Firmio

Project Management - every project on a single page

Overview, team, per-project P&L, tasks, documents and AI-processed meeting notes, all in one place.

• Overview - name, code, status, budget, client and dates.
• Allocated team with roles (Lead, Contributor, Reviewer, Stakeholder) and allocation %.
• Per-project P&L - client revenue vs. team/supplier costs, budget vs. actual.
• Tasks in Kanban and List views, documents in Google Drive, AI-processed meeting notes.

Project management: a single page per project, from team and budget to P&L and tasks.

Task Management - a Linear-style system, built in

List and Board views, automatic identifiers, sub-issues, relations and a unified timeline.

• List and Board views with six columns: Backlog, To Do, In Progress, In Review, Done, Cancelled.
• Automatic identifiers (e.g. ADNV-001), markdown descriptions and two-level sub-issues.
• Relations (Blocks, Blocked By, Related, Duplicate), shared labels and components, bulk actions.
• Hour estimates and a unified timeline with @mentions.

Task management: a Linear-style board with relations, sub-issues and @mentions.

Leads Pipeline (CRM) - from lead to project in one click

Configurable pipelines with a Kanban board, lead temperature, deal value and scheduled activities.

• Configurable pipelines with dynamic, reorderable stages.
• Kanban board with lead temperature (Hot/Warm/Cold), deal value and next action.
• Scheduled activities - calls, meetings, follow-ups, demos - and multiple lead sources.
• One-click 'Convert to Project' button.

Leads pipeline: a configurable Kanban CRM that converts a won lead into a project instantly.

Clients & CRM - everything about each client, one click away

Complete client data with ANAF auto-fill, associated projects and invoices, plus AI-processed notes.

• Complete client data - CIF/CUI, addresses, website.
• ANAF auto-fill - enter the CUI and the company data fills in automatically.
• Multiple contacts, associated projects and invoices.
• Document storage and AI-processed meeting notes that feed the Knowledge Base.

Clients & CRM: one source of truth per client, with ANAF autofill and AI notes.

Suppliers - records that match themselves to the bank statement

Supplier records with CUI/IBAN, a recurring flag for automatic bank matching, invoices and history.

• Supplier records with CUI/IBAN and a 'recurring' flag.
• Automatic matching on the bank statement (by IBAN + name).
• Associated invoices and full transaction history.
• Custom categories - SaaS, utilities, office, subcontractor, etc.

Suppliers: recurring vendors auto-match against incoming bank transactions.

Team & Capacity - who's free, who's overloaded

Profiles with weekly hours and rates, an org chart and Gantt-style capacity planning.

• Profiles with weekly hours and hourly rates.
• Org chart of the whole team.
• Gantt-style capacity planning showing allocation across projects.
• Per-person task overview.

Financials & P&L - profitability in real time

Real-time P&L filterable by month/quarter/year, per-project P&L, AI invoice ingestion and SmartBill sync.

• Real-time P&L (Revenue vs. Costs, Profit, Margin %) filterable by month/quarter/year.
• Side-by-side month comparisons, per-project P&L and CSV/PDF export.
• Full invoice CRUD with AI ingestion, SmartBill sync and custom expense categories.
• Cash-basis accounting - invoices hit the P&L when paid, not when issued.

Financials: a real-time, cash-basis P&L per month and per project.

Bank Reconciliation - upload a statement, let the AI match it

PDF statement parsing, SHA-256 deduplication and AI auto-matching with a review-and-commit workflow.

• Upload a PDF bank statement (ING, ProCredit) with automatic transaction parsing.
• SHA-256 fingerprint deduplication to detect re-imports.
• AI auto-matching with clients/suppliers/invoices/projects, with confidence levels.
• Review-and-commit workflow that creates financial records and marks invoices as paid.

Bank reconciliation: AI matches each parsed transaction to the right record by confidence.

Proactive AI - Firmio works when nobody opens the app

A scheduled day: an 08:00 inbox brief, 09:45 pre-meeting research, a 17:30 check-in and an 18:00 team report - plus the daily and weekly task summaries.

• 08:00 - a Gmail brief: what is urgent, what needs a reply, and any invoice found in an attachment, extracted automatically.
• 09:45 - research before each meeting with external attendees: who they are, what their company does, what you last discussed.
• 17:30 - a 30-second check-in per colleague, then an 18:00 team report: finished, slipped, blocked.
• Any time - drop a photo or PDF invoice in chat and supplier, amount and due date land in financials.
• Daily view of all team tasks grouped by person and deadline, plus a 7-day weekly summary with capacity trends - exported to PDF and emailed.

Daily summary: every team member's tasks grouped by deadline, exported and emailed automatically.

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Meeting Notes - AI turns a conversation into action items

Manual form, PDF upload or AI dictation - the AI extracts summary, decisions and action items.

• Supports clients, projects and leads - via manual form, PDF upload or AI dictation.
• AI parsing extracts summary, decisions, action items, participants and open questions.
• Action items can become tasks or lead actions.
• Content auto-syncs into the Knowledge Base.

Meeting notes: dictate or upload, and the AI returns decisions, action items and open questions.

Knowledge Base - the business's persistent memory

A markdown-first internal wiki with semantic search and persistent memory of key facts.

• Three-layer architecture: raw sources -> wiki pages -> schema.
• Semantic search via pgvector embeddings.
• Append-only change log.
• Persistent memory of key facts, scoped globally, per project or per person.

Firmio Meet - video calls with transcript, summary and tasks

Video meetings with live transcription, an AI summary and automatically proposed tasks - no separate call tool.

• Instant or scheduled meetings, with email invites carrying an .ics file and Google Calendar sync.
• Guests join through a waiting room without needing an account.
• Live transcription during the call, then an AI summary when it ends.
• Proposed tasks and a meeting-journal entry generated automatically from what was said.

Chat & voice rooms - every conversation becomes AI context

Groups, direct messages and permanently open voice channels with screen share - all transcribed so the AI can read them.

• Group channels and direct messages with reactions and link previews.
• Voice rooms that stay open, with screen sharing and presence indicators.
• Searchable transcript history - voice conversations stop disappearing.
• The assistant reads chat and call history as context, so decisions taken in conversation are not lost.

Firmio Voice - a live voice assistant that acts on your data

A real-time, interruptible conversation with live subtitles, full read access to company data and the ability to change it by voice.

• Interruptible real-time speech with live subtitles - you talk over it like a person.
• Reads tasks, leads, calendar, reminders, invoices, suppliers, bank statements, meetings and chat.
• Acts by voice: create a task, move a lead, schedule a meeting, mark an invoice as paid.
• A voice catalogue with samples, plus a live cost display and a monthly budget that auto-stops - metered at 0.04 EUR/min.

e-Factura ANAF - the SPV mailbox, mirrored locally

Received and sent invoices, errors and PDF/XML downloads - without opening the SPV portal.

• SPV messages mirrored inside Firmio: received, sent and rejected.
• Download the original PDF or XML for any message.
• Company data auto-filled from a CUI through the ANAF API.
• Errors surfaced where the invoice lives, not in a separate portal.

Calendar & reminders - month grid, Gantt and Google Calendar

A monthly grid, a Gantt view across projects and team, personal reminders and two-way Google Calendar sync.

• Month grid with meetings, deadlines and milestones in one view.
• Gantt across projects and across the team.
• Personal reminders that are not tied to a task.
• Google Calendar sync, so external invitations still work.

Mobile app - the same modules on iOS and Android

Native iOS and Android apps plus an installable PWA, with push notifications, Meet and voice.

• The same modules as on the web - not a cut-down companion app.
• Push notifications for tasks, mentions, meetings and payments.
• Firmio Meet and Firmio Voice work from the phone.
• Installable PWA with offline support for anyone who prefers the browser.

Multi-company & roles - several firms on one account

Per-module permissions, several companies under one login and a daily backup to Google Drive.

• Switch between companies without logging out.
• Permissions set per module - the accountant sees financials and nothing else.
• Documents, invoices and knowledge-base pages mirrored as files in Google Drive.
• Daily backup to Drive and full CSV/PDF export - no lock-in.