Financial Cents

Save an additional 5 hours a week for $0.65 cents a day.

The scale plan is all about supercharging your firm with advanced automation and integrations. For example:

Automate client &amp; work creation

- When a client signs a proposal, it automatically creates the client and their work in Financial Cents.

- Send automated text and email reminders so you never have to chase down clients again

Automatically trigger email updates to clients

- Automatically send customized emails to clients as tasks are completed for status updates, surveys, scheduling meetings, or more.

Upsell clients with advanced proposal features

- Use advanced features to create packages and optional add-ons in proposals to earn more revenue from potential clients

- Integrate with all your favorite apps to automatically keep client information in sync across your apps and access other apps from inside Financial Cents.

- Create a better experience for your clients with a custom-branded client portal.

- Automate client &amp; work creation
 - When a client signs a proposal, it automatically creates the client and their work in Financial Cents.
- Automate client follow-ups
 - Send automated text and email reminders so you never have to chase down clients again
- Automatically trigger email updates to clients
 - Automatically send customized emails to clients as tasks are completed for status updates, surveys, scheduling meetings, or more.
- Upsell clients with advanced proposal features
 - Use advanced features to create packages and optional add-ons in proposals to earn more revenue from potential clients
- Integrate your entire tech stack
 - Integrate with all your favorite apps to automatically keep client information in sync across your apps and access other apps from inside Financial Cents.
- Firm-branded client portal
 - Create a better experience for your clients with a custom-branded client portal.

Scale Plan includes the following upgrades to features:

- <a href="https://help.financial-cents.com/en/articles/8781064-automated-client-reminders">Auto-reminders for client tasks</a>
- <a href="https://help.financial-cents.com/en/articles/8467165-customize-client-tasks-emails-notifications-reminders">Customize client task emails</a> 
- <a href="https://help.financial-cents.com/en/articles/8562478-custom-branded-client-portal-url-and-client-notifications">Firm-branded client portal</a>

- <a href="https://help.financial-cents.com/en/articles/8491665-emails-triggered-by-tasks">Emails triggered by completed tasks</a> 
- <a href="https://help.financial-cents.com/en/articles/9411305-auto-create-a-project-when-a-task-is-completed">Auto-create a project when a task is completed</a>
- <a href="https://help.financial-cents.com/en/articles/4995322-how-to-add-task-dependencies">Task dependencies</a>

Proposals &amp; engagement letters

- Packages in proposals
- Optional add-ons in proposals

- Shared inbox
- Multiple email integrations per user

- <a href="https://help.financial-cents.com/en/articles/8109068-zapier-integration">Zapier</a>
- <a href="https://help.financial-cents.com/en/articles/8292488-smartvault-integration-beta">Smart Vault</a>
- <a href="https://help.financial-cents.com/en/articles/8780860-financial-cents-open-api">Open API</a>
- Google Drive (coming soon)
- One Drive (coming soon)

- Client Portal
 - <a href="https://help.financial-cents.com/en/articles/8781064-automated-client-reminders">Auto-reminders for client tasks</a>
 - <a href="https://help.financial-cents.com/en/articles/8467165-customize-client-tasks-emails-notifications-reminders">Customize client task emails</a> 
 - <a href="https://help.financial-cents.com/en/articles/8562478-custom-branded-client-portal-url-and-client-notifications">Firm-branded client portal</a> 
- Workflow automations
 - <a href="https://help.financial-cents.com/en/articles/8491665-emails-triggered-by-tasks">Emails triggered by completed tasks</a> 
 - <a href="https://help.financial-cents.com/en/articles/9411305-auto-create-a-project-when-a-task-is-completed">Auto-create a project when a task is completed</a>
 - <a href="https://help.financial-cents.com/en/articles/4995322-how-to-add-task-dependencies">Task dependencies</a> 
- Proposals &amp; engagement letters
 - Packages in proposals
 - Optional add-ons in proposals
- Email
 - Shared inbox
 - Multiple email integrations per user
- Integrations
 - <a href="https://help.financial-cents.com/en/articles/8109068-zapier-integration">Zapier</a>
 - <a href="https://help.financial-cents.com/en/articles/8292488-smartvault-integration-beta">Smart Vault</a>
 - <a href="https://help.financial-cents.com/en/articles/8780860-financial-cents-open-api">Open API</a>
 - Google Drive (coming soon)
 - One Drive (coming soon)

Scale Plan includes the following upgrades to features:

Upgrade to unlock these features