At Financial Cents, we understand that integrating your favorite tools into one streamlined workflow is key to staying productive and organized. Whether you’re managing your team’s emails, documents, or client data, our integration options ensure that everything you need is accessible right within Financial Cents.
To view and manage your integrations, navigate to Settings > Integrations.
Included with the Team Plan:
QuickBooks Online: Import clients, link employees, and sync time logs effortlessly with QuickBooks Online.
Gmail: Integrate your Gmail to import and send emails directly from within Financial Cents, keeping your communications in one place.
Outlook: Seamlessly sync your Outlook emails to manage all your client communications from Financial Cents.
Adobe Sign: Send e-signature requests and track their progress without leaving your project workspace.
Included with the Scale Plan:
Google Drive: Upload and download files between Google Drive and Financial Cents with ease.
OneDrive: Integrate OneDrive to ensure your documents are always accessible and up-to-date.
SmartVault: Link client vaults directly to their profiles for secure and streamlined document management.
Zapier: Connect Financial Cents with over 5,000 apps using Zapier, automating workflows and saving valuable time.