Financial Cents
32 Case Studies
A Financial Cents Case Study
Full Send Finance is a full-cycle accounting firm providing CFO services, financial planning and analysis, and data intelligence to early-stage and growth companies. As the team expanded, its earlier project management tool, Teamwork, no longer supported the accounting-specific workflows, recurring tasks, client requests, and dependencies needed to scale efficiently.
To solve this, Full Send Finance adopted Financial Cents, using its workflow dashboard, client task feature, month-end close tools, and workflow templates to centralize work, automate client follow-ups, and standardize processes. With Financial Cents, the firm gained better visibility and delegation across a distributed team and grew 150% in one year, expanding from 2 employees to 9.
Stacey Feldman
Chief Operating Officer