Payroll
Payroll workflows are planned for teams that need pay-cycle context near books, entity records, and owner review.
FIRMA modules
Every workflow your service business runs on.
NEXUS FIRMA connects client work, financial review, documents, and entity-level control in one product. Each module shares the same operating record, so owners can see what happened and what needs approval.
Owners, bookkeepers, and operators
Books
Double-entry bookkeeping workflows, accounts, journal entries, financial reports, and accountant review without separating the books from the work that created them.
Open module
Finance review and cash visibilityBanking
Transaction review, categorization, reconciliation support, and cash visibility with human approval before financial posting.
Open module
Service businesses that need faster follow-upInvoices
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Open module
Client-service teamsContracts
Prepare, send, and track agreements as part of the client lifecycle, with version history and operational reminders.
Open module
Sellers and operatorsProposals
Build proposals that can become contracts, invoices, onboarding tasks, and follow-up work without retyping the client record.
Open module
Client-facing service businessesPortal
Give clients one place for invoices, documents, agreement status, messages, and project context.
Open module
Appointment and field-service teamsScheduling
Book client work, coordinate follow-up, and connect time-sensitive work to billing and client communication.
Open module
Teams with operational recordsDocuments
Keep financial support files, SOPs, client records, and internal knowledge organized and searchable.
Open module
Owners who want answers without unsafe automationFIRMA AI
Ask business and finance questions, review suggested next steps, and approve financial work with evidence. FIRMA AI does not replace professional judgment.
Open module
Coming soon
More operating lanes, same financial record.
FIRMA starts with books, then adds adjacent workflows that need clean financial context.
Tax Prep
Tax prep support is planned around clean exports, organized source documents, and accountant-ready review trails.
Client Portal
The portal roadmap keeps client invoices, documents, requests, and approvals close to the financial operating record.
FIRMA AI Guide
Finance and business resource. No sensitive data.
Ask a safer finance or business question.
Deterministic public guide. Do not enter bank, tax, payroll, card, password, or patient information.
Start with Books - the rest follows.
Open FIRMA with the financial core, then connect proposals, invoices, documents, and client work as your operating record matures.