LoginSign Up
← Back to all sparks
F

Financial Cents

FINANCE
Velocity5.0

Accounting practice management software for workflow, client tasks, and deadlines.

financial-cents.com ↗

Financial Cents ships weekly, sharpening client transparency and firm workflows

accountingpractice-managementclient-portaldocument-automationapiworkflow
◆Current state
Financial Cents is a practice-management tool for accounting firms shipping small feature batches nearly every week. Recent work clusters around client-facing transparency (View as Client previews, Client Chat read receipts), document handling (tags, automatic file renaming, Google Drive sync), and billing and workflow ergonomics (retainers, manual payments, template categories), plus a steadily growing public API.
◆Where it's heading
The direction is deepening firm-to-client visibility and cutting manual overhead. 'View as Client' recurring across releases shows a focus on letting firms see exactly what clients experience; automatic file renaming and document tags target the filing drudgery of accounting work. The expanding Projects/Tasks/Proposals API suggests Financial Cents is opening itself to integration and custom workflows.
◆Prediction
Expect continued weekly increments on client-portal transparency and document automation, with the public API surface broadening toward fuller programmatic access.

◆Recent moves

  1. 3d ago

    "View as Client" from Projects and API Updates

    Adds 'View as Client' directly from a project, with a contact picker, plus new API endpoints to list proposals and fetch a project. Extends the client-preview theme into the project view and grows the public API.

  2. 10d ago

    Automatic File Rename [🧪 Beta], Auto-populated billing address, and More!

    A batch led by a beta Automatic File Rename that enforces firm naming conventions on client uploads, plus auto-populated billing addresses, manual payment options, and a projects/tasks API. Document automation and billing ergonomics advance together.

  3. 24d ago

    Client Chat Read Receipts, MEC Report Counts, and Year to Date Filtering in MEC

    Client Chat gains read receipts, and MEC reports get item counts and year-to-date filtering. Small transparency and reporting refinements for month-end close work.

  4. 1mo ago

    View as Client, Sticky Headers & Footers, and More!

    Introduces the 'View as Client' read-only portal session, sticky headers and footers on the Client Uploads report, a QuickBooks Online sync-status filter, and non-owner Tasks API access. The client-transparency and API threads both advance.

  5. 1mo ago

    Time Tracker Client Display, "Up to Today" Date Filter, and More!

    The time tracker now shows the client and project being tracked, with an 'Up to Today' date filter and clearer unbilled-time totals. Ergonomic fixes that reduce mis-tracked time.

  6. 1mo ago

    Project Template Categories, Emoji Support, and More!

    Adds project-template categories, emoji support in titles, tags and sections, and MEC reports addable from the client profile. Organizational polish for firms managing many templates.