How much does Firmbase cost?

Firmbase's enterprise pricing is not publicly listed and is arranged through a demo and sales process.

What are the best alternatives to Firmbase?

Based on documented capability coverage across the Agentic Index 14 point taxonomy, the closest alternatives to Firmbase among enterprise operations agents are Balerion AI, Cambio, effie.ai, Logility. Each is graded on the same public evidence, and no vendor pays for placement.

Does Firmbase have SOC 2, SSO and role based access control?

Partial under the Agentic Index verification standard. Firmbase publishes some public evidence of security and identity controls, but narrower than the full set of SOC 2, single sign on (SSO) and role based access control (RBAC). Evidence basis: The homepage states the Firmbase FP&A platform is SOC 2 Type II certified and adheres to data security, privacy and compliance methodologies. No access surface is documented, with no SSO, SAML, SCIM or OIDC, no named role or permission mode. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Firmbase give you tracing and observability into agent runs?

Partial under the Agentic Index verification standard. Firmbase publishes some public evidence of logging or observability, but narrower than full tracing and auditability across agent runs. Evidence basis: Anomaly detection, root cause explanations and error identification come with explainable outputs. Agent action audit logging is not detailed (firmbase.ai). Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Firmbase require human approval before an agent acts?

Partial under the Agentic Index verification standard. Firmbase publishes some public evidence of guardrails or oversight, but narrower than a documented human approval step before an agent acts. Evidence basis: Firmbase generates analysis, reports and recommendations for finance teams to review and act on. Formal approval guardrails are not detailed (firmbase.ai). Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Back to vendors

Firmbase

Q: Who is Firmbase for?

FP&A and finance teams, Business executives, Revenue and HR planning teams

Also known as: Firmbase AI, Model Integrity agent

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Enterprise operations agentindependentVerified 2026-09-07

Entry priceContact for pricingFull pricing detail

Firmbase is an agentic FP&A platform whose swarms of finance agents plan, forecast, and analyze on unified financial data, with a Model Integrity agent that finds and fixes data and modeling errors.

Firmbase is an agentic AI platform for financial planning and analysis, built in Tel Aviv for growth-stage and technology companies. It connects a company's financial, operational and HR systems, keeps the data in sync in one collaborative workspace, and lets finance teams and business partners build budgets, run forecasts, model scenarios and track plans against actual performance without code.

On top of that data layer, Firmbase AI agents create forecasts and plan new scenarios, automate reporting and narrative, answer financial questions asked in natural language, and surface anomalies with explained root causes, so executives, revenue teams and HR can contribute to planning alongside FP&A. A named Model Integrity agent continuously detects and fixes data and modeling errors and adapts to a team's workflows over time. Firmbase reports that teams automate up to 80 percent of their manual FP&A work. The platform is SOC 2 Type II certified, sold by demo with no published pricing, and backed by a $12 million seed round led by S Capital with Meron Capital. It does not document customer-chosen models, self-hosted or regional deployment, or a public API.

Vendor details

Canonical URL

https://www.firmbase.ai

Funding status

Firmbase is at seed stage, backed by a $12 million seed round led by S Capital with Meron Capital.

Company status

independent

Use cases & customers

Primary use cases

Forecasting and scenario planningAutomated variance analysis and reportingData and model error detectionNatural language financial analysis

Target customers

FP&A and finance teamsBusiness executivesRevenue and HR planning teams

Deployment options

Cloud (SaaS)

Integrations

Firmbase integrates across the finance tech stack with smart data mapping from disparate sources such as ERP, HRIS, payroll, and CRM, connecting business metrics into one platform.

Sources & related URLs

Research sources

https://www.firmbase.ai/ https://www.firmbase.ai/blog/announcing-agentic-ai-platform-for-fpa https://www.firmbase.ai/firmbase-ai https://www.crunchbase.com/organization/firmbase

Agentic Index coverage score

5.5 / 14 capabilities · 39%

Integrations & Tool Calling	Partial
The homepage states that Firmbase integrates with the customer's existing systems, connects financial, operational and HR data and keeps it in sync so the business data is available in the platform, and the integrations page describes combining CRM, ERP and HRIS data into one consolidated dataset. Every documented integration reads data into Firmbase, and no agent taking authenticated action in an outside system, no write back, and no custom tool or connector route is documented. SourceFirmbase, firmbase.ai and firmbase.ai/integrations (robots refused, snippet only)read 2026-09-06
Workflow Orchestration	Full
Swarms of AI agents execute multi step FP&A workflows including forecasting, scenario planning, and reporting (firmbase.ai).
Knowledge Grounding & RAG	Full
Natural language querying is grounded in the company's unified financial and operational data across systems (firmbase.ai).
Human Oversight & Guardrails	Partial
Firmbase generates analysis, reports and recommendations for finance teams to review and act on. Formal approval guardrails are not detailed (firmbase.ai).
Security, Identity & Governance	Partial
The homepage states the Firmbase FP&A platform is SOC 2 Type II certified and adheres to data security, privacy and compliance methodologies. No access surface is documented, with no SSO, SAML, SCIM or OIDC, no named role or permission model and no audit surface, and no trust or security page or public product documentation exists. SourceFirmbase, firmbase.airead 2026-09-06
Observability & Auditability	Partial
Anomaly detection, root cause explanations and error identification come with explainable outputs. Agent action audit logging is not detailed (firmbase.ai).
Memory & State Persistence	Not documented
No memory layer with a stated scope and lifetime is documented. The only memory shaped claim on the vendor's pages is that the Model Integrity agent learns and improves constantly and becomes increasingly tailored to the team's workflows over time, which is learning absorbed into the product's behavior rather than memory a buyer can locate and delete for one customer. The unified financial dataset the agents query is the application's data model, so deleting it would delete the business record, and no per user, per team or per workflow memory or session state is documented. SourceFirmbase, firmbase.ai and firmbase.ai/blog/announcing-agentic-ai-platform-for-fpa (July read; robots refused 2026-09-06)read 2026-09-06
Deployment & Data Residency	Not documented
Delivery is SaaS, and the Firmbase homepage names no hosting region, customer environment option or region selection. Any statement of where customer data is hosted sits in its privacy policy, terms or data processing addendum. SourceFirmbase, firmbase.airead 2026-09-06
Prebuilt Agents / Templates / Packs	Full
Firmbase ships prebuilt FP&A agents, including the Model Integrity agent, and workflow templates for planning, forecasting, and reporting (firmbase.ai).
Triggers & Channel Coverage	Partial
Firmbase agents run on real time data and surface factors as they change. The primary trigger is natural language queries, and broader event triggers are not detailed (firmbase.ai).
Model Flexibility & Routing	Not documented
Firmbase builds on large foundation models, and no user facing model choice or routing is documented (firmbase.ai).
APIs / SDKs / MCP Extensibility	Not documented
No public API, SDK or MCP is documented, although integrations exist (firmbase.ai).
Testing, Debugging & Optimization	Not documented
No evaluation harness, test cases, release gate or debugging trace for the agents is documented. The Model Integrity agent detects and fixes data and modeling errors in the customer's own financial model and is said to improve over time, but it tests the customer's plan data rather than the agent, and the improvement claim is absorbed learning with no controlled loop, holdout or scored comparison documented. SourceFirmbase, firmbase.ai and firmbase.ai/blog/announcing-agentic-ai-platform-for-fpa (July read; robots refused 2026-09-06)read 2026-09-06
Browser / Computer-use	Not documented
No browser or computer use capability is documented (firmbase.ai).

The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Contact for pricing

Cost watchouts

Onboarding and data integration effort affect total cost; pricing requires a demo and sales conversation.

Variable cost rationale

Cost scales with team size, connected data sources, and agent usage; no public rate is available.

Sales call required

Yes, required for paid access

Free / trial

Request a demo; no free tier or trial published

Lowest paid plan

Not published

Key ambiguities

There is no public pricing; engagements are demo led and custom scoped.

Agentic Index verified 2026-09-06

Official pricing page

Related vendors

Alternatives to Firmbase

The closest documented capability profiles to Firmbase among enterprise operations agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

Balerion AI4.5 / 14A lighter documented profile than Firmbase
Cambio6.5 / 14Fuller documented coverage on Integrations & Tool Calling and Human Oversight & Guardrails
effie.ai4.5 / 14A lighter documented profile than Firmbase
Logility6.5 / 14Fuller documented coverage on Human Oversight & Guardrails and Triggers & Channel Coverage
Resilinc6.5 / 14Fuller documented coverage on Human Oversight & Guardrails and Triggers & Channel Coverage
Deposco6.0 / 14Adds documented APIs, SDKs & MCP Extensibility

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Compare Firmbase with other vendors →Compare all enterprise operations agents →See where Firmbase ranks →

Data confidence: medium