FIRMA connects client work and financial operations for businesses running one entity or many. Here is the path from adding an entity to closing the books across all of them.
Set up one entity or many under a single login. Each company keeps its own ledger, clients, and records, with no per-company subscription tax.
Stand up a chart of accounts and bring in bank and card activity through connected feeds. Transactions arrive as prepared work to review, not raw data to key by hand.
Move a client from proposal to contract to invoice to portal without retyping the record. Scheduling, documents, and messages stay attached to the same client.
FIRMA AI explains, drafts, and routes finance work and suggests next steps. Posting, categorization, and migration stay review-first: a person approves before anything hits the ledger.
Close one entity without untangling the others, then consolidate every entity into a group view with intercompany eliminations and drill-down back to the source transaction.
Client work and finance share the same record, so an invoice, its payment, its deposit, and the report it lands in are all connected.
AI assists; people decide. Account-specific financial actions always pass through human approval with the evidence attached.
Full create, read, update, and deactivate, list filtering and search, drill-down reports, and export, so migrating never feels like a downgrade.
Book a demo and we will show the proposal-to-consolidation flow against a setup that looks like yours.