Firmao

Firmao is an all-in-one CRM and ERP platform used by small and medium companies to run sales, invoicing, tasks and customer relationships in a one system.

Firmao connector gives your AI secure, read-only access to the data your team already keeps in Firmao, so you can ask questions in plain language instead of clicking through modules and filters. With the connector enabled, your AI can: look up customers with the full history of the relationship review opportunities, offers and orders, and summarise pipeline status check invoices, payments and outstanding balances read tasks, projects, comments and schedules to see what the team is working on pull figures from reports for comparisons and summaries Typical uses: start the day with a complete summary, prepare for a client meeting in seconds, review which sales opportunities need attention this week, compare results between periods, spot overdue payments or draft a follow-up message based on real records. More