How many entities does each FIRMA tier include?

Starter supports 1 entity, Professional supports up to 5, and Enterprise supports unlimited entities.

What is the status of intercompany management?

Intercompany workflows and group reporting are on the roadmap. Current plans include entity-level books and approval-first workflows.

What is the status of consolidated group reporting?

Consolidated group reporting is roadmap-qualified. Current claims stay at entity-level reporting.

What compliance posture does FIRMA claim?

FIRMA describes security posture, RLS, MFA-ready controls, audit trails, and a SOC 2 examination-in-progress posture only.

Documentation

FIRMA docs

Public product documentation. This is not the signed-in app. For a human, email hello@nexusfirma.io or use support.

What FIRMA is

NEXUS FIRMA is LUCA’s financial operating system for service businesses: client work plus books in one product. It is defined as 17hats-side workflows (CRM, proposals, contracts, scheduling, portal, documents) plus QuickBooks-side accounting (ledger, invoices, bills, bank review, reports).

Create a workspace

Use Sign up, complete account details, and open the workspace. Checkout uses Stripe Checkout. California automatic-renewal consent is collected before a Checkout session starts. LUCA agents do not charge a card for you.

Capabilities

Each capability shares the same operating record. Open a capability page for what it does, multi-entity notes, and FAQ. CRM is included as a FIRMA capability, not a separate NEXUS CRM product.

Security and legal

Review public security controls, privacy, and terms. A Data Processing Addendum is available on request; the public /dpa page is a draft, not a signed contract. A BAA is a separate HIPAA instrument.

Capability index

Books — Double-entry bookkeeping workflows, accounts, journal entries, financial reports, and accountant review without separating the books from the work that created them.
Banking — Transaction review, categorization, reconciliation support, and cash visibility with human approval before financial posting.
Invoices — Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Contracts — Prepare, send, and track agreements as part of the client lifecycle, with version history and operational reminders.
Proposals — Build proposals that can become contracts, invoices, onboarding tasks, and follow-up work without retyping the client record.
Portal — Give clients one place for invoices, documents, agreement status, messages, and project context.
CRM — Keep clients, pipeline, notes, and follow-up on the same operating record as proposals, contracts, invoices, and the books. CRM is a FIRMA capability, not a separate product.
Scheduling — Book client work, coordinate follow-up, and connect time-sensitive work to billing and client communication.
Documents — Keep financial support files, SOPs, client records, and internal knowledge organized and searchable.
FIRMA AI — Ask business and finance questions, review suggested next steps, and approve financial work with evidence. FIRMA AI does not replace professional judgment.