For fractional CFOs
You're running the numbers for three, four, five companies at once — and it's easy to lose the thread between them. Retainer keeps every client's context, stakeholders, and retainer status in one place, so nothing falls through the cracks between engagements.
No credit card required · Free during beta
Why fractional CFOs outgrow generic CRMs
Financial calendars, board dates, and reporting deadlines rarely line up across three, four, five clients. Keeping them straight is a full-time job on top of the actual work.
The CEO at one client, the controller at another, board members at a third — knowing who cares about what, at which company, gets harder every time you add a client.
What did you promise in last month's financial review? What did the board flag last quarter? Without a system, you're re-deriving it from memory or old email threads every time.
Are you over- or under-delivering hours relative to what's billed? Which retainers are coming up for renewal? Nothing surfaces it automatically — and referrals quietly slip through the cracks.
Built for your workflow
See every client's retainer status in one pipeline — active, renewal due, or at risk. No more losing track of where each relationship stands, or which renewal conversation is overdue.
Map the CEO, controller, board members, and investors at every client — what each one cares about, who signs off on what. The org chart for every engagement, without the guesswork.
Retainer joins your monthly financial reviews and board prep calls, transcribes them, and carries context forward automatically — what you promised, what's outstanding, what the board flagged last time.
Log hours against each retainer and see instantly whether you're over- or under-delivering relative to what's billed. Renewal dates surface automatically, so nothing catches you off guard.
Early feedback
"I've tried every CRM and abandoned all of them. The vocabulary is wrong — I don't have 'deals', I have engagements. Retainer is the first thing that makes sense to me."
"The meeting intelligence alone would save me two hours a week. I'm constantly digging through old emails to remember what a client asked for six months ago."
"Running a 4-person boutique firm, we lose client context every time someone joins a project mid-way. A shared intelligence layer is exactly what we need."
Common questions
A fractional CFO provides part-time, senior finance leadership — typically one or two days a week — to multiple client companies at once, rather than working full-time in-house at a single company. It's a common model for experienced finance leaders who want to serve several growing businesses in parallel instead of one employer.
Generic CRMs are built around leads and deals moving through a sales funnel. Retainer is built around a small number of ongoing client engagements — the vocabulary (engagements, retainers, stakeholders) and workflow match how a fractional CFO actually manages a book of clients, not a sales pipeline.
Yes — that's the core of the product. The engagement pipeline is built to hold every active retainer at once, so you always know each client's status without switching between spreadsheets or tools.
No. Retainer manages your consulting practice — clients, pipeline, meetings, and relationships. It doesn't replace your accounting or bookkeeping software. Think of it as the layer that sits alongside QuickBooks, Fathom, or whatever you already use for the numbers themselves.
Retainer connects to your calendar (Google or Outlook) to detect client and board meetings automatically. It's not built to integrate with your accounting stack today — it's designed to sit alongside those tools, not replace or connect to them.
Retainer is currently in a free, pre-launch beta — no credit card required to join the waitlist. Paid plans (Solo, Practice, and Firm tiers) will be announced closer to launch.
Both. It works for a solo fractional CFO managing their own book of clients, and for boutique advisory firms where a small team needs shared visibility across client relationships.
Join the waitlist. Free during beta. No credit card required.