Safe questions
Ask about pricing models, invoice follow-up, migration prep, what reports to review monthly, how to compare software, and how to prepare for accountant review.
Unsafe inputs
Do not enter bank account numbers, routing numbers, card numbers, SSNs, EINs, tax IDs, passwords, payroll details, or private customer financial records.
FIRMA angle
A public AI guide should sell by being useful: answer the buyer question, route to the right product page, and invite a demo when the question becomes account-specific.
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.