You're not paid to chase documents
A lot of an accountant's week goes on chasing papers and answering the same questions. An AI assistant that can see the client's file can take some of that off you.
If you're an accountant in Portugal, you probably know how the week goes. A client still hasn't sent the rental contract. A letter from Finanças has to be read twice. Someone needs the NIF explained again. An invoice should have gone out two weeks ago.
It all has to be done, but most of it is admin. Some of it can now go to an AI assistant, as long as the assistant can see the file.
Give your assistant the file
An AI that only sees your chat window doesn't know your client. Ask it to draft a reply to Finanças and you'll spend as long fixing the draft as you would writing it yourself.
On Alfred you can connect your assistant to your account. It can then read your matters: the letter that came in on Tuesday, the documents the client uploaded, the messages, what was agreed. It can also message the client, put a document on the matter, reply to a letter from the matter's own address and log the work you've done.
It works with Claude, ChatGPT or any other assistant that supports MCP.
What it can't do
Your AI can't move money, approve work, accept a price or delete anything. Those stay with you and your client. Anything it sends shows that your assistant sent it.
Your client can connect one too
The document you're waiting for usually exists already. It's in the client's downloads, their inbox or a photo on their phone. They just haven't sat down to look for it.
If they connect their own assistant, they can ask it what you're still waiting for, and it can put the document on the matter. It can also answer your questions in the thread.
The price is agreed first
You also lose time on enquiries that were never a fit: someone who wanted a different service, or a price you don't offer. On Alfred, a client picks you from a profile that shows what you handle, what you charge and how long you take. The price is agreed before any work starts.
A one-off job is paid by card up front, and the money is released to you when the client approves the work. Monthly plans are billed monthly.
Where to start
- Apply to join. Before you're listed, we check your identity and your OCC registration.
- Fill in your profile: what you handle, your prices, your turnaround.
- Connect your assistant under AI access. You choose there whether it can send or only read.
- Ask it what's outstanding. If the answer comes from your matters, it's connected.
- If your clients use ChatGPT or Claude, tell them they can connect it too.
Alfred is new and this is the first thing I've written here. If you try it and something doesn't work the way I've described, tell us at hello@alfredproctor.com.