Built for Accounting Firms

AI Ready
in 6 Months.
By Design.

Spectr trains your team, documents your processes, and builds the automations that make AI a permanent part of how your firm operates. Then we leave, because that's the point.

Automation Blueprint
See 5 automations you can implement today
Minutes
Hours
Days
saved for accounting firms and counting

AI Ready in 6 Months

A single, focused engagement. We integrate AI and automation into your firm's DNA and hand it back to you when it's done.

Monthly AI Power Hour

A structured, full-team training session each month. New topics, live demos, and hands-on practice built around your firm's actual workflow. Cumulative skill-building month over month, recorded for new staff onboarding.

Up to 5 Custom Automations Built Each Month

Custom-scoped automations derived directly from your processes and SOP findings. Each one documented, handed off, and team-transferable. The automations your firm owns outlast the engagement.

Monthly AI Show & Tell

Your team presents the AI tools they've built. The group votes on a winner. Small prize, real culture shift.

SOP Documentation

We interview your team to map every key process. Your SOPs become the foundation for every automation we build.

10 Hours Custom Project Work

Dedicated time for deeper builds: AI-powered tools, complex workflows, anything beyond standard automation scope.

Biweekly Check-ins

A 30-minute sync every two weeks. Review what's been built, align on priorities, keep the momentum going.

The 6-Month AI Power Hour Roadmap

Every month builds on the last. By month 6, your team isn't just using AI. They're building with it, teaching each other, and running independently.

Foundation → Skill → Efficiency → Ecosystem → Systems → Strategy

Month1
Foundation
AI 101: What It Is, What It Isn't, and Why It Matters Now
Before anything gets built, every person in the firm gets on the same page. We demystify AI without jargon, show real accounting-specific use cases, and establish the data security ground rules that protect your clients from day one.
What AI actually is AI vs automation vs RPA Real accounting use cases Risk & human oversight Data security ground rules Live prompt demo
Month2
Skill
Prompting Mastery: Getting Reliable Outputs Every Time
Most people use AI and get inconsistent results. This session fixes that permanently. We introduce the RCTO framework (Role, Context, Task, Output format), run live before/after comparisons on real accounting prompts, and every participant leaves with a personal prompt library they can use the next day.
The RCTO framework Before/after prompt examples Iterative prompting Accounting prompt templates Firm Prompt Library started Reusable template builds
Month3
Efficiency
Daily Workflow AI + Core Service Delivery
Two things happen this month: staff lock in the AI tools that save hours daily, and we connect AI directly to the actual client-facing work your firm delivers. Whether your core work is bookkeeping, compliance, or advisory, this is where AI starts improving the deliverables that generate revenue, not just the admin around them.
Email, notes & document AI AI for client deliverables Review & QA workflows Intro to Zapier & Make First live automation 3 tasks to automate this week
Month4
Ecosystem New
Your AI Ecosystem + What's New in AI Right Now
The session that's different for every firm and never goes stale. The first half is tailored to the tools your team uses every day: Microsoft 365 and Copilot, Google Workspace and Gemini, or your specific accounting platform stack. The second half covers the most significant AI releases and updates from the past 30 to 60 days that are relevant to your firm.
Microsoft Copilot deep dive OR Google Gemini deep dive Accounting platform AI features Power Automate / AppSheet AI news relevant to your firm New tools worth adopting What to ignore
Month5
Systems
Firm-Level AI Infrastructure & Leadership Strategy
Individual adoption becomes firm-wide infrastructure. We build the internal knowledge base, standardize prompts across teams, design your Firm GPT, and give leadership the governance framework and measurement tools to scale AI with confidence, not chaos.
Internal knowledge base Firm-wide prompt standards Design your Firm GPT AI governance & policy Measuring ROI & time saved Leadership strategy breakout
Month6
Strategy
Custom GPTs, End-to-End Workflows & Graduation
The final session is about permanence. We build a Custom GPT trained on your firm's own SOPs and templates, connect end-to-end automation workflows, name your internal AI champion, and run the graduation showcase. The complete Prompt Library and Automation Template Library are handed off. You own it now.
Custom GPT live build End-to-end automation chains AI champion designation New hire onboarding with AI Graduation Show & Tell Full library handoff

How We Train Your Team

Two monthly sessions. One teaches. One empowers. Together they're what makes the transformation stick across your entire firm.

Monthly

AI Power Hour

A full-team live training session, every month. Each one follows the 6-month curriculum, from AI fundamentals to advanced builds. Practical, hands-on, and tailored to your firm's actual work.
  • Live, interactive training with your whole team
  • Real tools, real use cases, not theoretical demos
  • Recorded and archived for new staff onboarding
  • Builds cumulative skills month over month
  • Q&A and hands-on practice included
Monthly

AI Show & Tell

Your team builds something. They share it. The group votes on a winner. A small prize is awarded. This isn't a gimmick. It's how you build a firm that owns its AI future rather than waiting for permission to use it.
  • Staff-led presentations of their own AI builds
  • Peer voting to surface the best ideas
  • Monthly winner prize to fuel healthy competition
  • Builds a culture of experimentation and ownership
  • Best builds become firm-wide tools

What We've Actually Built

Not theoretical possibilities. Real automations already running inside accounting firms. Here's a sample of what we deliver inside an engagement.

Client Onboarding

New Client Intake Automation

When a prospect signs an engagement letter, a full onboarding sequence fires automatically: folder creation in Google Drive, welcome email sequence, staff notifications, and a pre-populated checklist in their project management tool.
~4 hours saved per new client What used to take a half-day of admin now runs in minutes, with zero manual steps.
Document Processing

Receipt & Document Triage Bot

Clients email receipts and documents to a shared inbox. An AI automation reads each document, categorizes it, extracts key data, and routes it to the right client folder, with no human touching the inbox required.
80% reduction in document sorting time Staff stopped touching the inbox. Completely hands-off routing from day one.
Tax Deadlines

Client Deadline Reminder System

A fully automated system that tracks every client's filing deadlines and sends personalized reminder emails on a defined schedule (30 days out, 14 days out, and 3 days out) pulling live client data from their CRM.
Zero missed deadline reminders No more manual calendar tracking. 100% of clients receive timely outreach automatically.
Internal Efficiency

Meeting Notes → Action Items

After every client or internal meeting, a transcription is passed through an AI pipeline that extracts action items, assigns owners based on context, and creates tasks in their project management tool, all before the meeting ends.
Action items captured in under 60 seconds Nothing falls through the cracks. Every meeting becomes an automatic task list.
Engagement Letters

AI Engagement Letter Generator

A custom GPT trained on the firm's engagement letter templates and service menu. Staff enter the client name, services, and scope, and receive a complete, ready-to-send draft in seconds, formatted to firm standards.
Letter drafts in under 2 minutes From a 45-minute writing task to a 2-minute review-and-send workflow.
Monthly Reporting

Automated Monthly Report Package

A workflow that pulls client financial data, feeds it into a report template, generates an AI-drafted narrative summary of key trends and anomalies, and packages the full PDF for review, ready for a partner to simply approve and send.
Reports generated 10x faster What took a senior staff member most of a day now arrives in the queue pre-built.

Curious what automations your firm could build?

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Real Results from Real Firms

Don'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.

AB
Adam Beckman
CEO, Financial Synergy LLC
"

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. Most importantly, they are focused on training. John and his team are developing training sessions for our entire team, across all levels of technical experience, so everyone can understand how to use AI effectively to better support both their work and our clients!

AG
Audrey Geisman
VP of Franchise Operations, Out of the Box Technology

Built for Firm Owners
Ready to Move

This engagement was designed for firms that are curious about AI, serious about efficiency, and ready to invest in the team behind the work.

Owners Who Want Outcomes, Not Reports

We're not here to produce decks about what's possible. We build working automations, train your real team, and deliver tangible results every single month.

Firms Ready to Own Their AI Future

The goal is self-sufficiency, not dependency. If you want a vendor you'll rely on forever, we're not the right fit. If you want a team that builds yours into something permanent, let's talk.

See what automations are possible for your firm.

Try the Automation Blueprint

The first step is 30 minutes.

Engagements are limited and scoped carefully. We only take on firms we're confident we can help.

Book a Call Review the Offering

$3,500/month · 6-month engagement

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See what processes your firm could automate today with our free Automation Blueprint tool.

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