For WorkflowCon 2026 participants who are new to Financial Cents. Save on annual Team and Scale plans.
Your WorkflowCon savings
Annual Team or Scale plans for WorkflowCon participants who are new to Financial Cents. Teams of 5+ also get 50% off white glove onboarding.
See your WorkflowCon exclusive offerSee the platform and your WorkflowCon offer. Demos are best for teams with 2 or more users.
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Bring your client work, team, and billing together. See the platform, then explore the features below.
See what’s due, who’s responsible, and where each job stands. Build repeatable workflows for the work your firm does every month.
Keep contacts, notes, files, and client history connected to the work. Your team can pick up where the last conversation left off.
Financial Cents brings AI into the work your team already does. File agents validate, rename, and route client uploads. On Scale, the Financial Cents MCP connects your firm’s data to Claude, ChatGPT, Gemini, and other AI assistants.
Collect documents and signatures in a client portal. Clients can see what you need, and your team can see what’s come back.
Track time alongside the work. Send invoices and take payments with a clear view of what’s billed and what’s still outstanding.
Send a branded proposal and engagement letter for signature. Connect the signed engagement to the work your team needs to deliver.
See upcoming deadlines and the work assigned across your team. Spot an overloaded week before another engagement lands.
Feature availability varies by plan. Compare Team and Scale ↗
Choose your firm size to see your event rate. For WorkflowCon 2026 participants who are new to Financial Cents; offer expires November 20, 2026.
For a team that needs more visibility, collaboration, and organization.
$499.80 per user, billed annually
Book a demoFor a firm ready for more automation, integrations, and reporting.
$703.80 per user, billed annually
Book a demoGet 20% off your annual plan, plus 50% off white glove onboarding. Select 5+ users above to see your rate.
Copy WorkflowCon2026, then sign in at app.financial-cents.com ↗. Open the Billing page in the platform and apply the code to your annual Team or Scale plan. Starting a trial? Register for your free trial here ↗, then apply the code on the Billing page when you choose your plan.
For WorkflowCon 2026 participants only. Current Financial Cents customers are not eligible. Offer expires November 20, 2026. Annual Team and Scale plans only; solo firms and monthly plans are not eligible. For 5+ users, discuss the white glove onboarding offer with our team during your demo.
This offer is for WorkflowCon 2026 participants who are new to Financial Cents. Current customers are not eligible. It expires November 20, 2026. Firms with 2–4 users get 15% off an annual Team or Scale plan. Firms with 5+ users get 20% off an annual Team or Scale plan, plus 50% off white glove onboarding. Solo firms are not eligible.
Copy WorkflowCon2026 and sign in at app.financial-cents.com. Open the Billing page in the platform and apply the code for an annual Team or Scale plan. If you start a trial, apply it on that same Billing page when you choose your plan.
No. You can start a 14-day free trial without a demo or a credit card. If you’d like a guided walkthrough first, book a demo with our team.
No. This WorkflowCon promotion applies to annual Team or Scale plans only.
If you’re a WorkflowCon 2026 participant who is new to Financial Cents and your firm has 5 or more users, you’re eligible for 50% off white glove onboarding alongside the 20% annual plan discount. Mention the WorkflowCon offer to our team during your demo to discuss onboarding.
