Payroll
Pay cycles near books
Owners, bookkeepers, and operatorsSignedAwaitingSigned
Books
Double-entry bookkeeping workflows, accounts, journal entries, financial reports, and accountant review without separating the books from the work that created them.
Chart of accounts - Demo Operating LLC
1000 - Cash+$12,450
1200 - AR+$4,200
2000 - AP-$3,180
4000 - Revenue+$84,200
5000 - COGS-$51,200
Open module
Finance review and cash visibilityBanking
Transaction review, categorization, reconciliation support, and cash visibility with human approval before financial posting.
May 2026 - 14 transactions
Software
$1,240categorized
Office rent
$3,800categorized
Travel
$580review
Meals
$124categorized
Open module
Service businesses that need faster follow-upInvoices
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
INV-2026-0247
Demo Client A
$6,800
PaidINV-2026-0246
Demo Client B
$4,200
SentINV-2026-0245
Demo Client C
$2,600
DraftOpen module
Client-service teamsContracts
Prepare, send, and track agreements as part of the client lifecycle, with version history and operational reminders.
MSA - Demo Client A
MSASOW #4 - Demo Client B
SOWNDA - Demo Client C
NDAOpen module
Sellers and operatorsProposals
Build proposals that can become contracts, invoices, onboarding tasks, and follow-up work without retyping the client record.
DraftSentAccepted
235
Bookkeeping retainer - Q3
Demo Client B$4,200/mo
Deposit collected - Ready for invoice handoff
Open module
Client-facing service businessesPortal
Give clients one place for invoices, documents, agreement status, messages, and project context.
Demo Client Portal
2 invoicespending review
3 documentsready
Close meetingJun 20 - 10 am
Client last active 2h ago
Open module
Appointment and field-service teamsScheduling
Book client work, coordinate follow-up, and connect time-sensitive work to billing and client communication.
Demo Operating - AgreementLegal
Demo Entity - EIN ConfirmationFormation
Demo Group - Security Readiness NotesPosture
Demo Group - Bank Auth LetterBanking
Open module
Teams with operational recordsDocuments
Keep financial support files, SOPs, client records, and internal knowledge organized and searchable.
Demo Operating - AgreementLegal
Demo Entity - EIN ConfirmationFormation
Demo Group - Security Readiness NotesPosture
Demo Group - Bank Auth LetterBanking
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.
3 items awaiting review
ACH credit $3,800
to Rent expenseHigh
Wire $12,450
to Due from affiliateReview
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
Clean exports, accountant-ready
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.
