Financial Cents

Plans and prices

Every plan, in full

On the record

AI features

AI agents validate uploaded files, rename them, route copies to client folders, draft emails and generate workflow checklists; Scale adds an MCP connection to AI assistants.financial-cents.com · read 21 Oct 2026

API

The Scale plan includes an Open API and webhooks are included in Enterprise.financial-cents.com · read 30 Sep 2026

API documentation depth

The maker links to API documentation hosted on GitBook; no official SDK or self-hosted deployment is described on the cited maker pages.help.financial-cents.com · read 21 Oct 2026

Audience

Financial Cents was launched in 2020 as practice management software designed for accountants and is used by accountants, bookkeepers, and CPAs.financial-cents.com · read 30 Sep 2026

Authentication

Multi-factor authentication is provided and recommended for users, and the Enterprise plan offers a mandatory 2FA option.financial-cents.com · read 30 Sep 2026

Billing availability

Financial Cents Billing is currently available for US and Canadian firms.help.financial-cents.com · read 30 Sep 2026

Billing limit

Only firms with five or more users can choose monthly billing; firms with one to four users must use annual payments.help.financial-cents.com · read 30 Sep 2026

Client portal

A passwordless client portal supports document exchange, communication, task completion, signatures and invoice payments.financial-cents.com · read 21 Oct 2026

Client requests

Client tasks and requests let firms collect documents or answers through automated email and text reminders.linkedin.com · read 21 Oct 2026

Company founded

Inc. lists Financial Cents as founded in 2020 and based in Atlanta, Georgia.inc.com · read 21 Oct 2026

Company size and ownership

LinkedIn describes Financial Cents as privately held, headquartered in Atlanta and employing 51–200 people.linkedin.com · read 21 Oct 2026

Core features

The product includes workflow management, billing, time tracking and invoicing, client CRM, client tasks with auto-reminders, month-end close, e-signatures, and AI features.financial-cents.com · read 30 Sep 2026

CRM and database

The product stores client records, contacts, custom fields, tags and interaction information in a client CRM/database.financial-cents.com · read 21 Oct 2026

Documentation and support

The help center lists hundreds of articles across setup, workflows, client portal, billing, database, email, time tracking, reporting, integrations, settings, Month-End Close and AI.help.financial-cents.com · read 21 Oct 2026

Document management

Financial Cents includes secure file sharing, document management, unlimited storage and the ability to lock files behind an invoice.financial-cents.com · read 21 Oct 2026

Document storage

Financial Cents states that it offers unlimited document storage to all users.help.financial-cents.com · read 30 Sep 2026

Encryption

Financial Cents states that data is encrypted at rest and during transit, with TLS-secured browser connections.financial-cents.com · read 30 Sep 2026

Hosting

Financial Cents says it uses DigitalOcean and AWS infrastructure, with servers in New York City and Virginia.financial-cents.com · read 21 Oct 2026

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