Operations command center
Customer, project, task, employee, document, and reporting workflows for early access users.
Roadmap
Focused first, expansive later.
RIKA OPS is being developed in phases so each workflow earns trust before it expands. The roadmap favors practical adoption over feature overload.
Phase 1
Phase 2
Bookkeeping workflows
Transaction categorization, bank statement review, reconciliation support, owner reports, and advisor handoffs.
Phase 3
Tax-ready preparation
Entity-specific checklists, document organization, deduction review, draft return copies, and CPA/EA review notes.
Future
Connected automation
Deeper integrations, predictive insights, and workflow automation across operations, books, and review-ready records.
Roadmap items are intentionally staged.
Features may change as early access feedback arrives. RIKA OPS will prioritize workflows that reduce real administrative friction while preserving traceability and human review.