or individual practitioners, the cost of might be a consideration. But the features are worth it and you really get the value of what you pay for. Review Source CW Chris W. Owner Accounting Used the software for: Less than 6 months ### "Easy Transition" October 19, 2020 5.0 Highly recommend. Great price and time saver than the other options I tried - Jetpack and Aero Pros It filled all of the voids from the other project management software out there for bookkeepers. The price was also way cheaper than most of the other software out there. Easy to set up - my team and I were up and running in minutes Easy to maintain - anything we need to add or change is simple and quick to do Automated Reminders - this was the selling point for my firm. Set up a reminder and client tasks. The client is continually reminded automatically about what they have left to do/send. Gives us so much time back in sending out constant follow up emails prior to this software Cons Client to dos transfer over to the next month even if they were completed prior to the new recurring event starting up. It would be great if when we check the box to complete the missing client task, that it doesn't carry over to the next month. Thus confusing the client before we even get to work on them. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Too expensive for the lack a features it should have had Review Source Kay G. Owner Accounting Used the software for: Less than 6 months ### "Love Financial Cents!" October 26, 2020 5.0 FC was easy to implement, has videos but better yet, customer service was available and more than willing to help or answer any questions. FC has really allowed by company to opportunity to grow! Pros Great CRM! Easy to setup workflow, videos to help with implementation, recurring tasks with estimated hours so we can compare actual time spent, time tracking. Support is awesome - quick to respond. Cons Really haven't found anything that I dislike at this point. Reason for choosing Financial Cents Wanted something easier to use and that was more intuitive (no need to learn different terminology)! FC is was super easy to implement, better dashboard and many more features for the money. Review Source MF Michelle F. President Accounting Used the software for: Less than 6 months ### "Excellent Project Management Software" December 29, 2022 5.0 I actually met a representative at a convention where they introduced the software to me. I was blown away and signed up the same day. Pros I can access all my client's data in one software. Cons Just a personal thing for me is also texting clients on mobile from this software. Review Source PA Patrick A. Managing Partner Accounting Used the software for: Less than 6 months ### "Superb Accounting Practice Management Platform" March 28, 2023 5.0 is allowing us to manage our practice easily and efficiently at a very cost effective and attractive platform Pros is very intuitive, great UI, ease of set up and use for a good price Cons Have not found anything I dislike about . Wish list includes mobile app and connectivity to Xero Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Cost, ease of use and terrific UI & UX Review Source SD Sue D. President Accounting Used the software for: 6-12 months ### "Financial Cents has everything I am looking for" November 8, 2020 5.0 I couldn't be happier Pros The set up was seamless, quick, and painless. I love that I can do time tracking and also record the conversations we have with a client. Having the ability for everyone to have access to conversations gives us the ability to always help a client even if the person assigned to that client might not be available. Cons Having to learn a new software but that isn't ' issue but mine Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents Ease of use and layout Review Source Veronica G. Online Business Manager Accounting Used the software for: Less than 6 months ### "My FC Experience" October 26, 2020 5.0 An easy to use platform and incredible customer support. Pros A task management tool with a simplistic design - easy to navigate. A complement to Quickbooks Online to help organize our tasks by the due date, track time which integrates with QBO & allows us to communicate with our clients. Implementation and transition were smooth and easy. Customer service is friendly, quick to respond, and always welcomes feedback. Cons I haven't found anything yet but like any App there is always an opportunity for improvement & innovation. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) FC is easier to navigate and specific to Accountants. Review Source JF Jessica F. Office Manager Accounting Used the software for: I used a free trial ### "Bookkeeping Efficiency Unlocked" February 5, 2024 5.0 Pros 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. Cons FinancialCents is continuously making changes based on feedback from it's users. At this point I have no complaints. Review Source IL Isabelle L. Accountant Accounting Used the software for: I used a free trial ### "Practice Management" September 18, 2023 5.0 I like them quite a bit Pros I like how is easy to use, linking clients, client portal, and auto reminders and tracking. Cons I wish the price was a little lower for the customized portal. I am not sure I need integrated portal management. I do wish that it connected to Proconnect. We don't use Lacarte, so that would be useful. Alternatives considered [Jetpack](https://www.capterra.com/p/234833/Jetpack/) Reason for choosing Financial Cents I haven't chosen them yet but I am looking to do that hopefully if all goes well! Review Source CT Cheryl T. Ownder Accounting Used the software for: I used a free trial ### "Easy to Use" May 2, 2024 5.0 Pros This is so easy to use and great customer/client experience Cons Wish it connected to categorize transactions right in FC or was a Chrome extension to use it directly in QBO Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Review Source MA Mariana A. Founder CEO Accounting Used the software for: Less than 6 months ### "Great WF Management Software" April 23, 2023 5.0 Pros After looking at various options I opted to go with FC for WF and tasks management, could not be happier with it. There are always room for improvement as we accountants expect a lot but it definitely is a peace of mind, great for team capacity management and WF control. Cons I would like if they can sync gmail folders Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Notion](https://www.capterra.com/p/186596/Notion/) Reason for choosing Financial Cents Personalized for accounting practices Review Source DJB Dr Joy B. Certified Public Bookkeeper Accounting Used the software for: Less than 6 months ### "Great product for the money" November 3, 2022 5.0 It's been a great experience and a relief to get some help in my day-to-day workflow. Pros Ease of use, easy to read screens, quick learning curve with tons of videos to help you along the way Cons Scaling a medium to larger organization will be a big ticket price. Reason for choosing Financial Cents I liked FC better Switched from [Karbon](https://www.capterra.com/p/156181/Karbon/) The ease of use, the readability of the screens and the videos helped train me the quickest. Review Source Alain M. President Accounting Used the software for: Less than 6 months ### "Best app for the money" March 9, 2023 5.0 Smooth onboarding Pros Easy to implement, full of useful templates Cons Unable to link my Microsoft Exchange email account Review Source DS Dave S. Owner Accounting Used the software for: Less than 6 months ### "Great Software and highly recommended " September 24, 2023 5.0 Pros 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. Cons Nothing really. So far it is great and easy. Review Source Meghann M. Accountant Accounting Used the software for: Less than 6 months ### "Highly Recommend!" December 10, 2022 5.0 Pros has helped me prioritize my work and provide me with profitability data of my clients. Cons I haven't had an issues with to date. Review Source DB Debbie B. Owner Accounting Used the software for: Less than 6 months ### "Financial Cents" July 28, 2023 5.0 Pros Ease of Use. It was super easy to set up and the template are great Cons Connecting to other apps. I would like it better if it intergrade with more apps 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.