Financial Cents

A step by step process for setting up Financial Cents

Set-Up Guide

Every Wednesday there is a live session: get set up, ask questions, see new features, or talk shop with other firm owners. Register once and drop in whenever it fits.

Live Webinars and Office Hours

Quick Tips for getting your team to adopt Financial Cents after you have set it up

Firm Adoption Guide

A quick Financial Cents training program for your employees

Staff Member Training Program

Tips for implementing our client portal and telling your clients

Client Portal Adoption Guide

Quickly set up and implement Financial Cents

Getting Started

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Roadmap

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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