A timeline of bank versus books per account. Gaps surface for Inbox. Sign-off still sits in Govern.
Next: Mar gap · review in Inbox
One account closed in January. February never got a look. March has a quiet £1,200 gap. Nobody keeps a timeline per account.
You cannot see which months are closed, which are open, and which still have a gap.
Bank versus books differences sit in a spreadsheet until year-end, when they become a scramble.
Govern cannot certify what was never reconciled. The pack starts from doubt.
Bring bank and books in through Connect. Alfred matches months per account. Gaps land in Inbox. Sign-off still sits in Govern.
Upload bank exports and ledgers as Excel, CSV or PDF. Alfred only reads what you give him. Live connections are coming.
Per account, each month shows matched, open or gap. Clear months close. Odd differences surface for a glance.
The same clear reconciliation timeline large firms take for granted, kept next to Banks, Inbox and Govern.
Per account, per month. Monday morning is a glance at what still needs a close, not a hunt.
Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice.
Bank versus books differences surface in Inbox early, not in the YearReady™ scramble.
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.
Reconciliations with Banks, Inbox and Pulse™ in the same subscription. Or sponsored by your accountant.
Closed months sit ready for Govern and the year-end pack, with a timestamped trail.
Reconciliations is the month-close layer. Pair it with Banks for the feed, Inbox for exceptions, Govern for sign-off, and the glossary for the plain-English term.
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 Reconciliations on your numbers for nothing. Pay only when it is clearly worth it.
See your first month timeline for nothing.
Reconciliations plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to guess which months were closed. Now I see five closed, March open, and the £1,200 gap already in Inbox."
"Client reconciliations arrive as a timeline. My team clears gaps in Inbox. YearReady™ starts from closed months."
"Bank versus books finally had a status per month. I stopped discovering differences in the year-end pack."
Illustrative, for a product going live. Real names and firms to follow.
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