The AI-Powered Financial Operating System for Accounting Firms
Athena Financial OS helps accounting firms replace disconnected workflow, document, reporting, advisory, and tax-preparation support tools with one unified platform. Choose the plan that matches your firm’s monthly financial statement production needs.
Unlimited users.
All modules included.
Pricing based on the number of monthly financial statements your firm needs to produce.

Unlimited users
Unlimited clients
All Athena modules included
Workflow & practice operations
Client portal & document management
Financial statement preparation
KPI dashboards
AI CFO commentary
Business valuation support
Drake-ready export support
Best-in-class integrations available upon request
Unlimited users
Unlimited clients
All Athena modules included
Higher monthly financial statement capacity
Workflow, documents, portal, and secure messaging
Financial statements and KPI dashboards
AI CFO commentary and advisory intelligence
Business valuation support
Drake-ready export support
Integration planning available
Unlimited users
Unlimited clients
All Athena modules included
Highest monthly financial statement capacity
Advanced workflow and review visibility
Financial intelligence dashboards
AI CFO commentary and advisory support
Business valuation support
Drake-ready export support
Implementation and integration planning available
Athena Workflow powers Athena Financial OS, the AI-powered financial operating system for accounting firms. Athena helps firms unify workflow, documents, client communication, financial statements, KPIs, advisory insights, and tax-ready outputs in one platform.
Athena Workflow is practice management software that is also called client management software, accounting practice management software, or due date tracking software.
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