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Description
FirmOS serves as an automation solution tailored specifically for accounting firms, facilitating the processes of acquiring clients, recruiting staff, and managing operations seamlessly. By leveraging AI-driven systems, it minimizes manual tasks and enhances overall efficiency within the firm. Created by certified public accountants, FirmOS empowers firms to operate more effectively while allowing owners to step back from daily operations.
Notable Features
- Client Segmentation Analysis: Utilize data to pinpoint your most profitable clients, enabling you to concentrate on those that matter most.
- Automated Lead Scraping: Employ artificial intelligence to discover and refresh contact information for key decision-makers, ensuring your sales pipeline remains robust.
- Comprehensive Sales Automations: Streamline follow-ups and outreach efforts to nurture leads and secure deals with minimal manual intervention, thus optimizing your sales process.
Description
Intelligent energy solutions powered by AI enhance the integration of critical business functions. They offer improved scalability to accommodate the needs of expanding enterprises. With a user-friendly interface accompanied by extensive support, these systems are designed for ease of use. An ERP (Enterprise Resource Planning) system consolidates and automates key business activities across multiple departments to boost efficiency and optimize data management. By streamlining operations, ERP systems diminish the need for manual input and decrease the likelihood of errors. They also provide centralized data management that guarantees accuracy and consistency across all departments, which is essential for informed decision-making. Moreover, ERP systems are adaptable, evolving alongside the business to provide relevant tools that facilitate growth and changing requirements. Specifically, grofleX ERP ensures seamless integration of various business processes, thereby enhancing operational effectiveness across critical sectors such as finance, human resources, sales, and inventory management. This holistic approach not only streamlines workflows but also fosters collaboration and communication among teams.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Asana
Google Drive
Google Meet
Intercom
Jira
Microsoft Teams
Slack
Trello
Zapier
Zendesk
Integrations
Asana
Google Drive
Google Meet
Intercom
Jira
Microsoft Teams
Slack
Trello
Zapier
Zendesk
Pricing Details
$500/month
Free Trial
Free Version
Pricing Details
€20.75 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FirmOS
Founded
2024
Country
United States
Website
www.firmos.ai/
Vendor Details
Company Name
grofleX
Country
United States
Website
groflexerp.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management