Ask Alfred™ keeps customers and vendors together. Drill into balances, jump to Customers or Vendors, and open Invoices or Bills when you need the detail.
Next: open Greenfield · see Customers
You hunt for a name, then reopen Invoices or Bills to see what is open. Patterns stay hidden until month-end.
Sales and purchase contacts live apart, so a trading partner who is both customer and supplier is easy to miss.
Open AR and AP sit in ageing reports, not next to the contact you are about to call.
Customers, Vendors, Invoices and Bills never meet, so chase and approval start from memory.
Bring contact lists in through Connect. Browse here. Drill into Customers or Vendors, then open Invoices or Bills.
Upload customer and vendor lists as Excel, CSV or PDF. Alfred only reads what you give him.
Search by name. See whether they are a customer, vendor or both, with open balances at a glance.
Jump to Customers for debtors, Vendors for spend, Invoices or Bills for status, and Cashwatch™ when you need to chase. Regulated calls still need a named professional.
The same clear trading directory large firms take for granted, kept next to Customers, Vendors, Invoices and Bills.
Find a name once. See customer, vendor and open balances without rebuilding a spreadsheet.
Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice.
Open AR and AP sit next to the name, so the call starts from facts.
Built for UK GDPR with per-client isolation, encryption throughout, and your data not used to train our models. Database in London (eu-west-2); documents in EU-region storage.
Contacts with Customers, Vendors, Invoices, Bills and Pulse™ in the same subscription. Or sponsored by your accountant.
From the directory you can open chase, approval or ageing without losing the thread.
Contacts is the combined directory. Pair it with Customers, Vendors, Invoices, Bills, and Financials ageing.
Security: how we protect your data.
You set the client price and keep the margin. We charge you a simple wholesale fee per client.
Security is the foundation, not a setting. Your data stays yours, the work is always traceable, and a qualified human owns every regulated decision. Read our security overview.
You upload only the documents you want Alfred to see. He reads them, never changes them, and acts only on what you approve.
Client data in isolated schemas (London database, EU document storage), encrypted in transit and at rest. Your data is not used to train our models.
Regulated work is reviewed and certified by a qualified accountant who stands behind it.
Every figure and every approval is logged and timestamped, ready for HMRC or your insurer.
Any insurance or finance introduction goes to FCA-authorised firms. Alfred never sells.
See Contacts on your numbers for nothing. Pay only when it is clearly worth it.
See your first directory for nothing.
Contacts plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to keep customers and suppliers in two spreadsheets. Now one directory shows who owes whom."
"Client contacts arrive with open balances. My team starts the conversation from facts, not a hunt."
"A builder who buys from me and sells to me finally sat in one place. The net position was obvious."
Illustrative, for a product going live. Real names and firms to follow.
We're onboarding a first group ahead of launch. Tell us which you are and we'll be in touch with early access.
No spam. We'll only email you about early access.