Feedback

When clients upload documents to the client chat, they can be overlooked. It would be nice to be able to restrict them from uploading in the client chat or, if they do, have those documents automatically moved to their Client Upload folder.

After using ZOHO for years -- there are a couple of things which are WAY better in their vault and is a total timesaver: Password Generators; Google Chrome Extension for ease of getting passwords; and lastly, auto launch including login to automatically log you in without having to copy and paste.!

I would love to see Financial Cents add automated statement fetching using available banking/data APIs such as Plaid, MX, Finicity, or similar providers. For accounting and bookkeeping firms, collecting monthly bank, credit card, loan, and merchant statements is still one of the most time-consuming parts of the month-end close process. Even with strong client portals and recurring requests, firms still spend too much time chasing statements, logging into portals, downloading PDFs, renaming files, and uploading them into the correct client folder. The ideal workflow would be: Financial Cents connects to available statement-fetching APIs, allowing firms to securely link client financial institutions and automatically pull monthly statements when they become available. Those statements would then auto-save into the appropriate client file structure inside Financial Cents. For example: Client: ABC Company Institution: Chase Account: Operating Checking Period: April 2026 File auto-saves to: ABC Company > Documents > Bank Statements > 2026 > April 2026 This would be a major win for firms because it would: Reduce client follow-up and statement-chasing Improve month-end close timeliness Keep source documents organized and audit-ready Reduce manual downloading, renaming, and uploading Improve consistency across bookkeeping teams Help firms scale without adding unnecessary admin labor This would also pair very well with recurring projects and month-end close workflows. A task could automatically update once the statement is received, or the firm could be alerted when a statement is missing after a set date. Even if not every institution is supported at launch, starting with the major API providers would still solve a huge pain point for bookkeeping and accounting firms. Statement collection is one of those repetitive admin tasks that should be automated as much as possible. This would make Financial Cents much stronger as a true accounting workflow and document management platform.

We recently received an email from a credible CRM provider that competes with Financial Cents in the accounting industry. The company has introduced a solution that allows clients to upload their tax documents through its platform. Its built-in AI assistant can then assess the information contained in those files and automatically populate supported tax preparation software, including Intuit ProFile, which our firm currently uses. This type of integration could significantly reduce manual data entry, improve workflow efficiency, and shorten turnaround times during tax season. Understandably, it is drawing considerable interest from accounting firms. Is this type of AI-powered document assessment and tax software integration currently on Financial Cents’ radar or product roadmap? I appreciate that Financial Cents may not be able to disclose specific development plans or timelines, but even a general indication of whether this functionality is being explored would be helpful. We have been using Financial Cents for our practice management needs and would prefer to continue growing with the platform. However, functionality like this could become a significant factor when firms evaluate their technology and workflow systems. I suspect many firms, including ours, will take a serious look at competing platforms if these capabilities are not expected to become available within Financial Cents. I would be interested to hear Financial Cents’ perspective, as well as whether other firms in the community consider this an important feature.

The very first test I made to upload a document via phone camera, and the document is 90 degrees from vertical. Downloading and editing is very inconvenient. We just need a preview of the document rotated, not the document to be edited.

I have a client that's having an issue previewing already uploaded attachments. They keep receiving the same error message. The error message comes up and doesn't allow them to even download to view. We've tried multiple troubleshooting techniques with FC support to no resolve. Anyone with a similar experience?

A way for clients to indicate they are finished uploading requested documents (e.g. a confirmation button), so the firm gets a clear signal instead of guessing whether a client is still adding files in batches.

Would be nice to have the ability to rotate an image or page in an uploaded document so we don't have to download everything and can stay in FC.

Ability to sync FC folders to our desktop (PC and Mac) so we can easily open documents.

Sometimes we as the firm uploads documents on behalf of the clients and being able to see these uploads on the client uploads reports would help with visibility.