FIRMA connects payments, bank feeds, migration, and signatures to one operating record, so money movement and client work stay in sync instead of scattered across separate tools.
Send invoices with a Stripe-backed pay link. Recorded payments flow into deposits and the bank register so revenue lands in the books, not just in a separate processor.
Bank and card feedsConnect bank and card accounts through Plaid so transactions arrive as prepared work to review and reconcile. Categorization stays review-first, with a person approving before posting.
MigrationBring your chart of accounts and history across from QuickBooks Online or Desktop through the FIRMA migration workspace. Production migration timing depends on the quality of the source data.
ContractsSend agreements for signature and track them through to completion as part of the client lifecycle, with the signed contract linked to the client, proposal, and portal.