Two ways to put AI to work at your firm: we train your team to run it, or we run it for you.
Every firm needs a real AI strategy. The question is whether you want to run it yourself or have us run it for you. Pick the path that fits how your firm operates.
An engagement that ends by design, run over three or six months. We train your whole team, document your processes, and build automations alongside you until your firm runs AI independently. Then we leave, because that's the point.
For firms that want the outcomes without building the capability in-house. We scope the work as a defined project or an ongoing retainer, then own the strategy, build the automations, maintain what we build, and keep your firm current as AI changes.
Not sure which fits? Book 30 minutes and we'll tell you honestly. Or see what's even possible at your firm first with the free Automation Blueprint.
A single, focused engagement starting at $3,500 per month. We integrate AI and automation into your firm's DNA, train the people who'll run it, and hand everything back to you when it's done. Most firms run six months; we scope three-month engagements on request.
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.
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.
Your team presents the AI tools they've built. The group votes on a winner. Small prize, real culture shift.
We interview your team to map every key process. Your SOPs become the foundation for every automation we build.
Dedicated time for deeper builds: AI-powered tools, complex workflows, anything beyond standard automation scope.
A 30-minute sync every two weeks. Review what's been built, align on priorities, keep the momentum going.
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
Two monthly sessions. One teaches. One empowers. Together they're what makes the transformation stick across your entire firm.
Some firms don't want to build AI capability in-house. They want it handled. The fractional engagement makes Spectr your AI team: we plan, build, maintain, and keep you current, month after month.
Every engagement starts with the 2-4 week paid assessment, so the monthly work is built on a real roadmap instead of guesswork. We quote the retainer once we know your firm's size, your stack, and the scope of the work.
Book a CallNot theoretical possibilities. Real automations already running inside accounting firms. Here's a sample of what we deliver inside an engagement.
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. 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!
Both paths were designed for firms that are serious about efficiency and willing to change how work gets done. We'd rather tell you upfront whether that's you.
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Try the Automation BlueprintStraight answers, the same ones you'd get on a call.
Choose the training engagement if you want AI capability living inside your firm: your people trained, your processes documented, everything owned in-house by the end of the engagement. Choose fractional AI if you want the results without carrying the capability: we handle strategy, builds, and upkeep, as a scoped project or for as long as you want us to. If you're genuinely unsure, book the call; we'll recommend one path, and it's sometimes the cheaper one.
Working with Spectr starts at $3,500 per month. Training runs at that rate with everything included, over six months for most firms or three by arrangement, with an optional $1,000 per month maintenance tier afterward. Fractional begins with a 2-4 week paid assessment that produces your AI roadmap, then runs as a defined project or an ongoing retainer, scoped and quoted from there. We work in engagements rather than month to month, because a single month doesn't give AI adoption enough runway to stick. No surprise line items on either path.
Yes, and firms do. Some start fractional to get results quickly, then run the training engagement once they're ready to bring the capability in-house. Training graduates who'd rather hand the upkeep back to us can move to fractional. Nothing you've paid for is lost in the switch; the roadmap, automations, and documentation carry over.
Data security ground rules are established before anything is built, in month 1 of training or during the fractional 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. The training curriculum is written for accountants, not developers, and starts from zero. On the fractional path you need exactly one thing: a point of contact who can tell us how the firm actually works. We handle everything technical.
You graduate owning everything: the automations, the prompt library, the SOP documentation, and the session recordings for onboarding new staff. From there, most firms run independently. Firms that want a lighter ongoing touch take the $1,000 per month maintenance tier; firms that want us to keep building move to fractional.
Engagements are limited and scoped carefully. We only take on firms we're confident we can help, and we'll tell you which path fits before you commit to either.
Starting at $3,500/month · Fractional AI scoped after a paid assessment
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