Skip to content

Turn reactive advice into scalable insight

An advisory operating system with AI throughout — connecting your client data, workflow and billing.

Schedule a demo

Advisory built into how your firm already works

  1. All-in-one practice management

    Client context, workflow and billing in a single system.

  2. Reporting & insights

    Real-time visibility into realization, capacity and profitability.

  3. Scalable innovation

    Templates and AI that make great advice repeatable.

From reactive to proactive

Illustrative quotes

We retired four separate tools in our first quarter. Everyone finally works from the same client record.
Maya R. Managing Partner

Advisory starts with connected operations

  • Client relationships and history in one shared record
  • Workflow and engagements tied to the clients they serve
  • Billing and payments linked to the work delivered
  • Leadership reporting without spreadsheets
Advisory starts with connected operations

Bookkeeping is your advisory engine

  • Turn financial activity into tasks automatically
  • Deliver standardized, recurring advisory touchpoints
  • Track capacity, realization and profitability as you go
See close automation
Bookkeeping is your advisory engine

Charge what your advice is worth

  • Define scope up front with proposals and engagement letters
  • Bill fixed-fee and recurring work from the same system
  • Refine pricing with live realization and profitability data
Charge what your advice is worth

Scale advisory beyond any one partner

  • Segment clients with a built-in CRM
  • Plan workload and capacity across the team
  • Deliver consistently with templates and shared client context
Scale advisory beyond any one partner

An AI teammate for your advisory practice

  • Drafts client reports and follow-ups from your firm’s own history
  • Spots workload bottlenecks before deadlines slip
  • Keeps tasks and CRM records up to date, with your approval
An AI teammate for your advisory practice

Ideas for advisory leaders

All articles

Advisory FAQ

No. Advisory runs on the same client, workflow and billing data you already use in Firmora.

Service packages, recurring tasks and fixed-fee or retainer billing keep recurring engagements predictable.

Yes. Sync with leading cloud ledgers to monitor transactions, automate close tasks and surface cash-flow insights.

See workload, time allocation and availability across the team so you can take on new work with confidence.

Bookkeeping data flags trends and exceptions as they happen, giving you a reason to reach out before the client asks.

Package services with clear scope in proposals, then use realization and profitability reports to refine pricing over time.

Templates, shared client context and capacity planning let more of the team deliver advice consistently.

Yes. Client history, open work and key numbers are on one record, and AI can draft a summary before each meeting.

Yes. Turn an insight into a message, task or request on the same client record in a couple of clicks.

See Firmora in action

Get a personalized walkthrough built around how your firm works today — and where you want it to go.

  • 30-minute session with a product specialist
  • Migration plan for your existing tools
  • Transparent pricing for your team size

We only use your details to schedule your demo.