On your data, in context
The assistants read the client, job and ledger data already in the system — no copying into a separate chatbot.
Product · Intelligence & team
Built-in AI that reads your firm's own records — drafting, coding and summarising where the work already lives, with your data staying in your country.
What you can do
Built-in assistants that read your records to draft, code and summarize — proposing, never posting on their own, with your data staying in your country.
AI proposes bookkeeping codes and rules for your review.
Paste client data into a chat and have it saved to the client's file and year.
Compose replies, summaries and notes from the records in front of you.
Runs on your tenant's data; nothing trains a public model.
Per-firm provider choice and monthly credit limits.
AI sits inside the workspace, not in a separate tool.
Why OneFirmOS
On your data, in context
The assistants read the client, job and ledger data already in the system — no copying into a separate chatbot.
Proposes, never posts
Coding suggestions, drafts and summaries arrive for your review; nothing is sent or booked on its own.
Private and controlled
Runs on your tenant's data with per-firm provider choice and monthly credit limits; nothing trains a public model.
How it works
1 · It reads your records
AI works from the client, job and ledger data already in the system.
2 · It proposes, you approve
Coding suggestions, drafts and summaries arrive for review — nothing is sent or posted on its own.
3 · You hold the controls
Per-firm provider choice and monthly credit limits; nothing trains a public model.
FAQ
Yes — the built-in assistants are part of the $55 Platform, with monthly credit limits you control.
No. AI runs on your own tenant's data and nothing is used to train a public model.
Suggest cash-coding, save pasted client data to the right file and year, and draft replies, summaries and notes.
One platform
No copying client data into a separate chatbot — the assistant sits inside the workspace, on your tenant's data.