workflow, practice management, client portal

Financial Cents

Workflow and practice management software for accounting firms: recurring jobs with due dates, client tasks and document requests through a branded portal, and AI that checks, renames and files client uploads.

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Pricing

$19 a month to start

Solo $19 a month billed annually for one user. Team $49 a user a month billed annually or $69 monthly; Scale $69 a user a month billed annually or $89 monthly, and adds automatic follow-ups on client tasks. Monthly billing needs 5 users. AI file checking, renaming and routing on every plan.

Price checked on Financial Cents's own site on October 18, 2026. Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices

Ideas that use Financial Cents

CPA Firms

Estimated tax payment reminders for CPA firm clients

Financial Cents creates each quarter's estimate job and follows up with clients automatically, behind the firm's own due-date list. $69£52€62A$100C$98 a month.

Costs $69£52€62A$100C$98/mo
Worth $180£135€161A$260C$254/mo
Pays for itself in about two weeks
Some setup needed