YearReady™ findings, Cashwatch™ forecasts and ageing views in one place. Open what you need. Share with your accountant in a tap.
Share with accountant · or open in YearReady™
Year-end findings in one export. Cash forecast in a spreadsheet. Ageing in another tab. Your accountant asks for the pack and you hunt.
You rebuild the story each time someone asks for a PDF, a board pack or a year-end handoff.
Cashwatch™, YearReady™ and ageing never sit next to each other, so you cannot see which pack is current.
Accountants get a zip of half-finished exports instead of one clear, dated pack.
Bring data in through Connect. Alfred builds the packs. Reports gathers them. You open, review and share. Sign-off still sits in Govern.
Upload books, bank exports and supporting packs. Alfred only reads what you give him. Live connections are coming.
YearReady™ findings, Cashwatch™ forecasts and ageing views land from the same numbers. Nothing is rebuilt by hand for each ask.
Pick a pack from the gallery. Jump into YearReady™, Cashwatch™ or Financials. Regulated calls still need a named professional.
The same clear report gallery large firms take for granted, kept next to YearReady™, Cashwatch™ and Govern.
Year-end, cash and ageing packs in one gallery, so Monday morning is open-and-share, not rebuild.
Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice.
Packs draw from the live view. You are not pasting last week's spreadsheet into this week's email.
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.
Reports with YearReady™, Cashwatch™ and Pulse™ in the same subscription. Or sponsored by your accountant.
Board, bank or accountant requests land on a dated pack, not a scramble.
Reports is the pack layer. Pair it with YearReady™, Cashwatch™, Financials for ageing, and Tax prep for the handoff 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 Reports on your numbers for nothing. Pay only when it is clearly worth it.
See your first pack gallery for nothing.
Reports plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to email three different exports when my accountant asked for an update. Now I open Reports and share the pack."
"Client packs arrive in one gallery. Year-end, cash and ageing use the same numbers. My team stops chasing zips."
"The board asked for cash and debtors. I opened Reports, not five spreadsheets from last month."
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.