Good AI use
Use AI to explain transaction context, draft category suggestions, summarize a cash-flow question, or prepare an exception list for review.
Unsafe AI use
Do not let a public assistant collect bank numbers, tax identifiers, card data, payroll data, passwords, or connection strings. Do not let AI post irreversible financial changes without review.
FIRMA message
FIRMA AI should be framed as a finance and business guide with approval boundaries: helpful, fast, and evidence-aware, but not a replacement for professional judgment.
Use this as a buying checklist.
A serious financial software buyer should ask how the platform handles source evidence, approval before posting, accountant access, migration review, role-based access, exportability, and comparison with the tools already in use.
FIRMA should answer those questions with product workflows, not unsupported compliance, tax, savings, or customer claims.