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.

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

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

Migration guide

17hats handles CRM and invoicing but has no chart of accounts, no double-entry bookkeeping, and no tax-ready P&L. Growing operators need real books.

17hats tracks invoices and payments but has no double-entry ledger. There is no P&L, no balance sheet, and no tax-ready financial report.

Growing operators discover at tax time that 17hats data does not satisfy their CPA. They need real accounting software alongside it.

If you run more than one business, 17hats has no way to consolidate revenue or expenses across entities.

17hats reports show invoiced amounts, not actual cash received or accrued revenue. This does not meet GAAP or cash-basis accounting standards.

1
Account Settings → Export Data CSV
Log into 17hats. Go to Account Settings → Export Data and download your CSV export. This includes your client list, invoice history, and project records.
2
Extract invoice history and client list
Open the CSV export and identify the invoice history and client contact sheets. These are the two datasets that carry over into FIRMA.
3
Build COA in FIRMA from scratch (17hats has none)
17hats has no chart of accounts or double-entry ledger. You will build your COA in FIRMA under Settings → Chart of Accounts. Use standard categories: Revenue, COGS, Operating Expenses, Assets, Liabilities.
4
Import transaction history
In FIRMA, go to Settings → Import Data. Upload your invoice history CSV. Map the 17hats payment fields to FIRMA income categories. FIRMA validates each row before posting.
5
Connect bank accounts
Go to Connections → Bank Accounts and connect your business checking and credit card accounts. FIRMA pulls transactions automatically and matches them to your imported history.

Most teams complete migration in under 2 hours.