Financial Cents

What is Financial Cents?

Financial Cents is a comprehensive accounting practice management solution designed to streamline operations, enhance collaboration, and drive efficiency for bookkeeping and accounting firms. The software provides a centralized platform to handle a wide range of tasks, from automating data collection and managing projects to tracking time and invoicing clients

Highlights

• Automated Workflows: The software allows firms to set up recurring projects, such as bi-weekly payroll or monthly bookkeeping, and utilize practice templates to standardize workflows across the organization
• Centralized Client Information: Financial Cents offers a secure repository to store client details, including contact information, documents, passwords, and notes, enabling easy access and collaboration
• Collaborative Tools: The web portal enables team members to communicate with clients, request necessary documents, and access client interaction details, fostering seamless collaboration
• Task and Project Management: Administrators can define steps for tasks or subtasks, track billing processes, and configure access permissions for staff members, ensuring efficient project management
• Time Tracking and Invoicing: Bookkeepers can track the time spent on projects, export data to process invoices, and monitor clients' financial performance through custom reports
• Secure Data Storage: The software utilizes Transport Layer Security (TLS) encryption to protect confidential information, ensuring the security of client data.