# Page 9 | Financial Cents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Financial Cents ## Showing most helpful reviews Showing 201-225 of 261 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DF DeAnn F. Director Accounting Used the software for: 1-2 years ### "Great for Remote" September 11, 2023 5.0 It has been great getting and keeping us organized especially with a remote team. Pros Shared communication so anyone knows what is going on with a client. Cons Support went from wait 5 minutes to chat to 1 hour +. Review Source TR Tina R. Owner Accounting Used the software for: Less than 6 months ### "Amazing Program" December 3, 2023 5.0 Pros The ease of use, the ability to see everything in one place and the price is beyond fair. Cons I can't change the Calendar to a Monday start. Review Source JN Justin N. Staff Accountant Accounting Used the software for: Less than 6 months ### "Simplistic but Powerful Tools for Accounting Firms" October 16, 2020 5.0 It has increased productivity within our firm, and also allows us to see how much time we are spending on each client, to accordingly adjust the retainer fees they are paying. It also allows us to pinpoint clients that we have issues with time-wise, allowing us to analyze ways to become more efficient. Pros Simple Design - the design of the menus makes this easy for every employee to get used to quickly, which is important as it decreases the time needed to explain the in's and outs, and allows us to focus on our clients accounting work. Cons Reports - the reports are good for the value (what you pay for), and I know there will be updates in the future. However, being able to see a dashboard of the clients along with customizable columns of what they are updated through for each category of work would be amazing (books/records, sales tax, payroll, tax return, tax planning etc.) Alternatives considered [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/) Review Source MT Mark T. Owner Accounting Used the software for: Less than 6 months ### "Great Product for organizing and documenting processes and workflow" September 7, 2021 5.0 The dashboard shows exactly where in the process each client is in an easy-to-read format. Also, setting up the automatic reminders to clients with a checklist of things you need from them comes in very handy for those clients from whom you need documentation to begin their books. Cuts down on time spent having to remind them via email each month. Pros Financial-Cents is easy to use, intuitive and well organized. They have a nice library of short videos explaining some of the features and setup instructions as well. I am finding that documenting my processes for each client is a big help. Cons It does all the basics very well, but there are a few "nice to haves" that are missing. Good news here is that Shahram is very interested in feedback and is constantly evolving the product to include user suggestions. No point deduction here because I am confident the missing items will be here shortly. Reason for choosing Financial Cents Ease of use and pricing. Review Source Benjamin S. Member Accounting Used the software for: Less than 6 months ### "Pleasantly Suprised" June 2, 2022 5.0 I was using CCH Access, and I was hesitant to start using FC. I was pleasantly surprised, it is so much easier to use, and my team is very happy that we made the switch. Pros The Workflow feature. I'm able to view the projects easily, and sort it. Cons The Time Tracking is not that robust. It a small icon on the top, and I keep on forgetting to turn it off when I finish a project. Review Source AC Aisha C. Director of Operations Accounting Used the software for: Less than 6 months ### "Easy to Use and Keeps everything organized" December 12, 2023 5.0 Pros I like that everything is in one centralized place Cons nothing so far, we are still in the implementation phase Reason for choosing Financial Cents Ease of use and covered everything we needed Review Source JM Johneah M. owner Accounting Used the software for: I used a free trial ### "Create Accounting Services" August 16, 2021 5.0 my overall experience with FC is positive. The \[SENSITIVE CONTENT\] reached out to check on me which was cool Pros It was easy to use and has a clean setup. I really like that FC is easy to use Cons I think the software should come with a 30 day free trial to get the full use. Clients don't respond timely enough to really get the benefits of the software within 15 days. Review Source AA Angel A. Accountant Accounting Used the software for: Less than 6 months ### "Financial Project Management Software" February 5, 2021 4.0 Pros I chose Financial Cents as the project management software for our accounting firm because we were looking for the ability to have recurring tasks customized for each client without having to copy or duplicate each project every month. Cons I would like to be able to navigate easier. As it stands, you have to go back to the menu bar each time you want to switch modules or go back to the previous screen. I would also like to see a mobile and desktop app. Reason for choosing Financial Cents It was built especially for the financial industry, was visually appealing, and the price was comparable. Switched from [Basecamp](https://www.capterra.com/p/56808/Basecamp/) We needed the recurring feature without having to create a separate project for each client then copy it month over month for processing. Review Source LG Lakia G. Owner Accounting Used the software for: Less than 6 months ### "Changed my world" June 3, 2022 5.0 Has been a great asset to my organization. Pros Time tracking by task and the templates already setup for accountants. Cons Have not experience anything I dislike as of yet. Switched from [Basecamp](https://www.capterra.com/p/56808/Basecamp/) Like the templates and the total accounting practice summary. Review Source HH Husain H. Direcotr Accounting Used the software for: 6-12 months ### "Excellent practice management software" July 14, 2020 5.0 Highly satisfied up to now Pros The software application is very easy to use and intuitive without a need of long time training . client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great. overall I believe this product is superior compared to other similar practice management application you guys are doing great Job! Cons Barely noticed anything that I do not like Review Source CF Charlie F. Managing director Accounting Used the software for: Less than 6 months ### "Great CRM system, easy to use!" April 25, 2024 4.0 I am so excited to onboard this new app to my company for all my staff to use, it will make life easier and is very helpful! Pros Easy to use work flow management tool, all my staff love it as its easy to understand and efficient. Cons Nothing, its really great. I would say its mainly set up for US customers, that's my only critic. Review Source WR Weston R. Owner Accounting Used the software for: Less than 6 months ### "Best Software to help Accountants or Bookkeepers" September 8, 2021 5.0 Pros The product is very functional to use. You can do multiple different things inside of the system to stay consistent. Cons Nothing at this time I have only used for about a month or so. Review Source RP Ryan P. President Accounting Used the software for: Less than 6 months ### "Works Very Well" January 9, 2024 5.0 Pros It's easy to use and get the hang of using while also being robust and containing a goodly amount of features. It's also very inexpensive for what's included. Integration with emails and being able to create a project directly from an email is a great feature. Cons There are still some features and integrations that are not yet added. Review Source SW Sharlene W. Bookkeeper Financial Services Used the software for: I used a free trial ### "Bookeeping Managment" May 25, 2022 5.0 I really enjoy it and believe I have found the one Pros It is easy to use. I have been trying trials of numerous project management sites and all seem cumbersome and time consuming. Cons I have not found any cons yet. It is very easy to use Review Source HH Helen H. Administrator Accounting Used the software for: Less than 6 months ### "An easy to use accounting practice management software, perfect for small accounting companies!" October 22, 2020 5.0 Pros It is straightforward and easy to use, with really helpful training videos and excellent customer service. CRM data integrates with QBO to ensure client data is up to date. Although the software is relatively new, there are new features and tools being added all the time. Cons Overall it is a great system. There are small niggles such as not being able to add a task without first creating a project, however I'm sure these will be addressed in time. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce had too many bells and whistles for our company and was very expensive for the functionality that we used. Financial Cents offers everything we need at a lower cost. Review Source EM Emmanuel M. Accountant Accounting Used the software for: I used a free trial ### "Almost perfect!!" June 27, 2022 4.0 Pros The software is cheap, easy to navigate and setup for first time users Cons One of my least favorite features is how FC is how much watermarked FC is when it comes to the client side. I need the software I am using to be in the shadows, like behind the scenes when I interact with my clients. Unfortunatlely all emails and communications from me to clients are labelled with FC logoes and texts all over which is not good as my Firm is playing behind the scenes Review Source TW Tonya W. Owner Accounting Used the software for: Less than 6 months ### "Workflow Management" May 4, 2024 5.0 Pros The workflow automation and ability to request information from clients in one place. Cons The time to set up but they have service to help if you want to use the service. Review Source SW Shantique W. Founder Accounting Used the software for: Less than 6 months ### "Amazing !! " January 17, 2024 5.0 Pros I really enjoyed the easy of the integrations! It was so easy to just plug in Adobe and Quickbooks Online. I also like that it has project management for internal ( my team) as well has having the client task lists. I really like that clients don't necessarily have to make an account to upload. Cons I would say I do wish a few more things were in house rather than integrations. Review Source JD Jaclyn D. Partner Accounting Used the software for: Less than 6 months ### "Game Changer!" April 1, 2021 5.0 So much wasted time is now a thing of the past. Financial Cents has made me more efficient and allowed me to take on extra clients without the extra pain. Pros Before Financial Cents I was tracking project status in a notebook - highly inefficient and easy to have errors. Now I have a lot more free time as FC reminds clients of tasks, syncs my time with QBO and keeps track of product status. It was relatively easy to set up and is pretty much perfect for me. Thank you! Cons Honestly, the only feature "missing" for me now is the ability to edit which client I bill to after tracking time. Not a big deal and I'm sure it will be an option in the future. They are constantly adding features and taking feedback from users. I'm impressed! Review Source Vipul J. Owner Accounting Used the software for: Less than 6 months ### "Saves time and keeps you organised" September 21, 2023 5.0 Pros Financial Cents has been a great time saver and has helped my accounting firm organize and automate document collection from clients which used to be a huge pain.Highly recommend this to all accounting firms! Cons I don't see Canada-specific templates for tax returns - hopefully, these will come in the future. Review Source MA Melissa A. Partner Accounting Used the software for: 6-12 months ### "What I have been searching for!" May 20, 2019 5.0 Workflow efficiency, massively reduced time spent going over project/task status, no more team meetings (!) that waste time, quick KPI review for added client value, and daily use for focus on what's due/coming due. Pros The ease of use, automation (recurring projects), workflow assignments, notes within projects, percent completion bar for quick assessment on project/task status, workflow paired with a KPI functionality that automatically pulls from QBO, notes inside CRM and much more. Cons Limited KPI printable reports BUT I know this is coming in the future. Review Source KG Ken G. Partner Accounting Used the software for: Less than 6 months ### "Amazing software for practice management" September 27, 2021 5.0 So far, better than all we've tried in the past Pros The ability to see current and future capacity and to automate client follow up Cons Lack of additional reporting for time reporting Reason for choosing Financial Cents It has everything we need and it is competively priced Review Source Sha-Lynn S. Bookkeeper Accounting Used the software for: Less than 6 months ### "Great all in one software" June 1, 2021 5.0 Pros Customer service is great. Clients don't have to log in to another app they can access right from their email. Cons Some features are missing but developer seems very proactive in rolling out new features continually Review Source MM Michael M. Managing Partner Accounting Used the software for: Less than 6 months ### "Financial Cents Makes Sense" June 26, 2020 5.0 The business problem we are solving with Financial Cents is two fold. First, we are using the tools, like "Comments" to better our internal communications. Second, we are using the project dashboard to ensure that we are not late on projects and that no project falls through the cracks. Pros The feature of "Comments" inside of a project has allowed our firm to increase our internal communications making us more efficient. Cons On the project dashboard, you see all assignees to a project not just the active assignee. Multiple people could be assigned certain tasks inside the same project and it would be nice if on the dashboard we saw only the assignee that needed to complete the next task. Reason for choosing Financial Cents Financial Cents provides us the tools we need to be more effective and provide a better service to our clients at a reasonable price. Review Source LB Loretta B. Owner Accounting Used the software for: Less than 6 months ### "Made for Bookkeepers and Accountants" November 18, 2020 5.0 Support has been good and it is constantly adding new features. Support is very responsive and so is their facebook group. There are lots of feature being worked on and most are on my wishlist. Pros Client task, auto reminder and built in templates Cons There is not a feature that I like least about. The company is young and it is constantly adding new features so there are items on my wish list that does not exist currently but should be added soon Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) I do not hate Clickup but it is very feature rich and I wanted something simple and easy to use and not overwhelming 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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