RetainerOS
The operating system for retainer-based professionals — automated reporting, scope tracking, and a client portal clients actually want to use.
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Retainer-based professionals spend 2-4 hours per client per month manually compiling reports, tracking scope, and chasing updates — time that should be billable or eliminated entirely.
Fractional executives, independent consultants, retainer-based agencies, bookkeepers, and coaches
You bill monthly. Your clients expect a polished report. And every month, you spend hours pulling data from spreadsheets, Notion docs, and your own memory just to write something that takes them 3 minutes to read.
RetainerOS automates the part of consulting that shouldn't require you at all.
Connect your tools — QuickBooks, Google Analytics, HubSpot, Stripe, or a simple spreadsheet. RetainerOS pulls the numbers, generates your branded monthly report, tracks what's in scope vs. what's not, and gives your client a portal to log in and see everything in real time.
Your clients stop emailing 'can you send me an update?' You stop losing billable hours to admin. And when scope creep shows up, RetainerOS flags it before it becomes a conversation.
**Who it's for:** Fractional executives, independent consultants, retainer-based agencies, bookkeepers, and coaches who serve multiple clients on recurring engagements.
**Pricing**
| Plan | Price | Includes | |------|-------|---------| | Starter | $29/mo | Up to 5 clients, auto-generated monthly reports, client portal | | Growth | $79/mo | Unlimited clients, scope tracking, white-label portal, client intake forms | | Pro | $149/mo | API access, custom report templates, AI-powered insights, priority support |
All plans include a 14-day free trial. Founding members lock in 40% off forever.
Platform · Published today