If you're a growing firm in the accounting industry, juggling multiple clients and projects, and you use Financial Cents software - it could be the case that it does not match all your growing needs.
Financial Cents software is an accounting practice management solution that serves as a centralized platform for managing various aspects of running a practice, including invoicing, billing, budgeting, and reporting. And it is good for small business firms. But the question of whether it satisfies concerns such as better features, high cost, and a high learning curve still remains unanswered. But worry not; there are still other better Financial Cents alternatives out there on the market that give you more features.
We've compiled the ultimate list of alternatives to Financial Cents in 2024, offering a diverse range of features to transform your financial management from chaotic to captivating.
Why You Might Consider Financial Cents Alternatives
Here are some reasons why you might have already started to look for Financial Cents Alternatives.
Simplified & Modern Interface
Unlike Financial Cents, some alternatives have a super simple interface that's easy to understand. Some software options prioritize user-friendliness above all else. They provide intuitive designs with simple navigation, removing any additional clutter or complication. This simplicity can be really useful, particularly for people who are new to managing their finances or prefer a more streamlined experience.
Financial Cents Pricing
A second reason why accountants might consider Financial Cents alternatives is that it does not offer flexibility in pricing plans. Financial Cents pricing is $49 per user per month on the Team plan and $69 on the scale plan, which is comparatively costly. There are only two plans and because of this, you may end up paying for features that you do not even need in the first place.
So, see how much the alternative will cost, taking into account implementation fees, subscription fees, and any other expenses for support services or add-on features.
Select a solution like Cone Accounting Practice Management Software that is cost-effective(13 $ per user/month), fits within your budget, and provides transparent pricing.
Proposal Software
Financial Cents doesn’t offer a proposals module. So, as an accounting or bookkeeping firm - you will need to buy this module or product separately from the market. Also, another issue with this approach is one has to manually start projects after the proposal has been accepted. This leads to loss of productivity. Learn more about accounting proposal software.
Top 10 Financial Cents Alternatives
Let us look at the top 10 alternatives to Financial Cents software.
Cone
Cone is a unified proposals and practice management software that offers a modern and easy-to-use platform for CRM, proposals, projects, workflows, billing, invoicing, email management, and more at a fraction of the cost compared to alternatives ($13 per user/month).
USPs:
- No separate Proposal Software - Unify your practice in a single platform from client engagement to workflows to billing and invoicing and more.
- Premium, but not pricey - It’s a premium product at the cost never heard before in the accounting space. Cone offers paid plans starting at $13 per user/month.
- Easy-to-use - The user experience of the product is very user-friendly and caters to the workflows of accounting and bookkeeping firms.
Sign up now!
Best Features:
Proposal-to-payment software: Send professional proposals (with customizable templates and branding) and accounting engagement letter to your clients. You can have your client sign proposals digitally. Plus, you can automate invoicing and payment collections as Cone is integrated with Stripe,GoCardless, QuickBooks and Xero. If you are just looking for a proposal software, learn about all the different alternatives for proposal software for accountants if you want to compare Cone with other options. Explore free bookkeeping contract template and Accounting Services Proposal Template to get an idea.
Project Management On Autopilot: Project management becomes easy with Cone's user-friendly platform. It’s one of the best project management accounting software which is very intuitive. With the Cone automation feature, your business can grow and be more efficient if you automate your tasks and projects.
Email integration: Connect your email account with Cone, so you will be able to manage client emails from within the platform. Turn emails received from clients into tasks and projects and assign them to your team members.
Client portal: Provide a secure and branded portal to your customers where they can approve your proposals, sign contracts, upload documents and pay invoices. Plus, let your client take a peek into the work and communicate with your team using this client portal.
Comprehensive CRM Capabilities: Effectively manage clients with Cone's comprehensive CRM for accounting firms. Access all necessary client information, documents, and action items in one place, enhancing overall client relationship management.
Document Management: Forget hunting through different systems for client files. Cone provides a centralized document management system, allowing easy access to critical files within a secure environment.
Team Collaboration and Management: Makes team collaboration easy by providing a centralized dashboard for managing email communication, tax practice, client, and work collaboration.
Effortless Billing: Simplify billing processes with Cone's Practice Management Software. It is one of the best accountant time and billing software. Create professional invoices, manage payments, and streamline receivables effortlessly.
Key Features:
- Leads management
- Sales pipeline
- Proposals
- Engagement letters
- Flexible drag & drop editor
- Templates
- Invoicing and Billing
- Integrations with accounting software
- Workflow automation
- Customer onboarding
- Task management
- Automation
- Time tracking
- Client Portal
- Email management
- Reporting
Pricing:
With Cone Software for Accountants, paid plans start from $13 per user per month, which is one of the best and most affordable choices designed specifically for accountants who are looking for Financial Cents alternatives in the market. Join now!
TaxDome
TaxDome is an accounting workflow software program designed to serve all CPA firms. It offers a variety of benefits, with the most important being the ability to chat remotely with customers, automate a series of manual tasks, integrate new employees, and prepare invoicing documents.
Best Features:
Branded Client Portal And Mobile App: By exchanging documents with and collecting their e-signatures via a custom-tailored client portal and mobile app, you can communicate with your clients in a user-friendly way.
Proposals And Engagement Letters: TaxDome's website builder has more than 200 ready-to-use templates. Using these templates, you can show clients exactly what services they would get, how much those services will cost individually, and what the total bill amounts to in a persuasive manner.
TaxDome Marketplace: The TaxDome Marketplace is like an app store for accountants. It's a central hub where accountants can access templates, download multimedia-rich resources, and even contribute their own creations.
Customizable Digital Intake Forms (Organizers): In just a few clicks, TaxDome organizers can easily capture essential details when you bring a new client on board. (Available in English, Spanish, and six other languages.)
Workflow Management: This feature enables users to create recurring tasks, manage staff, set capacity, stay informed of progress, and use premade templates to create customized workflows suiting their business needs.
Key Features:
- Proposals and recurring invoices
- Client forms and questionnaires
- Organizers and engagement letter templates
- Native PDF Editor
- Firm and client mobile app
- Calendar Integrations
- White-labeled website and client portal
- Unlimited support and advanced training sessions
- KBA $1 per signee
Pricing
TaxDome can be subscribed for $50 a month per user or for $37.5 per month with a multi-year plan.
JetPack Workflow
JetPack Workflow is an online financial project management software for accounting, bookkeeping, and accounting firms. More than 6,000 businesses use it to boost productivity and reduce costs. Jetpack Workflow streamlines work management, document tracking, and client communication with features like customized templates, real-time progress tracking, and simple interfaces with other programs.
Best Features:
Project Management: Track the status of client work, assign tasks to your team, and set deadlines and reminders. View all your client work in different views, such as list, calendar, or kanban.
Workflow Automation: Create custom workflows for different services and automate client communication, document requests, proposals, and invoices. Use the workflow template library to access over 70 free templates for common accounting services.
Time Tracking And Billing: Track your billable hours, generate invoices, accept online payments, and integrate with QuickBooks Online. Sync your billing data with JetPack Workflow using the IIF import/exporter.
Integration With Over 2,000 Apps: Connect JetPack Workflow to your favorite tools using Zapier and automate tasks such as creating contacts, sending emails, updating spreadsheets, and more.
Cascading Task Deadlines: Stay on top of deadlines with automated reminders and a prioritized to-do list. The cascading deadline view helps you see what needs to be done first, ensuring tasks are completed on time.
Key Features:
- Unlimited jobs, documents, and clients
- Team collaboration and management
- QBO and Zapier integration
- Live chat, phone, and email support
- Budgeted time and pacing reports
- Bulk work reassignment option
- Automate recurring tasks
Pricing
JetPack Workflow offers a simple and transparent pricing model. Once you sign up, your free 14-day trial begins. The paid plans are as follows:
- Organize plan is $56 when billed monthly and $45 when billed annually
- Scale plan at $63 when billed monthly and $49 when billed annually
Karbon
Karbon is a cloud-based platform Financial Cents alternative that helps accounting firms manage their client work, workflows, and communication in one place. It is a well-known name in the accounting industry, with over 10,000 firms using and endorsing this software.
Best Features
Client Management: Track your firm's relationship with every client and deliver the service you promise. You can also view all your client information, documents, notes, and interactions in a centralized hub.
Workflow Automation: Automate low-value, time-consuming tasks so your team can focus on things that really matter. You can use the workflow template library to access over 70 free templates for common accounting services.
Document Management: Exchange documents with your clients, request e-signatures, download IRS transcripts, and access your files from any device. You can integrate Karbon with your favorite document storage apps, such as Google Drive, Dropbox, or Box.
Calendar Integration: Connect your Google or Outlook calendar to Karbon to plan your time better and get more done. You can also sync your calendar events with your tasks and jobs in Karbon.
Client Portal: Engage with your clients, share sensitive information, and communicate with ease. You can provide your clients with a secure and passwordless portal where they can upload and sign documents, complete organizers, pay invoices, and chat with you.
Key Features
- Native iOS and Android apps
- Automatic Client Reminders
- Task Automation
- Industry Integrations
- Budget vs Actual Reporting
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
Pricing
Karbon offers a 14-day free trial. For a paid subscription, you can choose from three plans: Team, Business, and Enterprise.
- Team: $59/month per user if paid annually or $79/month per user if paid monthly
- Business:$89/month per user if paid annually or $99/month per user if paid monthly
- Enterprise: Custom Pricing
CS Professional Suite
Thomson Reuters offers CS Professional Suite, a suite of integrated software and services for tax and accounting professionals. It provides solutions for accounting and auditing, tax and asset management, payroll, company and workflow management, document management, client portals, and websites, among other services.
Best Features:
Accounting And Auditing: Create and manage professional accounting, bookkeeping, and financial statements with Accounting CS, AdvanceFlow, and Workpapers CS. Prepare and file tax returns for individuals, businesses, and estates with UltraTax CS, GoSystem Tax RS, and GoFileRoom.
Payroll: Process payroll, tax payments, and filings for your clients with myPay Solutions, Accounting CS Payroll, and FileCabinet CS.
Firm And Workflow Management: Track and manage your firm's projects, clients, staff, and deadlines with Practice CS, Onvio, and FirmFlow.
Client Portals And Websites: Communicate and collaborate with your clients securely and efficiently with NetClient CS, Onvio Client Center, and Web Builder CS.
Hosted Options: Access your CS Professional Suite applications and data from anywhere with Virtual Office CS and SaaS.
Key Features
- Pull data directly from your clients' spreadsheets or QuickBooks
- process multiple clients at once, an
- Customize reports based on client needs
- Collaborate with clients using the shared online portal
- Monitor activity by date, time, and staff member
Pricing
CS Professional Suite does not have a pricing model clearly stated. However, pricing can vary depending on the product, license, usage, number of users, clients, and so on. You can request a quote or a demo through their website.
HoneyBook
HoneyBook is a financial project management software that is primarily intended for photographers, web designers, graphic designers, and event planners. It is designed primarily for small to medium-sized enterprises that require a comprehensive solution, from client inquiries to billing.
Best Features
Professional Invoices: Create invoices easily and send them on time so you can get paid. Your users can accept online payments, see payment status, and also send automatic reminders of their payment obligations.
Convenient Calendar Sharing: Share your availability, get booked, and confirm meetings with clients all in just a few clicks. You could synchronize calendars from Google Calendar, iCal, or Outlook.
Online Contracts: With HoneyBook, you can create contracts quickly and easily by selecting one of the many expertly designed-templates and filling in smart fields, which will automatically fill in names, dates, and locations.
Client Portal: Offer clients a place to store everything privately where they can read their messages, requests, and payments at their convenience. You can customize a secure, password-less portal with your own branding and colors.
Connections: Link HoneyBook to your favorite applications such as Gmail, Zapier, QuickBooks, Calendly, and others.
Key Features
- User-friendly and easy to operate
- Offers unlimited free trials
- Complete proposal management
- Automatic payment reminders
- Recurring and scheduled HoneyBook payments
- Mobile HoneyBook invoice
- HoneyBook payments for an easy-to-pay experience
- A mobile app to do business from anywhere.
- A supportive community with real-time help
Pricing
If billed annually:
- The Starter plan costs $8 per month
- The essential plan costs $16, while
- The premium is $33 per month.
All these plans can be purchased after getting a free trial for 14 days.
Accelo
Accelo is an online platform that assists small to medium-sized service firms in streamlining their operations, customer work, and increasing revenues. Accelo provides a solution targeted to your business's goals and issues, whether you are an accountant, architect, MSP, or consultant.
Best Features
Client Portal: Accelo lets you send work updates, files, invoices, and comments to your clients from a secure branded environment. Your clients can submit requests, approve invoices, and pay online.
Email Integration: With Accelo, you can connect online with mainstream platforms like Gmail, Outlook, and Office 365. You can integrate your email with your Accelo account and capture all communication with clients. Use smart email templates that automatically fill in the fields posed by your clients.
Time Tracking And Invoices: Manually or automatically, you can track the time and value of your work. Timers and timesheets can also be used to record your billable hours. You can create invoices based on your work, expenses, and contracts.
Effortless Retainer Management: Accelo's CRM retainers simplify recurring billing, tackling common operational and accounting challenges. The software automates tasks, customizes workflows, and tracks employee time to simplify retainer management.
Reports And Dashboards: With the help of various reports and dashboards, you can monitor and analyze your business performance. These show metrics such as revenue, profitability, utilization, and client satisfaction. You can share and create dashboards with your team as well as clients.
Key Features
- Real-time feedback and updates
- Supports multiple currencies, tax rates, and payment methods
- Integrates with leading platforms such as QuickBooks, Xero, Slack, and Zapier
- Efficient cloud-based operations
- An integrated ecosystem with open API
- Scalable business solution
- Customizable modules for enhanced focus
- Unlimited client portal users
- Advanced custom workflows
- Advanced triggers and automation
- Smart scheduling and utilization
- Role-based users start at $39 per month
Pricing
- The Professional plan is at $50
- The Business plan is $70
- The Advanced plan is $90
- The Elite plan is customizable
All these plans from Accelo come with a 7-day free trial.
QuickBooks Online Accountant
QuickBooks Online Accountant is a cloud-based financial workflow software designed for accountants and bookkeepers. It allows you to manage everything from clients to workflows in one location.
Best Features
Client Dashboard: From the client dashboard, you can access all of your client's QuickBooks Online files, reports, and tasks. It also works at monitoring progress, deadlines, and alerts. You can easily jump between your clients in the client dashboard, look over their financial health, and send them messages or requests.
Accountant Toolbox: The accountant's toolbox lets you change your clients’ books even more by using advanced accounting tools and reports from anywhere. You can make batch adjustments, reclassify transactions, and undo reconciliations, at any time.
Wholesale Billing: Wholesale billing allows you to save up to 50% off your clients' QuickBooks Online subscriptions. Furthermore, it enables you to combine your services with QuickBooks Online and provide competitive pricing to your customers.
ProAdvisor Program: By joining the ProAdvisor Program, you get special value-added services, including training, certification, and marketing resources. You can visit their online courses, become certified through exams, list yourself on the Find-a-ProAdvisor directory, and much more. In addition to your training costs being covered, the ProAdvisor program will help you increase your skills, reputation, and client base.
Key Features
- Extensive features like invoicing, expense tracking, bank reconciliation, and payroll
- customizable reports, charts, and graphs.
- Third-party integrations and apps through the QuickBooks App Store
- Provides both iOS and Android apps
- Customer support through telephone, chat and email customer service
Pricing
QuickBooks Online Accountant offers four plans.
- The Simple Start plan starts at $15
- The Essentials plan starts at $30
- The Plus plan starts at $45
- The Advanced plan starts at $100
Keeper
Keeper is a comprehensive financial management app created to assist in enterprise-level bookkeeping and client services. It is designed for accountants and bookkeepers who want to communicate with clients, streamline month-end closes, and offer advisory services.
Best Features
Client Portal: Keeper uses a tailored client portal for each of your clients so that they can access their financial information, submit documents, chat with you, and make requests. You can also set up notifications and reminders for your clients.
File Review: Review your client’s QuickBooks file and identify any errors or differences. Plus, it creates a checklist for tasks. You can compare a current file to an old file you worked on, to find out what changes and adjustments were made.
Management Reporting: This feature is to create and share financial reports, KPIs, budgets, and forecasts. You can also schedule them to be automatically sent via email or the client portal.
Send Reports: Keeper offers customized reports that break down your business's performance in a way that's easy to understand. You'll get financial statements and process flowchart insights that help you explain exactly how well your business is doing, beyond just numbers.
Custom Branded URL: With Keeper's white labeling feature, you can customize your client portal to match your brand. This means you can host the portal on a subdomain of your own website instead of using Keeper's default URL. Plus, you can change the colors to match your brand's theme.
Key Features
- File Review Reports
- Management Reporting
- Task Management
- Unlimited Users
- Integrated Email
- Time Tracking
- Texting your Clients
- Dedicated CSM
Pricing
- The Standard plan costs $8 per client per month
- The Premium plan costs $10 per client per month
If you have more than 50 clients, you can get a demo of their Enterprise plan from their team.
Hello Bonsai
Hello Bonsai is financial project management software that covers everything from finding clients to collecting money. It was created for small businesses, agencies, and freelancers to keep all their business operations in one place.
Best Features
Client CRM: Manage your client relationships, from lead discovery to getting paid from your clients, safely and easily. You can create & send proposals, contracts, invoices, or custom designs. Or schedule meetings, track client activity, and create follow-up and reminders.
Project Management: Facilitating collaboration for you and your team or clients on projects is Hello Bonsai’s aim. You can create tasks, assign roles, set deadlines, and monitor progress. This allows you to bill your client for every project, and track time and expenses as well.
Proposal: Create compelling proposals effortlessly, customize templates, add branding, and demonstrate expertise. Expedite approvals with electronic signatures and track views. Safeguard your business with legally vetted contract templates. Impress clients, secure deals, and grow hassle-free.
Custom Forms: Hello Bonsai's custom forms feature makes it easy for businesses to collect and handle client information smoothly. With various field choices and easy integration with current systems, companies can streamline their client procedures and boost productivity.
Scheduling: Hello Bonsai's scheduling tool simplifies appointment booking for both businesses and clients. Clients may then plan, reschedule, or cancel meetings with a few clicks, streamlining the process for everyone. Additionally, businesses can collect money beforehand, reducing no-shows and saving time on invoicing.
Key Features
- Prebuilt professional-looking proposals, contracts, forms, and invoices
- Variety of themes, and languages.
- Workflow Automation
- Branded Client Portal
- Unlimited Scheduling Events
- Integration with QuickBooks, Calendly, and Zapier
- Unlimited Subcontractors
- Tasks & Time Tracking
- Client CRM
- Forms & Questionnaires
Pricing
Hello Bonsai offers three plans:
- Starter plan priced at $21
- Professional plan priced at $32 and
- Business plan is priced at $66 per user per month.
Each one of them offers a 7-day free trial.
How to Choose the Right Alternative
We have shown you many Financial Cents alternatives that offer similar or better functionality, but how do you know which one is the best fit for you?
Here are some factors to consider when evaluating different Financial Cents alternatives for your company’s needs:
Features: You should look for software that meets your specific needs and preferences. For example, if you want to manage your workflows more efficiently, you may want software that has pre-made templates, capacity planning tools, automated deadlines, and detailed reporting. Also check if the software has any unique or innovative features that set it apart from the rest.
Ease Of Use: To avoid wasting time and money on complex or problematic platforms, choose a financial workflow software that is simple to set up, use, and customize. Check user reviews and ratings to gauge usability and performance. Opt for intuitive software that's easy to navigate and adapt to your needs.
Customer Service: When selecting software, prioritize those with dependable and responsive customer support. You might require assistance with troubleshooting, training, or updates. Check the support team's availability, including operating hours, contact methods, and language support. Accessible and dependable customer service guarantees that you receive prompt assistance whenever you need it, improving your experience and minimizing disruptions.
Price: Prioritize financial workflow software with dependable and prompt customer support. Ensure they offer assistance with troubleshooting, training, and updates. Check the support team's availability, including hours of operation, communication methods, and language options. Accessible and prompt help can quickly resolve any difficulties or inquiries, ensuring seamless operation and minimal downtime.
Integrations: Look for software that integrates well with your existing tools and platforms. With such software, you can sync your data, automate your tasks, or streamline your financial statement close process flowchart.
If you are based out of the UK and are looking for best accounting practice management software in the UK, the list could be different from the options covered above.
Which one Is Right For You?
Financial Cents software is a popular accounting workflow software, but it may not be the ideal option for everyone. Many Financial Cents alternatives provide comparable or superior features, simplicity of use, customer service, pricing, and integrations. When selecting the best software for your business, keep your needs, tastes, and goals in mind.
Whatever your accounting firm's needs are, among these alternatives - Cone’s accounting practice management software stands out as a one-stop shop for everything needed for accounting and bookkeeping firms.Paid plans start as low as $13 per user/month, Cone provides an affordable yet powerful solution for accounting and bookkeeping practices. Try Cone today. Sign up now.
FAQs
- What are the Financial Cents alternatives for accountants?
Top Financial Cents alternatives are Cone, TaxDome, Jetpack Workflow, Canopy, Karbon, and CS Professional Suite.
- Can you use Financial Cents for free?
No, Financial Cents does not provide a free plan. You can try it for free for 14 days before deciding on a premium plan. Financial Cents offers two pricing plans. The team Plan at $39 per user per month and the scale plan at $59 per user per month.
- How do pricing structures of the alternatives compare to Financial Cents?
The alternatives to Financial Cents have different pricing structures, depending on the features and services they offer. Here is a brief comparison:
- Cone: $13 per month for professional use
- TaxDome: $39 per user per month
- Jetpack Workflow: $45-$49 per user per month
- Karbon: $59-$59 per user per month
- CS Professional Suite: Varies by product and service
- HoneyBook: $384-$33 per month
- Accelo: $50-$90 per user per month
- QuickBooks Online Accountant: $18-$38 per user per month
- Keeper: $8-$10 per month
- Hello Bonsai: $21-$66 per month