FirmOS Launches AI-Powered Systems to Automate Accounting Workflows and Future-Proof Firms

(Isstories Editorial):- Sheridan, Wyoming Mar 26, 2025 (Issuewire.com) – FirmOS launches its AI-powered automation platform, designed to help accounting firms streamline operations and build lasting value. The industry is undergoing significant demographic shifts, with (75%) of CPAs above 50 years old nearing retirement and a (17%) decline in accounting graduates entering the field. The industry now faces mounting regulatory requirements with fewer professionals available to meet these demands.

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FirmOS arrives at a critical time for the profession, as accounting remains one of the least innovative industries. Even more concerning, over 90% of CPA’s feel unprepared for the future according to the AICPA. FirmOS addresses this gap with practical AI implementation to manage rising workloads, while creating the systems needed for long-term succession.

FirmOS combines done-for-you systems with examples of AI in accounting to streamline key operations:

• Transform unwritten knowledge into documented, repeatable processes
• Automate routine communication and follow-ups
• Provide real-time visibility into team capacity and financial metrics
• Establish firm-wide systems that reduce dependency on key individuals

Early adopters report significant results. “Since we started working together, we’ve booked 66 discovery calls with financial decision-makers in the biotech industry,” said Stewart Robinson, CPA, ABV, CFE, MST of Biotech CPA. “If I were to try to do all of this myself, it would probably be a full-time job. Any accounting firm could benefit from these services.” 

Watch the full success story

Founded in 2024 by Martin Popiel, Rodney Reese, and Tony Hoong, FirmOS is the result of firsthand experience with the inefficiencies firms face daily. Martin and Tony, both CPAs with backgrounds at Deloitte, KPMG, and PwC, understood the bottlenecks that drained productivity. Rodney, bringing deep expertise in automation, worked alongside them to develop a system that eliminates manual work and creates firm-wide efficiency.

The platform helps firms create tangible value through automated workflows, making day-to-day operations more effective. For firms planning succession or a future sale, these systems demonstrate stability and scalability, making the business more attractive to buyers.

FirmOS is available today for accounting firms in the United States and Canada. For more information on FirmOS and how to use AI in accounting visit: firmos.ai.

About FirmOS

Founded by CPAs and developers, FirmOS builds custom AI workflows that help accounting firms create lasting enterprise value through smart automation. The company is privately held and based in Wyoming.

References

• https://www.capterra.com/resources/employee-retention-challenges-accounting-firms/#sources
• https://anderson-review.ucla.edu/technologys-hidden-role-in-the-accountant-shortage/?utm_source=chatgpt.com
• https://www.aicpa-cima.com/news/article/new-aicpa-and-cima-research-shows-deep-divide-among-finance-professionals?utm_source=chatgpt.com

This article was originally published by IssueWire. Read the original article here.