Keep financial support files, SOPs, and client records searchable.
FIRMA Documents keeps the files that finance work depends on, support documents, SOPs, client records, and internal knowledge, organized, attached to the right records, and searchable.
Documents attach to the client, invoice, contract, or transaction they support, so source files stay close to the work.
Find a file by name, client, or related record without digging through folders.
Work document lists by client, type, or date.
Keep receipts and supporting detail next to banking review, invoices, and reports for clean audit trails.
Document visibility follows the same role-aware access as the rest of the workspace.
Document lists reflect current state on load.
Documents are scoped per entity, so each company keeps its own records while operators search from one place.
Yes. Files can attach to clients, invoices, contracts, and transactions so support stays close to the work.
Yes. You can find files by name, client, or related record.
Double-entry bookkeeping workflows, accounts, journal entries, financial reports, and accountant review without separating the books from the work that created them.
Transaction review, categorization, reconciliation support, and cash visibility with human approval before financial posting.
Give clients one place for invoices, documents, agreement status, messages, and project context.