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Über Financial Cents
Eine einfach zu bedienende Lösung, die alles bietet, was du zur Skalierung deines Unternehmens benötigst
I like the task and document sharing features. The support team is always available to answer any questions I might have.
No integrated e-mail triage, although you can forward emails to an "in-box" to turn them into one-off projects or to-do items.
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To good to keep a secret.
Kommentare: It does not take a full time person to keep it up to date. Actually each user keeps their own work up to date and an administrator only jumps in to work on missed due dates.
Vorteile:
Built in videos that walk you through each section of the program.
Nachteile:
We hesitated to write a review because this program is such a boon to our accounting practice we did not want knowledge of it to leak out to other accounting practices.
In Betracht gezogene Alternativen:
A valuable tool so nothing will fall through the cracks
Kommentare: There are clear and helpful instructions to get started, customer service is very responsive and while there are some things that I don't like, I see how they are actually improving the app and expect it to get better.
Vorteile:
It didn't take me long to get started using it once my templates were configured. It's very easy to customize each project for my needs and set it to recur automatically. It has become a valuable tool since the first day I used it with a client project. The workflow view is very helpful and the capacity management feature is useful although not perfect.
Nachteile:
Setting up my templates took a long as the only import option is from a proprietary file format for users to share templates so my assistant had to spend days copying and pasting all of my customized templates into the system. The QBO import is very convenient but it imported projects as separate clients which required some cleaning up, I wish I could select which clients to import. The client portal sounds great in theory but I can't use it as I am used to a completely white-labeled experienced and this portal is ugly, not customizable and I have found no way to customize the text of the emails that are sent to clients. I can't use this until they allow me to customize the text and branding.
Saves time, make sure things don't go through cracks
Vorteile:
That i helps to see how things are going, and that i can chase clients for information
Nachteile:
i like everything, need more time to implement
Accountant Specific
Kommentare: I have really enjoyed the process of setting it up and starting to customize it.
Vorteile:
I like that it is specific to accountants and has features that other task managments don't have. I like the interface, that it is simple and easy to use.
Nachteile:
I think there could be more systems that could be created to even better support accountants. I think having reaccuring tasks would help in projects.
In Betracht gezogene Alternativen:
Can't say enough good things abou tit!
Kommentare: We are thrilled with the streamlined workflow Financial Cents brings to our firm! After many trial and errors, with other products/companies over promising and under delivering, the cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support has made this an easy decision for us. Financial Cents is my top choice for efficient and effective financial management – 10/10 highly recommended!
Vorteile:
The cloud-based accessibility, affordability, intuitive interface, and INCREDIBLE customer support
Nachteile:
So far, there is nothing that I don't like.
In Betracht gezogene Alternativen:
Streamlining Bookkeeping to leave room for more Advisory
Vorteile:
I don't have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable - including the reminder emails.
Nachteile:
It's still growing and missing features like bulk movement in their document system, but they're working on it. They're great at listening to end-user input.
An Honest Bookkeeper's Review
Kommentare: I am less than 30 days in - I love it, my staff loves it. I took the leap, it is pricier than I would have liked - but I see it as an investment on our future. If this helps us get/stay organized then we can grow. Who does not like growth?
Vorteile:
I love that it too little to no effort to understand, all of the intro videos were so helpful. They got me started on the right path. I love that it is like taking my brain and putting it into order. It helps me get/stay organized.
Nachteile:
Price - It was a little steep for me. But I am taking a leap of faith that I will use this - as well as my team.
Financial Cents just makes SENSE
Kommentare: [SENSITIVE CONTENT HIDDEN] was awesome with the demo which started the process. Implementing was great since it linked to QBO and pulled in my customer list. I have been using it since the free trial and couldn't imagine NOT using it now.
Vorteile:
Easy to use, support that listens and its continually adding new features as they learns what is important to the user. Sharing with me team - ideal, check lists so I know where I am at and then adding tags so I can see at a glance where the work is - incredible.
Nachteile:
I wish it had email integration - that's the final piece and I can use this for EVERYTHING. Perhaps a library of templates from users, bookkeepers and accountants marked for various software use - would make templates more robust.
In Betracht gezogene Alternativen:
Amazing support!
Kommentare: I love following the Facebook user group because the developers are actively engaged and super responsive. If someone says, I wish it could..." they either respond immediately with specific directions to use a function that is already available, or they let you know how soon we can anticipate seeing this feature added.
Vorteile:
Helps with workflow management, designed for accountants & bookkeepers.
Nachteile:
It is SO robust and takes a lot of effort to implement effectively.
Excellent workflow management and more!
Kommentare: Excellent onboarding. The services were setup quickly and we were using it within a week. No training needed.
Vorteile:
Love how easy it is to setup and begin using.
Nachteile:
Some of starter templates could be setup a bit better to make the onboarding even better for clients.
In Betracht gezogene Alternativen:
I LOVE Financial Cents
Kommentare: I have just started creating my account and will be implementing it starting August 1st. In the process of moving everything over from my current CRM. But everything I have seen that it does, I am very happy and excited to start using it. It will save me so much time between tracking my employees time in another 3rd party and trying to figure out if I am over budget with hours for my clients. Right now I have to print a report in QBO and then put the hours in an excel spreadsheet and compare with the budget. F.C. will do all that within the software. Plus it will let my employees know how much time they have to work with so they can also watch their time and know if they are taking too long on a project.
Vorteile:
This had everything you need in a CRM. From Timekeeping, track estimated hours a job should take, billing, effective hourly rate, automated client tasks reminders. Recurring tasks. It also has a chat with support right in the software and they are very responsive and answers all my questions that I may have throughout setting up my account. Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves. I am super excited about this feature. I won't have to worry about reminding them. They are reminded how often you want until they complete the task.
Nachteile:
The fact we have to pay per user. It could get expensive if I hire too many employees. But for what it offers, it's worth what I pay for now. I have 3 users.
In Betracht gezogene Alternativen:
Excellent product and Outstanding Service & Support
Kommentare: Financial Cents is on the ball!!! After starting my bookkeeping firm a year ago, I spent hours and weeks evaluating a tech stack that would meet my needs. After a few failed attempts at other solutions, I landed on Financial Cents and haven't looked back! They know how to stay on top of feature updates that are meaningful and useful, and are embracing AI which was a must for me when selecting a platform. It's been a wonderful deployment and implementation and I'm excited to use more of the features as my firm grows
Vorteile:
They are continually added useful features and updates that are meaningful in making the product easy to use. They are embracing AI and incorporating it into the templating process (super cool). The support from Financial Cents is outstanding, very responsive and in front of their community asking for feedback and feature requests to make our firm running easier. Oh and the Client Portal! Great portal that is easy for clients to use, no password required (magic links)
Nachteile:
The one downside was that it lacked a way to integrate with the rest of my tech stack.... and BOOM! They just released Zapier support for integration! So the one thing I disliked, has now been taken care of!
In Betracht gezogene Alternativen:
Cost Effective Cloud based Accounting Practice Management System for Accountants
Kommentare: Solved Pain points- 1 Pain, Hundred of emails from 1 client.. who has multiple businesses. So to assign an email to the exact Project Legal entity very helpfull. Ability to Copy in my Text SMS messages from Client- Time entry is great allows 10 minute intervals.
Vorteile:
Automation within tasks, Subtasks. Manual Timesheet Entry and also a timer for current time entry. Great Client Portal- Easy link to Client documents
Nachteile:
Needs improvement ON client portal for clients to open up standard files. MS Office word and excel, and PDF Files - 1 click and file opens in APP. -
Easy Transition
Kommentare: Highly recommend. Great price and time saver than the other options I tried - Jetpack and Aero
Vorteile:
It filled all of the voids from the other project management software out there for bookkeepers. The price was also way cheaper than most of the other software out there. Easy to set up - my team and I were up and running in minutes Easy to maintain - anything we need to add or change is simple and quick to do Automated Reminders - this was the selling point for my firm. Set up a reminder and client tasks. The client is continually reminded automatically about what they have left to do/send. Gives us so much time back in sending out constant follow up emails prior to this software
Nachteile:
Client to dos transfer over to the next month even if they were completed prior to the new recurring event starting up. It would be great if when we check the box to complete the missing client task, that it doesn't carry over to the next month. Thus confusing the client before we even get to work on them.
In Betracht gezogene Alternativen:
Financial Cents is a total game changer
Vorteile:
I love this platform. It simply does everything I need it to do and is easy to use. Support is a big part of why I chose it but the knowledge base is so well done, I haven't had to ask anything. I wish I had known about it a long time ago. I've used three other platforms to manage the accounting cycle and Financial Cents blows all of them away. I didn't think I would be able to afford something this great, but it is well priced. Amazing value.
Nachteile:
I'm patiently waiting for the gmail integration to be fully implemented. It would be nice if the client chat was on the dashboard. It's a bit buried.
Financial Project Management Software
Vorteile:
I chose Financial Cents as the project management software for our accounting firm because we were looking for the ability to have recurring tasks customized for each client without having to copy or duplicate each project every month.
Nachteile:
I would like to be able to navigate easier. As it stands, you have to go back to the menu bar each time you want to switch modules or go back to the previous screen. I would also like to see a mobile and desktop app.
In Betracht gezogene Alternativen:
Financial Cents is exactly what our firm was looking for!
Kommentare: Financial Cents has been great for managing all employee tasks. It is very helpful to be able to track time for all projects and not have to worry about using another separate system for budgeted time for each client. We have nothing but positive experiences with Financial Cents. We love how it includes client portals, workflows, project management and staff management.
Vorteile:
The ease of adding and managing projects. The reminders for clients are the best. We love that we don't have to keep track of requests for documents from our clients and that we can chat with them through Financial Cents.
Nachteile:
We do need email integration to check off all our boxes.
User Friendly workflow
Vorteile:
I like the easy navigation, the simple, fresh interface, and the easy filtering options. It been extremely beneficial having the tutorial videos easily accessible on the left toolbar.
Nachteile:
I wish that the recurring tasks would all show up on the reports rather than just the current recurring task that is incomplete. I'd also like to see a billing/invoicing feature added to the software. A proposal/estimation feature would be helpful as well.
In Betracht gezogene Alternativen:
Financial Cents has everything I am looking for
Kommentare: I couldn't be happier
Vorteile:
The set up was seamless, quick, and painless. I love that I can do time tracking and also record the conversations we have with a client. Having the ability for everyone to have access to conversations gives us the ability to always help a client even if the person assigned to that client might not be available.
Nachteile:
Having to learn a new software but that isn't Financial Cents' issue but mine
In Betracht gezogene Alternativen:
Getting Started
Kommentare: It's going to help me scale and grow my business
Vorteile:
Love the client portal and the password vaults for clients
Nachteile:
It's not cheap and the dashboard for workflow can look overwhelming
In Betracht gezogene Alternativen:
Great Task Management Software
Kommentare: This software has helped our team communicate better and save time getting tasks completed.
Vorteile:
easy to deploy, team features are very easy to use, helps keep us organized, software updates frequently.
Nachteile:
not an app, recurring tasks need some cleaning up
Accounting Project Management
Kommentare: So far I really like it. It has allowed me to stop keeping a paper checklist to be able to see where clients are during weekly or monthly processing
Vorteile:
I love the birds-eye view of the projects where you can see the status (what % complete the project is and who's next on the task list)
Nachteile:
I wish tasks were a bit more flexible - and I wish the client communication was more robust to be able to get rid a secondary client communication portal
In Betracht gezogene Alternativen:
Great WF Management Software
Vorteile:
After looking at various options I opted to go with FC for WF and tasks management, could not be happier with it. There are always room for improvement as we accountants expect a lot but it definitely is a peace of mind, great for team capacity management and WF control.
Nachteile:
I would like if they can sync gmail folders
This is a great and comprehensive product
Kommentare: Very positive. I used it in my previous job and purchased it immediately when I started my own business.
Vorteile:
It manages multiple functions and meets multiple needs.
Nachteile:
It's a good program. The only con is that the price increases regularly and you want to join asap to get grandfathered into new features.
The Game-Changer
Vorteile:
I am always on the lookout for tools that can enhance productivity and streamline my work. Recently, I had the opportunity to try out Financial Cents, and I must say, it has been a game-changer in terms of project and time management
Nachteile:
Nothing imparticular that I found unhelpful.