Financial Cents

To good to keep a secret.

Commentaires : 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.

Avantages :

Built in videos that walk you through each section of the program.

Inconvénients :

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.

A valuable tool so nothing will fall through the cracks

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Financial Cents

Avantages :

The ability to manage budgets of multiple projects

Inconvénients :

The price for the amount of integrations doesn't match many other products of the same caliber

Excellent product to you if you are an accounting firm

Commentaires : I happy to have implemented this. We have been using several practice management application - it either difficult to set up or difficult to maintain - Financial Cents is easy to set up and maintain and it works for us.

Avantages :

Ease of use and set up. Our staff have no difficulty suing it from ground up. Thereare also a lot of training videos.

Inconvénients :

I can't find any that is major items to consider a weakness. so far we love it all.

Game Changer for our bookkeeping firm!

Commentaires : It has been a great experience. From our introductory call to the Facebook group we have been able to implement this new app fairly seamlessly.

Avantages :

The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style. As management we love the capacity report to see who has time for the new clients we sign on. The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.

Inconvénients :

We would like more reports to be available, ie to gather the information that is sitting on the client dashboard (from their about section or the activity section). We would like the ability to use the client chat feature outside of a project - so that they can communicate with us between projects.