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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 21, 2026
  1. Programmable
  2. Playbooks
  3. Rillet
Rillet logo

growth playbook · Oct 21, 2026

rillet.com (opens in a new tab)

Rillet growth playbook

Diagnosis

Rillet has momentum: more than 600 companies, a $100M Series C at $1B in August and alliances with EY and RSM. Its hiring shows the next phase: a partnerships function across Big 4 and CPA firms, funds and technology partners; two product marketing leaders to define the category and build marketing from early traction; a full UK team; and post-sale roles for renewals and AI adoption.

The site lags the strategy: the partner directory says "No items found", the pricing page has no prices despite Rillet mocking legacy vendors for hiding them, a September event banner still runs on every page, implementation time is stated three ways, and there is no UK page and no answer to Numeric's new ERP replacement.

This playbook makes the partner channel visible first, then builds the UK, partner implementation and fund programs.

Growth Score

8/10

Biggest Opportunity

Turn its accounting-firm and fund relationships into a visible, certified channel that implements Rillet at scale, starting with a real partner directory and timing joint offers to NetSuite and Sage Intacct renewals.

Biggest Risk

Campfire attacks Rillet directly with its own comparison page and buyout fund, and Numeric now pitches a lower-risk, module-by-module replacement, while Rillet's own pages leave gaps on pricing, partners and the UK.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Fill the empty partner directory: the page says "No items found" while Rillet works with EY, KPMG, RSM and half the IPA Top 30

    Email the ten firms already partnered and ask for a logo, a one-line description and permission to be listed.

    High impact First result in 3 weeks
  2. 2

    Take down the Rillet Recon banner that still promotes a September 23 event on every page

    Decide what the banner should promote this month.

    Medium impact First result in 1 day
  3. 3

    Put a price on the pricing page, as Rillet's own documentary says it already does

    Agree internally which starting figure or band you are willing to publish.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 9Fill-ins · 6Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Partnerships are one of Rillet's biggest growth bets: a Head of Accounting & Advisory Partnerships, a Partnerships Lead, a PE & VC lead and a technology partner role are all open. Yet the partners page shows "No items found." for both accounting and investor partners, and only EY has its own page. A controller asking their CPA firm "who implements Rillet?" or a firm checking whether peers already do finds nothing.

    High impactLow effort First result in 3 weeks Head of Accounting & Advisory…

    First action

    Email the ten firms already partnered and ask for a logo, a one-line description and permission to be listed.

    How to measure it

    Opportunities with a listed partner attached

    Now
    –
    Target
    25% of new pipeline
    By
    2 quarters

    Steps

    1. 1

      List current partners

      Every firm and fund with a signed or active relationship, with the owner at Rillet.

      Head of Accounting & Advisory Partnerships 1 day

    2. 2

      Ask for listing consent

      Logo, description, services, regions and a contact from each.

      Head of Accounting & Advisory Partnerships 1 week

    3. 3

      Build the directory

      A CMS collection with filters for service type and region; one page per firm.

      Senior Product Marketing Manager 3 days

    4. 4

      Add joint stories

      Start with the Armanino story that already exists and the EY alliance.

      Senior Product Marketing Manager 1 week

    5. 5

      Route leads

      A "talk to this partner" form that notifies both the firm and the Rillet partner owner.

      Revenue Operations Manager 2 days

    6. 6

      Announce each addition

      A short post on LinkedIn tagging the firm when it is listed.

      Senior Product Marketing Manager per partner

    First result
    3 weeks
    Cost
    $0
    Owner
    Head of Accounting & Advisory Partnerships

    Smallest test

    Publish the directory with the first five firms that agree and count partner-page clicks to demo requests.

    Why it works

    Publish a partner directory: each firm with its logo, what it does (implementation, outsourced accounting, advisory), regions, a contact and a short joint customer story where one exists. Add RSM, KPMG and the IPA Top 30 firms that agree, plus a "find a partner" filter by service and region. Do the same for investor partners as funds sign.

    A visible partner list is the cheapest proof that the channel is real, it gives every new partner a reason to sign (they get listed and sent leads), and it answers the buyer's first implementation question before a demo.

    Ready to use

    ChecklistPartner listing fields

    [ ] Firm name and logo (approved)
[ ] Partner type: implementation / outsourced accounting / advisory / fund
[ ] Regions served (US states, UK)
[ ] Typical client size
[ ] Rillet-certified team members
[ ] Joint customer story (optional)
[ ] Contact for referrals
[ ] Date listed

    Risks and how to handle them

    • Firms decline to be listed

      List the ones that agree; an honest short list beats an empty one.

    • Leads go unanswered by partners

      Track response times and remove firms that do not follow up.

    Evidence

    • Your websitePartners page: "Join the Rillet Partner Community". Under "Accounting partners" the list reads "No items found."; under "Investor partners" it also reads "No items found." The 377-URL sitemap has an EY alliance page and a partner advisory board page, but no page for RSM, KPMG or any other firm.Source
    • HiringHead of Accounting & Advisory Partnerships ($260K-$300K): "one of Rillet's most important growth functions"; owns strategy across "the Big 4, top accounting firms, mid-market boutiques, and the long-tail of high value Fractional CFOs", owns channel revenue, enables partner cross-sell and builds "an engaging events calendar".Source
    • HiringPartnerships Lead - Accounting & Advisory: "We already partner with Big 4 firms, and half the IPA Top 30 - your job is to get us even further"; source and launch partnerships with Top 100 CPA firms and independent advisory firms, and represent Rillet "at partner roundtables and industry conferences, and through a well-curated online presence".Source
    • Press coverageRSM US and Rillet announced a strategic alliance on September 21, 2026 to bring AI-native finance to middle-market clients: RSM advises on operating models, AI readiness and governance, Rillet supplies the ERP. Coverage notes Rillet is an official partner of more than half of the Accounting Today top 20 CPA firms and launched an EY alliance earlier in 2026.Source
  • 02

    Every page still opens with "Join us for Rillet Recon in San Francisco on 9.23.26", repeated in a scrolling banner. Nearly four weeks later it tells visitors the site is not looked after, and wastes the most-seen spot on the site.

    Medium impactLow effort First result in 1 day Senior Product Marketing Mana…

    First action

    Decide what the banner should promote this month.

    How to measure it

    Banner clicks per 1,000 visits

    Now
    –
    Target
    15
    By
    30 days

    Steps

    1. 1

      Pick the message

      Recon recordings, RSM alliance or the next event.

      Senior Product Marketing Manager 15 minutes

    2. 2

      Swap the banner

      One message, not repeated ten times.

      Senior Product Marketing Manager 15 minutes

    3. 3

      Add an expiry

      An end date field on the banner component.

      Senior Product Marketing Manager 30 minutes

    4. 4

      Post Recon content

      A recap page with recordings.

      Senior Product Marketing Manager 1 week

    5. 5

      Own the calendar

      One person checks banners weekly.

      Senior Product Marketing Manager weekly

    6. 6

      Measure

      Banner clicks.

      Senior Product Marketing Manager monthly

    First result
    1 day
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Swap the text today and compare clicks for two weeks.

    Why it works

    Replace it with the current priority: the next Close Club dinner, the RSM alliance, or the Recon recordings. Add an end date to every banner so it expires on its own.

    The banner is seen by every visitor; a current message there costs nothing and a stale one quietly hurts trust with accountants who notice dates for a living.

    Risks and how to handle them

    • No one owns the banner

      Name an owner in the marketing calendar.

    Evidence

    • Your websiteEvery page opens with a banner repeated ten times: "Join us for Rillet Recon in San Francisco on 9.23.26 - Sign Up Now". On October 18, 2026 the event was nearly four weeks past.Source
    • Press coverageRSM US and Rillet announced a strategic alliance on September 21, 2026 to bring AI-native finance to middle-market clients: RSM advises on operating models, AI readiness and governance, Rillet supplies the ERP. Coverage notes Rillet is an official partner of more than half of the Accounting Today top 20 CPA firms and launched an EY alliance earlier in 2026.Source
  • 03

    Rillet's "Fall of Legacy ERP" page makes fun of legacy vendors: "Rillet put the price on the website. The website." But /pricing is titled "Get a Demo" and shows only a sales form. Buyers who came for a number, and AI assistants asked "how much does Rillet cost", find nothing, while Numeric already ranks a blog post on "Rillet pricing".

    High impactLow effort First result in 1 month Director

    First action

    Agree internally which starting figure or band you are willing to publish.

    How to measure it

    Pricing page demo rate

    Now
    –
    Target
    +30% relative
    By
    60 days

    Steps

    1. 1

      Decide the bands

      By company stage and entity count.

      CEO 1 week

    2. 2

      Write the page

      Bands, inclusions, implementation, drivers.

      Director, Product Marketing 2 days

    3. 3

      Add an FAQ

      Contract length, migration, partners.

      Director, Product Marketing 1 day

    4. 4

      Fix the documentary page

      Clean up the broken employer fields.

      Senior Product Marketing Manager 30 minutes

    5. 5

      Brief sales

      Use the same bands on calls.

      Account Executive 1 hour

    6. 6

      Measure

      Demo rate and deal sizes.

      Revenue Operations Manager monthly

    First result
    1 month
    Cost
    $0
    Owner
    Director, Product Marketing

    Smallest test

    Publish the startup band first and watch demo rates.

    Why it works

    Publish starting prices or bands by company stage (startup, mid-size, enterprise), what is included, what implementation costs, and what drives the price up (entities, revenue complexity). Keep enterprise quoted.

    It turns the brand's own joke into a real advantage over NetSuite, removes a reason to ask a competitor, and lets the new PMM team test message and price together.

    Risks and how to handle them

    • Prices anchor too low

      Publish starting points only and quote enterprise.

    Evidence

    • Your website/pricing is titled "Rillet | Get a Demo" and shows a "Talk to our Sales team" form with no prices. The documentary page "The Fall of Legacy ERP" has a fictional legacy executive complain that "Rillet put the price on the website. The website." The same page shows broken employer fields ("Servicesop", "Serviceasdgag").Source
    • HiringDirector, Product Marketing (posted October 13, 2026, $230K-$260K): own and build the product marketing function, "shaping our category narrative" and "establishing clear differentiation in the ERP market", leading launches and competitive insight that move "pipeline, win rates, and revenue".Source
    • Competitor researchNumeric announced its Financial Data Platform as an ERP replacement on September 22, 2026, arguing that "AI-native ERPs" inherit the old ledger design; it can be adopted module by module alongside NetSuite. NetSuite and Sage Intacct remain the incumbents most buyers leave.Source
  • 04

    Implementation speed is one of Rillet's main claims against NetSuite, but its pages give three versions. A CFO comparing vendors will ask which one Rillet commits to.

    Medium impactLow effort First result in 2 weeks Senior Product Marketing Mana…

    First action

    Pull the median go-live time for the last 50 implementations.

    How to measure it

    Pages using one implementation claim

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Get the data

      Median and range from recent go-lives.

      Revenue Operations Manager 1 day

    2. 2

      Choose the promise

      One number and what it depends on.

      Director, Product Marketing 1 hour

    3. 3

      Update pages

      Compare pages, llms.txt, documentary, implementation page.

      Senior Product Marketing Manager 1 day

    4. 4

      Brief teams

      Sales and deployment use the same words.

      Account Executive 30 minutes

    5. 5

      Publish proof

      A short "how we go live" page with the phases.

      Senior Product Marketing Manager 2 days

    6. 6

      Review quarterly

      Update with new data.

      Revenue Operations Manager quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Fix llms.txt and the compare page first.

    Why it works

    Pick one promise (for example "live in 4-8 weeks, most within 6"), say what it depends on, and use it everywhere, including llms.txt and the comparison pages. Back it with the median from recent go-lives.

    A single, defensible number is more believable and gives the Deployment Leads a clear target.

    Risks and how to handle them

    • Some go-lives run long

      Say what makes them longer.

    Evidence

    • Your websiteImplementation time is stated four ways: "Go-live in less than 45 days" and "4-6 weeks" on the Campfire comparison page, "Implemented by CPAs in 4-8 weeks" in llms.txt, and "four to eight weeks" on the documentary page.Source
    • HiringPost-sale: an Account Manager to "build and operationalize Rillet's renewal and upsell playbook"; Customer Success Managers recruited "from AI companies" who "don't need an accounting background" and ship "real product improvements for your accounts within hours of the ask"; Deployment Leads and Accounting Solutions Consultants for implementations; a Revenue Operations Manager owning Salesforce, CPQ, territories and lead routing.Source
  • 05

    Rillet has comparison pages for Campfire and the legacy ERPs but not Numeric, which launched its Financial Data Platform on September 22 and argues that AI-native ERPs inherit the old design. Many Rillet prospects already use Numeric for their close.

    High impactLow effort First result in 1 month Senior Product Marketing Mana…

    First action

    List the five questions prospects ask when Numeric comes up.

    How to measure it

    Demos from the Numeric compare page

    Now
    –
    Target
    8 a month
    By
    90 days

    Steps

    1. 1

      Gather questions

      From AE call notes.

      Account Executive 2 days

    2. 2

      Write the rows

      Architecture, timeline, implementation, partners, AI.

      Director, Product Marketing 2 days

    3. 3

      Check claims

      Only what Numeric publishes; date the page.

      Senior Product Marketing Manager 1 day

    4. 4

      Publish

      Same template as other compare pages.

      Senior Product Marketing Manager 1 day

    5. 5

      Battlecard

      For AEs and solutions consultants.

      Director, Product Marketing 2 hours

    6. 6

      Review quarterly

      Numeric is shipping fast.

      Senior Product Marketing Manager quarterly

    First result
    1 month
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Publish and watch search impressions for "Numeric alternative".

    Why it works

    A fair comparison: continuous close versus a data lake with derived entries, full switch in weeks versus module-by-module over months, CPA-led implementation, partners. Include "already on Numeric for close? here is how teams move".

    Buyers evaluating Numeric's new product are by definition considering an ERP change; a clear page puts Rillet in that decision.

    Risks and how to handle them

    • Looks like an attack

      Keep it factual and cite sources.

    Evidence

    • Your websiteComparison pages exist for Campfire, NetSuite, QuickBooks, Sage Intacct and SAP. There is none for Numeric, which launched an ERP replacement (the Financial Data Platform) on September 22, 2026 and sells into the same venture-backed finance teams.Source
    • Competitor researchNumeric announced its Financial Data Platform as an ERP replacement on September 22, 2026, arguing that "AI-native ERPs" inherit the old ledger design; it can be adopted module by module alongside NetSuite. NetSuite and Sage Intacct remain the incumbents most buyers leave.Source
    • Your websiteImplementation time is stated four ways: "Go-live in less than 45 days" and "4-6 weeks" on the Campfire comparison page, "Implemented by CPAs in 4-8 weeks" in llms.txt, and "four to eight weeks" on the documentary page.Source
  • 06

    Two Vibe Academy pages promise "Your future as a Finance Engineer starts here" but say "Coming soon...", while the weekly Vibe Coding sessions have 17 recordings. The community work is real; the pages make it look unfinished.

    Medium impactLow effort First result in 2 weeks Senior Product Marketing Mana…

    First action

    Group the 17 sessions into three levels.

    How to measure it

    Academy sign-ups

    Now
    –
    Target
    500
    By
    1 quarter

    Steps

    1. 1

      Group sessions

      Three levels.

      Senior Product Marketing Manager 1 day

    2. 2

      Write the path

      Short intro for each level.

      Senior Product Marketing Manager 1 day

    3. 3

      Publish or remove

      Replace the placeholder pages.

      Senior Product Marketing Manager 1 day

    4. 4

      Add certificates

      A badge for completing a level.

      Senior Product Marketing Manager 1 week

    5. 5

      Promote

      Newsletter and LinkedIn.

      Senior Product Marketing Manager ongoing

    6. 6

      Measure

      Sign-ups and demos.

      Senior Product Marketing Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Publish level one with five sessions.

    Why it works

    Launch Vibe Academy as a structured path through the existing 17 sessions (beginner to advanced, with the Claude and MCP resources), or remove the placeholder pages and link the sessions hub instead.

    Finance engineers are the community Rillet is building; a clear learning path turns session viewers into an audience that knows the product.

    Risks and how to handle them

    • Little demand

      Start with the first level only.

    Evidence

    • Your websiteCommunity programs: 17 "Vibe Coding for Finance" weekly workshop pages (Session 10 featured FieldPulse's head of finance and Ramp), Close Club dinners (Toronto), and two Vibe Academy pages (/rva-2, /rva-3) that read "Coming soon... Your future as a Finance Engineer starts here."Source
    • HiringSenior Product Marketing Manager (San Francisco, $180K-$220K): "take the early traction we've built and scale it into a world-class engine"; owns messaging, campaigns, channels and metrics from day one, works with the CEO "on thought leadership and category creation", and builds "the foundation for a modern, metrics-driven marketing function".Source

This quarter 9

The core plays for the next three months.

  • 07

    Rillet is hiring a founding UK BDR, a UK AE, a UK solutions consultant, a UK deployment lead and a UK success manager. The site has no UK page at all.

    High impactMedium effort First result in 1 quarter UK team

    First action

    List what the product supports today for UK companies.

    How to measure it

    UK-sourced opportunities

    Now
    –
    Target
    30
    By
    2 quarters

    Steps

    1. 1

      Confirm support

      VAT, MTD, FRS 102, IFRS.

      UK team 1 week

    2. 2

      Write the hub

      Compliance, banking, multi-entity.

      Senior Product Marketing Manager 2 weeks

    3. 3

      Find UK references

      Current customers with UK entities.

      Customer Success Manager 1 month

    4. 4

      Add UK partners

      UK accounting firms in the directory.

      Head of Accounting & Advisory Partnerships 1 quarter

    5. 5

      Launch outbound

      UK BDR sequences link the hub.

      UK team ongoing

    6. 6

      Measure

      UK opportunities.

      Revenue Operations Manager monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    UK team

    Smallest test

    Publish a one-page UK FAQ first.

    Why it works

    A UK hub covering VAT and Making Tax Digital support, FRS 102 and IFRS reporting, GBP banks, multi-entity for US companies with UK subsidiaries, UK implementation partners, and UK pricing in GBP. Only claim what the product supports.

    UK buyers check for local compliance first; without it the UK team starts every call explaining what the site does not say.

    Risks and how to handle them

    • Over-claiming UK compliance

      Have the UK solutions consultant approve every claim.

    Evidence

    • HiringA UK team opening in London: Founding Business Development Representative ("one of the first members of our UK GTM team"), Account Executive - UK, Solutions Consultant - UK, Deployment Lead - Accounting Solutions - UK and Accounting Success Manager - UK, all posted between August 26 and October 2, 2026.Source
    • Your websiteNo page in the sitemap covers the UK: nothing on VAT, Making Tax Digital, FRS 102 or IFRS, GBP banking or UK customers. The only UK signal is the footer line that Rillet is an agent of Plaid Financial Ltd., regulated by the FCA.Source
    • HiringCompany facts in every post: "More than 600 companies run on Rillet, including Mercor, Scribe, and Function Health"; partners include EY and KPMG; more than $200M raised at a $1B valuation from Sequoia, a16z, ICONIQ, Bain Capital Ventures and Oak HC/FT. 41 open roles.Source
  • 08

    The Head of Accounting & Advisory Partnerships owns channel revenue, and the RSM alliance gives RSM an advisory role. Firms earn the most from implementation work, and Rillet's promise of CPA-led implementations limits how fast it can grow if only Rillet's team delivers.

    High impactMedium effort First result in 2 quarters Head of Accounting & Advisory…

    First action

    Ask RSM and two IPA firms whether they would certify staff.

    How to measure it

    Partner-led go-lives

    Now
    –
    Target
    20% of go-lives
    By
    3 quarters

    Steps

    1. 1

      Design the curriculum

      From internal deployment training.

      Head of Accounting & Advisory Partnerships 1 month

    2. 2

      Pilot with two firms

      Certify five people each.

      Head of Accounting & Advisory Partnerships 1 quarter

    3. 3

      Co-deliver

      Rillet deployment lead shadows the first project.

      Revenue Operations Manager 1 quarter

    4. 4

      Set quality checks

      Review before go-live.

      Revenue Operations Manager ongoing

    5. 5

      List certified firms

      In the directory.

      Senior Product Marketing Manager ongoing

    6. 6

      Measure

      Partner go-lives and CSAT.

      Head of Accounting & Advisory Partnerships quarterly

    First result
    2 quarters
    Cost
    Training time
    Owner
    Head of Accounting & Advisory Partnerships

    Smallest test

    Certify one firm's team first.

    Why it works

    Certification for partner staff, a co-delivered first engagement, a partner-led implementation playbook with Rillet review, and listing as "certified" in the directory.

    Certified partners scale implementations beyond Rillet's team and give firms a revenue reason to recommend Rillet.

    Risks and how to handle them

    • Partner quality varies

      Review every partner go-live.

    Evidence

    • HiringHead of Accounting & Advisory Partnerships ($260K-$300K): "one of Rillet's most important growth functions"; owns strategy across "the Big 4, top accounting firms, mid-market boutiques, and the long-tail of high value Fractional CFOs", owns channel revenue, enables partner cross-sell and builds "an engaging events calendar".Source
    • HiringPartnerships Lead - Accounting & Advisory: "We already partner with Big 4 firms, and half the IPA Top 30 - your job is to get us even further"; source and launch partnerships with Top 100 CPA firms and independent advisory firms, and represent Rillet "at partner roundtables and industry conferences, and through a well-curated online presence".Source
    • Press coverageRSM US and Rillet announced a strategic alliance on September 21, 2026 to bring AI-native finance to middle-market clients: RSM advises on operating models, AI readiness and governance, Rillet supplies the ERP. Coverage notes Rillet is an official partner of more than half of the Accounting Today top 20 CPA firms and launched an EY alliance earlier in 2026.Source
    • HiringPost-sale: an Account Manager to "build and operationalize Rillet's renewal and upsell playbook"; Customer Success Managers recruited "from AI companies" who "don't need an accounting background" and ship "real product improvements for your accounts within hours of the ask"; Deployment Leads and Accounting Solutions Consultants for implementations; a Revenue Operations Manager owning Salesforce, CPQ, territories and lead routing.Source
  • 09

    The PE & VC role is told to drive portfolio penetration, "not just logos or a slot on a preferred vendor list". Funds care about consistent, fast reporting across portfolio companies.

    High impactMedium effort First result in 2 quarters PE & VC Partnerships

    First action

    Pick one fund with several portfolio companies already on Rillet.

    How to measure it

    Fund-sourced customers

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      Pick the fund

      Most existing portfolio customers.

      PE & VC Partnerships 1 week

    2. 2

      Build the templates

      Chart of accounts and board pack.

      Customer Success Manager 1 month

    3. 3

      Set terms

      Preferred pricing for portfolios.

      CEO 2 weeks

    4. 4

      Launch to portfolio

      Fund-hosted session.

      PE & VC Partnerships 1 month

    5. 5

      Report back

      Fund-level close time dashboard.

      Customer Success Manager quarterly

    6. 6

      Repeat

      Next three funds.

      PE & VC Partnerships 2 quarters

    First result
    2 quarters
    Cost
    Discount on portfolio deals
    Owner
    PE & VC Partnerships

    Smallest test

    Run one portfolio session.

    Why it works

    An offer to each partner fund: standard chart of accounts and board reporting templates for its portfolio, a portfolio onboarding calendar, a fund-level dashboard of close times, and preferred terms.

    Funds that see consistent reporting across their portfolio push Rillet to each company, which turns one relationship into many customers.

    Risks and how to handle them

    • Funds will not mandate tools

      Offer value to the fund's operating team, not a mandate.

    Evidence

    • HiringPartnerships, Private Equity & Venture Capital: own a book of funds, "drive portfolio penetration" into closed customers across portfolios "not just logos or a slot on a preferred vendor list", and run "roughly two high-quality events a month, plus conferences". A separate Partnerships, Technology & Product role manages office-of-the-CFO tech companies, research labs and hyperscalers and guides the integration roadmap.Source
    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
  • 10

    The Account Manager is hired to build the renewal and upsell playbook, and Rillet claims 7 days saved per close on average. Customers renew more when they see their own number.

    High impactMedium effort First result in 1 quarter Account Manager

    First action

    Pull close times for accounts renewing next quarter.

    How to measure it

    Net revenue retention

    Now
    –
    Target
    +10 points
    By
    3 quarters

    Steps

    1. 1

      Define the metrics

      Close days, auto entries, entities.

      Account Manager 1 week

    2. 2

      Build the pack

      Template from product data.

      Revenue Operations Manager 2 weeks

    3. 3

      Deliver at 90 days

      Before every renewal.

      Account Manager ongoing

    4. 4

      Suggest expansion

      Next entity or module.

      Account Manager ongoing

    5. 5

      Collect stories

      Best results become case studies.

      Senior Product Marketing Manager monthly

    6. 6

      Measure

      Retention by cohort.

      Revenue Operations Manager quarterly

    First result
    1 quarter
    Cost
    $0
    Owner
    Account Manager

    Smallest test

    Send ten renewal packs next quarter.

    Why it works

    A renewal pack per account: close time before Rillet and now, entries automated, entities added, and the next module or entity to add. Delivered 90 days before renewal.

    Customers' own data is the strongest renewal argument and also produces case-study material.

    Risks and how to handle them

    • Some accounts did not improve

      Treat them as save plays first.

    Evidence

    • HiringPost-sale: an Account Manager to "build and operationalize Rillet's renewal and upsell playbook"; Customer Success Managers recruited "from AI companies" who "don't need an accounting background" and ship "real product improvements for your accounts within hours of the ask"; Deployment Leads and Accounting Solutions Consultants for implementations; a Revenue Operations Manager owning Salesforce, CPQ, territories and lead routing.Source
    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
  • 11

    Campfire publishes a page claiming to beat Rillet "across every category" and lists Rillet as a "legacy incumbent" its customers left. Buyers who read both will look for evidence.

    High impactMedium effort First result in 2 quarters Director

    First action

    Collect any deals in the last quarter where Campfire's page came up.

    How to measure it

    Win rate in deals against Campfire

    Now
    –
    Target
    +10 points
    By
    2 quarters

    Steps

    1. 1

      Track the deals

      Tag Campfire in the CRM.

      Revenue Operations Manager 1 week

    2. 2

      Collect proof

      Public, multi-entity, complex revenue stories.

      Senior Product Marketing Manager 1 month

    3. 3

      Update the compare page

      Dated, sourced rows.

      Director, Product Marketing 1 week

    4. 4

      Write a migration guide

      If customers have moved from Campfire.

      Senior Product Marketing Manager 2 weeks

    5. 5

      Battlecard

      For AEs.

      Director, Product Marketing 1 week

    6. 6

      Measure

      Win rate.

      Revenue Operations Manager quarterly

    First result
    2 quarters
    Cost
    $0
    Owner
    Director, Product Marketing

    Smallest test

    Add two sourced proof points to the compare page.

    Why it works

    Publish public-company and multi-entity proof (Lunai Bioworks, Postscript), an independent controls summary, a migration-out-of-Campfire guide if customers have switched, and keep the Rillet vs Campfire page factual with dated sources.

    Evidence wins comparison shopping; responding in kind looks defensive to the accountants who buy.

    Risks and how to handle them

    • Public back-and-forth

      Keep it factual and never name individuals.

    Evidence

    • Competitor researchCampfire runs a "Rillet" comparison page that claims to beat Rillet "across every category" and calls its AI a "general-purpose AI wrapper", and its customer filter lists Rillet as a "legacy incumbent" that customers such as HockeyStack left; Campfire also offers a $5M "CFO Buyout Fund" to pay out ERP contracts.Source
    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
    • HiringDirector, Product Marketing (posted October 13, 2026, $230K-$260K): own and build the product marketing function, "shaping our category narrative" and "establishing clear differentiation in the ERP market", leading launches and competitive insight that move "pipeline, win rates, and revenue".Source
  • 12

    The /nfl page says Rillet is "the AI-native ERP for leading NFL franchises" but shows the homepage logos and names no team. If Rillet has a team as a customer, it is a standout story; if not, the claim is a risk.

    Medium impactMedium effort First result in 1 quarter Senior Product Marketing Mana…

    First action

    Confirm whether a team is a customer and willing to be named.

    How to measure it

    Demos from the sports page

    Now
    –
    Target
    5 a quarter
    By
    2 quarters

    Steps

    1. 1

      Confirm the customer

      Name and approval.

      Account Manager 1 week

    2. 2

      Write the story

      If approved.

      Senior Product Marketing Manager 2 weeks

    3. 3

      Or remove the claim

      Rewrite the headline.

      Senior Product Marketing Manager 1 hour

    4. 4

      Build the vertical

      Revenue types and entities.

      Senior Product Marketing Manager 1 month

    5. 5

      Target accounts

      Teams and leagues.

      Account Executive 1 quarter

    6. 6

      Measure

      Demos.

      Revenue Operations Manager quarterly

    First result
    1 quarter
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Rewrite the headline this week.

    Why it works

    If there is a customer: a named story and a sports-and-entertainment page (multi-entity, ticketing and sponsorship revenue). If not: rename the page as a campaign landing page with no claim, and keep it out of the sitemap.

    A named sports franchise would be one of the most memorable proof points in the category; an unsupported claim is the opposite.

    Risks and how to handle them

    • Unsupported claims

      Remove the claim until a customer approves.

    Evidence

    • Your websiteCampaign pages in the sitemap include /nfl ("The AI-native ERP for leading NFL franchises", with the same logo set as the homepage and no team named), /metrics (a landing page for "Mostly Metrics" podcast listeners), /legacy and /life-uninterrupted.Source
    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
  • 13

    The technology partnerships role manages office-of-the-CFO tech companies and guides integrations, and Rillet already publishes Ramp, Rippling and Stripe integration guides. A company adopting these tools is often outgrowing QuickBooks.

    High impactMedium effort First result in 2 quarters Technology Partnerships

    First action

    Ask one partner what signal tells them a customer has outgrown QuickBooks.

    How to measure it

    Tech-partner-sourced opportunities

    Now
    –
    Target
    30
    By
    2 quarters

    Steps

    1. 1

      Pick partners

      Ramp, Brex, Stripe, Rippling.

      Technology Partnerships 1 week

    2. 2

      Agree signals

      Size and activity thresholds.

      Technology Partnerships 1 month

    3. 3

      Build offers

      Joint migration offer.

      Technology Partnerships 1 month

    4. 4

      Run dinners

      Co-hosted Close Club events.

      Technology Partnerships monthly

    5. 5

      List in marketplaces

      Partner app stores.

      Technology Partnerships 1 quarter

    6. 6

      Measure

      Sourced opportunities.

      Revenue Operations Manager monthly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Technology Partnerships

    Smallest test

    Run one co-hosted dinner.

    Why it works

    Joint programs with each partner: a "graduating from QuickBooks" offer to their customers above a size threshold, co-hosted Close Club dinners, and in-app listings.

    Partners see the growth signals first; a co-sell motion puts Rillet in front of companies at the moment they need an ERP.

    Risks and how to handle them

    • Partners compete on features

      Focus on the GL, which they do not build.

    Evidence

    • HiringPartnerships, Private Equity & Venture Capital: own a book of funds, "drive portfolio penetration" into closed customers across portfolios "not just logos or a slot on a preferred vendor list", and run "roughly two high-quality events a month, plus conferences". A separate Partnerships, Technology & Product role manages office-of-the-CFO tech companies, research labs and hyperscalers and guides the integration roadmap.Source
    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
    • Your websiteCommunity programs: 17 "Vibe Coding for Finance" weekly workshop pages (Session 10 featured FieldPulse's head of finance and Ramp), Close Club dinners (Toronto), and two Vibe Academy pages (/rva-2, /rva-3) that read "Coming soon... Your future as a Finance Engineer starts here."Source
  • 14

    The AE sells "from fast-scaling startups to global enterprises", and RevOps is hired to own lead routing and CPQ. The demo form treats everyone the same.

    Medium impactMedium effort First result in 1 quarter Revenue Operations Manager

    First action

    Look at last quarter's demo requests by company size.

    How to measure it

    Median time to first meeting

    Now
    –
    Target
    under 24 hours
    By
    1 quarter

    Steps

    1. 1

      Add form fields

      Stage, entities, ERP.

      Revenue Operations Manager 1 day

    2. 2

      Set routing rules

      Three paths.

      Revenue Operations Manager 1 week

    3. 3

      Build the startup path

      Public demo plus a short call.

      Senior Product Marketing Manager 2 weeks

    4. 4

      Staff enterprise

      AE and solutions consultant.

      Account Executive ongoing

    5. 5

      Track

      Speed and conversion by path.

      Revenue Operations Manager weekly

    6. 6

      Tune

      Adjust thresholds monthly.

      Revenue Operations Manager monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Revenue Operations Manager

    Smallest test

    Add the fields and route manually for two weeks.

    Why it works

    Ask stage, entity count and current ERP on the form; route startups to the public demo and a short call, mid-size to an AE, enterprise and public companies to an AE plus solutions consultant.

    Matching the response to the buyer shortens cycles at both ends and keeps senior staff on the biggest deals.

    Risks and how to handle them

    • Misrouted leads

      Review a sample weekly.

    Evidence

    • HiringAccount Executive (remote US, $240K-$280K): "build the GTM playbook" by running message tests and ROI comparison analyses and experimenting "to find new and unexpected channels"; sells to everything "from fast-scaling startups to global enterprises" toward a "zero-day close".Source
    • HiringPost-sale: an Account Manager to "build and operationalize Rillet's renewal and upsell playbook"; Customer Success Managers recruited "from AI companies" who "don't need an accounting background" and ship "real product improvements for your accounts within hours of the ask"; Deployment Leads and Accounting Solutions Consultants for implementations; a Revenue Operations Manager owning Salesforce, CPQ, territories and lead routing.Source
  • 15

    Rillet says mid-market, enterprise and public companies are moving to it, and it tells Campfire's page readers it is designed for IPO-trajectory companies. But 22 of 23 case studies are startups; only Lunai Bioworks is public.

    Medium impactMedium effort First result in 2 quarters Senior Product Marketing Mana…

    First action

    Find customers that are public, pre-IPO or SOX-compliant.

    How to measure it

    Enterprise opportunities

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Find customers

      Public and pre-IPO.

      Customer Success Manager 2 weeks

    2. 2

      Document controls

      A SOX readiness summary.

      Revenue Operations Manager 1 month

    3. 3

      Write stories

      Two enterprise case studies.

      Senior Product Marketing Manager 1 quarter

    4. 4

      Partner content

      With EY and RSM.

      Head of Accounting & Advisory Partnerships 1 quarter

    5. 5

      Reference program

      Calls with public-company customers.

      Customer Success Manager ongoing

    6. 6

      Measure

      Enterprise pipeline.

      Revenue Operations Manager quarterly

    First result
    2 quarters
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Publish one more enterprise story.

    Why it works

    An IPO-readiness program: SOX controls documentation, audit stories, a public-company reference call program, and content with the EY and RSM partners.

    Larger buyers need proof from companies like them, and the partner firms already advise companies going public.

    Risks and how to handle them

    • Few public customers

      Use pre-IPO and audit stories.

    Evidence

    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
    • Press coverageRSM US and Rillet announced a strategic alliance on September 21, 2026 to bring AI-native finance to middle-market clients: RSM advises on operating models, AI readiness and governance, Rillet supplies the ERP. Coverage notes Rillet is an official partner of more than half of the Accounting Today top 20 CPA firms and launched an EY alliance earlier in 2026.Source
    • HiringCompany facts in every post: "More than 600 companies run on Rillet, including Mercor, Scribe, and Function Health"; partners include EY and KPMG; more than $200M raised at a $1B valuation from Sequoia, a16z, ICONIQ, Bain Capital Ventures and Oak HC/FT. 41 open roles.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The partnerships team targets the long tail of fractional CFOs and outsourced accounting firms, and one case study is a one-person finance team supported by Armanino. Firms that close dozens of clients want one place to run them.

    High impactHigh effort First result in 4 quarters CEO

    First action

    Interview three outsourced accounting firms about how they manage multiple clients.

    How to measure it

    Clients on firm consoles

    Now
    –
    Target
    200
    By
    4 quarters

    Steps

    1. 1

      Interview firms

      Three to five.

      Head of Accounting & Advisory Partnerships 1 month

    2. 2

      Define the console

      Switching, templates, tracking.

      CEO 1 month

    3. 3

      Build

      First version.

      CEO 2 quarters

    4. 4

      Pilot

      Two firms.

      Head of Accounting & Advisory Partnerships 1 quarter

    5. 5

      Price for firms

      Per-client pricing.

      CEO 1 month

    6. 6

      Scale

      Directory and certification.

      Head of Accounting & Advisory Partnerships 2 quarters

    First result
    4 quarters
    Cost
    Engineering
    Owner
    CEO

    Smallest test

    Mock the console and show three firms.

    Why it works

    A multi-client console for firms: client switching, shared templates, firm-level close tracking and firm billing.

    Each firm brings many clients, so a product built for firms multiplies distribution.

    Risks and how to handle them

    • Distracts from direct sales

      Keep the console small.

    Evidence

    • HiringHead of Accounting & Advisory Partnerships ($260K-$300K): "one of Rillet's most important growth functions"; owns strategy across "the Big 4, top accounting firms, mid-market boutiques, and the long-tail of high value Fractional CFOs", owns channel revenue, enables partner cross-sell and builds "an engaging events calendar".Source
    • HiringPartnerships Lead - Accounting & Advisory: "We already partner with Big 4 firms, and half the IPA Top 30 - your job is to get us even further"; source and launch partnerships with Top 100 CPA firms and independent advisory firms, and represent Rillet "at partner roundtables and industry conferences, and through a well-curated online presence".Source
    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
  • 17

    Rillet runs weekly vibe coding sessions, Close Club dinners, a Recon event and Vibe Academy. Numeric and Campfire compete for the same "finance engineer" audience with their own events.

    High impactHigh effort First result in 4 quarters CEO

    First action

    Count unique attendees across the programs.

    How to measure it

    Pipeline influenced by community members

    Now
    –
    Target
    25%
    By
    4 quarters

    Steps

    1. 1

      Count members

      Across programs.

      Senior Product Marketing Manager 2 weeks

    2. 2

      Name it

      One brand.

      Director, Product Marketing 1 month

    3. 3

      Build the calendar

      Sessions, dinners, Recon.

      Senior Product Marketing Manager 1 month

    4. 4

      Membership

      Sign-up and benefits.

      Senior Product Marketing Manager 1 month

    5. 5

      Run Recon 2027

      As the yearly event.

      CEO 4 quarters

    6. 6

      Measure

      Influenced pipeline.

      Revenue Operations Manager quarterly

    First result
    4 quarters
    Cost
    Event budget
    Owner
    CEO

    Smallest test

    Unify the session and dinner pages first.

    Why it works

    One community brand with a membership, a calendar, the academy path and Recon as its yearly event; members get early features and speaking slots.

    A single community is easier to grow and to measure than four separate programs.

    Risks and how to handle them

    • Community without a product link

      Tie every program to a product feature.

    Evidence

    • Your websiteCommunity programs: 17 "Vibe Coding for Finance" weekly workshop pages (Session 10 featured FieldPulse's head of finance and Ramp), Close Club dinners (Toronto), and two Vibe Academy pages (/rva-2, /rva-3) that read "Coming soon... Your future as a Finance Engineer starts here."Source
    • Your websiteEvery page opens with a banner repeated ten times: "Join us for Rillet Recon in San Francisco on 9.23.26 - Sign Up Now". On October 18, 2026 the event was nearly four weeks past.Source
    • HiringSenior Product Marketing Manager (San Francisco, $180K-$220K): "take the early traction we've built and scale it into a world-class engine"; owns messaging, campaigns, channels and metrics from day one, works with the CEO "on thought leadership and category creation", and builds "the foundation for a modern, metrics-driven marketing function".Source
  • 18

    The RSM alliance targets middle-market clients, and Rillet's comparison pages target NetSuite and Sage Intacct. ERP renewals are when a company is most open to switching.

    High impactHigh effort First result in 4 quarters Head of Accounting & Advisory…

    First action

    Ask RSM how they track client ERP renewals.

    How to measure it

    Partner-led mid-market deals

    Now
    –
    Target
    40
    By
    4 quarters

    Steps

    1. 1

      Design the campaign

      With RSM.

      Head of Accounting & Advisory Partnerships 1 month

    2. 2

      Build the calculator

      Renewal cost vs Rillet.

      Senior Product Marketing Manager 1 month

    3. 3

      Train partner teams

      Assessment playbook.

      Head of Accounting & Advisory Partnerships 1 quarter

    4. 4

      Run events

      Joint sessions.

      Head of Accounting & Advisory Partnerships quarterly

    5. 5

      Add IPA firms

      Same program.

      Head of Accounting & Advisory Partnerships 2 quarters

    6. 6

      Measure

      Partner deals.

      Revenue Operations Manager quarterly

    First result
    4 quarters
    Cost
    Joint marketing funds
    Owner
    Head of Accounting & Advisory Partnerships

    Smallest test

    Run one joint webinar.

    Why it works

    Joint renewal-timed campaigns with partner firms: a renewal calculator, firm-led assessments, a migration offer, and joint events.

    Partner firms know when their clients' ERP contracts renew; timing the offer to renewals makes switching easier.

    Risks and how to handle them

    • Partner conflicts with other vendors

      Keep the offer client-led.

    Evidence

    • Press coverageRSM US and Rillet announced a strategic alliance on September 21, 2026 to bring AI-native finance to middle-market clients: RSM advises on operating models, AI readiness and governance, Rillet supplies the ERP. Coverage notes Rillet is an official partner of more than half of the Accounting Today top 20 CPA firms and launched an EY alliance earlier in 2026.Source
    • HiringPartnerships Lead - Accounting & Advisory: "We already partner with Big 4 firms, and half the IPA Top 30 - your job is to get us even further"; source and launch partnerships with Top 100 CPA firms and independent advisory firms, and represent Rillet "at partner roundtables and industry conferences, and through a well-curated online presence".Source
    • Your websiteComparison pages exist for Campfire, NetSuite, QuickBooks, Sage Intacct and SAP. There is none for Numeric, which launched an ERP replacement (the Financial Data Platform) on September 22, 2026 and sells into the same venture-backed finance teams.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    The /metrics page welcomes "Mostly Metrics" listeners, which shows Rillet already sponsors finance audio. It is one page with one form.

    Medium impactLow effort First result in 1 quarter Senior Product Marketing Mana…

    First action

    Check how many demos the Mostly Metrics page produced.

    How to measure it

    Demos per sponsored show

    Now
    –
    Target
    5 a quarter
    By
    2 quarters

    Steps

    1. 1

      Measure the first

      Mostly Metrics results.

      Revenue Operations Manager 1 day

    2. 2

      Pick shows

      Five more.

      Senior Product Marketing Manager 2 weeks

    3. 3

      Build pages

      One per show.

      Senior Product Marketing Manager 1 week

    4. 4

      Track codes

      Per show.

      Revenue Operations Manager 1 day

    5. 5

      Run a quarter

      Sponsor each.

      Senior Product Marketing Manager 1 quarter

    6. 6

      Keep what works

      Drop the rest.

      Senior Product Marketing Manager quarterly

    First result
    1 quarter
    Cost
    Sponsorship fees
    Owner
    Senior Product Marketing Manager

    Smallest test

    Sponsor one more show.

    Why it works

    A program of finance podcasts and newsletters with a landing page each, tracked codes and a shared offer (a close assessment), measured on pipeline.

    Finance leaders listen to a few trusted shows; a tracked program finds which ones produce pipeline.

    Risks and how to handle them

    • Hard to attribute

      Use codes and ask on the form.

    Evidence

    • Your websiteCampaign pages in the sitemap include /nfl ("The AI-native ERP for leading NFL franchises", with the same logo set as the homepage and no team named), /metrics (a landing page for "Mostly Metrics" podcast listeners), /legacy and /life-uninterrupted.Source
    • HiringSenior Product Marketing Manager (San Francisco, $180K-$220K): "take the early traction we've built and scale it into a world-class engine"; owns messaging, campaigns, channels and metrics from day one, works with the CEO "on thought leadership and category creation", and builds "the foundation for a modern, metrics-driven marketing function".Source
  • 20

    The customers page claims 93% of entries booked automatically and 7 days saved. Rillet holds data no rival publishes.

    Medium impactLow effort First result in 2 quarters Senior Product Marketing Mana…

    First action

    Check the data can be cut by size and industry.

    How to measure it

    Report downloads

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Check data

      Size and industry cuts.

      Revenue Operations Manager 2 weeks

    2. 2

      Write the report

      Charts and method.

      Senior Product Marketing Manager 1 month

    3. 3

      Legal review

      Anonymisation.

      CEO 2 weeks

    4. 4

      Launch

      With press.

      Senior Product Marketing Manager 1 week

    5. 5

      Compare tool

      Prospects enter their numbers.

      Senior Product Marketing Manager 1 month

    6. 6

      Repeat

      Quarterly.

      Senior Product Marketing Manager quarterly

    First result
    2 quarters
    Cost
    $0
    Owner
    Senior Product Marketing Manager

    Smallest test

    Publish one chart on LinkedIn.

    Why it works

    A quarterly benchmark report: automation rates and close times by company size and industry, anonymised, with a chance for prospects to compare.

    A benchmark gets cited by press and AI assistants and gives sales a neutral way to start conversations.

    Risks and how to handle them

    • Customers object to data use

      Aggregate only and check contracts.

    Evidence

    • Your website23 case studies, mostly venture-backed startups (Scribe, Postscript, Kickstarter, VSee, Windsurf, Jump) plus one public company (Lunai Bioworks); switch stories from NetSuite (OnlineMedEd), Sage Intacct (Allovue) and QuickBooks (Jump). The customers page claims 93% of journal entries booked automatically and 7 days saved per close on average.Source
    • Press coverageRillet raised a $100M Series C at a $1B valuation led by ICONIQ in August 2026, its third raise in about 14 months; it said new ARR doubled over the prior three months and its customer count passed 600.Source
  • 21

    Rillet's CSMs are told to ship product improvements for accounts within hours. Those stories show speed better than any claim.

    Medium impactLow effort First result in 1 quarter Customer Success Manager

    First action

    Collect five recent fixes and ask customers for permission.

    How to measure it

    Changelog post views

    Now
    –
    Target
    10,000 a quarter
    By
    2 quarters

    Steps

    1. 1

      Collect fixes

      Five recent.

      Customer Success Manager 1 week

    2. 2

      Ask permission

      Customer approval.

      Customer Success Manager 1 week

    3. 3

      Write posts

      Short and specific.

      Senior Product Marketing Manager 1 week

    4. 4

      Publish

      Changelog and LinkedIn.

      Senior Product Marketing Manager weekly

    5. 5

      Use in sales

      Send to prospects.

      Account Executive ongoing

    6. 6

      Measure

      Views and replies.

      Senior Product Marketing Manager monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Customer Success Manager

    Smallest test

    Publish one post.

    Why it works

    A changelog series: what a customer asked, what shipped and how fast, with permission. Shared on LinkedIn by the CSM.

    Prospects worried about a young vendor see responsiveness in action.

    Risks and how to handle them

    • Exposes bugs

      Frame as requests, not fixes of failures.

    Evidence

    • HiringPost-sale: an Account Manager to "build and operationalize Rillet's renewal and upsell playbook"; Customer Success Managers recruited "from AI companies" who "don't need an accounting background" and ship "real product improvements for your accounts within hours of the ask"; Deployment Leads and Accounting Solutions Consultants for implementations; a Revenue Operations Manager owning Salesforce, CPQ, territories and lead routing.Source
    • HiringCompany facts in every post: "More than 600 companies run on Rillet, including Mercor, Scribe, and Function Health"; partners include EY and KPMG; more than $200M raised at a $1B valuation from Sequoia, a16z, ICONIQ, Bain Capital Ventures and Oak HC/FT. 41 open roles.Source

03

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Independent research. Programmable wrote this playbook from public sources, as they stood on October 21, 2026, and cites them throughout. Rillet did not commission, review or endorse it, and Programmable is not affiliated with Rillet. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Rillet runs its business.

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30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Fill the partner directory, fix the banner, publish prices, one implementation promise, the Numeric comparison page and the Vibe Academy pages; start the UK hub.

  2. Days 31 to 607 ideas

    Partner certification, the fund portfolio offer, renewal packs, proof against Campfire, the NFL page, tech-partner co-sell and inbound routing.

  3. Days 61 to 907 ideas

    Enterprise and IPO proof and the wildcards; decide the big bets with the first partner and UK results.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A much faster close. The most cited problem: outgrowing QuickBooks.

  • Built by accountants, for accountants
  • Slow, expensive legacy ERP implementations
  • In their words: “zero-day close”

Market

Competitive landscape

5 competitors compared: Campfire, Numeric, NetSuite, Sage Intacct and 1 more.

  • Gap to exploit: A certified partner network for AI-native ERP implementations
  • Campfire: Smaller partner network
  • Numeric: 3-6 month implementations

Hiring signals

Rillet has 41 open roles, and the largest group builds channels: a Head of Accounting & Advisory Partnerships, a Partnerships Lead for Top 100 CPA firms, partner roles for accounting firms, PE and VC funds, and…

  • Head of Accounting & Advisory Partnerships: Owns channel revenue across Big 4, CPA firms and fractional CFOs. Ideas 1, 8, 16, 18.
  • Partnerships Lead - Accounting & Advisory: Already partners with Big 4 and half the IPA Top 30; expand to the Top 100. Ideas 1, 8, 18.
  • Partnerships, Private Equity & Venture Capital: Portfolio penetration and two events a month. Idea 9.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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