Data isolation
I work with your company data in a logically isolated environment, separate from other customers’ data.
Hi, I’m Alfred for Finance.
I help you reduce DSO and keep your books up to date.
I follow up on overdue invoices, automatically reconcile incoming payments, and keep your receivables records current. You know what’s collected, what’s outstanding, and what needs attention.
Here’s what I take care of
I help you work through what’s holding up payment.
A missing remittance, a disputed deduction, or an overdue invoice can each need a different response. I gather the records and prepare the match, review, or reminder your team needs.
Balance
I find the invoices that need action.
I prioritize overdue balances so your team can start with the accounts that need a follow-up.
Context
I look into what’s holding up payment.
I bring invoices, remittances, payment history, and dispute records together so your team can understand the delay.
Approval
I prepare the follow-up for approval.
I prepare the reminder or proposed match with its supporting records. Your team reviews it before the next action.
I prepare the work. You make the call.
See the work in context
Receivables queueSample data
$24,000Across three open invoices
- Morrow & Loom14 days overdue$12,400
- Copper Finch3 days overdue$5,600
- Paper Harbor8 days overdue$6,000
Three follow-ups prepared
Zero-day cash posting
I keep cash posting moving as payments arrive.
I automatically match incoming payments to invoices, reconcile the records, and post matched receipts to your books. Payments that need review come to your team with the supporting details.
Match the payment
I connect the incoming payment with its invoice and remittance records.
Reconcile and post
I reconcile matched receipts and post them to your books.
Resolve exceptions
Your team gets the payments that need review, with the records needed to resolve them.
Meet my specialists
Meet my receivables specialists.
I give each job a specialist. Choose one to see what I use, what I prepare, and what your team gets back.
See this agent at work
Document intakeSample data
Alfred’s read
Resolve the two missing references before approving the receivables records.
Finance pricing
Let’s tackle your receivables.
Tell my team how many invoices you manage, which accounting tools you use, and where collections slow down. We’ll confirm the setup and pricing with you.
Start with a Finance consultation.
We’ll review your invoice volume, accounting tools, and collections process to agree what I can help with and how much it costs.
Finance connections
I start with your invoice and payment records.
I work with Tally, Xero and Zoho ERP alongside your calendar and communication tools to support your receivables workflow.
Connect your accounting records. Tally, Xero and Zoho ERP are available for Finance. Discuss your account setup and workflow with my team. For other accounting, bank or payment tools, ask my team about support.
All integrations
8 connections to explore
Don't see your tool?Tell my team what you use and what you want me to take care of.
Discuss a connection Before you connect.
Here’s what to check about account access, plan availability, and setup.
I need an authorized person from your team to connect the account. Review the requested access together during setup.
Security and human control
Your data stays your business.
I keep your company’s context private and work within defined boundaries for models and connected tools. Here’s what that means for your team.
A private pattern library
I keep your organisation’s history, decisions, signals, and outcomes in a private pattern library for your own team’s work.
No cross-customer training
Your data is not used to train shared models or build shared recommendation systems, benchmarks, or playbooks.
Foundation models for inference
I access foundation models through APIs to process requests and generate responses. This use, called inference, does not train shared models on your company data.
No third-party sharing for training
Your data is not sold, licensed, or shared with third parties for training, benchmarking, resale, or commercial intelligence.
Your intelligence is not for sale
Your subscription pays for my work. Your customer intelligence and the patterns I learn for your organisation are not sold or commercialised.
Connections you control.
I use the information your work needs and stay within the access you grant.
Read-only by default
I start with read access. My analysis does not change records in your source systems.
Scoped to your workflow
Define the systems, accounts, and data needed for the work. Request only the access and signals that workflow requires.
Write access needs approval
Changing a connected system requires explicit permission and approval. A prepared recommendation is not permission to act.
Access remains your choice
Review connection permissions during setup and when your needs change. Ask the team about access revocation, disconnection, and the controls included in your plan.
Your privacy choices
- You can browse this website without allowing optional tools that measure website visits.
- To change your choice, select Consent preferences at the bottom of any page.
- My team’s Privacy Policy explains how information you share is handled.
- Have a question about your data? Contact my team before connecting your company tools.
Before you connect Alfred
- Tell us about the security reviews or certifications your company requires.
- Confirm which tools Alfred can connect to and the support your team needs.
- Review where your data is stored, how it is protected, how long it is kept, and how AI providers process it.
- Agree who can access data, who approves changes, and which activity records are available in your plan.