FirmOS: Automated operations and growth systems for accounting firms

What it is

FirmOS is an integrated operating system designed specifically for accounting practices to eliminate repetitive administrative tasks and scale operations. Combining accounting expertise with automated workflows, the product addresses three core pillars of running a practice: business development, talent acquisition, and internal operations.

Key features

Automated lead scraping gathers and enriches decision-maker data to keep pipelines full of qualified prospects.
AI-driven video interviews and assessments speed up candidate screening and hiring decisions.
SOP generator quickly creates clear, actionable standard operating procedures for team workflows.
Master KPI dashboard tracks over seventy real-time metrics including financial indicators.
Proof of concept system automatically collects client success stories to build trust and attract high-value leads.

Who it's for

FirmOS is built for accounting firm owners, CPAs, and financial advisory practices looking to reduce manual workload, improve team alignment, and scale their business without increasing administrative stress.