Grow Revenue Without Growing Headcount.Agents handle work that used to require staff.
Revenue
Manual work
Grow Firm Profits Without Increasing the Workload
Specter's AI agents can handle bookkeeping, reconciliations, financial reporting, client follow-up, and more.
AI Should Improve Firm Economics.
Specter helps you serve more clients, deliver better work, and operate more profitably.
Recurring Work
Recurring accounting work consumes staff time every month.
Agent Execution
Agents complete the recurring work so the team can focus clients.
Firm Growth
The same team can support more clients without adding staff.
Higher Margins
The firm generates more revenue without adding headcount.
Serve Clients Better. Operate More Efficiently.
Lower the Cost of Serving Each Client.Delegate tasks to agents.
Tasks
Agent work queue refreshed today
Complete June Application
Today · Specter
Prepare Financial Package
Today · Specter
Review Revenue Variance
Today · Specter
Finish Monthly Bookkeeping
Today · Specter
Create New Advisory Revenue.Real-time KPIs for clients.
KPI Client Overview
Advisory pack refreshed today
Revenue
+8.4%
Close
Day 1
Cash
+6.2%
Speed Up Month-End.Automatically generate client deliverables.
Month-End Report
Generated from connected source systems
ReportSourceStatusUpdated
P&L StatementNetSuiteReadyJun 30, 12:58 PM
Balance SheetNetSuiteReadyJun 30, 12:55 PM
Cash Flow StatementNetSuiteReadyJun 30, 12:51 PM
Trial BalanceNetSuiteReadyJun 30, 12:47 PM
Bank ReconciliationsNetSuiteReadyJun 30, 12:42 PM
AR AgingNetSuiteReadyJun 30, 12:38 PM
AP AgingNetSuiteReadyJun 30, 12:33 PM
Accruals & PrepaidsExcelIn ReviewJun 30, 12:27 PM
Intercompany ReconciliationNetSuiteIn ReviewJun 30, 12:21 PM
Fixed Asset RegisterNetSuiteReadyJun 30, 12:16 PM
Deferred Revenue ScheduleSalesforceReadyJun 30, 12:12 PM
KPI DashboardSnowflakeReadyJun 30, 12:09 PM
Payroll JournalsGustoReadyJun 30, 12:05 PM
Close WorkpapersExcelReadyJun 30, 12:02 PM
Deliver Consistent Work.Agents follow your firm's process every time.
Collecting Client Bank Activity
Pulling Acme Manufacturing's June transactions from NetSuite and the client's bank feeds.
Give Clients Answers They Can Trust.Traceable and backed by source data.
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
Built Around How Your Firm Operates.
Every firm has its own processes and client requirements. Specter adapts to your firm and produces the deliverables your clients expect.
Inputs
Bank feeds
Client emails
ERP / GL
Spreadsheets
Prior rules
Specter agents
Specter adapts to your workflows, review process, reporting formats, and client requirements.
Deliverables
Coded books
Workpapers
Statements
KPI packs
Follow-ups
Your Team Becomes Reviewers, Not Doers.
The highest-value people in the firm should not spend their time coding transactions, chasing documents, and updating spreadsheets.
Without Specter
The staff does the work.
With Specter
The staff reviews the work.
Test It for Free. Then Deploy to Your Firm.
Scoping CallFree PilotFull Rollout
See What's Possible With AI
We'll find the highest-impact opportunities and show where agents can increase capacity, reduce delivery costs, and improve service.