Falaah Falaah AI

Muin for Firms

Muin for Firms Free and Pro for accounting firms: what each includes, Pro pricing, and audit fieldwork.

Muin for Firms is the advisor workspace for accounting firms. It comes in two plans: Free and Pro.

Plans

Muin for Firms Free Muin for Firms Pro
Price Free $99 per firm per month
Clients Up to 25 counted for display 25 included, then $3 per additional client per month
Seats Your firm’s advisors Unlimited advisor seats
Client dashboards, reports, batch reports, invites, referrals Included Included
Close review Included
Form 990 portfolio and client chase Included
Cross-client Ask Muin Included
Branded batch client reports Included
Chase automation Included
Audit fieldwork $49 per client per fiscal year

Pro is billed to your firm’s own workspace. AI credits are sold at the usual pack price.

Close review

Close review shows what blocks a client’s month-end close for the last complete month:

  • Uncategorized transactions
  • Unmatched bank lines
  • Expired payment intents
  • Journal entries waiting for approval

You can’t open a client’s books from Muin, so each row has Copy link for client. Send that link to your client and it opens the rows to fix in their own workspace. A locked month is already closed.

Form 990 portfolio and client chase

The Form 990 portfolio lists every client who gave you tax access, with their Form 990 status for the fiscal year you pick and the number of open issues. Open takes you to the client’s 990 workspace.

To chase a client, select Chase and confirm. The client’s owner gets an inbox task and an email that lists what is missing. Chasing the same client again on the same day sends nothing new.

Chase automation

Turn on Chase blocked clients automatically and choose every 3, 7 or 14 days. Muin checks once a day and chases each client at most once per cadence. A client with nothing missing is never chased. Automation stops if your firm leaves Pro.

Cross-client Ask Muin

From the advisor dashboard, Ask Muin answers questions across all your clients, such as which clients need attention. It does not report cash balances. Cross-client questions work in Ask Muin inside the app.

Branded batch client reports

Batch client reports use the logo, colours and name from your firm’s Brand Center. If you have not set a brand, reports show your firm’s name.

Audit fieldwork

Audit fieldwork is $49, paid once per client per fiscal year, for Pro firms. It includes:

  • An audit pack ZIP
  • A request list of standard documents, sent to the client with a task per item
  • A reproducible sample of journal entries
  • A trial-balance tie-out

Buying the same client and year again never charges twice.

The tie-out lists postings that keep the trial balance from tying: postings to accounts outside the client’s chart of accounts, postings to inactive accounts, and postings in mixed currencies.