
The smartest way to scale your accounting firm
FirmOS is an AI-powered automation platform built specifically for accounting firms, designed to eliminate repetitive workflows and help firms scale efficiently. Founded by CPAs and developers, it delivers done-for-you systems across business development, talent management, and operations with sprint-based implementation and bi-weekly strategy sessions.
AI-driven analysis to identify and target the most profitable client segments
Finds and enriches contact details for decision-makers in target industries
Automates follow-ups, outreach sequences, and deal closing workflows
AI-powered video interviews and candidate assessments for hiring
Converts undocumented processes into clear standard operating procedures
Tracks 70+ real-time financial and operational metrics with AI insights
Plans critical hires in advance aligned with firm growth targets
Automate outbound lead generation and sales follow-ups for accounting firms
Document tribal knowledge into SOPs and automated systems
AI screening and automated job postings in a shrinking talent pool
Centralized dashboard with 70+ financial and operational metrics
Helps firms position as authorities in specific industry verticals

AI Agent & Chatbot Builder for WhatsApp + Website