RektioOS is the operating system that gives outsourced CFOs and accounting advisors a single command center for every client, every deadline, and every growth opportunity.
Outsourced CFOs spend their days building financial clarity for clients. But their own operations? Scattered across email, QuickBooks, spreadsheets, and sticky notes. RektioOS changes that.
See every client's financial health, upcoming deadlines, and outstanding deliverables in one view. No more digging through email threads.
Track prospective clients from first contact to signed engagement. Know exactly where every opportunity stands.
Revenue trends, client concentration risk, capacity planning. The metrics that matter for scaling a firm, not just managing it.
One screen for every client. Engagement status, key dates, deliverables, and financial snapshots. Updated automatically.
AI-powered prospecting finds businesses in your target verticals that need outsourced CFO help. You approve, it sends.
Monitor how Pilot, Bookkeeper360, and other firms price and position their services. Stay ahead without spending hours on research.
Revenue per client, monthly recurring vs project work, churn risk, and utilization rates. The numbers behind your numbers.
Scale your thought leadership. AI-assisted blog posts, newsletters, and social content based on your existing expertise.
New client intake, document collection, and checklist management. Professional from day one, without the manual overhead.
Rektio serves niche industries. RektioOS reflects that specialization.
Compliance-heavy, audit-ready financials with specialized reporting
Multi-state sales tax, inventory accounting, and cash flow visibility
Practice-specific metrics, payroll management, and growth benchmarks
Seasonal cash flow planning, tight-margin optimization, and job costing
Rektio has spent a decade helping businesses grow. Now it's time to systematize the firm itself.