Grow Revenue Without Growing Headcount.Replace Manual Work With Agents.
Revenue
Manual work
Specter handles AR, AP, reconciliations, and everything in between, saving your team time and money around the clock.
Trusted by Finance Teams in Every Industry
- Valstone
- Optio
- GTMaritime
- Datastor
- Pickleball
- WEM
- PST
- Discus
- Geometrix
- Matrix
- Aldata
- CADShare
- Henning
- Documoto
- Vertical
- ShopData
- Creative
- Redwing
- AWS
Make Your Finance Function AI-Native.
Specter learns how your business operates, identifies the highest-value opportunities, and deploys AI agents that work like experienced members of your finance team.
1Data Layer
Brings together the systems and data your finance team relies on without requiring replatforming.
2Context Layer
Captures the policies, processes, and institutional knowledge that make your business unique.
3Agent Layer
Deploys company-specific AI agents that work 24/7 executing the day-to-day work of your finance function.
4Your Finance Team
Focuses on forward-looking analysis, planning, and strategic initiatives that drive business growth.
1Data Layer
Brings together the systems and data your finance team relies on without requiring replatforming.
2Context Layer
Captures the policies, processes, and institutional knowledge that make your business unique.
3Agent Layer
Deploys company-specific AI agents that work 24/7 executing the day-to-day work of your finance function.
4Your Finance Team
Focuses on forward-looking analysis, planning, and strategic initiatives that drive business growth.
AI Agents That Work 24/7.Start With The Process Slowing Down Your Team.
SAP S/4HANAERP · General ledgerConnectingConnected
NetSuiteERP · Trial balanceConnectingConnected
JPMorgan ChaseCash · Bank statementsConnectingConnected
StripeCash · Merchant settlementsConnectingConnected
SalesforceAR · Revenue & billingsConnectingConnected
CoupaAP · ProcurementConnectingConnected
ExpensifyPrepaids · Expense reportsConnectingConnected
ADPPayroll · Accrued compConnectingConnected
GustoPayroll · BenefitsConnectingConnected
OracleFixed assets · DepreciationConnectingConnected
InforInventory · WMSConnectingConnected
AmazonInventory · MarketplaceConnectingConnected
ShopifyAR · Sales channelConnectingConnected
SnowflakeData · Source workpapersConnectingConnected
BoxEvidence · Supporting docsConnectingConnected
Collecting March Balance Sheet Reconciliation Data
Pulling the trial balance, GL detail, bank statements, and source workpapers from every connected system.
1 of 1 Question
How should the $1,410.13 bank timing difference be treated?
Task Overview
Specter reconciled Alderbrook's March balance sheet end to end — every account tied to its trial balance, bank reports, GP activity, and supporting workpapers. 45 of 48 account tabs tied to source support automatically; one $18,420 bank-clearing timing journal is prepared, and three unresolved items are held on the controller exception tab with recommended treatment.
What Specter Did
Every action Specter took to close March's balance sheet, with the result of each. Open any row to trace the number back to its source workpaper.
Action TakenResultDetails
Account tabs reconciled to source support45 of 48View
Bank reconciliation packets reviewed5 packetsView
GP activity rows screened277k+View
Timing journal prepared (1099-000)$18,420.00View
Items held for controller review3 exceptionsView
Audit evidence linked642 filesView
The Rec Package, Ready to Download
The whole reconciliation in one workbook you can hand to audit — every account tied to its trial balance and support, each variance traceable to its source.
Alderbrook March Balance Sheet RecABCDEF
123456789
AccountNameTrial BalanceVarianceStatusSupport
1010-000RBC General5,747,630.1618,420.00ReviewRBC bank reconciliation reports and March trial balance
1011-000RBC PAP799,406.51—TiedRBC PAP statement, marked transactions, and reconcile journal
1099-000Bank Clearing Account145,748.3818,420.00JE ReadyGP SQL activity, GST/HST transaction detail, and timing difference support
1100-000Accounts Receivable1,207,188.71—TiedAR aging, receivable report, and GL extract
1110-000Due from Tenants7,022,068.857,842.50Reviewtenant receivable summary, timing differences, deposits, and activity list
1120-000Bulk-Bill Clearing645,316.6060,893.16Reviewcommon-area invoice packets, bulk bills, and GP activity
1240-000Prepaid Software148,220.75—Tiedprepaid amortization schedule and GL account support
2030-000Accrued Liabilities(1,175,055.47)—Supportedsummary schedule, vendor invoice support, installation credits, and rent liability tabs
Close Rec SummaryBank RecsAR & TenantPrepaidsFixed AssetsExceptions
Controller Review Notes
Specter finalized the supported tabs and kept the unresolved items separate. The controller packet below shows each item still requiring treatment, including the source reference and the recommended next step.
Controller Exception Packet
The review packet stays in spreadsheet form so a controller can work each item directly, without a separate chart or summary dashboard.
Alderbrook Controller Exception PacketABCD
123456
Review ItemVarianceSourceRecommended Step
RBC outstanding cheque variance$18,420.00One RBC General outstanding cheque grouping needs controller treatment before the operating cash rec can be marked tied.Approve timing journal
Tenant receivable timing item$7,842.50A due-from-tenant timing difference posted after the March cut-off is isolated for controller review.Confirm next-period receipt
Bulk-bill clearing support gap$60,893.16A common-area invoice packet is missing support for one bulk-bill clearing balance, so Specter held the item on the exception tab.Attach invoice packet
Controller ExceptionsJE PackageEvidence
Operate More Efficiently. Drive the Business Forward.
Shift Focus to Strategy, Analysis, and Growth.AI Handles the Repetitive Work.
Tasks
Agent work queue refreshed today
Close the Month-End Books
Today · Specter
Reconcile All Balance Sheet Accounts
Today · Specter
Send Overdue Payment Follow-Ups
Today · Specter
Build Month-End Accrual Schedules
Today · Specter
Improve Financial Visibility.Agents Show You What Matters.
Revenue Trend
Refreshed today
Revenue
+8.4%
Close
Day 1
Cash
+6.2%
Close on Day 1.Get to Financials Faster.
Account Reconciliations
Reconciled to connected source systems
AccountSourceStatusUpdated
Cash — OperatingBanksReadyJun 30, 12:58 PM
Cash — PayrollBanksReadyJun 30, 12:55 PM
Accounts ReceivableNetSuiteReadyJun 30, 12:51 PM
Accounts PayableNetSuiteReadyJun 30, 12:47 PM
Credit Card ClearingBanksReadyJun 30, 12:42 PM
Prepaid ExpensesExcelReadyJun 30, 12:38 PM
Accrued LiabilitiesExcelIn ReviewJun 30, 12:33 PM
Fixed AssetsNetSuiteReadyJun 30, 12:27 PM
IntercompanyNetSuiteIn ReviewJun 30, 12:21 PM
Deferred RevenueSalesforceReadyJun 30, 12:16 PM
InventoryNetSuiteReadyJun 30, 12:12 PM
Payroll LiabilitiesGustoReadyJun 30, 12:09 PM
Sales Tax PayableExcelReadyJun 30, 12:05 PM
Equity RollforwardNetSuiteReadyJun 30, 12:02 PM
Automate Any Finance Process.Custom-Built for How Your Team Works.
Collecting Source Data
Pulling June activity from NetSuite, Salesforce, and connected bank feeds.
Trust Every Output.Trace Every Number to Its Source.
B2fx218,640
ABC
1Line ItemMayApril
2Revenue218,640209,310
3Cost of Goods Sold(92,180)(88,640)
4Operating Expenses(61,890)(60,170)
5Net Income64,57060,500
6
7
8
9
10
11
12
13
14
15
May revenue is 218,640 — the part of May's billing earned this month. Billing not yet earned is deferred to later months.
Steps
- Pulled all 47 May invoices from NetSuite, totaling 242,790
- Checked each invoice against its Salesforce contract
- Found 24,150 billed up front for months not yet delivered
- Recognized the rest as May revenue: 242,790 − 24,150 = 218,640
AI Opportunity to Business Impact
We identify the best opportunities, then build and deploy custom AI agents where they create the most value.
Step 1
Free Proof of Concept
We'll build a proof-of-concept agent and run it live on your data.
Step 2
AI Opportunity Audit
We identify where AI can create the most value and build a roadmap for implementation.
Step 3
Custom AI Agents
We build custom AI agents that automate the work consuming your team's time.
Step 4
Testing and Deployment
We test every agent on your data and then onboard your team in person.
Your Finance Data Is Trapped Across Disconnected Systems.Specter Uses 500+ Integrations to Work Across All of Your Data.
Specter's Tasks
Assemble Audit Evidence for 180 Requests
TodaySpecter
Build 12-Entity Close and Allocation Package
TodaySpecter
Reconcile 23 Bank Accounts to GL
TodaySpecter
Code 742 Vendor Invoices Across Departments
TodaySpecter
Review $10M Deferred Revenue Rollforward
TodaySpecter
Match Event Accruals Across 7 Monthly Events
TodaySpecter
Reconcile Inventory, COGS, and Freight Reserves
TodaySpecter
Calculate 200+ Contractor and Commission Payouts
TodaySpecter
Assemble Audit Evidence for 180 Requests
TodaySpecter
Build 12-Entity Close and Allocation Package
TodaySpecter
Reconcile 23 Bank Accounts to GL
TodaySpecter
Code 742 Vendor Invoices Across Departments
TodaySpecter
Review $10M Deferred Revenue Rollforward
TodaySpecter
Match Event Accruals Across 7 Monthly Events
TodaySpecter
Reconcile Inventory, COGS, and Freight Reserves
TodaySpecter
Calculate 200+ Contractor and Commission Payouts
TodaySpecter
NetSuiteERP
SalesforceCRM
StripePayments
SnowflakeData Warehouse
GustoPayroll
AsanaWork Management
SlackCollaboration
ChaseBanking
OutlookEmail
DropboxFile Storage
ExpensifyExpenses
TableauAnalytics
Enterprise-Grade Security Out of The Box
SOC 2SOC 2 Type II
Independent third-party audits validate our security, availability, confidentiality, and access controls.
No Data Training
Your data remains isolated and is never used to train shared models or other customers' agents.
Continuous Monitoring
Infrastructure, access activity, and security controls are continuously monitored and reviewed.
Encrypted End-to-End
AES-256 encryption at rest and TLS 1.2+ in transit protect customer data at every stage of processing.
See What's Possible With AI
Discover how an AI-native finance function could save time, reduce costs, and scale without adding headcount.