The Scale Plan includes everything in the Team Plan, plus additional tools to automate routine work, connect your apps, and give clients a consistent experience with your firm.
Scale Plan at a glance
Client follow-ups: Automated email and text reminders, plus customized client task notifications.
Workflow automations: Emails and new projects triggered by task completion, plus task dependencies.
Proposals: Service packages and optional add-ons for clients to choose from.
Client experience: A branded client portal, custom portal URL, and branded notifications.
Integrations and email: Cloud file sync, SmartVault, Zapier, Open API, connections to compatible AI assistants, and multiple email connections.
Profitability insights: Labor cost, gross profit, and profit margin details.
Explore the additional features
Automate client follow-ups
Keep requests moving with automated follow-ups and messages tailored to your firm.
Automated client reminders: Send email and text reminders for outstanding client tasks.
Customized client task emails: Personalize your request notifications and reminders.
Keep work moving with task automations
Build the next action into your workflow so your team has fewer manual handoffs.
Send an email when a task is completed, such as a client update or a request to schedule a meeting.
Set task dependencies to keep work in the right order.
Offer proposal packages and optional services
Use proposal packages to present different service options. Add optional services so clients can select additional work when accepting your proposal.
Create a branded client experience
Connect your apps and AI assistants
Connect Financial Cents with the tools your firm uses:
Google Drive and OneDrive and SharePoint integrations to sync linked client files and folders in both directions.
SmartVault integration to connect your document storage.
Zapier to connect Financial Cents with other apps and automate work between them.
The Open API for custom integrations.
AI assistants through MCP: Connect a compatible assistant, such as Claude or ChatGPT, using Model Context Protocol (MCP). Look up client information, review projects and invoices, and create or update supported records through conversation. See the MCP setup guide for connection instructions, permissions, and access requirements.
Connect multiple email accounts
Connect multiple email accounts per user, including shared mailboxes that authorized teammates can each connect.
Understand your profitability
Use realization reporting to compare billable value with amounts billed. Scale adds labor cost, gross profit, and profit margin details to help you understand the profitability of your work.
Upgrade to the Scale Plan
Ready to use these features? Review your subscription and upgrade.
For current rates and a full comparison, see our pricing and plans.