We find the manual work slowing your firm down, build the systems that handle it, and keep them running as your firm grows. Your existing tools, new ones, or something built just for you.
Most accounting firms don't have an IT person, let alone someone responsible for AI. So automation ideas stall, new tools get bought and never used, and your best people keep doing work a system should handle. Hiring for it is expensive and hard to get right. That's the gap we fill.
How It Works
Three steps, the same for every firm we work with.
Final retainer quoted after your assessment, so the monthly work is built on a real roadmap instead of guesswork.
Book a CallYou could hire for this. Here's what that looks like next to working with us.
Not theoretical possibilities. Real automations already running inside accounting firms. Here's a sample of what's running inside firms right now.
Curious what automations your firm could build?
Explore Your Automation BlueprintDon't take our word for it. Here's what firm leaders are saying about working with Spectr.
Spectr has been a transformative addition to our accounting firm. It has reduced a process that once took hours down to just minutes, significantly improving our efficiency. Hans has been excellent to work with throughout, and I highly recommend Spectr to any organization looking to streamline their operations with a reliable third-party solution.
I knew our company needed to get on the AI innovation train as early as possible and not just to adopt shiny new technology, but to use it in ways that genuinely help our firm work smarter and faster. Spectr, and especially John, have been instrumental in helping us assess our current technology, identify which new tools actually make sense, and build a thoughtful plan for implementation.
We work best with firms that want AI doing real work, not sitting in a folder of ideas.
See what automations are possible for your firm.
Try the Automation BlueprintStraight answers, the same ones you'd get on a call.
We do the job an in-house AI and automation hire would do: figure out what's worth automating, build it, keep it running, and keep your firm current as AI changes. You get a team instead of one person.
Every engagement starts with a 2 to 4 week paid assessment. From there, the monthly retainer starts at $2,500 and is quoted based on your firm's size, stack, and the scope of work.
You can go month to month. Firms that commit to a longer engagement get a lower monthly rate, and we'll walk through those options after the assessment.
You do. Everything lives in your firm's accounts and systems. If we ever part ways, it all stays with you.
Data security ground rules are established before anything is built, during the assessment. Tools are configured so client data stays inside your firm's approved accounts, nothing is used to train public AI models, and we work within your existing security and confidentiality policies rather than around them.
Yes. We build around your existing stack: QuickBooks, Xero, Karbon, Canopy, Drake, Microsoft 365, Google Workspace, and the rest of it. Automations connect the tools you have. We will never ask you to replace your practice management system to work with us.
No. You need one point of contact who can tell us how the firm actually works. We handle everything technical.
Yes. Every automation ships with a short walkthrough for the people who use it.
We take on a limited number of firms at a time. On the call, we'll tell you honestly whether we can help.
Starting at $2,500/month · Every engagement starts with a paid assessment.
See what processes your firm could automate today with our free Automation Blueprint tool.
Try the Automation Blueprint