Karbon
Practice management platform built for accounting firms with workflow automation, team collaboration, and client management tools.
Financial Cents
Website: financial-cents.com
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.
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