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.
FirmOS key features
Business Development Pillar
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.
Process Discovery System: Map out workflows to improve clarity and efficiency in daily operations.
SOP Generator: Quickly create clear, step-by-step SOPs to streamline your team's work
Master KPI Dashboard: Track 70+ real-time metrics, including financial data, with AI-powered insights for better decisions.
Talent Screening System: Use AI for video interviews and assessments to hire faster with better insights
AI Careers Agent: Automate job postings and create detailed job descriptions with AI to attract top talent.
Proactive Hiring Roadmap: Plan key hires in advance to keep your team strong and adaptable.
FirmOS use cases
For accounting firm owners who want to build a firm that runs without their constant involvement.
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