Feedback

If financial cents could create an API or MCP Protocol that allows users to integrate with Claude or Gemini, so that information could be quickly gathered and have the possibility of automating some tasks to improve productivity and ease of access to information

I love Financial Cents, and it's very intuitive to my brain. However, your competitors have a receipt management (upload, capture, scan, email, text, etc.) which is processed by AI/OCR to extract data and auto-code and match bank transactions. I would love to see this addition to Financial Cents in the future.

Currently testing out Granola as an AI note taking app when having discussions with clients for onboarding, client meetings, etc. Finding that being able to summarize a discussion from ZOOM, TEAMS, a phone call or an in person meeting into customized note format template at the click of a button (which can then be easily copied into an FC note on the clients profile will: keep firm staff informed of recent situations, and create significant time efficiency going forward (i.e. won't have to try to summarize things from scratch notes after a meeting) Wondering if FC is looking at: a) its own version of an AI note taking app at all for this process, or b) integration with a particular AI note taking app currently out there into its system

I'm picturing a tab for each client where we can chat with AI about that client. The AI could have access to client notes, messages, emails, documents, and maybe even QBO data if connected. We could toggle on or off different things that the AI has access to (on a chat by chat basis, file by file, etc). Then if I ask the AI a question, it has ALL the context about that client to give meaningful responses.

AI Support is not helpful. It can't stay up with the updates that are being made to the software.