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Financial Cents

Name: Financial Cents
Rating: 4.5 (2 reviews)

By Financial Cents

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Highlights : About Financial Cents

Never Miss a Deadline

Financial Cents will allow you to automate your workflows in minutes so client work never falls through the cracks.

Get Organized

Financial Cents allows you to keep all your client information & data in one place so everything is always easy to find

Manage Your Team

Financial Cents allows you to delegate client work, track their progress, communicate with your team, and even have them log all of their client interactions in one place.

Get Setup in Minutes

We make it easy. Get your entire team and client base up and running in less than 2 minutes

Easy to Learn

We keep it simple. You and your team will be able to learn the system without any training

All-in-One Solution

We have everything you need. Cancel your endless list of software subscriptions and never work in and out of different apps again

About Financial Cents

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.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Recurring Projects

Filter Projects

Calendar View

Time Tracking

Client Information

Call Tracking

Financial Dashboards

Percentage Change

Quarterly Trend Analysis

Mobile App

Team Collaboration

Duplicate Projects

Billing

Client Communication

Activity Timeline

QBO Integration

Monthly Trend Analysis

Yearly Trend Analysis

Benefits

Efficient Project Management

Financial Cents helps you and your accounting team to get on the same page. Everyone has access to the same information, contacts, and tasks. Collaboration and communication are significantly improved, which means your firm is able to achieve all your accounting and bookkeeping goals on or before your deadlines. Everything is transparent, empowering accountability and driving everyone to be highly productive as individuals and as a collective whole.

Centralized Information Management

With Financial Cents, all your client information, documents, and notes are stored and secured in a single, accessible platform. Any data you or your staff require, a quick search will give you the information you need. Financial Cents provides you with a 360-degree picture of all your relationships with your clients. Whenever they call for queries about their accounts, you have all the answers within reach.

Unmatched Financial Reporting

Your clients trust you to help them boost the value of their business. Financial Cents provides you with powerful reporting tools to help monitor their financial performance, spot trends, make projections, and discover opportunities. Provide your clients with valuable insights into their business and establish your firm’s role as a trusted financial advisor in just a few clicks.

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