FIRMA gives managed service providers a single platform for recurring contracts, SLA e-signatures, client portals, MRR invoicing, and double-entry books — without stitching a PSA, accounting tool, and portal together.
Send Master Service Agreements, SLAs, and addenda to clients online. Each document is timestamped, versioned, and stored in the client’s portal for the life of the engagement.
Set up per-seat, per-device, or flat-rate monthly invoices. Auto-charge on the billing date, track MRR, and reconcile every payment to your ledger automatically.
Give each client a white-labeled portal for contract status, invoices, project updates, and support documentation. Reduce “what’s the status?” emails by 80%.
Track Monthly Recurring Revenue, gross margin by client, and cost of service. Full double-entry books with P&L and balance sheet — CPA-ready without a separate accounting tool.
Send tiered service proposals (Basic, Professional, Enterprise) with one-click client acceptance. Convert to contract automatically on sign. No back-and-forth.
Running subsidiaries, white-label partners, or separate brands? Multiplace keeps each legal entity’s books and portals separate with one unified login.
FIRMA is your financial and client OS — not a replacement for your RMM (ConnectWise, Datto, NinjaRMM). Use your RMM for monitoring and ticket management. Use FIRMA for contracts, billing, financials, and client communication. The two systems complement each other with zero overlap.
14-day free trial. Migration included. No disruption to current clients.