Now with AI agents for billing & bookkeeping

The Business OS for professional services firms

Projects, timesheets, invoicing, expenses, bookkeeping, and AI agents — one platform built for IT, software, legal, and audit firms. Stop stitching together five tools.

14-day free trial · No credit card required · Cancel anytime

Dashboard
This month
Revenue
$184,200
Billable hrs
1,248
Outstanding
$42,900
Acme Corp — Q2 Audit
Nimbus — Platform build
Sent
Vertex Legal — Retainer
Draft

Built for modern professional services teams

IT & MSPs Software Studios Law Firms Audit & Accounting Consultancies
One platform

Everything your firm runs on, in one place

From the first proposal to the final paid invoice — and the books behind it — FirmOS replaces the spreadsheets and disconnected apps.

Projects & tasks

Plan engagements, assign work, track milestones, and watch budget vs. actuals in real time with Kanban boards and timelines.

Time tracking

One-click live timer or weekly grid. Log billable hours against tasks, submit for approval, and flow straight into T&M invoices.

Invoicing & payments

Generate branded PDF invoices, send pay-by-card links, and reconcile Stripe payments automatically — overpayments become client credit.

Expenses

Capture receipts, route approvals, and auto-post to the ledger. Multi-currency with live exchange rates baked in.

Bookkeeping

Double-entry journals post themselves from payments and expenses. Cash-basis, balanced, and audit-ready out of the box.

Leave & HR

Employee records, leave requests and balances, and workload views so you always know who's available and who's overbooked.

Tickets & support

Client tickets, SLAs, and a shared inbox — keep delivery and support conversations attached to the right project.

AI agents

Purpose-built assistants draft invoices, chase overdue payments, summarize projects, and answer questions about your data.

Secure & multi-tenant

Row-level security, role-based access, and tenant isolation enforced at the database. Your data stays yours.

AI agents

Put the busywork on autopilot

FirmOS ships with AI agents that actually understand your firm's data — your projects, hours, clients, and books. Ask in plain English, or let them run on a schedule.

Billing assistantturns approved hours into draft T&M invoices, one line per task.
Collections agentdrafts polite reminders for overdue invoices and tracks responses.
Project analystsummarizes status, flags budget risks, and surfaces what needs attention.
YF
Which projects are over budget this quarter?
AI
Two projects are tracking over budget:

Nimbus — Platform build is at 118% of budgeted hours.
Vertex Legal — Retainer has $8,400 unbilled, approved time.

Want me to draft invoices for the unbilled hours?
YF
Yes, draft both as T&M invoices.
6→1
Tools replaced
90%
Less time on admin
<2 days
To go live
100%
Your data, isolated
Pricing

Simple, per-firm pricing

Start free for 14 days. Pick a plan when you're ready — no per-seat surprises.

Starter
For small teams getting organized.
$49/mo
  • Up to 5 users
  • Projects, time & invoicing
  • Expenses & bookkeeping
  • Email support
Start free
Enterprise
For larger firms with custom needs.
Custom
  • Unlimited users
  • SSO & advanced roles
  • Custom AI agents
  • Dedicated success manager
Contact sales
FAQ

Questions, answered

Do I need separate accounting software?

No. FirmOS includes double-entry bookkeeping that posts automatically from your payments and expenses, so your books stay current without extra tools.

How do clients pay invoices?

Every invoice gets a secure pay link. Clients pay by card via Stripe — no login required — and the payment reconciles itself, including overpayments which become client credit.

Is my firm's data isolated from others?

Yes. FirmOS is multi-tenant with row-level security enforced at the database. Every query is scoped to your firm — isolation is structural, not just a setting.

Can I try it before paying?

Absolutely — 14 days free, no credit card required. Set up your firm, invite your team, and run real work before you decide.

Run your whole firm from one place

Join the professional services teams replacing their patchwork of tools with FirmOS.