Helpyr Retain · Fractional Technology Officer

We become your technology officer.

The retainer buys our judgment on a predictable monthly schedule: strategy, decisions, oversight, and maintenance. When there's something to build, we scope it, manage it, and deliver it as a separate project. You approve every call.

We decide what to build. Our team builds it. You sign off on every call that touches money, customers, or risk.

How the engagement works

Two things, kept separate.

Stream one · the retainer

Our judgment, on a schedule.

Recurring · predictable · the floor

Strategy, decisions, oversight, and maintenance, billed monthly. It's the work only a technology officer who already knows your business can do: knowing where you are, deciding what's worth building, and keeping every system on-architecture. Scheduled and bounded. This is what the monthly fee buys.

Stream two · builds

Quoted when there's something to build.

Variable scope · quoted per project · on top

Project work is scoped and quoted before it starts, then delivered separately at our standard Build rate. Our team builds it, we manage it, and it never touches the retainer fee. Retainer clients get priority scheduling and managed delivery, not a discount.

The simple version: the monthly fee is what you pay for Helpyr to know your business and make the right calls. Building is quoted when there's something to build.

Retainer tiers

Pick how embedded you want us.

Tiers differ on how often we meet, how fast we respond, and how much we oversee. No tier includes build labor. Building is always scoped and quoted as a separate project.

Advisor
Senior judgment on tech and AI, advisory only.
$2,750/ mo
  • Bi-weekly 60-minute strategy session (2 per month)
  • Async advisory access, next-business-day response
  • Quarterly technology & AI roadmap, kept as a living document
  • Build-vs-buy and vendor / tool selection guidance
  • Review of any AI or automation a vendor or staffer proposes
  • Build oversight: none. Builds quoted separately on standard scheduling.
Most common
Operator
Everything in Advisor, plus we manage one active build at a time.
$5,500/ mo
  • Everything in Advisor
  • Weekly 60-minute working session (4 per month)
  • Oversight of one active build at a time: scoping, direction, review (labor quoted separately)
  • Priority async, same-business-day response
  • Priority build scheduling at the standard Build rate
  • Monthly written progress + roadmap update
Embedded
We run your technology function.
$9,500/ mo
  • Everything in Operator
  • Oversight of multiple concurrent builds, typically 2–3 (labor quoted separately)
  • Standing seat in your leadership / ops meeting (weekly)
  • Oversight of internal staff and outside vendors on anything tech-related
  • Direct line, same-day including async
  • Quarterly executive review tied to business outcomes

Terms & prepay

Predictable monthly. Cheaper if you prepay.

Monthly
0% off
List rate, billed on the 1st in advance. No commitment beyond the initial term.
90-day prepay
5% off
One quarter paid in advance as a single payment.
Annual prepay
12% off
One year paid in advance as a single payment. Non-refundable. Does not auto-renew at the discounted rate.
Tier Monthly 90-day prepay · 5% Annual prepay · 12%
Advisor $2,750/ mo $2,613/ mo · $7,838 upfront $2,420/ mo · $29,040 upfront
Operator $5,500/ mo $5,225/ mo · $15,675 upfront $4,840/ mo · $58,080 upfront
Embedded $9,500/ mo $9,025/ mo · $27,075 upfront $8,360/ mo · $100,320 upfront
90-day initial term. Every tier starts on a 90-day floor, then converts to month-to-month with 30 days' written notice.
Discounts are for prepayment. They apply to the retainer only, and are earned by paying upfront, never by promise.
Builds are never discounted. Build quotes stand on their own, regardless of tier or commitment term.

When there's something to build

Builds are quoted and delivered as separate projects.

The retainer covers the thinking. The building is its own thing: scoped up front, quoted in writing, and delivered by our team with you in the approval seat. You never get a surprise invoice, and nothing gets built on goodwill.

How a build attaches to your retainer
  • Scoped before work starts. Every build gets a written quote you approve before anyone touches it.
  • One flat rate across every client. Retainer clients get priority and managed delivery, not a cheaper rate.
  • Priority scheduling. Operator and Embedded builds jump the queue ahead of non-retainer work.
  • Fixed-fee blocks for larger work. Bigger builds quote as a fixed project fee, so your cost is certain.
  • You deal only with Helpyr. We direct and manage every part of execution. One relationship, one number.
The terms, in plain English
  • The retainer covers oversight, not labor. Directing, reviewing, and managing a build is included. Constructing it is quoted and paid separately.
  • No build begins without a signed quote. "While you're in there, can you also…" becomes a new line item, not free work.
  • You own the output. IP transfers to you on payment. We keep our pre-existing tools, frameworks, and agent infrastructure: you get the result, not the engine.
  • Response times are business-day commitments. Same-day and next-day, not 24/7.
  • Cancel after the floor. Either party can end the engagement after the 90-day term with 30 days' notice. Prepaid annual is non-refundable.

Project Ezra

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Pre-built Human-Commanded AI for the functions every SMB is bleeding cost on. Setup from $3.5K. Monthly operate fees from $250. Self-install, or hand it to us later.

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The surface where you approve the calls

One place to see what we're
building, and sign off on it.

Illustrative view. As builds ship, the work that needs a human decision lands in your queue. Anything that touches money, customers, or legal waits for your approval. Everything is logged.

helpyr.app / workspace / meridian-cpa / review-queue
⌘KTODAY · 2:14PM

Review queue

AllPendingHigh-confEscalated
IN
Invoice 4821 · Keystone Foods
Intake → Classify → Match to PO 2244
REVIEW
0.94
2m
CT
Contract 991 · Harbor Legal
Extract clauses · Redline 4 deltas
REVIEW
0.88
8m
EM
Email thread · Ridgeway intake
Summarize · Schedule follow-up
AUTO · OK
0.97
12m
RC
Reconcile · Aug-26 ledger batch
842 entries · 3 exceptions
RUN
now
DR
Draft · Quarterly client letter
Draft v2 · Awaiting partner review
REVIEW
0.86
22m
IN
Invoice 4822 · Grove Supply
Flag: amount mismatch ($40.21)
ESCALATE
0.71
28m
Above · Helpyr Console · Illustrative Every decision logged · Every approval signed

Integrations

We build into the tools
your team already runs.

Helpyr works inside your stack with pre-built connectors for 40+ systems and an SDK for the rest. If your data lives in it, we can work with it. No data migration, no rip-and-replace.

QuickBooks
Ledger
NetSuite
ERP
Xero
Ledger
Salesforce
CRM
HubSpot
CRM
Epic
EHR
Clio
Legal
iManage
DMS
DocuSign
E-sign
Slack
Messaging
Gmail / 365
Mail
SFTP / S3
Storage
Snowflake
Data
Postgres
Data
Zapier
Glue
REST · SDK
Custom
Webhooks
Custom
+ 40 more
Library

Trust & data

Quiet about the work.
Serious about your data.

Your stack · your keys

We work inside your systems

Builds run in your environment. Bring your own keys and your own model. No rip-and-replace, no Helpyr-hosted black box.

Signed audit trail

Every call is on the record

Each build ships with a record of what changed, what it concluded, who approved it, and when. Exportable to your system of record.

Your data stays yours

No training, full ownership

We never train on your data. Work is covered by NDA, and the IP transfers to you on payment. You get the output, not the engine.

Start with a call

A technology officer who
already knows your business.

Bring where you are and where you're headed. In 30 minutes we'll tell you which tier fits, what we'd build first, and what it costs. If we're not the right call, we'll say so.

Book a 30-minute call Read a case study →