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.

Easy to Use Project Management Software

Commentaires : Love it! Took my many spreadsheets into one place to see what work needs to be completed.

Avantages :

The ability to setup projects for multiple clients all at the same time. Also, when I can't figure something out, I can message the company and typically get a response in minutes.

Inconvénients :

Doesn't have a lot of features, but they are always adding new features.

Almost perfect!!

Avantages :

The software is cheap, easy to navigate and setup for first time users

Inconvénients :

One of my least favorite features is how FC is how much watermarked FC is when it comes to the client side. I need the software I am using to be in the shadows, like behind the scenes when I interact with my clients. Unfortunatlely all emails and communications from me to clients are labelled with FC logoes and texts all over which is not good as my Firm is playing behind the scenes

Practice Management Software without complicated implementation

Commentaires : For us Financial Cents solved some key pain points:
1. Project management - it allows managers to see what projects are outstanding, which are only partially completed and which are upcoming. It provides confidence that tasks are not following through the cracks.
2. It has allowed us to discuss projects/tasks without having to use email. Instead, we can use the messaging application within the projects. A time saver.
3. It has helped us define our workflows and communicate them to all staff.

Avantages :

Financial Cents was simple to start using for our firm. There is no complicated setup or onboarding. I had it up and functioning within 30 minutes. There are simple, short training videos that I used to get staff trained. I had staff using it and loving it within the first week.

Inconvénients :

The one feature I would love to see is email integration. I have been assured that it is coming!