The Scale Plan
Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

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 & 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.

Features included in the Scale Plan:

Upgrade to unlock these features

Did this answer your question?