Three problems every professional services firm has — solved
Centralized Client Intelligence
Client information, notes, communications, and project status — all in one place. No more switching between five apps to get the full picture before a meeting.
Live Dashboards & Business Health
Revenue, utilization, pipeline, deadlines, team workload — real-time visibility across all your business platforms. Track KPIs without building reports.
AI Assistant with Context
Research, prep work, draft communications — powered by the latest AI models, anchored on your actual client data and the most recent conversations.
Everything a modern firm needs
ALFRED integrates with your existing tools and adds intelligence on top — no rip-and-replace required.
Unified Client Intelligence
Every conversation, document, and engagement detail in one view — ALFRED integrates with your existing practice management, scheduling, and financial systems.
Live Dashboards & KPIs
Real-time visibility into business health, team performance, client status, and revenue metrics — pulling data from all your connected platforms automatically.
AI-Powered Research & Prep
ALFRED researches prospects, drafts answers to complex questions, prepares engagement summaries, and surfaces relevant context from your client history.
Workflow Automation
Intake, proposals, payments, scheduling, and onboarding coordinated end-to-end across your existing tools — no manual data entry between systems.
Team Operations
Daily briefings, performance tracking, workload balancing, and early issue detection. Your firm runs without anyone chasing status updates.
ProConnect Integration
Motta has partner-grade access to Intuit ProConnect's API, which lets ALFRED Ai prepare returns in minutes. We're working to bring this capability to other firms using ALFRED.
Built for firms that run on client relationships
CPA & Tax Firms
From return prep to client communication, ALFRED streamlines the entire engagement lifecycle.
Primary FocusFinancial Planners
Unified view of client portfolios, meetings, and action items across your wealth management stack.
Law Firms
Matter management, billing, client communications, and research — all connected and intelligent.
Professional Services
Any firm that juggles clients, projects, and deadlines can benefit from ALFRED's automation.
Book a Demo
See how ALFRED can transform your firm's operations. We'll walk through the platform and discuss how it fits your workflow.
Questions? Let's talk.
Reach out to learn more about ALFRED or discuss how it might fit your firm.