Client documents collected
Clients upload what you need in your portal, and it lands in Financial Cents on their record.
Financial Cents integration
Practice management for accounting firms, with workflows, client tasks and billing. Connect Financial Cents to OLODESK and use it in the apps and automations your business runs on.
- Category
- Industry software
Popular ways to use Financial Cents
Start with one of these, or describe your own.
Proposals that start the work
A signed proposal sets up the client and their first tasks in Financial Cents.
Requests chased for you
Clients get a reminder by email or text until their documents arrive.
How to connect Financial Cents
Request Financial Cents
In your portal’s Integrations tab, press Request access next to Financial Cents. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Financial Cents, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Financial Cents data in ChatGPT. AI on OLODESK
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Financial Cents integration FAQ
Do I need my own Financial Cents account?
Yes. You connect the Financial Cents account your business already uses.
Which plans include the Financial Cents integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one Financial Cents account?
Yes. Connect as many as you need and choose which one each system uses.
Put Financial Cents to work
Start your Free trial, then request Financial Cents on Business Starter or Business Pro.