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

• 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.

Talent Pillar

• 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.

Operations Pillar

• 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.

Benefits

• Save hours on repetitive work: Automate tasks so you can focus on running your firm, not admin work.

• Take control of your firm: Use smart systems to reduce your workload and free up time for bigger opportunities.

• Work with a stronger, more efficient team: Reduce manual work so your team stays productive and engaged.

• Avoid burnout and enjoy more free time: Simplify operations so you can step away without things falling apart.

• Make your firm more valuable long-term: Protect your processes and brand to increase profitability and future-proof your business.

Use Case

For accounting firm owners who want to build a firm that runs without their constant involvement.