Financial Cents

software

★★★★½4.3(279 reviews)

About

Accounting practice management software for small and mid-sized firms with workflow management, client CRM, task tracking, and financial reporting in one platform.

Overview

Affordable practice management tool best suited for small and mid-sized accounting firms starting with workflow automation.

practice management accounting workflow management CRM bookkeeping task management

Pros

+Affordable entry point with Solo plan at $19/month
+200+ pre-built workflow templates
+Built-in client portal and CRM
+Email integration with Gmail and Outlook
+14-day free trial with no credit card required

Cons

-May lack advanced functionality for larger growing firms
-Significant price jump from Solo to Team plan
-Limited integrations compared to competitors

Integrations

QuickBooks OnlineGmailOutlookZapier

Visit website

This may be an affiliate link — the creator and GuruStacks may earn a commission, at no extra cost to you. Learn more

Details

HeadquartersAtlanta, Georgia, USA

Typesoftware

Pricing

Model

subscription

Platforms

web

Similar tools

View alternatives →

Karbon

4.2

practice managementaccountingworkflow management

Collaborative practice management platform for accounting and bookkeeping firms that unifies email, tasks, client communication, and workflow management in one connected workspace.

TaxDome

4.2

practice managementtax preparationaccounting

All-in-one practice management platform for tax, accounting, and bookkeeping firms with client portal, document management, billing, and workflow automation.

Double

4.2

bookkeepingmonth-end closeclient management

Month-end close management and bookkeeping software (formerly Keeper) that streamlines client communication, coding error identification, task management, and KPI tracking for bookkeeping firms.

Client Hub

4.2

practice managementaccountingclient portal

Modern accounting practice management and client portal software with task management, workflow automation, AI-powered job creation, and deep QuickBooks integration.

Mango Practice Management

4.2

practice managementaccountingtime tracking

All-in-one practice management software built by accountants for CPA firms, bookkeepers, and consulting firms with time & billing, project management, document management, and client portal.

ZipBooks

4.2

accountingbookkeepinginvoicing

Cloud-based accounting software with a forever-free plan offering unlimited invoicing, expense tracking, and financial reporting for small businesses and freelancers.