
Financial Cents
7.6#1 in ca office management softwareFrom $19 a monthAndroidiOSWebAPI
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| Fact | Financial Cents | Task Session |
|---|---|---|
| API | The Scale plan includes an Open API and webhooks are included in Enterprise. | The plan comparison lists REST API access and webhook automation. |
| Audience | Financial Cents was launched in 2020 as practice management software designed for accountants and is used by accountants, bookkeepers, and CPAs. | The company says Task Session is built for freelancers, agencies, and teams of all sizes. |
| Client portal | A passwordless client portal supports document exchange, communication, task completion, signatures and invoice payments. | A white-label portal lets clients view shared projects, tasks, files, invoices, payments and communications. |
| Integrations | Native or listed integrations include QuickBooks Online, Gmail, Outlook, Google Drive, OneDrive/SharePoint, SmartVault, Adobe Sign, Ignition, tax applications and Zapier. | The pricing comparison lists Google Calendar, Google Drive, Stripe, PayPal and 2Checkout integrations. |
| Licence | Terms describe a subscription service licensed to customers and a limited trial version; they do not present Financial Cents as open-source software. | The licence is proprietary, non-transferable and non-sublicensable; redistribution is prohibited and regular licences cover one domain or server. |
| 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. | Task Session describes itself as a self-hosted CRM and work management platform. |
| Rating on Capterra | 4.8 out of 5 from 270 reviews | 0.0 out of 5 from 0 reviews |
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.
Task Session may suit freelancers, agencies, and teams seeking CRM and work-management tools on their own server. It is also relevant to customers who can provide hosting and want a free, open-source edition.