P&L, balance sheet, cash flow and who is paying late. Every finding pinned to the figure it explains, next to YearReady™ and Pulse™.
Finding pinned: materials up 9% · see YearReady™
You get a P&L. You get a balance sheet. Nobody pins the finding to the line that moved. Late payers hide in a separate ageing tab.
Gross profit is down. Materials are up. The report does not say which invoices or which suppliers drove it.
Who is paying late lives in a different screen from the P&L, so cash and profit never meet in one glance.
Findings for CT600 and accounts sit in a pack. The live financials never show the same pins.
Bring your books and documents in through Connect. Alfred builds the statements. Findings pin to the line. YearReady™ and Pulse™ use the same numbers.
Upload ledgers, trial balances and supporting packs as Excel, CSV or PDF. Alfred only reads what you give him. Live book connections are coming.
P&L, balance sheet, cash flow and AR/AP ageing land in one place. Odd movements and late payers surface with a pin to the line.
Click a finding and land on the figure it explains. Jump to YearReady™ for the pack, or Pulse™ for the score. Regulated calls still need a named professional.
The same clear financial view large firms take for granted, kept next to year-end readiness and the live score.
P&L, balance sheet, cash flow and ageing in a single tabbed view, 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 the explanation. You or your accountant confirm it in Govern. 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.
Financials with YearReady™ and Pulse™ in the same subscription. Or sponsored by your accountant.
The same pins that explain this month feed the YearReady™ pack, so the story does not get rewritten at filing time.
Financials is the reporting layer. Pair it with YearReady™ for the pack, Pulse™ for the score, Cashwatch™ for the trough, and Connect to get data in. Read the UK year-end checklist.
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 Financials on your numbers for nothing. Pay only when it is clearly worth it.
See your first statements for nothing.
Financials plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to get a P&L and a separate email about materials. Now the finding sits on the line. I finally know what moved."
"Client statements arrive with pins ready for review. My team confirms them in Govern. The YearReady™ pack uses the same story."
"Debtors over 60 days sat next to cash flow. I stopped hunting across three exports before the board call."
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.
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