Financial Cents
Workflow, client management, and billing for accountants and bookkeepers.
Overview
Financial Cents covers the operational core of an accounting or bookkeeping firm in one place: recurring job tracking, client portal, billing, proposals, e-signatures, and team capacity. It is built specifically for accountants and bookkeepers rather than adapted from a generic project management tool.
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.
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.
Financial Cents works with QuickBooks Online, Gmail, Outlook, Zapier, and SmartVault. Pricing starts at $19 per month for solo users. Team plans start at $49 per user per month billed annually. A 14-day free trial is available with no credit card required. The platform is primarily focused on North America.
Key facts
- Starting price
- $19 per month
- Pricing model
- per user
- Free trial
- Yes
- Free tier
- No
- Deployment
- cloud
- Geography
- US, CA
- Works with
- quickbooks, gmail, outlook, zapier, smartvault
- Last verified
- 2026-04-20
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Solo | $19 | per month, billed annually, single user only | Core workflow, task tracking, client management, and portal for single-user firms. |
| Team | $49 | per user per month, billed annually | Unlimited users, team collaboration, Gmail and Outlook sync, and capacity management. |
| Scale | $69 | per user per month, billed annually | Everything in Team plus advanced automation, Zapier, SmartVault, branded client portal, and open API. |
| Enterprise | Custom | custom | Custom security, dedicated support, and tailored configuration. |
Featured in
More in this category
Canopy
Practice
All-in-one practice management with built-in AI tools for accounting firms.
ClientHub
Practice
Client portal and workflow management for accounting and bookkeeping firms.
Jetpack Workflow
Practice
Job and task management for accounting and bookkeeping firms.
Last verified 2026-04-20. Pricing and features come from vendor-published specs. See our methodology.