Partner console

The whole client book. Ready for your name.

Review Alfred's prep across findings, cash and exceptions. Certify what is yours. Your firm's brand stays on the work.

R. Jackson & Co
Partner console · Hartwell Joinery Ltd
Review
Client readiness
78
Pulse™
YearReady™ pack
12 findings · ready to certify
Review
Govern queue
3 items need your name
Sign
Inbox exceptions
2 cleared by client
Done

Wholesale fee per client · see accountants

For practices · your brand, your certification, wholesale pricing
Multi-clientReview queueNamed sign-off Your brand
The practice scramble

Prep is done in five tools. Certification in none.

Findings in one export. Cash in a spreadsheet. Exceptions in email. Your name still has to go on the work, but the trail is scattered.

No single client view

You open three portals and a shared drive before you can see whether the book is ready to certify.

?Prep without a trail

Junior work and AI drafts arrive without evidence pinned, so review takes as long as starting over.

!Brand gets lost

Clients see a generic tool, not your firm. You still carry the professional risk.

How Partner console works

Three steps.
Your name stays on the work.

Clients connect through Connect. Alfred preps the book. You open Partner console, review, and certify in Govern. Channel detail: for accountants.

1Clients connect their numbers

They upload Excel, CSV or PDF. Alfred only reads what they give him. Live connections are coming.

2Alfred preps the book

Pulse™, Cashwatch™, YearReady™, Inbox and Reports run in the background. Drafts carry evidence. Nothing regulated is finished without you.

3You review and certify

Open Partner console, walk the pack, put your name on what is yours in Govern. Rebill at your rate. Keep the margin.

Why it pays off

Review with your judgement in the middle.

The same clear practice console large firms take for granted, kept next to Govern and the accountants channel.

Time backHours of prep become minutes of review

Alfred assembles findings, exceptions and packs. Your team starts from a draft with evidence, not a blank folder.

Your nameYou certify what is yours

Alfred never gives regulated advice. Named professionals put their name on regulated work. Your firm's brand stays on the client experience.

MarginYou set the client price

Rebill the stack at your own rate. We charge a simple wholesale fee per client. You keep the margin. Details on for accountants.

Secure and compliantUK GDPR by design, encrypted

Built for UK GDPR with per-client isolation, encryption throughout, and client data not used to train our models. Database in London (eu-west-2); documents in EU-region storage.

CoverageWatch the book between reviews

Cash troughs, year-end flags and Inbox exceptions surface before the client phones in a panic.

TrailEvery figure carries its source

A full, timestamped trail for HMRC, insurers or your own file. Approvals live in Govern.

What Partner console shows

Clients, packs, ready for your name.

Partner console is the practice layer. Pair it with for accountants for channel and pricing, Govern for certification, Reports for packs, and Inbox for exceptions.

Security: how we protect your data.

Multi-client book at a glanceClients
Findings, cash and exceptions ready to reviewReview
Named sign-off through GovernCertify
Your firm's brand on the client experienceBrand
Wholesale fee per client (no invented amounts)Pricing
For business owners

Your accountant, already in the loop.

  • Your practice can review the whole book without starting from scratch.
  • Findings and exceptions arrive with evidence attached.
  • Named professionals still sign what is regulated.
  • You keep Ask Alfred™ under their brand if they sponsor you.
  • Prefer the owner path? Join as a business on the waiting list.
For accountants

Client books, already prepped.

  • Open Partner console and see readiness across the book.
  • Review YearReady™, Cashwatch™ and Inbox from one place.
  • Certify in Govern with a full trail.
  • Rebill at your rate. We charge a simple wholesale fee per client.
  • See the accountants deep dive for the full channel story.

You set the client price and keep the margin. We charge you a simple wholesale fee per client.

Built on trust

Built so you can trust the numbers.

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 choose what to share

You upload only the documents you want Alfred to see. He reads them, never changes them, and acts only on what you approve.

EU-region storage, encrypted

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.

Named human sign-off

Regulated work is reviewed and certified by a qualified accountant who stands behind it.

Full audit trail

Every figure and every approval is logged and timestamped, ready for HMRC or your insurer.

Vetted partners only

Any insurance or finance introduction goes to FCA-authorised firms. Alfred never sells.

ISO 27001 targetedSOC 2 Type II in progressUK GDPR alignedCyber Essentials plannedFCA-authorised partnersEU region hosting
Pricing

Fair and square.

See Partner console for nothing. Pay a simple wholesale fee per client. You set what clients pay.

Free look
£0

See the console on illustrative data.

  • Partner console walkthrough
  • See findings, Govern queue and certification flow
  • No card, no commitment
Free at launch
Most popular Partner / wholesale
Simple fee

Wholesale per client. You set the client price.

  • Partner console across your book
  • Pulse™, Cashwatch™, YearReady™, Ask, Inbox, Reports and Govern
  • Your brand on the client experience
  • Named professional sign-off
Available at launch
Sponsored clients
£0 to them

You include Alfred in your fee. Their name sees your firm.

  • You sponsor the client seat
  • They get the stack under your brand
  • You keep certification in Govern
Available at launch
Word from the high street

Built for the van, the counter and the back office.

"I used to open three portals before I knew if a client was ready. Partner console shows the pack, the queue and what still needs my name."
RJ
R. Jackson FCCAAccountancy practice · Norfolk
"Alfred preps. My team reviews. I certify in Govern. Clients see our brand, not a faceless bot."
AM
A. Mensah ACAAccountancy practice · Birmingham
"Wholesale pricing is simple. I set the client fee. The console is where the work actually happens."
KL
K. Lewis FCCAAccountancy practice · Bristol

Illustrative, for a product going live. Real names and firms to follow.

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