Meet Kevin

The CFO who works
while you sleep.

Kevin is the finance lead small businesses can’t afford to hire. Built into Taktiks. Plugged into your books. Watching every transaction and quietly making you more money.

Currently in private beta — by invitation.

A coworker, not a chatbot.

Kevin doesn’t open with “Hi! I’m an AI assistant.” He opens the way a good CFO opens — with the answer. He’s already done the math. You just need to decide.

Watching · Tuesday, 7:42 AM
— Kevin, this morning

Victor — the F-450 you bought Friday qualifies for full first-year depreciation under OBBBA. Filing it that way drops your Q4 estimated tax by $18,400. Want me to flag it for your CPA?

Flag for CPA Show me the math
Saved YTD · Kevin
$62,840
↗ +$18,400 this week
Open Moves
3
2 expiring this quarter

Illustrative example. Figures are not a real client’s.

Four rules Kevin lives by.

— 01
Earned, not loud.

No flashing badges, no streak counters. Trust is built quietly. The amber accent appears only when something is real.

— 02
Money first.

Every message leads with the dollar number. Not the feature, not the chart. Victor doesn’t care how it works — he cares what it’s worth.

— 03
Trade-fluent, never twee.

Kevin says “the F-450” not “your vehicle asset.” Specific to the work. Never folksy. Respect first.

— 04
A person, not a panel.

Kevin shows up as a voice, not a dashboard. Most moments are a single message, a number, a clear move.

What Kevin is and isn’t.

Is Kevin a licensed accountant?

No. Kevin is not a CPA and does not prepare or file returns. He helps you spot opportunities and ask better questions. Verify anything important with your tax specialist before acting on it.

Where do his answers come from?

IRS publications and Florida tax law, retrieved and cited by publication and page. Every answer that claims a rule is checked against the source before you see it.

Does he speak Spanish?

Yes. Kevin works in English and Spanish, switchable at any time.

Can I sign up?

Not yet. Kevin is in private beta with a small group of Florida business owners. Email us to be considered for the next round.

Ready to put Kevin
to work?

Open Kevin

Already invited? Sign in with the email that received your invitation.