Proposals

Draft first. Post when you say so.

Alfred queues draft journals from Inbox, Schedules and YearReady™. You approve, edit or reject before anything reaches your books.

Hartwell Joinery Ltd
Proposals · awaiting review
4 drafts
Queued · not posted
£4,149
Your call
Accrue rent · March
From Schedules · draft
£2,400
Depreciation · van
From Assets · draft
£460
Reclass software sub
From Inbox · draft
£89

Next: rent accrual · approve or send to Govern

From Inbox, Schedules and YearReady™ · nothing posts without you
Draft queueApprove or rejectEdit amounts Audit trail
The posting fog

Drafts live in chats. Postings land without a trail.

Suggested journals arrive by email, Slack or memory. Nobody is sure what posted, who approved it, or why.

Scattered suggestions

Inbox fixes, schedule drafts and YearReady findings never meet in one review queue.

?Surprise postings

Automation that posts without a clear approve step erodes trust in the books.

!Thin audit trail

When the accountant asks how a journal got there, the answer is a shrug.

How Proposals works

Three steps.
Nothing posts without you.

Drafts arrive from Inbox, Schedules and YearReady™. You review in Proposals. Optional hand-off via Govern.

1Drafts arrive in one queue

Categorisation fixes, accruals, depreciation and YearReady journals land as drafts with a plain-English reason.

2You review each one

Check amount, accounts and evidence. Edit if needed. Approve or reject. Nothing silent.

3Only approvals reach the books

Approved drafts post. Rejected ones stay out. Send regulated items to Govern. Jump to Financials when you want the wider picture.

Why it pays off

Automation with your hand on the brake.

The same clear posting review large firms take for granted, kept next to Inbox, Schedules, Govern and YearReady™.

Time backOne queue, not five chats

Every suggested journal lands in Proposals, so review is a list, not a scavenger hunt.

AssuranceA real accountant signs off

Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice.

AccurateApprove, edit or reject

Change the amount or account, send it back, or approve as-is. Nothing silent and irreversible.

Secure and compliantUK GDPR by design, encrypted

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.

Cost-effectiveBig-firm thinking, small-firm price

Proposals with Inbox, Schedules, Financials and Pulse™ in the same subscription. Or sponsored by your accountant.

Peace of mindA trail when asked

Who approved what, and when. Useful when your accountant asks how a journal got there.

What Proposals shows

Draft journals, ready for your nod.

Proposals is the review queue. Pair it with Schedules (where many drafts start), Inbox, Govern for sign-off, and Assets for depreciation context.

Security: how we protect your data.

Draft journals from Inbox, Schedules and YearReady™Queue
Plain-English reason on each draftWhy
Approve, edit or reject before postingControl
Optional hand-off to Govern for named sign-offGovern
Richer bulk actions coming as the product growsSoon
For business owners

The morning nothing posted without you.

  • See every draft journal in one review queue.
  • Read a plain-English reason on each proposal.
  • Approve, edit or reject before anything hits the books.
  • Send regulated items to Govern when you need a named sign-off.
  • Jump from Proposals into Financials or YearReady™.
For accountants

Client drafts, ready for your review.

  • Less time chasing which journal the owner meant to post.
  • Drafts surface with evidence for a client conversation.
  • Review in Partner console or ask the owner to approve first.
  • Your certification still sits in Govern.
  • See the accountants deep dive for the practice channel.

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 Proposals on your numbers for nothing. Pay only when it is clearly worth it.

Free look
£0

See your first draft queue for nothing.

  • Upload a ledger or sample findings
  • See sample draft journals awaiting review
  • No card, no commitment
Free at launch
Most popular Proposals / Core
£49/month

Proposals plus the full Ask Alfred™ stack.

  • Draft posting review queue
  • Approve, edit or reject before posting
  • Inbox, Schedules, Financials, YearReady™, Pulse™, Ask, Connect and Vault
  • Live book connections when they ship
Available at launch
Sponsored
£0 to you

Included by your accountant, their name on it.

  • Your accountant includes it in their fee
  • No accountant? We match you with a vetted one
  • Everything in Proposals, plus their sign-off
Available at launch
Word from the high street

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

"I used to approve journals in email threads. Now every draft sits in Proposals until I say yes."
ST
Sarah TJoinery firm · Cambridge
"Client drafts arrive with a reason. My team confirms the easy ones. Odd ones go to Govern."
RJ
R. Jackson FCCAAccountancy practice · Norfolk
"Inbox fixes and schedule accruals finally met in one queue. Nothing posts until I tap approve."
DP
Dev PConvenience stores · Leicester

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

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