A LUCA LLC product · v2.4

Run your business on one login,
not eight.

FIRMA is the financial operating system for service businesses — books, banking, contracts, proposals, client portal, scheduling, onboarding, and docs. Built to work together from day one, not duct-taped through Zapier.

Start free trial Tour the product
14-day trial, no card Free data migration SOC 2 · HIPAA BAA
app.usefirma.io/home
FIRMA
Business Suite
Home
Nova AIAI
CLIENT WORK
Clients
Projects
Documents
Scheduling
MONEY & BOOKS
MoneyBUS
TransactionsBUS
AccountingBUS
Good afternoon, LUCA
LUCA LLC · FIRMA Business Suite · Wednesday
75 · Good New Invoice
NOVA AI · Business Briefing
Cash position up 18% QoQ. Three invoices cleared in last 24h.
Revenue this month
$284,500
12 invoices paid
Outstanding
$42,800
3 invoices awaiting
✓ All clear
Overdue
$0
All invoices current
Upcoming meetings
7
3 today, 4 this week
Revenue Pipeline — Money In
DRAFT
$4,200
2 not sent
SENT
$18,900
5 awaiting
OVERDUE
$0
0 past due
PAID
$284,500
12 this month
INV-2026-0247
PAID
$12,400.00
Riverside Consulting · Oct retainer
Cleared 4h ago Auto-synced to GL
NOVA AI
AI
“Pay rent from Chase checking on the 1st?”
ApproveDismiss
8 → 1tools collapsed into one login——$381/moaverage monthly savings vs fragmented stack——48 hrstypical end-to-end migration time——14 daysfree trial, no card required——99.9%uptime over last 90 days——SOC 2Type II certified · HIPAA BAA available——8 → 1tools collapsed into one login——$381/moaverage monthly savings vs fragmented stack——48 hrstypical end-to-end migration time——14 daysfree trial, no card required——99.9%uptime over last 90 days——SOC 2Type II certified · HIPAA BAA available——
Eight modules · One platform

The whole stack,
shipped as one product.

No integration fees. No sync bugs. No “we’re working on it.” Every module uses the same contacts, invoices, and ledger — because it is the same app.
01 / 08
Books
Full double-entry
Revenue
$284,500
COGS
$72,100
Operating exp
$69,100
Net profit
$143,300
P&L, balance sheet, chart of accounts, journal entries, tax-ready exports.
02 / 08
Money
Banking, reconciled
CASH ON HAND
$186,240.18
Chase ·· 4401Mercury ·· 0019
Connect your business accounts. Real-time cash, auto-matched transactions. Plaid-powered.
03 / 08
Contracts
Legally-binding e-sign
Master Services Agreement
Pacific Holdings · v3
SIGNED
NDA
Blue Oak · awaiting counterparty
SENT
Template library, version history, expiry reminders. Sign in the browser.
04 / 08
Proposals
Interactive pricing
Brand Refresh Package
Essentials
$8,500
Complete
$18,400
Accept & sign
Branded proposals with package options and one-click accept. Clients sign online.
05 / 08
Portal
White-label
studio.acme.com
Hi, Jordan.
3 files ready · 1 invoice open
Brand guidelines v2.pdf
Hero photos (24)
October invoice
Your brand, your domain. Files, updates, invoices, project status — one place for clients.
06 / 08
Scheduling
Bookings, intake
Thu · Oct 23Central
9:00 AM
Kickoff · Riverside
11:30 AM
Shoot · Pacific Holdings
2:00 PM
Open
3:30 PM
Advisory · Blue Oak
Appointment booking, intake forms, reminders, two-way calendar sync. No Calendly needed.
07 / 08
Onboarding
Automated flows
NEW CLIENT · RIVERSIDE
✓
Welcome email sent
✓
Contract signed
✓
Intake form returned
Kickoff scheduled
Deposit invoice
Client onboarding workflows — document collection, checklists, kickoff scheduling.
08 / 08
Docs
SOPs & wikis
How we onboard new clients
Jordan · 2d
Refund & cancellation policy
Sam · 1w
Brand guidelines v2
Maya · 1mo
Quarterly closing checklist
Jordan · 1mo
Internal SOPs, runbooks, and client-facing knowledge bases. Full-text search, versioning.
Multiplace · Enterprise

One login.
Every entity.

Holding companies, franchise groups, multiple LLCs — Multiplace gives you a single dashboard across every entity, with full financial isolation and consolidated reporting.

Entity Hub
All businesses at a glance
One-click Switcher
Jump between entities
Consolidated P&L
Rolled-up financials
Cross-entity txns
Intercompany tracking
Per-entity access
Granular roles
HIPAA boundaries
BAA-ready
See Enterprise pricing Book a walkthrough
Entity Hub
All entities · Consolidated
4 ACTIVE
Total revenue
$284,500
+12% QoQ
Total expenses
$141,200
-3% QoQ
Net profit
$143,300
+18% QoQ
Entity breakdown
Acme Studio
LLC
$142k
Riverside Consulting
S-Corp
$84k
Pacific Holdings
Parent
$31k
Blue Oak
DBA
$27k
SWITCH ENTITY
Acme Studio
✓
Riverside Consulting
Pacific Holdings
Proof, not promises

Numbers from real operators.

We run LUCA’s own books on FIRMA. So do a thousand other teams. Here’s what happens when you collapse the stack.
8 → 1
tools collapsed into one subscription
$2,340
avg annual savings per business
48 hrs
typical end-to-end migration
7 min
to close a month, not 7 days
Photographer
“I was paying for HoneyBook, QuickBooks, Calendly, and Dropbox. FIRMA replaced all four. My bookkeeper stopped charging me for reconciliation.”
Maya Sørensen
Sørensen Studio · Portland, OR
MS
Home Health
“Six locations, one P&L, one login. Consolidated books used to take us three days a month. Now it closes itself over coffee.”
Daniel Ortiz, CFO
Sage Home Health Group
DO
Pricing

One price. Everything included.

No per-user fees. No per-module upcharges. No add-ons. You pick a tier based on how many entities you run — and you get every module, every time.

Solo
Solo operators & freelancers
$
79
/ month
  • 1 business entity
  • All 8 modules
  • Unlimited clients & invoices
  • 5 GB storage
  • Email support
Start free trial
Most popular
Business
Growing teams up to 10
$
149
/ month
  • 1 business entity
  • All 8 modules
  • Unlimited clients & invoices
  • 25 GB storage
  • Up to 10 team members
  • Custom branding & white-label portal
  • Priority support
Start free trial
Enterprise
Multi-entity & regulated
Custom
Priced on entities & team size
  • Unlimited business entities
  • Multiplace — Entity Hub & Switcher
  • Consolidated reporting across entities
  • Cross-entity transactions
  • Unlimited team members
  • HIPAA BAA available
  • API access
  • Dedicated success manager
Talk to sales
All plans: 14-day trial · No card · Cancel anytime · Free migration in 48 hrsSee detailed feature matrix →
The alternatives

Everything you pay for today — and some you do not.

FeatureFIRMAQuickBooksFreshBooksWavePuzzle.io
P&L & balance sheet
Journal entries——
Bank reconciliation
Tax-ready reports
Contract e-signatures————
Client proposals———
White-label portal————
Appointment scheduling————
Client onboarding flows————
Multi-entity (Multiplace)————
HIPAA BAA available————
Starting price / mo$79$35$19Free$50
FIRMA vs QuickBooks →FIRMA vs HoneyBook →FIRMA vs 17hats →FIRMA vs Puzzle.io →FIRMA vs Dubsado →
Migration · Free · 48 hrs

We move your data so you don’t have to.

Switching tools is the part everyone dreads. Our onboarding team handles the export, the mapping, and the QA. You review and go live. No spreadsheets, no data loss, no downtime.

Import from
QuickBooks OnlineFreshBooksWaveHoneyBook17hatsDubsadoPuzzle.ioCSV / Spreadsheet
01

Export your current data

Most exports take under five minutes. We give you the click-path for every supported source, including how to pull historical transactions.

02

We handle the import

Our onboarding team maps your chart of accounts, contacts, invoices, and transaction history. You see a diff before anything goes live.

03

Go live in 48 hours

Review your data, invite your team, switch billing over. Your previous tool keeps read-only access for 30 days as a safety net.

Built for

Service businesses where cash flow is everything.

All industries →
Photographers

Creative studios & photographers

One platform for contracts, shoot schedules, client galleries, and books. Replace HoneyBook + QuickBooks + Calendly.

$1,200+
saved yearly
Learn more →
Home Health

Home health agencies

HIPAA-ready, multi-location, built for regulated care delivery. Consolidated books across every branch.

HIPAA
BAA available
Learn more →
Consultants

Consultants & MSPs

SOWs, retainers, time tracking, client portals, and revenue recognition — all in one place.

< 7 min
to close a month
Learn more →
FIRMA.

One login. Every tool your business actually runs on.

Start free trial Book a demo
14-day trial · no card · free migration · hello@usefirma.io