Financial Cents is practice management software for accounting, bookkeeping and tax firms, with workflows, a client portal, CRM, time tracking and billing. Plans start at $19 a month for one user on annual billing, and every plan has a 14-day free trial.
The bottom line
A strong, fairly priced fit for small accounting firms on QuickBooks Online.
7.7
Our score
7.7 / 10
Conversion Gems editorial verdict
$19/mo Solo (annual); 14-day free trial
Features8/10
8 - workflows, client portal, CRM, time tracking, invoicing, proposals and e-signatures in every plan.
Value8/10
8 - $19 a month Solo and $49 per user Team on annual billing with core features included.
Ease of use8/10
8 - 250+ templates and a 14-day trial without a card.
Ecosystem7/10
7 - native QuickBooks Online sync; Zapier, Open API and tax software integrations from Scale.
Support6/10
6 - public help center; priority support and a success manager only on Enterprise.
What it really is
Workflow and client management software built only for accounting and bookkeeping firms.
Our take
Financial Cents does one job: keeping recurring client work on schedule for small accounting firms. Workflows, the client portal, billing and QuickBooks Online sync come in every plan, which keeps the entry plans useful. The catches are in billing terms: monthly payment needs five users, and integrations like Zapier and the API wait for Scale. Use the 14-day trial to test it on one month of closes.
Why we rate it
It bundles workflows, client portal, billing and proposals for accounting firms at a per-user price below many general tools once configured.
The catch
Monthly billing needs five users, and Zapier, the API and tax software integrations require Scale.
Best for
Small bookkeeping and CPA firms
Firms using QuickBooks Online
Solo accountants outgrowing spreadsheets
Not good for
Firms wanting month-to-month billing with fewer than five users
Teams that need a general project tool beyond accounting
Large firms needing deep custom permissions below Enterprise
Friction report
Time to value
Low: start from prebuilt workflow templates during the trial.
Scale breakpoint
Zapier, API and tax software integrations need Scale at $69 per user a month annual.
Walled garden
Moderate: data sits in Financial Cents; open API only from Scale.
Financial Cents pricing
Plan
Annual billing
Monthly billing
Notable additions
Solo
$19/mo, 1 user
Not available
Core workflows, portal, CRM, billing
Team
$49/user/mo
$69/user/mo (min. 5 users)
Integrated email, unlimited tags and custom fields
Scale
$69/user/mo
$89/user/mo (min. 5 users)
Zapier, Open API, branded portal, shared inbox, tax software integrations
Enterprise
Custom
Custom
IP whitelisting, mandatory 2FA, webhooks, dedicated success manager
From Financial Cents's pricing page, checked 4 October 2026. Add-ons: Month-End Close $5 per client a month (annual); KBA signatures $1 to $2 per verification.
Frequently Asked Questions
Solo is $19 a month billed annually for one user. Team is $49 per user a month annually or $69 monthly, and Scale is $69 per user a month annually or $89 monthly. Monthly billing requires at least five users. Enterprise is custom (checked 4 October 2026).
Yes. Every plan has a 14-day free trial, and no credit card is required (checked 4 October 2026).
It is cloud practice management software for accounting, bookkeeping and tax firms, covering workflows, client portal, CRM, time tracking, invoicing and proposals.
Financial Cents states it is SOC 2 Type 1 certified, encrypts data with TLS, supports multi-factor authentication and keeps audit logs. Enterprise adds IP whitelisting and mandatory 2FA. We did not audit it ourselves.
Yes. It has a native QuickBooks Online sync on all plans. Zapier, an Open API and tax software integrations such as Drake, UltraTax and Lacerte come with the Scale plan.
Financial Cents alternatives
Other work management tools in our directory:
ClickUp: General project management you can shape into firm workflows yourself.
Monday.com: Flexible boards and automations for any team type.
Asana: Task and project tracking for internal team work.
