Not designed to be
A manufacturing ERP, a retail POS, an accounting replacement, or a simple task app.
AI Operating System for Professional Services
Run your whole firm on one AI system
Connect clients, sales, contracts, projects, finance and people into one continuous operating flow, with AI that understands how your firm actually works.
Built for consulting, agencies and professional services firms.
01One Flow
02One Data Spine
03One Management View
04One AI Layer
Platform
Everything to operate as one.
Six operating areas on one data spine. Use them together, or connect the ones you already run elsewhere.
Explore the platformAI Copilot
AI that knows how your firm runs.
An operating copilot, not a chatbot. onfirm AI summarizes, flags and recommends within the data each person is authorized to see. People stay accountable for the decisions.
- Which deals are most likely to close this month?
- Which projects need management attention?
- Which invoices are overdue?
- Where is margin under pressure?
- Which teams are approaching capacity?
- What should leadership focus on this week?
Ask onfirm
Which Branding BU projects are at risk of slipping this week?
Schedule risk2 projects need attention: Mộc Lan Home identity has used 61% of budget at 42% progress; Sương Mai Tea social has waited 5 days for client approval.
Mộc Lan Home identityLan Phạm42%
Sương Mai Tea socialHà ĐỗAwaiting client
Nudge client
Ask a follow-up…
Automation
Work should move itself forward.
onfirm runs on business events. When something changes state, the next step is created, assigned and tracked, with the context attached. Automate the handoff, not the judgment.
See automationWhenOpportunity Won
ThenCreate Contract Request
Contract owner reviews terms
WhenContract Signed
ThenCreate Project
Project lead confirms team
WhenMilestone Accepted
ThenTrigger Billing
Finance approves invoice
WhenInvoice Due
ThenStart Collection Workflow
Account owner follows up
WhenProject Risk Detected
ThenSend Management Alert
Leadership decides action
Integrations
Connect what your firm already uses.
onfirm is designed to orchestrate your operating stack, not force you to replace everything on day one. Integration-ready through API, webhooks and MCP.
- CRM
- Accounting
- Calendar
- Documents
- Project tools
- HR systems
- Automation platforms
- AI tools via MCP
Solutions
Built for firms whose work is their business.
Management and strategy consulting, branding, creative, marketing and digital agencies, technology and IT services, architecture and engineering consulting, accounting, advisory and research firms.
FAQ
Questions firms ask before they evaluate.
What is onfirm?
onfirm is an AI Operating System designed to connect the commercial, delivery, financial and management workflows of professional services firms.
Is onfirm an ERP?
Not in the traditional sense. onfirm focuses on the operating lifecycle of professional services and can connect existing specialist systems rather than forcing companies to replace everything.
How is AI used?
AI works across authorized business context to summarize information, identify risks, answer operational questions and support workflows. People stay responsible for decisions.
How much does onfirm cost?
Pricing depends on your operating scope, users and implementation needs. Book a demo to discuss the right setup for your firm.
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.