Categorisation and reconciliation exceptions in one queue. Alfred drafts the answer. You confirm, tweak or send it to Govern.
Next: unknown payee · or send to Govern
Uncategorised transactions sit in the feed. Bank and books disagree quietly. Nobody keeps a single queue of what still needs a human.
Half the bank lines are "miscellaneous". You cannot trust categories without opening every row.
Bank says one thing. Books say another. The difference never lands in a review list.
Odd items never reach Govern, so regulated work starts from a messy feed instead of a clean queue.
Bring data in through Connect. Alfred categorises and reconciles. Only the odd items land in Inbox. You confirm, or send them to Govern.
Upload bank exports and books as Excel, CSV or PDF. Alfred only reads what you give him. Live connections are coming.
Clear categories and matches go through. Odd payees, conflicts and reconciliation gaps surface in Inbox for a glance.
The same clear review queue large firms take for granted, kept next to Banks, Govern and the live score.
You do not re-read the whole feed. Inbox shows what still needs a nod, so Monday morning is a short queue.
Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice.
Alfred suggests the category or match. You confirm. 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.
Inbox with Banks, Govern and Pulse™ in the same subscription. Or sponsored by your accountant.
Exceptions clear before year-end and cash views, so Govern is not a dump of unresolved noise.
Inbox is the review layer. Pair it with Banks for the feed, Govern for named sign-off, Connect to get data in, and Pulse™ for the score.
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 Inbox on your numbers for nothing. Pay only when it is clearly worth it.
See your first exception queue for nothing.
Inbox plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to scroll the whole bank feed looking for odd lines. Now Inbox shows four exceptions and a draft category on each."
"Client exceptions arrive queued. My team confirms the easy ones and sends the rest to Govern. The feed stays clean."
"Bank versus books finally sat in one list. I stopped discovering differences in the year-end pack."
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.