Customer directory and drill-down: balances, ageing and payment patterns in one place. Chase with Cashwatch™. Explain with Financials.
Next chase: ABC Contractors · see Cashwatch™
Open debtors sit in a spreadsheet. The chase list lives in someone's head. Payment patterns never meet the 13-week trough.
You see a balance. You do not see whether this customer always pays at 55 days or slipped once.
Ageing is one screen. The cash forecast is another. Nobody joins "who to ring" with "when cash runs thin".
Late invoices never pin back to Financials or YearReady™, so the story gets rewritten at filing time.
Bring invoices and books in through Connect. Alfred builds the customer view. Ageing and patterns surface. Cashwatch™ and Financials use the same numbers.
Upload customer lists, invoices and ageing exports as Excel, CSV or PDF. Alfred only reads what you give him. Live book connections are coming.
Each customer gets a balance, ageing buckets and a simple payment pattern. Odd slips and chronic late payers surface for a glance.
Open a customer and see invoices, days outstanding and history. Jump to Cashwatch™ for the chase queue, or Financials for AR on the statements. Regulated calls still need a named professional.
The same clear customer view large firms take for granted, kept next to cash forecasting and the statements.
Balances, ageing and payment history in a single place, so Monday morning is a glance not a hunt.
Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice.
Alfred drafts who looks late versus who always pays slow. You confirm the chase. Nothing silent and irreversible.
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.
Customers with Cashwatch™ and Financials in the same subscription. Or sponsored by your accountant.
Who you ring today feeds the 13-week view, so cash planning is not a separate hobby.
Customers is the who-owes-you layer. Pair it with Cashwatch™ for the chase queue, Financials for AR on the statements, how to chase unpaid invoices, and how to reduce debtor days.
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 Customers on your numbers for nothing. Pay only when it is clearly worth it.
See your first customer view for nothing.
Customers plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to guess who to chase from a spreadsheet. Now I see £48k open, three overdue, and ABC Contractors at the top of the list."
"Client debtors arrive ranked with patterns. My team talks to the chronic late payers first. Cashwatch™ uses the same list."
"Average days outstanding finally sat next to who was slipping. I stopped ringing the wrong customers first."
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.