---
title: FirmOS Reviews
meta_title: 'FirmOS Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how FirmOS works for a business like yours.
date_modified: '2025-02-28'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# FirmOS Reviews
**Vendor:** FirmOS  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About FirmOS
FirmOS is an AI-powered automation platform designed for accounting firms. It eliminates repetitive tasks, streamlines operations, and helps firms scale with intelligent systems for client acquisition, talent management, and operational efficiency.






- [View FirmOS pricing details and edition comparison](https://www.g2.com/products/firmos/reviews?open_modal_url=%2Fproducts%2Ffirmos%2Fwishlists%3Fhost_path%3D%252Fproducts%252Ffirmos%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-09+00%3A37%3A10+-0500&secure%5Bsession_id%5D=c520f2cb-c681-4e19-81ed-b77dd2dad115&secure%5Btoken%5D=ddbcb811ca9c4e370f59f2c83db52d73b21597473933b81dc02d772f7ed6330a&format=llm_user)

## FirmOS Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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