Financial Cents integration
Arkeo agents for Financial Cents
Arkeo agents run your firm's admin in Financial Cents alongside your team. They set up new clients, watch tasks and deadlines, chase open client requests, spread the work across your team, and catch time that never got billed.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Financial Cents
Each agent does one job from start to finish. They start on their own, follow your firm's process, and your team talks to them in Slack or Teams.
- ✓Checks open tasks and due datesevery morning
- ✓Sends deadline notices to clients and staffahead of each date
- ✓Flags late work to the ownerright away
Late work gets caught before the client asks.
Financial Cents
Outlook
Microsoft Teams- ✓Sends the intake formwhen they sign
- ✓Sets up the client in your CRM and project toolsame day
- ✓Builds the folder and task listsame day
New clients start without anyone setting them up.
HubSpot
JotformFinancial Cents- ✓Checks which client requests are still openevery morning
- ✓Sends a personal follow-up and logs a noteafter 3 days
- ✓Tells the staff member when a client goes quietafter a week
Documents come in without your team chasing them.
Financial Cents
Gmail- ✓Counts what each person has dueevery Monday
- ✓Finds who has too much, or nothingper person
- ✓Tells the owner what to moveMonday morning
Spread the work before deadline season hits.
Financial CentsMicrosoft Teams- ✓Adds up time tracked per clientevery week
- ✓Compares it to what was invoicedper client
- ✓Tells the owner what's not billed yetMonday morning
Hours you worked turn into hours you bill.
Financial Cents
QuickBooks
SlackWorks with the rest of your software
Agents carry the work from Financial Cents into the other software your team uses, so nothing waits for someone to copy it over.
XeroBusinesses that run on Financial Cents
How it connects
You make the key in your own Financial Cents account. Nothing to install on your computers, and nothing to wait for.
Where
In Financial Cents, under Settings, then API Settings. You make a token there with the Create Token button.
Who can do it
The firm owner, or a team member the owner allows to create API tokens.
Plan
The Scale plan. The Financial Cents API is still in beta.
Agents can see
- Clients, contacts and client notes
- Projects, tasks, due dates and who owns them
- Client requests and their reminders
- Time tracked, invoices and proposals
Agents can change
- New clients and contacts
- Projects built from your templates
- Tasks and client requests, and marking them done
- Client notes and time entries
Agents can't
- Make or change invoices and proposals. It can only read them.
- Do your clients' accounting. Agents run the firm's admin, not the books.
- Get back in after you remove the token.
What this looks like at your business
DeadlinesClients and staff told ahead of each date. Late work flagged to the owner.
Designed for 5 to 30 person firmsClient requestsOpen requests followed up. Quiet clients sent to the staff member.
Designed for 5 to 30 person firmsUnbilled timeTracked time checked against invoices. The owner sees what's left.
Designed for 5 to 30 person firmsIs this you?
- You run your firm's work in Financial Cents
- Your team chases deadlines and client documents by hand
- You want more clients without more hires
✕Solo practitioner or tax-only shop: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Financial Cents?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Financial Cents
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client files never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Which Financial Cents plan do I need?
The Scale plan. That's the plan that includes the Financial Cents API.
Will the agents do our accounting?
No. They run the firm's admin: intake, deadlines, reminders, reports and billing. Your team does the accounting.
Will the agents change my projects?
They make the changes your process allows, like adding a task or a client note, and send the rest to your team.
Can I turn it off?
Yes. Remove the token in API Settings and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.