# AI specialists for accounting firms Businesses outgrowing their books, found for you, then client documents, onboarding, month-end close, and the newsletter kept moving all year. ## Busy season, organized all year. ### Businesses outgrowing their books. The Prospect Researcher finds businesses in your area hiring a first controller, opening a second location, or raising money, and drafts a short note for a partner. ### Documents chased for you. The Document Collector keeps a request list per client, checks each upload as it arrives, and drafts a reminder for what is missing. ### Your staff signs off. No specialist prepares a return, gives tax advice, or files with an agency. Everything comes back for your team to review. ## Specialists - [Prospect Researcher](https://www.generalinput.com/templates/specialists/prospect-researcher.md): Finds who to call this week and why now. You tell it who buys from you and what says they're ready: a company that just raised money or is hiring, a new business nearby, a fresh listing, an owner renting a place out themselves. Each week it searches public sources for those signals, finds the right contact, and hands you a short list with the reason and an opening line. - [Document Collector](https://www.generalinput.com/templates/specialists/document-collector.md): Chases the documents you need from clients. It keeps a request list for each client, such as tax forms, bank statements, IDs, certificates, and signed forms, checks off each one as it arrives in your inbox or shared folder, and drafts friendly reminders for anything late. A weekly summary shows whose missing paperwork is holding up the work. - [Month-End Close Coordinator](https://www.generalinput.com/templates/specialists/month-end-close-coordinator.md): Keeps your month-end close on schedule. During the close it tracks the checklist, chases what's missing, and prepares reconciliations for bank and card accounts, payment processor payouts, and deposits. Once actuals are in, it drafts the commentary on the biggest changes against budget or last month for you to edit. - [Client Onboarding Coordinator](https://www.generalinput.com/templates/specialists/client-onboarding-coordinator.md): Gets new clients set up without the back-and-forth. When a client signs, it drafts the welcome email and builds their checklist of documents, access, and forms. It chases what's missing each day with reminders drafted, and writes a kickoff brief so your team starts with everything the sales conversation learned. - [Email Marketer](https://www.generalinput.com/templates/specialists/email-marketer.md): Runs your email marketing. Each month it drafts a newsletter from what happened at your business. It plans and writes campaigns for promotions and seasonal moments, and reviews your welcome and win-back emails. A weekly report shows opens, clicks, and what the emails earned. Nothing sends without you. - [Billing Coordinator](https://www.generalinput.com/templates/specialists/billing-coordinator.md): Makes sure you bill for all the work you did. Each billing cycle it drafts invoices from time entries, retainers, contracts, and usage, checks them against rates and terms, and flags unbilled hours and expenses. Each week it warns when a retainer or project budget is close to running out, so the conversation happens before the overage. - [Collections Coordinator](https://www.generalinput.com/templates/specialists/collections-coordinator.md): Helps you get paid on time. Each week it ages every open invoice and failed payment from QuickBooks, Xero, or Stripe, drafts reminders that start friendly and get firmer, and flags accounts worth a phone call. Rent, retainers, invoices, and subscriptions all work the same way. You send each one. - [Client Update Writer](https://www.generalinput.com/templates/specialists/client-update-writer.md): Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format. - [Compliance Tracker](https://www.generalinput.com/templates/specialists/compliance-tracker.md): Tracks every license, certification, and certificate that keeps you in business. It keeps a register of staff licenses, continuing education credits, vendor and subcontractor insurance certificates, and filing deadlines. Each week it lists what expires or is due in the next 60 days, with the request or reminder drafted. - [Capacity Planner](https://www.generalinput.com/templates/specialists/capacity-planner.md): Shows you who has time and who's drowning. Each week it compares scheduled and logged hours to capacity from your time and scheduling tools, flags people over or under booked, reports utilization against target, and lists missing timesheets with reminders drafted. It also looks ahead for weeks where the work outruns the team. - [Payables Coordinator](https://www.generalinput.com/templates/specialists/payables-coordinator.md): Keeps your bills in order. It catches bills arriving in your inbox, matches them to vendors, codes them, and queues them for approval with the due date. Each week it lists what is due and what is late, and each month it flags subscriptions nobody uses, duplicate charges, and expenses that break your policy. - [Meeting Follow-Up Coordinator](https://www.generalinput.com/templates/specialists/meeting-follow-up-coordinator.md): Turns every recorded meeting into follow-through. When a transcript from Granola, Fathom, Fireflies, or Zoom is ready, it pulls out the action items with owners and dates, adds them to your task tool, drafts the follow-up email, and keeps a running log of what was decided. You review the email before anyone sees it. ## Questions ### Do these specialists prepare returns or give tax advice? No. They collect, track, and draft. Returns, advice, and filings stay with your accountants. ### Do they contact our clients? No. Requests, reminders, and introductions are drafts your team sends. ### Which tools do they use? Only the ones you choose. In setup each specialist asks where the work lives, such as QuickBooks, Xero, or a shared drive, and connects it if you want.