Embed finance judgement
Your client-specific rules, tolerances and exceptions are captured with your team. Agents work from that judgement instead of guessing from generic patterns.
For accounting firms
Give every client workflow the same standard of review.
Month-end pressure, reconciliations, exceptions and review cycles do not scale neatly across clients. ALFRD helps your firm turn the work you already understand into repeatable, agent-assisted workflows your team can trust.
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Outcomes
What changes for your firm.
The goal is not to replace professional judgement. It is to capture how your firm already works, reduce manual preparation and give teams more capacity for review and advice.
Build repeatable client workflows
Recurring close, reconciliation and review work becomes reusable across clients. Each workflow carries the controls and evidence your team needs to review confidently.
Create new advisory capacity
Manual prep time turns into space for interpretation and advisory work. Your team spends less time chasing context and more time on billable judgement.
Firm workflow
How it works for a firm.
We start with one client workflow, encode how your firm reviews it, then expand the operating model across similar clients and recurring work.
01 - Map the operation
We map how each client workflow actually runs: systems, handoffs, reconciliations, exceptions and review points.
02 - Build the financial operating model
Your firm's rules, tolerances and client-specific context become a structured model agents can follow.
03 - Deploy the agents
Agents prepare reconciliations, checks and evidence packs while accountants review outputs and keep judgement in the loop.
04 - Expand
Once one workflow is trusted, the pattern extends across clients, close cycles and advisory opportunities.
Engagement
What an engagement looks like.
We start with one client workflow and make the operating model clear before expanding. Your firm knows what we need, what we build and what your team gets back.
Scope
One painful workflow, usually close, reconciliation, exception review or evidence preparation across a defined client set.
Inputs
Access to systems, sample workpapers, review rules, tolerances and time with the accountants who know the exceptions.
Output
A mapped workflow, encoded review logic, agent-assisted preparation and a clear handover for accountant review.
Commercial shape
Start as a focused pilot, then expand once the workflow is trusted and your firm can see where capacity is created.
Start with one painful client workflow.
We will help you map it, encode the review logic and decide where agents can safely reduce manual work.