Audience
Accounting Firms & Fractional CFOs
About FirmOS
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.
Other Popular Alternatives & Related Software
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows.
The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance.
Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.
Learn more
QuickBooks Online
QuickBooks Online is the most popular accounting software in the world.
QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software.
Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones.
Click the link above to get a 30 day free trial and 50% off your first 3 months.
More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.
Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.
Learn more
Corvee Tax Planning
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
Learn more
AvidXchange
AvidXchange modernizes how middle market businesses manage expenses and payments with AI-enhanced software and support from real people. With 25 years of experience, our solutions automate manual tasks, reduce costs, and streamline your AP process, so you can focus on what matters most.
Featuring one of the largest supplier networks in the middle market, AvidXchange offers in-depth industry expertise across real estate, community association management, healthcare, hospitality, education, hospitality, and nonprofits, as well as construction, financial services, and media through the acquisition of Core Associates, BankTEL, and FastPay.
Why AvidXchange?
- Trusted by 8,000+ businesses to digitize and automate AP workflows
- 1.2 million suppliers paid through the AvidPay Network in the last five years
- 240+ accounting system and ERP integrations
Increase efficiency, visibility, and control in your AP process. Learn more at avidxchange.com
Learn more
Pricing
Starting Price:
$500/month
Integrations
No integrations listed.
Company Information
FirmOS
Founded: 2024
United States
www.firmos.ai/
Videos and Screen Captures
Other Useful Business Software
Stop Storing Third-Party Tokens in Your Database
Rolling your own OAuth token storage can be a security liability. Token Vault securely stores access and refresh tokens from federated providers and handles exchange and renewal automatically. Connected accounts, refresh exchange, and privileged worker flows included.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
