FirmOS

FirmOS automates workflows for accounting firms with tailored operational systems.

firmos.ai
FirmOS homepage screenshot

About FirmOS

FirmOS builds custom operational systems for accounting firms across business development, talent, and operations. It collects data from existing practice management tools, tax platforms, and CRMs to identify roadblocks, set 90-day objectives, and implement automated workflows.

Capabilities include lead scraping and sales automation, hiring tools for job descriptions and candidate screening, and operations tools for workflow mapping, SOP creation, and KPI tracking. Delivery follows a sprint-based cycle with bi-weekly strategy sessions, and access is offered through a waitlist.

Key features

  • Automated lead scraping and enrichment for decision-maker data
  • End-to-end sales automations for consistent prospect engagement
  • Client segmentation analysis to identify high-value clients
  • AI assistant to generate job descriptions and automate postings
  • AI-driven video interviews and assessments for talent screening
  • KPI dashboard tracking over 70 real-time metrics
Best for: Accounting firms that need structured systems for sales, hiring, and internal operations.
Good for
  • Covers sales, hiring, and operations in three defined pillars
  • Uses data from existing firm tools to guide implementation
  • Includes ongoing optimization with bi-weekly strategy sessions
Watch out for
  • Access requires joining a waitlist
  • Requires connecting existing firm systems for data collection

FirmOS at a glance

Website
firmos.ai
Type
Website
Pricing
Not confirmed. Check the site
Platforms
Web
Open source
Not stated
Last checked
Oct 5, 2026 · Online when checked
Listed
Oct 5, 2026

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