α Alpha Agentic AI Advisor
AI advisors · workflow automation · browser Copilot

Agentic AI that helps you
research, decide and act.

Alpha combines source-grounded finance advisors, practical AP and AR automation, and a browser Copilot that works from your documents, checklists and application skills. Start in finance, then guide repeatable work across the software your team already uses.

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One platform, three ways to work

Advise. Automate. Guide.

Use the capability you need on its own, or connect them into a reviewable workflow with evidence, clear status and human approval.

01
A
2 live agents

Advise

Research IFRS and Luxembourg GAAP against dedicated source libraries. Structure technical analysis, reports and supporting schedules without inventing missing facts.

Explore specialist advisors →
02
W
Operational workflows

Automate

Investigate invoice exceptions, compare AP evidence and organize receivables follow-up. Keep the user in control before a financial action is approved.

See finance automation →
03
C
Chrome extension

Guide

Use knowledge files, connected folders, checklists and reusable application skills while the Copilot reads the current page and helps carry out browser work.

Discover Alpha Copilot →
Specialist finance advisory

Two live research agents, six preview workflows

IFRS and Lux GAAP use dedicated source libraries. Preview workflows can help structure research and drafts, but their dedicated primary-source libraries are still being built.

IF
Live

IFRS Advisor

International Financial Reporting Standards research, line-by-line standard mapping, technical memos and draft journal entries.

LG
Live

Lux GAAP Advisor

Luxembourg Generally Accepted Accounting Principles research and drafting, grounded in the full text of Luxembourg law.

FR
Preview

Financial Reporting Advisor

Financial statement preparation, presentation and disclosure support across frameworks.

TX
Preview

Tax Advisor

Corporate and indirect tax research and drafting support, citing the applicable authority.

FO
Preview New Pro

Finance Operations Advisor

Contract reading, accounts payable and receivable, bank reconciliation, accruals, depreciation and GL reconciliation.

FA
Preview New Pro

FP&A Advisor

Budgeting, forecasting, variance analysis and management reporting.

FD
Preview New

Fund Document Advisor

LPA, PPM and side-letter reading — fees, waterfall, key dates and MFN checks, clause-referenced.

FM
Preview New

Fund Accounting Manager

NAV production support, capital calls & distributions, investor allocations and fund financial statements.

Finance workflow automation

Move from documents to investigated exceptions

Alpha organizes evidence and prepares the next step while approval remains with the authorized user.

Accounts payable

AP Invoice Exception Copilot

Upload invoices, purchase orders and receiving evidence in common document formats. Alpha extracts the fields, lets the user review them beside the source, compares the records and produces an exception report.

  • Document extraction with editable review
  • Invoice, PO and receipt comparison
  • Duplicate and discrepancy checks
  • Side-by-side report preview and export
Explore AP automation
Accounts receivable

AR Chaser

Turn an ageing ledger into an organized collection workflow. Prioritize overdue accounts, prepare follow-up communication and keep actions traceable from the receivable back to the customer record.

  • Ageing data import and customer prioritization
  • Drafted collection follow-ups
  • Workflow status and action history
  • Controlled automation for finance teams
Explore AR automation
Browser work, grounded in your procedures

Teach Alpha how your software and processes work

Alpha Copilot is a browser companion for guided work. Give it approved knowledge, checklists and application skills; it can read the active page, explain the next action and use controlled browser tools when you ask it to perform a task.

KnowledgeFiles and a connected folder stay available as working context.
ChecklistsTrack steps, evidence, progress and items that need confirmation.
Application skillsSave reusable navigation paths for web software such as QuickBooks.
Browser toolsRead pages, use screenshots and carry out supported actions with safeguards.
Alpha insight · 12 October 2026

Agentic AI for finance and operations: from advice to action

A practical guide to the difference between a chatbot and a controlled agentic workflow—and the evidence, constraints and human review needed to make it useful.

Read the guide

Plans for professional AI work

Start with the live research agents and available trial workflows, then add capacity as your use grows.

Free 30-day trial
$0/30-day trial
Two live research agents and four preview workflows for 30 days — 1,000,000 credits, no card required.
  • Live IFRS and Lux GAAP Advisors
  • Preview Financial Reporting, Tax, Fund Document & Fund Accounting workflows
  • 1,000,000 credits for the 30-day trial
  • Multi-part report packs for long, complex deliverables
  • Source-cited answers, exported to Word, Excel & PDF
Start your free trial
Enterprise
$100/mo
Higher usage capacity and priority-grade responses for finance teams.
  • Everything in Pro
  • Highest usage capacity across your workspace
  • Priority-grade response quality
Talk to us

How it works

Start with a goal, ground the work in approved evidence, then review the result before it moves forward.

1

Choose the job

Ask a technical question, upload finance records, investigate an exception or open the browser Copilot beside the application where work happens.

2

Ground it in evidence

Use the relevant source library, business records, approved documents, connected folder, checklist or saved application skill. Alpha keeps retrieved evidence visible.

3

Review and approve

Receive a cited analysis, comparison report, drafted action or guided next step. Check assumptions and exceptions before an authorized person approves the outcome.

Built for professional review

Source-grounded

Every material conclusion cites the standard, paragraph or page it rests on. Where the loaded sources don't settle a point, the agent says so rather than inventing a reference.

Facts kept distinct

Verified facts, your inputs, assumptions, requirements and interpretation are labelled separately — the discipline a reviewing partner expects.

Numbers that reconcile

Schedules cast, statements articulate, debits equal credits. Missing balances stay missing; nothing is plugged.

Control stays visible

Uploads are used for the requested work. Instructions hidden in documents are treated as untrusted content, and consequential financial actions remain subject to authorized human review.

Frequently asked questions

What is Alpha Agentic AI?

Alpha is a work platform with three capability groups: source-grounded specialist advisors, finance workflow automation, and a browser Copilot that works with approved knowledge, checklists and application skills.

What can Alpha automate?

Current automation workflows cover accounts payable invoice exceptions and accounts receivable follow-up. They organize evidence and prepare actions while financial approval remains with an authorized person.

Can Alpha work inside browser applications?

Yes. The Alpha Copilot browser extension can use the active page, screenshots, approved knowledge, connected folders, checklists and reusable application skills to guide or perform supported browser tasks with safeguards.

Is this professional advice?

No. The agents provide research and drafting support. Material conclusions remain subject to review by a qualified professional before reliance.

What sources does the IFRS Advisor use?

A page-indexed library of International GAAP® 2026 (nearly 5,000 pages) retrieved per question, with web verification against IFRS Foundation material where enabled. It cites page and paragraph references it can actually support.

Can I upload a trial balance?

Yes — Excel, CSV, PDF and images. The agent maps, reconciles and drafts from your figures and flags what is missing instead of inventing balances.

How do credits work?

Usage is metered in credits mapped to model tokens. Each plan includes a monthly allowance that resets every billing cycle; you can see remaining credits at the top of every page.

Do I need a PayPal account to pay?

No. Checkout offers PayPal or a debit/credit card. You can pay once, or subscribe to renew automatically.