Ask finance questions and approve work with evidence, review-first.
FIRMA AI helps owners ask business and finance questions, review suggested next steps, and approve financial work with the evidence attached. It is built to assist judgment, not replace it. FIRMA AI does not replace professional accounting, tax, or legal advice.
Ask product, workflow, and business-finance questions and get explained, sourced next steps.
AI proposes; a person approves. Posting, migration, and account-specific decisions stay review-first.
Suggested work carries the supporting context so the owner, bookkeeper, or accountant can review before acting.
The public AI guide is for education and planning and tells visitors not to enter bank, tax, card, payroll, password, or customer financial records.
Guidance points to the exact module, list, or report, so the next step is one click away.
FIRMA AI does not promise automated professional judgment and does not replace your accountant.
Guidance is scoped to the entity you are working in, so answers and suggestions respect the boundaries between your companies.
No. It supports finance workflows and owner review but does not replace professional accounting, tax, legal, payroll, or compliance judgment.
No. Account-specific decisions, posting, and migration stay review-first, with a person approving the work.
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.
Keep financial support files, SOPs, client records, and internal knowledge organized and searchable.