Bank feeds, review, and reconciliation with a human approving every post.
FIRMA Banking brings transactions in through secure bank feeds, proposes categorizations, and supports reconciliation, while keeping a person in control before anything posts to the ledger. Cash position stays visible across every entity you operate.
Bank and card activity flows in through Plaid-powered feeds so you review prepared transactions instead of keying them by hand.
Suggested categories and matches are proposals. Nothing affects the general ledger until a person approves it.
Match feed activity against the register, flag differences, and clear a statement with the supporting detail attached.
Work the review queue by account, date, amount, status, or payee, and sort to clear the largest or oldest items first.
From any categorized transaction, open the linked invoice, deposit, or document, and from a report drill back to the underlying bank line.
Balances and the review queue reflect current state on load, so cash position is never a stale snapshot.
Feeds, review queues, and reconciliations are scoped per entity. You switch entities without losing context, and group cash visibility rolls up across all of them.
No. Categorization and matching are suggestions. A person approves before anything posts, which keeps the books review-first.
FIRMA uses Plaid for bank and card feeds. Connections are read-oriented for transaction review and reconciliation.
Double-entry bookkeeping workflows, accounts, journal entries, financial reports, and accountant review without separating the books from the work that created them.
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Ask business and finance questions, review suggested next steps, and approve financial work with evidence. FIRMA AI does not replace professional judgment.