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FirmOS

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.

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Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
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 Tags

  • finances
  • productivity
  • talent-management
  • Automation
  • ai-workflowsv
  • dashboard-analytics
  • marketing
  • marketing-tools
  • sales-optimizations

FirmOS News & Activities

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Recent activities

  • RodneyReese added FirmOS
  • POX updated FirmOS
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FirmOS information

  • Developed by

    Rodney Reese

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $500 and $10000 per month.

  • Alternatives

    0 alternatives listed

  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce
FirmOS was added to AlternativeTo by RodneyReese on and this page was last updated .
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What is FirmOS?

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.

Benefits

  • Save hours on repetitive work: Automate tasks so you can focus on running your firm, not admin work.
  • Take control of your firm: Use smart systems to reduce your workload and free up time for bigger opportunities.
  • Work with a stronger, more efficient team: Reduce manual work so your team stays productive and engaged.
  • Avoid burnout and enjoy more free time: Simplify operations so you can step away without things falling apart.
  • Make your firm more valuable long-term: Protect your processes and brand to increase profitability and future-proof your business.

Use Case For accounting firm owners who want to build a firm that runs without their constant involvement.

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