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.

- 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.
- 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.

<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/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>

<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/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/8781064-automated-client-reminders">Auto-reminders for client tasks</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> 
- <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/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)
- Tax Integrations (coming soon)

Features included in the Scale Plan:

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