Blog ·
Introducing Firmary
Practice management for the next generation of accounting firms. Firmary helps firms coordinate client work, automate repetitive processes, and work through connected assistants while keeping their team in control.
Today, we’re sharing the first public look at Firmary.
Firmary is practice management for the next generation of accounting firms.
Accounting firms spend too much time coordinating work instead of doing it. Following up for documents. Preparing requests. Checking what came in. Figuring out what still needs attention. Moving information between disconnected systems.
Firmary is being built to make that work simpler.
Ask who still owes documents. Prepare each client’s request. Track what arrives and see what needs to happen next.
Describe the forms and workflows your firm needs in plain English. Shape the client portal around the way your practice actually works. Work through connected assistants such as Claude to find information and take action across the firm.
Your team stays in control. Staff review what goes out, and your firm determines what people and connected tools can access and do.
The goal is not to force every accounting firm into the same workflow. It is to give firms the infrastructure to operate the way they want.
Your firm, your way.
This is the beginning of what we’re building for accounting firms.
Firmary is pre-launch. Join the waitlist to hear when firms can start.