How many entities does each FIRMA tier include?

Starter supports 1 entity, Professional supports up to 5, and Enterprise supports unlimited entities.

What is the status of intercompany management?

Intercompany workflows and group reporting are on the roadmap. Current plans include entity-level books and approval-first workflows.

What is the status of consolidated group reporting?

Consolidated group reporting is roadmap-qualified. Current claims stay at entity-level reporting.

What compliance posture does FIRMA claim?

FIRMA describes security posture, RLS, MFA-ready controls, audit trails, and a SOC 2 examination-in-progress posture only.

Reporting Roadmap

The reports your firm needs. Shipped in order of impact.

FIRMA ships one reporting module at a time, with real data from real entities—not pre-configured templates.

Consolidated P&L liveBalance sheet liveBudget vs Actual Q3Board pack coming

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app.nexusfirma.ioDemo data

LIVE

P&L (Profit & Loss)

Multi-period comparison. Entity switcher. Mixed-basis policy support. Date presets: This Month / Last Month / This Quarter / YTD / Custom.

LIVE

Balance Sheet

Snapshot and comparative. Entity and consolidated views.

LIVE

Cash Flow Statement

Direct and indirect method. Bank-reconciled.

LIVE

Trial Balance

Full debit/credit column view. Export to CSV.

LIVE

General Ledger

Transaction-level detail by account. Date range filter.

LIVE

AR Aging

Customer balance aging buckets: Current / 1-30 / 31-60 / 61-90 / 90+

LIVE

AP Aging

Vendor balance aging. Same bucket structure as AR.

IN PROGRESS

Intercompany Elimination Report

Automated elimination of intercompany revenue/expense for consolidated view.

IN PROGRESS

Budget vs Actual

Monthly variance by account. Entity-level and consolidated.

PLANNED

Tax Package Export

Entity-level trial balance in CPA-ready format. IRS Schedule mapping.

PLANNED

Custom Report Builder

Drag-and-drop column selection. Saved report templates.

PLANNED

Board Pack Generator

One-click executive summary with key metrics, P&L, and cash position.

See the product

One command center for every entity you run.

Switch entities, drill into invoices and expenses, and roll everything up to a consolidated picture — without leaving the workspace. Every AI-suggested entry waits for your approval before it posts.

demo.nexusfirma.io / consolidated

Demo data

Group revenue · YTD

$2,009,800

▲ across 6 entities

Operating expenses

$1,263,512

102 expenses

Intercompany eliminated

−$46,328

auto-posted

Group net income

$699,960

35% net margin

Consolidated P&LAll 6 entities

Gross revenue	$2,009,800
Intercompany (eliminated)	−$46,328
Operating expenses	$1,263,512
Group net income	$699,960

Intercompany eliminated automatically · Demo data

ActivityApproval-first AI

FIRMA AI drafted the June management-fee entry — Home Health to Vantage Capital, $4,992.Awaiting approval
You reconciled the May intercompany fees across IT, Media and Home Health.2h ago
Invoice INV-IT-2026-0205 sent to Rocky Mountain Dental Group · $8,500.31m ago
FIRMA AI flagged bill BSP-2026-0512 from Bridgepoint Staffing as overdue.Awaiting approval

No entry posts without human sign-off · Demo data

Live panel built from the read-only demo at demo.nexusfirma.io. Vantage Capital Partners is an illustrative multi-entity group — synthetic demo data, no real customer, financial, or personal identifiers.

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