The whole firm on one system.
Firmlytics is the AI-native ERP for professional services firms. Client work, billing, accounting, GST and TDS, HR and payroll run on one database, and Wisp, the AI core, answers questions and carries out approved work across all of it.
Working on your own or in a small firm? Free and Solo plans start in a minute. Just looking? Open a sample workspace.
An hour recorded on Monday is in the GST return by month-end. Untouched.
Most firms move work between four to six tools and a team of people reconciling them. In Firmlytics each step writes to the same record the next step reads from.
- 01
Intake
An enquiry arrives through a public intake form.
→ client record - 02
Conflict check
Parties are checked; reviewers sign off.
→ cleared - 03
Engagement
Matter, engagement or project opened with team, rates and tasks.
→ job ENG-2026-0418 - 04
Time
Hours recorded, suggested and approved.
→ priced entries - 05
Invoice
Drafted from time and billable costs.
→ GST invoice - 06
Payment
Received, matched, TDS noted.
→ receipt - 07
Ledger
Posted to double-entry books.
→ journal entry - 08
Return
Rolled into GSTR-1 and 26AS recon.
→ filed figures
Fourteen products, four orbits, no integrations to maintain.
Switch on what the firm needs today and add the rest later in the same instance. Every module reads and writes the same data.
Client work
Where work is won, opened, staffed, delivered and documented.
Matters & Engagements
Every client job in one record: team, rates, tasks, deadlines, checks and documents.
Explore moduleCW-02Documents & DocAI
Document management, templates, e-signatures and AI search with citations.
Explore moduleCW-03Clients, CRM & Portals
Clients, contacts, opportunities and leads, plus client, vendor and careers portals.
Explore moduleLP-01Legal pack: courts & eCourts
For law firms: court case tracking with eCourts, legal research, court map, legal news.
Explore moduleMoney
Every rupee from the hour recorded to the return filed.
Time & Billing
Timesheets, timers, time suggestions, GST invoices, payments and partner revenue.
Explore moduleMN-02Finance & Accounting
Chart of accounts, journals, reconciliation, budgets, profitability and fixed assets.
Explore moduleMN-03India Tax & Compliance
GSTR-1, GSTR-3B, TDS 26Q/24Q, Form 16/16A, HSN summary, e-Invoice register, 26AS.
Explore moduleMN-04Client Money & Trust
Client trust accounts, ledger entries and trust bank reconciliation.
Explore moduleMN-05Expenses & Travel
Expense reports, receipt capture, trips, per-diem, advances, payouts and billable costs.
Explore moduleMN-06Vendors & Subcontractors
Vendor directory, tenders, engagements, contracts, SLAs and vendor invoices via a portal.
Explore modulePeople
The firm behind the work: staff, attendance, pay and conversation.
Intelligence
Ask, act and report across the whole firm.
An AI wired into every module. It decides with you and acts for you.
Wisp is not a chat window on top of the ERP. It runs on the same 850 actions as every screen, across 18 areas. Ask in plain English; Wisp plans the work across modules, previews each step against the real rules, and carries it out when you approve.
- Never more than you. Every action runs your permissions, quotas and the firm’s policies.
- Previews from real checks. You see what will happen before anything is written.
- Risk tiers and four-eyes. Sensitive steps need acknowledgement or a second approver.
- AI Secretaries. Named personas that handle client updates, drafts and errands in Slack, Teams and Messaging.
Here is the plan. Every step was checked against your permissions and the firm’s rules; nothing has been written yet.
- standardCreate client Acme Infra Pvt LtdClients
- standardCheck Acme Infra and 2 related parties against existing clientsConflict check
- standardOpen “Acme Infra: FY27 advisory” for the new clientEngagements
- standardAdd Priya Menon (partner) and Rahul Iyer (manager)Team
- standardApply 2026 rates: ₹18,000 / ₹7,500 per hourRate card
- standardApply the “Client onboarding” template (23 tasks)Tasks
Illustrative example. Each step is a real Firmlytics capability, checked against your permissions before it runs.
- 01
Ask
Plain English, in the app, Slack, Teams or Firmlytics Messaging.
→ request - 02
Resolve
Turns “Anita” or “the Acme job” into records. Asks “which Anita?” instead of guessing.
→ the right records - 03
Plan
Every change the request needs, across modules, collected into one plan.
→ plan of steps - 04
Preview
Each step runs its real validations, then rolls back. The card shows what will happen.
→ confirmation card - 05
Approve
You tick the steps. High-risk steps need an acknowledgement; four-eyes steps go to a second person.
→ approved plan - 06
Act
Steps run in order with fresh permission checks, each step able to use the last one’s result.
→ committed changes - 07
Audit
Every change, by whom and through Wisp, recorded in the audit and AI logs.
→ audit trail
GST, TDS and Tally are built in, not added on later.
The India Tax & Compliance module builds the firm’s statutory outputs from the invoices, vendor bills and payroll already in the ERP. Law firms add eCourts case tracking with the legal pack.
Outward supplies prepared from issued invoices.
Summary return from the same ledger.
Quarterly TDS on vendor payments and salaries.
Certificates generated from payroll and payments.
Summaries assembled from invoice lines.
Register kept alongside every invoice. IRNs via your API or our GSP add-on.
Client TDS reconciled so no credit is missed.
Export for firms that keep books in Tally.
Different professions, the same database underneath.
Every professional firm sells expertise by the hour, the stage or the retainer. Firmlytics runs the common core and adds what each profession needs.
Law firms
Litigation, corporate and IP practices: matters, hearings, rates and costs in one place.
See how02CA & tax practices
Hundreds of clients, recurring deadlines, fees billed on time.
See how03Company secretaries
Statutory calendars per company, board paperwork, retainer billing.
See how04Consulting firms
Projects, utilisation, expenses on the road and fixed-fee or time-based billing.
See how05Architecture & engineering
Stage-wise projects, site teams, consultants and suppliers, fees by stage.
See how06Agencies & studios
Retainers and projects, freelancers, approvals and margin per client.
See howFirm and Enterprise customers get their own instance.
On Firm and Enterprise plans, Firmlytics runs as a dedicated deployment with its own database, file storage and subdomains for the firm, HR, vendors and careers.
- Dedicated database per firm on Firm and Enterprise plans.
- Roles and permissions configured by the firm, with module gates.
- Approval workflows for invoices, expenses, procurement and leave.
- Audit logs of administrative activity.
- Main app
- app.yourfirm · client work, finance, Wisp
- HR portal
- Staff self-service: leave, payslips, requests
- Vendor portal
- Engagements, tasks, invoices
- Client portal
- Work, documents, invoices
- Careers
- Public jobs site and embeddable widget
- Database
- Dedicated PostgreSQL per firm
- Storage
- Dedicated S3-compatible object storage
Start where the firm is. Grow without migrating.
Packages are bundles of modules. Pricing depends on headcount and modules, so we quote after a walkthrough.
Practice
Client work, timesheets and client billing for any professional firm.
- Matters & engagements
- Time tracking
- Invoicing & billing
- Clients & contacts
- Tasks & documents
HRMS Professional
The complete HR suite.
- Everything in Starter
- Payroll and payslips
- Recruitment
- Performance
Enterprise Suite
Complete firm management: practice, full HR, vendors and everything else.
- All practice modules
- Accounting, GST and TDS
- Client money & trust
- HR and payroll
- Vendors, expenses, Wisp and DocAI
What firms ask before they switch.
What is Firmlytics?
Firmlytics is an AI-native ERP (enterprise resource planning) platform for professional services firms in India: law firms, chartered accountants and tax practices, company secretaries, consulting firms, architecture and engineering studios, and agencies. It runs a firm's clients, matters and engagements, timesheets, billing, accounting, GST and TDS compliance, expenses, vendors, HR and payroll on one database. Its AI core, Wisp, answers questions from live firm data and carries out approved actions in every module through the same permission-checked layer as the screens.
What is an ERP for professional services?
A single system that runs both the client work and the business of a professional firm: matters, engagements or projects, time and billing, plus accounting, tax compliance, HR, payroll, expenses and vendors. Practice management software usually covers only the first half.
Which industries is Firmlytics for?
Professional services firms in India: law firms, chartered accountants and tax practices, company secretaries, consulting firms, architecture and engineering studios, and agencies. Law firms can add a legal pack with eCourts case tracking.
Does Firmlytics handle GST and TDS?
Yes. The India Tax & Compliance module prepares the firm’s GSTR-1 and GSTR-3B, TDS Form 26Q and 24Q, Form 16 and 16A, HSN summaries and an e-Invoice register, and reconciles against Form 26AS.
Is there AI in Firmlytics?
Yes. Wisp is the AI core of Firmlytics. It answers questions from live firm data and, with your approval, carries out work in every module: opening jobs, drafting invoices, generating GST returns, running payroll and more. DocAI answers questions over client documents with citations.
How is Firmlytics deployed?
Firm and Enterprise customers get a dedicated instance with its own database and storage.
Can we keep using Tally?
Yes. Firmlytics includes a Tally export, so firms that keep statutory books in Tally can continue to.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.