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Financial Cents

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Workflow and client chasing for small firms, with AI that renames the files

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  • Deployment Cloud Based, SaaS
  • Starting price $19
  • Free trial Available
  • Best for Freelancers, Small Business, Medium Business

What is Financial Cents?

Financial Cents is accounting practice management software covering workflow and to-do lists, workflow automation, team collaboration, email integration, capacity management, time tracking, document management and client requests, aimed at small and growing firms.

The AI file validator and file renaming features are small and unusually well targeted. Anyone who has worked in an accounting practice knows that clients upload documents named IMG_4471 and scan-3, and somebody then opens each one to identify it and renames it correctly before the work can begin. Automating that removes hours of genuinely worthless labour from every engagement.

Client requests as a named feature addresses the other structural time sink, which is chasing. A tax return waits on a missing document, the accountant emails, the client forgets, and the accountant emails again in a week. Systematic request tracking with automated reminders turns that from a task somebody must remember into something that happens by itself.

The pricing suits the target firm size, with a single-user Solo plan at 19 dollars a month, a Team plan at 49 dollars a month and Scale at 69 dollars a month as the most popular, with a minimum of five users on monthly billing and a 14 day trial requiring no card. Note that the large dollar figure on the site is a claimed annual saving from firms recovering 56 hours a month, not a price.

Key Features of Financial Cents

  • Workflow and to-do lists
  • Workflow automation
  • Client request tracking with reminders
  • AI file validator
  • AI file renaming
  • Document management
  • Email integration
  • Team collaboration
  • Capacity management
  • Time tracking
  • Budget and reporting
  • E-signature

Financial Cents Pricing

Solo

$19

For single user firms, with a 14 day free trial and no credit card required. Monthly billing requires a minimum of five users on team plans.

Team

$49

Adds team collaboration, client requests and e-signature across a growing practice.

Scale

$69

Most popular. Adds groups and custom fields alongside the full workflow and document capability.

Financial Cents Specifications

Deployment
  • Cloud Based
  • SaaS
Desktop
  • Web App
Mobile
  • iOS
  • Android
Built for
  • Freelancers
  • Small Business
  • Medium Business
Support
  • Email
  • Knowledge Base
Public API
Yes
Free trial
Yes
Free plan
No
Runs in browser
No
Customisable
No

Financial Cents Screenshots

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Financial Cents FAQs

Solo is 19 dollars a month for single user firms, Team is 49 dollars a month and Scale is 69 dollars a month as the most popular tier. Monthly billing requires a minimum of five users.

Clients upload documents named IMG_4471 and scan-3, and somebody opens each one to identify and rename it before work can begin. Automating that removes hours of worthless labour per engagement.

Chasing missing documents systematically with automated reminders, rather than the accountant emailing, the client forgetting and the accountant emailing again a week later.

No. It is a claimed annual saving based on firms recovering an average of 56 hours a month, not a Financial Cents rate.

Yes, a free 14 day trial with no credit card required, across the Solo, Team and Scale plans.