Your own system.
Your own data.
Built around your firm.

FirmConsole is the operations system for services firms: sales, projects, staffing, invoicing and the numbers in one place.

Try the demo (opens in a new tab) Watch the film1:19

The assistant reads your own tasks and puts what’s overdue first.

Every number is worked out once. Every screen agrees.

Revenue, cost, margin, utilization and what’s owed come from one engine that reads bookings, invoices, payments, expenses and dated rates. Book someone, send an invoice, record a payment, log a cost or change a rate, and every screen that uses it updates at once.

  • Bookings
  • Invoices
  • Payments
  • Expenses
  • Dated rates
One engine 23 figures, each with one written definition

DashboardMargin, November$50,622
InvoicingOutstanding$16,400
ReportsUtilization, December64%
Service LaunchMargin this month43.5%
AssistantHow much did we make this month?Margin so far is $50,622.

It asks before it changes anything.

The assistant reads only what you’re allowed to see. Anything it wants to change comes back as a card, and nothing is saved until you press Confirm. Use it in the app, in Slack, or from Claude or ChatGPT.

  1. Your call comes in from Fireflies.Nothing is read yet.
  2. Someone who was in it says Use it.It reads as that person, with what they may see.
  3. Each action item becomes a card.Check every field. Skip, revise or confirm.
  4. Confirm, and it’s on record.The task lands on My Day; History says “via assistant”.
MeetingsYour meetings from Fireflies
Juniper Operations · Service Launch weeklyOpen in Fireflies

Yesterday · Nov 9, 10:00 · 32 min

Elena Ruiz (you)Joaquin HerreraNadia OkaforUsed by you · Nov 10, 09:12
1 action item for you (2 in all).FirmConsole reads it only after someone who was in it says Use it. Not read yet.
IgnoreUse it
Reading the meeting as someone who was in it, with what they may see…

02:40Action item for you: “Send Dorothea the launch checklist”

Add a taskWaiting for youSaved
ForYou
ProjectPersonal
TaskSend Dorothea the launch checklist
PriorityLow Medium High
Open the pageSkipReviseConfirm

03:34You said: “FirmConsole, add a comment on the project that the pilot stores signed off on the training plan.”

Add a commentService LaunchWaiting for you
Nadia Okafor is told in their Inbox.
My Day
Send Dorothea the launch checklistPersonal · from Service Launch weekly
History
ERElena · Just now · Added a task via assistant

The whole firm, from first deal to final invoice.

Pipeline, clients, projects, staffing, time off, invoicing and reports share one set of records. A won deal becomes a project, bookings drive cost, and invoices feed the figures.

Pipeline to project

Mark a deal won and the project is created, with its terms carried over.

Discovery 3
Cedar Labs · Data platform$85,000
Harbor Group · Fleet analytics$64,000
Proposal 3
Northstar Studio · Brand system$48,000
Contracting 2
Juniper Operations · Service Launch, phase two$120,000
Won
Weighted pipeline $546,500Project created · terms carried over

Invoices that can’t disappear

Plan, request, issue and record payments. An issued invoice is voided or credited, never deleted.

  1. Planned
  2. Requested
  3. Issued
  4. Part paid
INV-2082Planned
Milestone 1: Discovery and launch plan
$20,000.00Not issued
Record paymentVoid invoiceNo delete option

Each role, its own view

Money a person can’t see is never sent to their screen.

Elena · AdminPedro · Contractor
Viewing as Pedro Valdivia (Contractor). Read only.
Clinic Intake Redesign
OverviewTeamBillingCostsHistory
Earned to date$108,786
Margin to date$58,235
Budget left$45,449
No money on this view. It was never sent.

Every change on record

Who, when, before and after, and whether it came from a screen or the assistant.

NONadia Okafor changed a task via assistant“Confirm the pilot store list and dates”: To do → Blocked
NONadia Okafor changed a dealValue: $120,000.00 → $140,000.00
NONadia Okafor changed a task“Interview six regional managers”: In progress → Done
ERElena Ruiz marked the charter reviewed

Ask from Slack, confirm right there

The same assistant, the same permissions, in a direct message or an allowed channel.

service-launchSlack-style view
ER
Elena Ruiz

Book Taylor Brooks on Service Launch, 20 hours a week from 16 Nov to 18 Dec.

FirmConsole APP

Here it is. Nothing changes until you confirm.

PersonTaylor BrooksHours per week20Dates16 Nov – 18 Dec 2026StatusTentative
ConfirmCancelExpires in 24 hours
FirmConsole APP

Saved. Taylor Brooks is on Service Launch for 20 h a week from Mon Nov 16, 2026, tentative.

Time off, respected everywhere

Time off and public holidays come off capacity in staffing, utilization and booking warnings. No approval queue.

MonTueWedThuFri
Beatriz
Kwame
Leona
Kwame’s capacity, week of Nov 235 dAway Wed–ThuTime offPublic holiday

The past stays put

Rates and terms have start dates. Change one today and last month’s cost doesn’t move.

AugSepOctNov
Cost rate $80/h $92/h from Nov 1

An export for your accountant

The accounting export puts a period’s invoices and payments in one CSV file.

number,project,amount,type
invoices-and-payments-2026-11.csv Download CSV

Built around your firm.

Your steps, your tools and your rules are part of the build, not settings you hunt for. Whatever your firm uses or needs, we build FirmConsole to fit it.

Discovery
Proposal
Contracting
Your stepPartner sign-offDeals over $50kSigned
Won
Project
Staffing
Invoice
Service Launch · $60,000
Your rule

Deals over $50,000 need a partner’s sign-off before they can be marked won.

We add steps like this to the way your firm already works.
Service LaunchJuniper Operations · $60,000
  1. Proposal sent
  2. Contract signed by Juniper Operations
  3. Waiting for a partner’s sign-off
  4. Marked won. Project created with the deal’s terms
  5. Taylor Brooks booked 24 h a week, after a capacity check
  6. Three milestone invoices of $20,000 planned
FirmConsole
Built in today

Slack. Ask the assistant in a direct message or a channel you allow.

ER
Elena Ruiz

@FirmConsole who’s free to start on Monday?

FirmConsole APP

Taylor Brooks has nothing booked from Mon 16 Nov, so all 5 days are free.

Google Calendar. Time off can go on each person’s own calendar as Out of office.

Hannah Lindgren’s calendar
Mon 23Tue 24Wed 25Thu 26Fri 27
Staffing syncPipeline reviewOut of officeTime off, from FirmConsole

Fireflies. A recorded call becomes task cards. Nothing is saved until someone confirms.

Juniper Operations · Service Launch weekly32 min
Send the launch checklistBook the pilot store visitShare the revised timeline
3 cards waiting for you

Linear. Issues show next to the project. FirmConsole only reads them.

Todo5
In progress4
Done12
SL-14 Pilot store signageIn progress
SL-9 Launch checklistDone

Connected as part of your build. Not on the list? The one you use, we connect it.

Microsoft TeamsZoomGoogle MeetLoomJiraAsanaClickUpNotionmonday.comQuickBooksXeroStripeWisePayoneerPayPalHubSpotSalesforceCloseZendeskMailchimpIntercomGmailGoogle DriveOneDriveDropboxCalendly+
Earned by week 12 $60,000 The fee is earned evenly over the working days. Three milestone invoices of $20,000
Week 1Week 4Week 8Week 12

Fixed fee, hourly with a cap and subscription are built in. Your own terms are built to your contract.

See it run, start to finish.

Seventy-nine seconds, mostly inside the real product, with a fictional firm.

Try the demo (opens in a new tab)

Pick a role and explore your own private copy of a fictional firm. No sign-up.

Tell us how your firm works.

How a deal becomes a project, who approves what, which tools you use and how you bill. We’ll show you how FirmConsole would fit, and what we’d build for you.

Discuss your build