Financial Cents
- Android app
- Not listed
- Free plan
- Trial only
- Paid plans from
- $19/mo
- Runs on
- Web
Summary
Financial Cents is cloud-based practice management software for accounting, bookkeeping, and tax firms. It helps firms coordinate client work and staff and track deadlines with workflow management, client CRM, automated client-task reminders, month-end close, e-signatures, time tracking, billing, and invoicing. Its client portal uses passwordless links, rotating encrypted passwords, and six-digit identity codes sent by email or SMS. Financial Cents says document storage is unlimited and data is encrypted at rest and in transit. Integrations include QuickBooks Online, email and file services, Zapier, Ignition, and tax applications such as DrakeTax, UltraTax, Lacerte, ProSeries, ProConnect, TaxAct, and CCH Axcess. The Scale plan includes an Open API, and Enterprise includes webhooks. Financial Cents states it is SOC II Type I certified by AICPA and offers a 14-day trial without requiring a credit card. The Solo plan costs $19.00 per month, billed annually, with a 12-month agreement for single-user firms. Firms with one to four users must pay annually; monthly billing is available only to firms with at least five users.
Who it is for
It is designed for accountants, bookkeepers, and CPAs managing client work, staff coordination, and deadlines. The Solo plan is for single-user firms, while monthly billing requires at least five users.
What is good
- Includes workflow, time tracking, and invoicing.
- Client portal uses email or SMS identity codes.
- Unlimited document storage is stated for all users.
- Offers a 14-day trial without a credit card.
- Integrates with accounting and tax applications.
What to know first
- No free plan.
- Solo costs $19.00 per month, billed annually.
- Firms with one to four users must pay annually.
- Monthly billing requires at least five users.
Verdict
Financial Cents combines practice workflows, client communications, billing, and document handling for accounting-related firms. The trial provides a way to evaluate it, but smaller firms must commit to annual payments.
Financial Cents plans and pricing
All plansCompared on accounting practice management software
- Free plan
- Nofinancial-cents.com
- Paid from
- $19/user/mofinancial-cents.com
- Client portal
- Yesfinancial-cents.com
- Workflow automation
- Yesfinancial-cents.com
- Time tracking
- Yesfinancial-cents.com
- Billing and invoicing
- Yesfinancial-cents.com
- Document management
- Yesfinancial-cents.com
- Deadline tracking
- Yesfinancial-cents.com
- Staff capacity planning
- Yesfinancial-cents.com
Facts
- Product
- Financial Cents is a cloud-based practice management solution for accounting, bookkeeping, and tax firms to manage client work, collaborate with staff, and hit deadlines.financial-cents.com · 30 Sept 2026
- Core features
- The product includes workflow management, billing, time tracking and invoicing, client CRM, client tasks with auto-reminders, month-end close, e-signatures, and AI features.financial-cents.com · 30 Sept 2026
- API
- The Scale plan includes an Open API and webhooks are included in Enterprise.financial-cents.com · 30 Sept 2026
- Security certification
- Financial Cents states that it is SOC II Type I certified by AICPA.financial-cents.com · 30 Sept 2026
- Encryption
- Financial Cents states that data is encrypted at rest and during transit, with TLS-secured browser connections.financial-cents.com · 30 Sept 2026
- Authentication
- Multi-factor authentication is provided and recommended for users, and the Enterprise plan offers a mandatory 2FA option.financial-cents.com · 30 Sept 2026
- Infrastructure
- Financial Cents uses DigitalOcean and AWS cloud providers and states that both providers are SOC II, SOC III, GDPR, and HIPAA compliant.financial-cents.com · 30 Sept 2026
- Document storage
- Financial Cents states that it offers unlimited document storage to all users.help.financial-cents.com · 30 Sept 2026
- Billing availability
- Financial Cents Billing is currently available for US and Canadian firms.help.financial-cents.com · 30 Sept 2026
- Trial
- The service offers a free 14-day trial with no credit card required.financial-cents.com · 30 Sept 2026
- Billing limit
- Only firms with five or more users can choose monthly billing; firms with one to four users must use annual payments.help.financial-cents.com · 30 Sept 2026
- Audience
- Financial Cents was launched in 2020 as practice management software designed for accountants and is used by accountants, bookkeepers, and CPAs.financial-cents.com · 30 Sept 2026
- Support
- Enterprise includes priority support, premium training and onboarding, and a dedicated customer success manager.financial-cents.com · 30 Sept 2026
Company
- Founded
- 2020financial-cents.com · 23 Sept 2026
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Sources
- financial-cents.com· checked 30 Sept 2026
- financial-cents.com/pricing/· checked 30 Sept 2026
- financial-cents.com/security/· checked 30 Sept 2026
- help.financial-cents.com/en/articles/4256820-faq-s· checked 30 Sept 2026
- help.financial-cents.com/en/articles/9967597-fc-billing-overview· checked 30 Sept 2026
- help.financial-cents.com/en/articles/6079564-pricing-faq-s· checked 30 Sept 2026
- financial-cents.com/about-us/· checked 30 Sept 2026