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What is Financial Cents?

An intuitive accounting practice management solution that includes all essential functionalities to efficiently manage your team, grow your business, and adhere to important deadlines. You can delegate tasks and oversee your team's progress from a holistic viewpoint. Handle billing hours, create reports, and effortlessly send invoices to clients. Keep all client data centralized on a single platform for your team’s convenient access. Automate the gathering of client information with automatic follow-up reminders to enhance efficiency. Secure your passwords in one centralized location for the ease of your team. Seamlessly integrate with QuickBooks to synchronize your data and client details. Effortlessly share and exchange documents with both your team members and clients. Improve your firm’s profitability by identifying clients who may not be financially advantageous. Take advantage of our pre-designed workflow templates to refine your operations and maintain quality control as your team scales, or create customized workflows to meet specific requirements. By optimizing these processes, your firm can achieve a level of operational efficiency and effectiveness that was previously unattainable, ultimately paving the way for sustained growth and success.

What is Engager.app?

Engager.app is a cloud-based solution tailored for accountants and bookkeepers in the UK, crafted by industry experts to optimize firm operations, improve task management, and increase profitability. This platform encompasses a wide range of functionalities, such as workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a custom client portal, all integrated into one seamless system. By adopting Engager, firms can eliminate chaos through enhanced tools and streamlined workflows, enabling teams to effectively meet deadlines, quickly assign tasks, visualize projects with Kanban boards, and rely on automated reminders for follow-ups to ensure nothing is missed. Its ongoing automated administrative functions operate continuously, managing record requests, client reminders, and follow-ups autonomously, thereby reducing unnecessary email exchanges and conserving precious time. Furthermore, firms can quickly generate professional and compliant Letters of Engagement in mere minutes by utilizing customizable templates and automation features. This progressive methodology not only boosts operational efficiency but also allows firms to dedicate more time to providing high-quality services to their clients, ultimately fostering stronger client relationships and enhancing overall satisfaction.

Media

Media

Integrations Supported

QuickBooks Online
Adfin
QuickBooks Online Advanced
Xero

Integrations Supported

QuickBooks Online
Adfin
QuickBooks Online Advanced
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$12.17 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Financial Cents

Date Founded

2018

Company Location

United States

Company Website

financial-cents.com

Company Facts

Organization Name

Engager.app

Date Founded

2018

Company Location

United Kingdom

Company Website

engager.app/

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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