Financial Cents is a practice management platform for accounting firms that focuses on work tracking, client data collection automation, and workflow management. It provides a dashboard showing work status across all clients, team capacity, and project-level profitability.
Firms use Financial Cents to automate the client data collection process — sending requests for documents, chasing outstanding items, and tracking what has been received. Workflow templates handle recurring engagements, and the system tracks due dates and sends reminders as deadlines approach. It also includes time tracking and basic CRM features.
The platform integrates with QuickBooks Online, Xero, and common email providers. It is best suited for US accounting, bookkeeping, and CPA firms with 3–50 employees that want a workflow-focused tool that is straightforward to implement — particularly those that find larger platforms overly complex for their needs.
Pricing
Per-user pricing (annual billing):
- Solo: $19/user/month — for single-user firms
- Team: $49/user/month ($69 if billed monthly) — collaboration, visibility, organization
- Scale: $69/user/month ($89 if billed monthly) — automation, integrations, branded client experience
- Enterprise: Custom pricing
Add-on: Month-End Close at $5/client/month. Monthly billing only available for firms with 5+ users. 14-day free trial available.
Reviews
- G2: 4.7/5 (238 reviews)
- Capterra: 4.8/5 (99 reviews)
Features
Workflow Management
| Feature | Supported |
|---|
| List view | Yes |
| Kanban view | No |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes |
| Task dependencies | No |
| Automations | Yes |
| Custom statuses | No |
| @Mentions | No |
| Statutory due dates | Yes |
Client Management
| Feature | Supported |
|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | No |
| Custom fields | Yes |
| Tags | No |
| Notes | Yes |
| Leads | No |
| CRM sync (QBO) | Yes |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | No |
| E-signatures | No |
| White label/custom branding | Yes (subdomain) |
Email
| Feature | Supported |
|---|
| Outlook integration | Yes |
| Gmail integration | Yes |
| Shared inboxes | No |
| Email-to-task | Yes |
| Email templates | Yes |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | No |
| Online payments | No |
| WIP tracking | No |
| Write up/down | No |
| Realization reporting | Yes (by client) |
| QBO invoice sync | Yes |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|
| Document storage | Yes |
| Folders | Yes |
| Folder templates | Yes |
| File sharing with clients | Yes |
| SharePoint integration | Yes |
| Google Drive | Yes |
| Dropbox | Yes |
Reporting
| Feature | Supported |
|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | Yes |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|
| QuickBooks Online | Yes |
| Xero | No |
| Outlook | Yes |
| Gmail | Yes |
| Zapier | No |
| Make | No |
| API | Yes |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|
| User roles | Yes |
| Custom permissions | No |
| 2FA/MFA | Yes |
| SSO | No |
| SOC 2 | Yes (Type 2) |
| Client access controls | Yes |
AI Features
| Feature | Supported |
|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | Yes |
Support & Onboarding
| Feature | Supported |
|---|
| Chat support | Yes |
| Email support | Yes |
| Phone support | No |
| Dedicated rep | No |
| Onshore support | Yes |
| Free onboarding | Yes (assisted) |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |