Fractional C-Suite

Your Headspace Is Too Valuable
for Admin.

RicochetAI turns your meeting transcripts into organised tasks automatically, so you can focus on the work only you can do.

Connects with Fathom, ClickUp, Notion, Asana and more

The Problem

The admin never stops.

Every client meeting ends. The work it creates does not.

Transcripts pile up fast

Notes from five different clients accumulate across tools until the backlog feels impossible to tackle.

Actions slip through gaps

Back to back client calls mean action items from the morning are buried before you can act on them.

Evenings lost to write-ups

Writing up notes after hours eats into the only quiet time you have to think clearly about what matters.

How It Works

Three steps. Zero extra effort.

RicochetAI handles everything that happens after your meeting ends.

1

Your meeting ends

Whatever tool you use to record and transcribe your calls, RicochetAI picks up the transcript automatically. Nothing changes about how you run your meetings.

2

We extract every action item

RicochetAI reads the transcript and identifies every task, decision, and follow up from the conversation. No manual highlighting, no copy pasting.

3

Tasks land in your client's tools

Action items appear automatically in whatever project management system your client uses. Tagged, organised, and ready to action before your next call starts.

The Result

It is more than the time saving. It is the headspace it creates.

Client Results

Heard it from those who use it

The biggest impact for me has been the headspace it’s freed up. I used to rely on memory and maintain a separate manual tracker in Excel to keep on top of actions from conversations. Now I have a central platform where all tasks and deadlines are visible to both me and the businesses I work with. It means I can focus on the conversation in front of me and the work at hand, rather than worrying about remembering every detail afterwards.

Lee Brooks

Fractional CFO

Integrations

Works with tools you already use

No new tools to learn. RicochetAI plugs into your existing stack.

Fathom
ClickUp
Notion
Asana
Google
Claude AI
FAQ

Common questions

What tools does it work with?

We currently integrate with Fathom for transcripts and ClickUp, Notion, and Asana for task management. If you use something else, get in touch and we will likely be able to accommodate it.

Do I need to change how I run my meetings?

No. You run your meetings exactly as you do now. RicochetAI works in the background and handles everything after the call ends.

How long does it take to set up?

Most clients are up and running within a week. We handle the entire setup for you.

Is this only for fractional CFOs?

No. It works for any fractional executive managing multiple clients. CFOs, CEOs, COOs, CMOs. If you have client meetings and a project management tool, we can help.

Get Started

Ready to Claim Your
Headspace?

Book a free 30 minute call. We will show you exactly how it works and set everything up for you.