Your industry · Your work OS
Your accounting firm in ChatGPT.
Prospects browse your services and describe their needs before the first conversation. Accounting documents, returns and private client follow-up are not opened by this public journey.
What customers can do with your application.
What customers browse: Your published services, helping clients identify the support they need.
What you receive: The type of service, stated business context and contact details.
Your benefit: Receive an enquiry organised by subject without initially collecting accounting files.
What services does your firm offer?
Do you work with new business founders?
I would like an initial discussion about my business.
Illustrative examples of the journey to configure. A submitted enquiry is not an accepted service order or a confirmed appointment.
No tax calculation, filing, payroll or public access to accounting documents. A private document workspace is scoped separately.
Your initial scope and extensions.
The Customer AI Application includes your company identity, an authorised offer catalogue, conversational search, contextual enquiries, an administration dashboard and WebApp, plus initial configuration and launch testing.
Additional team workflows: Missing documents, follow-ups, responsibilities, meetings and portfolio handovers.
Booking journeys, business integrations, private documents and the internal workspace are defined separately, according to available features and the quote. They are not automatically added to the customer application.
Workflow example
A concrete workflow, from the signal to the next step
A bank statement is missing for the monthly file.
The relationship shows the last reminder and the client’s promise.
The portfolio owner prepares the next request without duplicating a colleague’s reminder.
The next reporting period starts with the history that remains relevant.
Fictional illustration. Available capabilities, sources and access depend on your environment; conditions are explained below.
Accounting firms: find what is missing before the next step
On this page
A relationship beyond a reporting period
A new period can inherit a difficulty from the previous one. Authorized context retrieves requested information, promises and reasons for delay without replacing official accounting entries.
The missing document explains the blocked work
The mission connects the outstanding document to the client, relevant work and person responsible for following up. Receipt is not accounting validation of the document.
Prepare meetings and responses
The appointment retains questions to examine and previous commitments. Authorized groups can preserve approved procedures and answers so each recurring question does not start from scratch.
Payroll, handover and access
Payroll-related follow-up should retain only necessary operational context, with permissions appropriate for sensitive data. A portfolio change must hand over authorized commitments, not open every file to every employee.
Languages and outstanding items
Translation can help explain a client request. The manager retrieves outstanding documents, responses and approvals within their scope; official figures remain in accounting systems.
Professional scope and responsibilities
AlefOS does not post accounting entries, reconcile bank accounts, calculate tax or payroll, or produce annual accounts or returns. It does not validate accounting treatments. The professional retains responsibility and specialist software retains official records.
Your team’s tools
Explore features, connections and access rules in the AlefOS documentation.
Explore the documentation ↗Continue exploring
This workflow uses capabilities configured in your company’s environment, under your brand. Your team can use a compatible assistant to consult authorized context through its configured MCP connection. Understand your AI connection ↗