Financial Cents

Solo and small accounting firms in the US and Canada that want practice management built for their profession, not adapted from a generic project tool, will find Financial Cents covers recurring workflow templates, a passwordless client portal, billing, proposals, e-signatures, and time tracking in one place.

The workflow side uses templates for repeating services. When a monthly bookkeeping job comes around again, the template creates a fresh task list assigned to the right team members with deadlines already filled in. A firm-wide dashboard shows every open job and who owns what, so work does not sit idle while the team is occupied elsewhere. Capacity management on the Team and Scale plans shows each team member's workload at a glance, so managers can redistribute jobs before deadlines stack up.

The client portal stands out for one reason: it is passwordless. Clients receive a link, click through, and can upload documents, sign agreements, and pay invoices without needing an account or a password. That removes the friction that causes most clients to ignore or defer portal requests. On the Scale plan, the portal can be branded with the firm's own logo and colours.

Financial Cents works with QuickBooks Online, Gmail, Outlook, Zapier, and SmartVault. The Scale plan adds an open API for custom connections. Pricing starts at $19 per month for the Solo plan (single user). Team plans start at $49 per user per month billed annually, and Scale plans at $69 per user per month add advanced automation and the branded portal. Enterprise pricing is available on request. A 14-day free trial is available with no credit card required. The platform is primarily focused on North America.