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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.
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.