FirmOS

AI-powered automation platform for accounting firms

by FirmOS

United States🌐US-based cloud infrastructure

TrustKit ScoreRated across 5 compliance dimensions: data residency, legal jurisdiction, data retention, certifications, and regulatory fit.Caution

About FirmOS

FirmOS is an AI-powered automation platform designed specifically for accounting firms. The platform deploys AI agents that handle repetitive accounting workflows including client onboarding, document collection and processing, bank reconciliation, data entry, and client communication follow-ups. FirmOS addresses a critical pain point in the accounting industry: small and mid-sized firms spend enormous amounts of time on administrative tasks that could be automated. The platform's AI agents can send document requests to clients, chase follow-ups, extract data from receipts and bank statements, categorise transactions, and prepare information for tax filing -- all without manual intervention. The platform integrates with popular accounting software including QuickBooks, Xero, and FreshBooks, as well as document management systems and communication tools. FirmOS is designed to work alongside existing accounting workflows rather than replace core accounting software. FirmOS is targeted at accounting firms ranging from solo practitioners to mid-sized practices. The platform helps firms scale their client base without proportionally increasing staff. Pricing is typically per-firm with tiers based on client count and feature access.

TrustKit Score Breakdown

?36% Caution

Data Residency

Where is your data stored and processed?

US-based infrastructure. No EU data residency option. Financial client data processed in US.

2/5

Legal Jurisdiction

Which laws govern the company and your data?

US company. Subject to US jurisdiction. Handles sensitive financial data under US data protection standards.

2/5

Data Retention & Training

Is your data used for model training?

Early-stage product. Handles sensitive financial documents. Retention and deletion policies not extensively documented publicly.

2/5

Certifications

ISO 27001, SOC 2, Cyber Essentials, etc.

No security certifications publicly disclosed. Early-stage startup handling financial data.

1/5

Regulatory Fit

Suitability for regulated industries and professional services

Purpose-built for accounting but lacks formal compliance certifications. Accounting firms should evaluate data handling practices given the sensitivity of financial data.

2/5

Pricing

Custom14-day trial

StarterContact SalesAI document collection · Client onboarding automation · QuickBooks integration

ProfessionalContact SalesAll Starter features · Bank reconciliation · Multi-client management · …

Full pricing details →

Quick Facts

Starting PriceContact for pricingData HostingUS-based cloud infrastructureTrains on Your DataClient financial data not used for model training.Founded2023Employees1-10

Visit FirmOS

Frequently Asked Questions

Is FirmOS GDPR compliant?

FirmOS has a TrustKit compliance score of 36% (Caution). Data Residency: US-based infrastructure. No EU data residency option. Financial client data processed in US.. Legal Jurisdiction: US company. Subject to US jurisdiction. Handles sensitive financial data under US data protection standards..

Where does FirmOS store data?

FirmOS hosts data in: US-based cloud infrastructure. US-based infrastructure. No EU data residency option. Financial client data processed in US.

Does FirmOS train on user data?

FirmOS: Client financial data not used for model training.. Early-stage product. Handles sensitive financial documents. Retention and deletion policies not extensively documented publicly.