Daniel at Firmary

CPA building Firmary. Your software should fit your firm, not the other way around.

[Daniel at Firmary @DanielatFirmary]

I'm building Firmary for the work between “we still need this” and “it's ready for review.”

The aim is to give a small team more capacity without someone coordinating every handoff.

The waitlist is open: https://t.co/ukIAH2iD83

[Firmary @FirmaryApp]

Introducing Firmary.

Ask who still owes documents. Prepare each client’s request. Track what arrives and see what needs to happen next.

Your team reviews what goes out.

A preview of what we're building for accounting firms.

Join the waitlist: https://t.co/Xemdtjv560

[Daniel at Firmary @DanielatFirmary]

@CornerstoneCPA_ Great reminder! The trade offs become more acceptable and less important when you have more disposable income and dollars to spare.

There are certain foods I refuse to order in restaurants because I know it will be a disappointment compared to home made.

[Daniel at Firmary @DanielatFirmary]

@Bsoutherland23 Do you see this impacting the market at all? I feel like a lot of deals above that price range already complete at least a QOE-light before this was a requirement.

[Daniel at Firmary @DanielatFirmary]

@cordes_tax @FirmaryApp That's our plan B

[Daniel at Firmary @DanielatFirmary]

Dots are slower and lazier than regular codex sessions. I avoid using the dot because it takes forever and won't complete simple requests or forgets about them. It tells me things are done when in reality they are not. It isn't reliable enough to use in my workflows.

Another big thing is allow the dot to interact with my remote and local sessions. It currently is unable to send messages or start codex sessions on my remote connection.

[Daniel at Firmary @DanielatFirmary]

@kseniam0s @Cloudflare We applied last week and are still waiting to hear back. I think the approval times are currently longer than 48 hours.

[Daniel at Firmary @DanielatFirmary]

@JWellsTax I think a lot gets bundled into the term “school choice.” Vouchers, charters, open enrollment, tax credits, etc. can have pretty different tradeoffs, so I’m not sure the label alone tells us much.

[Daniel at Firmary @DanielatFirmary]

For plenty of clients, their phone is their scanner. We're building Firmary around that, so the paperwork gets from their kitchen table to the firm without the mess.

[Firmary @FirmaryApp]

Point. Scan. Done.

Your client points their phone at the stack. Firmary captures each page, straightens it and sends one clean PDF to their request.

Then it reads the forms, so you review instead of retyping.

Join the waitlist → https://t.co/Xemdtjuxgs

[Daniel at Firmary @DanielatFirmary]

@patrickdichter If you include negligence and disregard, I’d put the number closer to 40% with material underreporting or noncompliance.

[Daniel at Firmary @DanielatFirmary]

@james406 @grok, what should James do to convince his friend that his messages are not AI slop?

[Daniel at Firmary @DanielatFirmary]

The goal is not to make accountants faster at clicking through software. It’s to remove the need for a lot of those clicks in the first place.

[Firmary @FirmaryApp]

The next client follow-up is ready when you open your queue.

That's what we're building in Firmary: prepared actions you review and approve, client by client.

Join the waitlist: https://t.co/Xemdtjv560

[Daniel at Firmary @DanielatFirmary]

Are you sure the Dot is powered by GPT-6 Astra?

I find it won't do things unless I repeatedly follow-up. It also tells me it can't do simple things like control a browser, until I remind it multiple times that it does have the capability. It forgets about tasks even simple ones too.

So far it seems to be unreliable and not sure I can use it in my workflows in its current state.

[Daniel at Firmary @DanielatFirmary]

@jasononfirms At $30/month, the bottleneck isn’t the cost of AI anymore. It’s whether firms can actually redesign their workflows around it.

[Daniel at Firmary @DanielatFirmary]

https://t.co/3UB9LcBOc7

[Firmary @FirmaryApp]

Introducing Firmary.

Ask who still owes documents. Prepare each client’s request. Track what arrives and see what needs to happen next.

Your team reviews what goes out.

A preview of what we're building for accounting firms.

Join the waitlist: https://t.co/Xemdtjv560

[Daniel at Firmary @DanielatFirmary]

The economics of AI are changing fast.

For accounting firms, cheaper intelligence means workflows that were impractical to automate 6 months ago are becoming viable now.

The next 6 months are going to change how accounting firms operate.

We’re building for that future at @FirmaryApp.

[Sam Altman @sama]

6.1 Sol at 1/5th of the price of Astra, and 95% cache read discount! Extremely capable model.

[Daniel at Firmary @DanielatFirmary]

Your OpenAI Dot has full access to @FirmaryApp through the ChatGPT/Codex Plugin. Complete your work with your Dot from anywhere.

[OpenAI @OpenAI]

Introducing dots, powered by GPT-6 Astra.

Remarkably capable, always-on agents built to handle everything.

[Daniel at Firmary @DanielatFirmary]

This will continue to increase as the older generations age out of the workforce. New generations just want things self-service and async. Having to call during business hours and align schedules is inconvenient.

With that said, different complexity problems call for different channels. Phone calls are often a much more efficient way of solving the problem.

[Daniel at Firmary @DanielatFirmary]

@cordes_tax Looks like fun!

[Daniel at Firmary @DanielatFirmary]

With Opus 5.5 release and now the pro plan usage dropping significantly, why would someone want the ChatGPT $200 plan instead of the Claude $200 plan?

While I appreciate the transparency, the usage limits have been broken for a while, hence the need for resets.

If there is not something revolutionary from dev day, a lot of power users and developers are probably going to pack their bags.

[Daniel at Firmary @DanielatFirmary]

@CornerstoneCPA_ I've seen many in the trades who still do it to this day.