Markcomm Pitch

Overview

The Financial Cents software is everything that a firm requires. You can manage the staff, track client deadlines, automate client-data collection, track time, invoice the clients and store the client information in one single place.

Screenshot

Financial Cents

Features

  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking
  • Activity Dashboard
  • Alerts/Notifications
  • Customizable Reports
  • Data Import/Export
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based

Training

  • Live Online
  • Webinars
  • Documentation

Financial Cents Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: Financial Cents

  • Headquarter: United States

  • Full Address:

Reviews

Overall: For us Financial Cents solved some key pain points: 1. Project management – it allows managers to see what projects are outstanding, which are only partially completed and which are upcoming. It provides confidence that tasks are not following through the cracks. 2. It has allowed us to discuss projects/tasks without having to use email. Instead, we can use the messaging application within the projects. A time saver. 3. It has helped us define our workflows and communicate them to all staff.
Pros: Financial Cents was simple to start using for our firm. There is no complicated setup or onboarding. I had it up and functioning within 30 minutes. There are simple, short training videos that I used to get staff trained. I had staff using it and loving it within the first week.
Cons: The one feature I would love to see is email integration. I have been assured that it is coming!

Read Full Review Here

Overall: My experience with Financial Cents has been great. It was easy to implement and begin using. I have been testing it with a few clients and will be moving my complete practice over to FC. My staff will be using the platform soon as well. In the future it would be nice to see a monthly package with more than one user.
Pros: I like that it is not a huge learning curve to start using the platform. Love the effective hourly rate feature. My clients love that they do not need to sign up for an account to complete tasks. The filter feature is perfect!
Cons: I don’t like that you can not set a due date on subtasks or add additional information to a subtask. It would be nice to have the ability to link dependencies to tasks in different workflows.

Read Full Review Here

What do you like best?
Our small firm was looking for an affordable solution to our spreadsheet project management. We needed something that would solidify our workflows, see project status across the firm, and allow for team collaboration (without having to use email!). Financial Cents has hit all 3 of our must-haves.

We have loved the accessibility of help and the feedback the company is continually seeking from users.

What do you dislike?
The one drawback is that it does not yet have full email integration. You can forward an email to the application to create projects, but you cannot yet integrate email into the application. But I know they are working hard on this, and it is a feature that is coming!

Read Full Review Here

What do you like best?
Financial Cents is easy to use, easy to implement, and a life saver!!!

I log in everyday and start my day with seeing what’s on task for that day. As things arise it is easy to just add them in on the fly. Users can comment, share and pick up others tasks if they have free time. Time tracking is a breeze too.

What do you dislike?
Nothing yet. We are relatively new but we are SO pleased

Read Full Review Here