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
Built for modern professional services teams
From the first proposal to the final paid invoice — and the books behind it — FirmOS replaces the spreadsheets and disconnected apps.
Plan engagements, assign work, track milestones, and watch budget vs. actuals in real time with Kanban boards and timelines.
One-click live timer or weekly grid. Log billable hours against tasks, submit for approval, and flow straight into T&M invoices.
Generate branded PDF invoices, send pay-by-card links, and reconcile Stripe payments automatically — overpayments become client credit.
Capture receipts, route approvals, and auto-post to the ledger. Multi-currency with live exchange rates baked in.
Double-entry journals post themselves from payments and expenses. Cash-basis, balanced, and audit-ready out of the box.
Employee records, leave requests and balances, and workload views so you always know who's available and who's overbooked.
Client tickets, SLAs, and a shared inbox — keep delivery and support conversations attached to the right project.
Purpose-built assistants draft invoices, chase overdue payments, summarize projects, and answer questions about your data.
Row-level security, role-based access, and tenant isolation enforced at the database. Your data stays yours.
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.
Start free for 14 days. Pick a plan when you're ready — no per-seat surprises.
No. FirmOS includes double-entry bookkeeping that posts automatically from your payments and expenses, so your books stay current without extra tools.
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.
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.
Absolutely — 14 days free, no credit card required. Set up your firm, invite your team, and run real work before you decide.
Join the professional services teams replacing their patchwork of tools with FirmOS.