BitmentOS documentation

How every part of BitmentOS, the AI operating system for accounting firms works.

Getting Started

• What is Bitment: Bitment is the AI operating system an accounting firm uses to run itself and serve clients, in one workspace with one AI and one search.
• Taking the workspace tour: How Bitment's desktop-style workspace is laid out, from the dock and windows to the desktop background and phone home screen.
• Your account and signing in: How Bitment accounts work, how to sign in, and how to manage your profile, security, and firms from the account dashboard.
• Firms, scopes, and clients: How Mine and Firm scope work, operating in multiple firms at once, and how opening a client changes your navigation.
• Search and shortcuts: How to find anything in Bitment with the global search palette, and where to look up keyboard shortcuts.
• Desktop and mobile apps: Get the Mac and Windows desktop app and the installable mobile app, and how the desktop app keeps itself up to date.

Clients

• Clients: The CRM at the center of Bitment, client records, contacts, portal access, bulk import, and bulk email.
• Client context and AI: How the standing Context document teaches the AI about one client, and how the AI works inside a client.

AI

• AI overview: A map of Bitment's AI system, Chat, the Assistant, Agents, Tokens, Context, models, and how proposals keep it safe.
• AI Chat: Bitment's general-purpose AI assistant in depth, models, attachments, proposals, plans, workflows, and Projects.
• AI Assistant: The page-aware AI pane that works in the context of whatever you have open, and can navigate and stage changes for you.
• AI Agents: Autonomous AI colleagues that wake on a schedule or event, do a job, and leave staged work for you to review and approve.
• Tokens and Billing: See exactly what AI costs your firm, who and what is spending it, and manage credits, spend limits, and payment.
• AI Context and Memory: The standing instructions every AI feature reads, and what the AI remembers on its own between conversations.
• Models and Providers: How Bitment picks which AI model answers a request, which firm pays for it, and where your available models come from.

Coordination

• Projects: Manage firm work with Asana-style projects, sections, tasks, subtasks, dependencies, and comments, with an optional two-way Asana sync.
• Emails: A keyboard-first, multi-account email client with split inboxes, AI triage and drafting, signatures, and client-aware search.
• Calendar: A connected calendar built on Google or Microsoft, with team availability, booking links, video conferencing, and AI scheduling.
• Meetings: Record calls without a bot, get a live transcript and AI summary, import from Fireflies, and join Bitment's built-in video conference.
• Messages: Native team chat with channels, DMs, threads, and mentions, plus mirrors of your connected Slack, Signal, and Telegram conversations.
• Phone: Texts and calls on your firm's phone lines, with live transcripts, group calls, voicemail, and an OpenPhone (Quo) mirror.

Data

• Files: Bitment's document drive, with personal, firm and client spaces, previews, sharing, and AI-assisted organizing.
• Signatures: Send documents for e-signature, place fields for each signer, and track status through to a signed, downloadable PDF.
• Forms: Build questionnaires and intake forms, send them to clients, and collect responses through the client portal or a link.
• Recordings: The recording library for screen, camera and voice captures and meeting recordings, each with transcript, playback and sharing.

Apps

• Bookkeeping: Double-entry books per client, bank and payment feeds, AI-assisted import and reconciliation, sales invoicing, and financial reporting.
• Payroll: Run payroll for a client's W-2 employees and 1099 contractors, from draft run to paystubs and a payroll report.
• Taxes: Prepare tax returns from source documents with AI extraction, generate filed forms, and sync with CCH Axcess.
• Wealth Management: Advisory wealth management organized around households, investment accounts, and financial plans with Monte Carlo projections.
• Campaigns: Outbound sales with AI-authored per-prospect email sequences, reply classification, automatic bounce and stop handling, and prospect sourcing.

Tools

• Browser: A real web browser embedded in the Bitment desktop app, with tabs, multiple windows, history suggestions, and settings.
• Terminal: A real server-side shell rooted in your files, with git and Claude Code available, running against your firm's AI credential.
• Notifications: The bell, approving what AI agents propose, muting noisy sources, and choosing how each kind of notification reaches you.

Portals

• Client Portal: What your clients see when they sign into Bitment, from shared files to signing and form-fill, and how you control who gets in.
• Bookkeeping Self-Serve: The standalone, sign-up-and-go bookkeeping product at books.bitment.co, for a small business that wants its own books without a firm.
• Referrer Portal: The partner portal referrers will use to track referred clients and share data with your firm. Coming soon.

Settings

• Settings: The Settings app holds your account, AI defaults, dictation, notifications, firm and team management, and every outside-service connection.
• Firm and team: Manage your firm's member roster, roles and permissions, invitations, and resource-level access grants.
• Voice-to-text: Dictate into any text field in Bitment with a keyboard shortcut or the mic that follows your cursor, and control it from Settings › Voice-to-Text.
• Connections: Connect Bitment to the outside services your firm already uses, and see what each one unlocks.
• Google Workspace: Connect Gmail and Google Calendar to power the Emails and Calendar apps.
• Microsoft 365: Connect Outlook mail and calendar to power the Emails and Calendar apps.
• Slack: Connect a Slack workspace to read and send messages from inside Bitment.
• Signal: Link your Signal account to read and send Signal messages from inside Bitment.
• Telegram: Link your Telegram account to read and send Telegram messages from inside Bitment.
• Fireflies: Import meeting transcripts from a connected Fireflies.ai account into Meetings.
• Asana: Mirror an Asana workspace's projects and tasks two-way inside the Projects app.
• Quo: Connect a Quo (OpenPhone) workspace to bring its texts and calls into the Phone app.
• CCH Axcess: Connect your firm's CCH Axcess Tax subscription to sync source documents and returns with Bitment.
• QuickBooks Online: Mirror a client's QuickBooks Online company two-way as a book in Bookkeeping.
• AI providers: How the credentials that power every AI model in Bitment get set up, personal or firm-wide.

Platform

• Security and Data: How the Bitment platform is built, how each firm's data is kept separate, and how client data stays under the AI provider your firm chooses.
• Architecture Overview: A high-level look at how Bitment is built, for a technical evaluator deciding whether it fits their stack.
• Deployment and White-Label: How a firm gets its own Bitment stack, its own subdomain and branding, and how updates reach it.
• Identity Model: How Bitment models people, firms, and relationships, for an admin who needs to understand access at a structural level.
• Support and Feedback: How to get help inside Bitment, file feedback, and keep up with what's new.

Reference

• Keyboard shortcuts: The complete keyboard shortcut reference for Bitment, covering global and window shortcuts plus Emails, Chat, Browser, Terminal, and voice-to-text.
• Glossary: An A to Z glossary of the terms Bitment uses across its apps, from Agent to Workspace.
• Frequently asked questions: Real answers to the questions operators ask most about getting started, security, AI, integrations, clients, devices, and billing.

Integrations

• Integrations: Every outside service BitmentOS connects to, from Google Workspace, Microsoft 365 and QuickBooks Online to CCH Axcess, Plaid and your AI providers, in one AI operating system for your firm.

Trust

• Privacy & Security
• Compliance & Security

Legal

• Terms of Service: The terms that govern use of the Bitment platform by firms, their team members, and the clients they invite.
• Privacy Policy
• Disclaimers: Plain-language disclaimers covering AI output, tax and bookkeeping computations, digital asset data, and other Bitment platform features.