Firm AI connects the accountancy, tax and payroll software you already run. Your team asks questions in plain English and gets answers from live client data, all in one place.
The tools you already use, finally working together.
Xero for accounts. A practice management system for workflow. Spreadsheets for everything in between. Each tool does its job. None of them talk to each other, and none of them talk to AI.
The firms getting real value from AI aren't using it for generic tasks. They've connected their data, so AI can actually see their clients, their numbers and their workflows. Most practices aren't there yet. Not because they're behind, but because their tools have never talked to each other.
Firm AI plugs into the software you already use and gives your team one place to ask questions and get answers across all of it. No rip-and-replace. No data migration.
Firm AI plugs into the accountancy, tax and payroll software you already run. No rip-and-replace.
Ask questions in plain English and get answers from one place, not six browser tabs.
Firm AI reads your data where it already lives. Nothing is moved or copied out of the systems you trust.
Connect your tools and your team is asking questions the same week, not after a months-long build.
Your tools feed a single intelligence layer. Ask a question and it reads across everything to answer, without moving a thing.
Securely connect the accountancy, tax and payroll software your practice already uses. There's no migration. Firm AI reads from where your data already lives.
Your team asks questions the way they'd ask a colleague. Firm AI reads across every connected system to find the answer.
Clear, sourced answers in seconds, from debtors to VAT to management summaries. You spend less time digging and more time advising.
Ask it like you'd ask a colleague. Firm AI knows your clients, your numbers and your workflows, so it can hold a conversation, prep you for a meeting, or pull a live answer from any connected system.
Brownhills Construction · Q1
Pre-meeting brief · Brownhills Construction
Aged debtors · live, updated 2 min ago
Joined across Xero, your practice system & spreadsheets
Drafted reply · ready to send
Placeholder figures. Swap in your own once you have client results.
Firm AI gave us one place to ask anything about our clients, and the answer comes back in seconds.
Running on cloud software like Xero, QuickBooks or Sage, but not getting near enough out of it.
Know AI is coming, but haven't found a practical, firm-specific route in.
Tired of switching between tools to find one answer, and want a single place that has it.
Want to spend less time digging through data and more time advising clients.
Book a 20-minute demo. We'll connect a sample of your data and show you exactly how your team would use Firm AI. No commitment, no jargon.