--- description: Review of Financial Cents Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Financial Cents | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Project Management Software](/directory/4430/project-management/software) > [Financial Cents](/software/80460/financial-cents) # Financial Cents Canonical: https://www.softwareadvice.co.nz/software/80460/financial-cents Page: 1 / 12\ Next: [Next page](https://www.softwareadvice.co.nz/software/80460/financial-cents?page=2) > Financial Cents is an easy to use practice management solution built for accountant and bookkeepers. Track client work, communicate with your team, store client information, and track your client’s financial performance all in one place. Financial Cents consists of 3 main solutions: Workflow Management, Client CRM, and Financial Reporting. The workflow management solution helps you track client work and collaborate with your team so firms can hit their deadlines. The Client CRM allows firms to communicate with clients and store all their client information \& data in one place. The financial reporting tool allows you to track key financial metrics for your clients and forecast their numbers. > > Verdict: Rated **4.8/5** by 261 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 261 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Financial Cents - **Location**: Nashville, US - **Founded**: 2018 ## Commercial Context - **Starting Price**: US$19.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Financial Cents is offered across four pricing plans, outlined below. A 14 days free trial is available on all plans. • Solo Plan: $19 per user per month billed annually. For solo accounting, bookkeeping and tax professionals (single user firms). The only app you need to run your solo firm at one affordable price. • Team Plan: $49 per user per month (billed annually) or $69 per user per month (billed monthly). Hit deadlines with more visibility, collaboration, and organization. • Scale Plan: $69 per user per month (billed annually) or $89 per user per month (billed monthly). Increase firm productivity with more automations \& integrations. • Enterprise Plan: custom pricing. Advance support, security \& customization for large accounting firms. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - ACH Payment Processing - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Alerts/Notifications - Approval Process Control - Approval Workflow - Audit Trail - Billing & Invoicing - Client Management - Client Portal - Collaboration Tools - Commenting/Notes - Communication Management - Configurable Workflow - Credit Card Processing - Customisable Branding - Customisable Reports ## Integrations (9 total) - Adobe Acrobat - Anchor - Gmail - Google Drive - Microsoft Outlook - OneDrive - QuickBooks Online - SmartVault - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Project Management Software](https://www.softwareadvice.co.nz/directory/4430/project-management/software) ## Related Categories - [Project Management Software](https://www.softwareadvice.co.nz/directory/4430/project-management/software) - [Actuarial Software](https://www.softwareadvice.co.nz/directory/4334/accounting-practice-management/software) - [Online Project Management Software](https://www.softwareadvice.co.nz/directory/436/web-based/software) - [Project Management Software for Small Business](https://www.softwareadvice.co.nz/directory/3618/small-business/software) - [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software) ## Alternatives 1. 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I am appreciating the customizable workflow templates to quickly add the standard bookkeeping workflows to every client but then also add tasks for their one-off situations that don't apply to my other clients; I am absolutely loving the built in invoicing and billing platform to take care of collecting payment from my clients; the Client Portal is extremely easy for my clients to use to securely share documents and to answer questions that I have about transactions. The Month-End Close functionality is huge, it has helped me cut down the time it takes to do month-end tasks drastically. I'm very impressed with the performance that has been built into this software, and as time goes on, I expect this will only increase. The ability that is built in to sync both with my firm's QuickBooks Online account, as well as my clients makes the onboarding and monthly task work streamlined. The AI tools built in to make efficient work more possible has already saved me time each month. Speaking of onboarding, I was really impressed with all of the tips and tricks that were communicated clearly as I began my use of the service, and any time I have had questions, they have been quickly answered either in the built in support library or their very helpful support staff. I also appreciate how affordable of a service it is, my bookkeeping firm is 100% remote and my overhead costs are very minimal. The price point for the Financial Cents subscription is definitely manageable and much less than other options for practice management software. I highly recommend Financial Cents to any accounting or bookkeeping firm, it has already helped me out in my small firm and has the ability to scale as my firm grows both in clients and eventually employees/contractors. > > **Cons**: I haven’t been using the software for long, but so far I haven’t found anything I dislike. I also appreciate being part of the Facebook group, where I can learn from other users of the platform and hear about software updates that are being worked on or implemented. > > Overall, I'm highly impressed with everything that I have used Financial Cents for in my bookkeeping firm, and I'm excited to learn about more of its features and how I can use those to efficiently provide my bookkeeping services to my clients both now and as my firm grows. ----- ### "This finally fits how I actually work\!" — 5.0/5 > **Candance** | *16 January 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Flexible: I run my bookkeeping firm in it, track client administrative projects and nonprofit coaching tasks in it. This is amazing for me as I have a diverse set of business offerings and it fits the bill. Accounting software Integration: FC offers payment processing that integrates with my accounting system, AND integrates directly with my client's accounting systems to supporting and easy month end close process - saves clicks and time all around. NO PASSWORD client portal: This was the biggest hurdle with my clients in my old practice management system\! Financial Cents removed that barrier and my clients are using it. What a breath of fresh air\! Centralized Client Resources: Being able to put links to external resources is a game changer for me. Add that to a centralized emails inbox and it is huge time saver. Other things worth mentioning: Calendar View is so helpful - and lacking in other PM systems\! FC's tutorials are straight forward and great for visual learners like myself. And, built in time tracking is helpful in understanding time budgeting for my diverse service offerings. > > **Cons**: Niche templates: I’d love more ready-made templates for specialized work (especially nonprofits). The workaround is that the community template library is extensive, genuinely helpful, and I plan to contribute as I continue building nonprofit workflows. Lack of calendar integration: A two-way sync with Google/Outlook (projects and meetings) would make the calendar truly amazing, especially during busy times. I'm hoping that is on the near horizon - fingers crossed. Template Import/Export: You can't import or export a template to work on it outside of FC. For me it means it take a bit more time to modify my existing templates and create new templates. > > Overall, my experience has been extremely positive. FC is an affordable, flexible, time-saving PM system that my clients actually use—NO PASSWORD\! FC is helping me scale my practice and my additional niche specific services with confidence. ----- ### "Still Love FC, but........." — 4.0/5 > **Patti** | *24 April 2026* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: Intuitive layout, customizing is easy, interaction with and requests for clients very effective-even with the least tech savvy client > > **Cons**: When needing to open any other type of document other than a pdf, the document opens as if it were a pdf or not at all. Excel files open as a pdf meaning that I can 't see all of the information in a logical fashion. Word and Excel docs have to be downloaded out of program to be viewed. > > Still very positive, but the inability to open excel and Word documents in the program is problematic. ----- ### "If you're sick of trying to keep up with your team's thousands of tasks, you need Financial Cents\!" — 5.0/5 > **Kaitlin** | *6 February 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: I love the project management features, tags, team collaboration, month end close process, and the client portal. > > **Cons**: It's a big investment financially. I totally understand why it costs what it does, and it's a heavy lift for a firm of my size. Also, while I find it very easy to use, my team who is less tech savvy is struggling a little bit to implement it. > > So far it's been great\! I've completed the trainings and added all my clients. I definitely feel that my practice is benefiting from a managerial perspective, and I think our clients are benefiting from the organization that the client portal provides. ----- ### "Keeps Me Organized and On Track as a Solo Worker" — 5.0/5 > **Julie** | *2 December 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: I helps me to schedule my workload, to see my upcoming deadlines, and keep notes if I have to ask my client anything. > > **Cons**: I can't think of anything that I dislike\! I'm only using the basic features at this time. I'm looking to learn more and upgrade to the higher version. > > It's been great overall\! It's so powerful, that you have to "step" into it. I'm looking forward to exploring it's higher features. ----- Page: 1 / 12\ Next: [Next page](https://www.softwareadvice.co.nz/software/80460/financial-cents?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/80460/financial-cents) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data