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About

FirmOS is an automation platform built for accounting firms to simplify client acquisition, hiring, and operations. It reduces manual work by integrating AI-driven systems that handle repetitive tasks and improve efficiency. Designed by CPAs, FirmOS helps firms run more smoothly with less day-to-day involvement from owners. Key Features - Client Segmentation Analysis: Identify your most profitable clients using data, so you focus on the right ones. - Automated Lead Scraping: Use AI to find and update contact details for decision-makers, keeping your pipeline full. - End-to-End Sales Automations: Automate follow-ups and outreach to engage leads and close deals with minimal effort.

About

Sole automatically generates essential reports, saving time and effort. No need for physical or separate digital storage; all documents are captured and stored in Sole. Simplify your work with your accountant, as everything is organized in Sole and easily accessible to them. Sole offers automated invoicing, tracking, reminders, and integrated accounting features, saving you time and reducing errors compared to manual processes in Excel and Word. Sole automates repetitive tasks like invoicing, expense tracking, and follow-ups, freeing up time for you to focus on growing your business. It also provides real-time financial insights, helping you make informed decisions quickly. Tracking expenses is crucial for maintaining profitability and ensuring accurate tax reporting. Sole simplifies this with automated expense tracking and categorization, making it easy to monitor spending and prepare for tax season. Sole automates these reminders, helping you secure additional work effortlessly.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting Firms & Fractional CFOs

Audience

Aussie solopreneur, freelancer, sole trader, and self-employed looking for easy invoicing and finance tracking

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$500/month
Free Version
Free Trial

Pricing

$9.52 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FirmOS
Founded: 2024
United States
www.firmos.ai/

Company Information

Sole
Founded: 2021
Australia
soleapp.com.au

Alternatives

Alternatives

SortMyBooks

SortMyBooks

Aisling Software
billmywork

billmywork

Indasil Solutions
Raptech

Raptech

Raptech Solutions

Categories

Categories

Integrations

ClockOn
Databox
GoCardless
Google Maps
Google Workspace
Jira
Semrush
SumUp
Twilio
illion Decisioning Service

Integrations

ClockOn
Databox
GoCardless
Google Maps
Google Workspace
Jira
Semrush
SumUp
Twilio
illion Decisioning Service
Claim FirmOS and update features and information
Claim FirmOS and update features and information
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Claim Sole and update features and information