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.
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.
