Financial AI
Meet Alti, your Financial AI.
Ask questions about your Accounts Receivable, Accounts Payable, and Analytics.
Get live answers, take action, and automate the work that used to eat your afternoon. Built directly into your financial operating system, and ready whenever you need it.
Trusted by 1,000+ service businesses nationwide
The answers exist, they just take too long to find
Your billing system has the invoice data. Your accounting software has the ledger. Somewhere between the two is the number you actually need, and getting it usually means opening three tabs and building a report you'll throw away next week. Alti skips the tabs.
Stop chasing answers. Start asking Alti.
Type a question the way you'd ask a teammate. "Who's over 30 days late?" "Which clients don't have a payment method on file?" Alti pulls the answer from your live account. No report to build, no export to run.
Say what needs to happen. Alti handles it.
Tag a customer list. Send a reminder. Charge an invoice. Alti shows you the exact action before anything moves, so nothing happens without your approval.
Turn questions into a standing report.
Ask Alti once. Get the answer every week from then on, emailed at the time you choose. Ask for a presentation instead, and that's what shows up.
Solve it without opening a ticket.
"Why didn't this invoice sync from QuickBooks?" Ask Alti. It knows why, walks you through the fix, and you're done before support would have replied.
Alti has a team of agents
The Collections Agent follows up on overdue invoices for you. When a sync breaks, the Integration Agent catches it and fixes it before you notice. And if a charge fails, the Failed Payments Agent figures out why and retries it automatically. Every action is visible before it moves. Nothing happens without your sign-off.
Built for service businesses. Trusted by the people running them.
Over 1,000 service businesses run on Alternative Payments. SOC 2 Type 2 certified. PCI-DSS Level 1 compliant. Alti runs on the same platform, connected to the data you already have.
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Automatically integrates with the tools you already use
No manual exports. No stale numbers. No switching between systems. Connect your accounting software and PSA once. Everything stays current automatically.
Invoices sync in. Payments post back. Books stay current.
Invoicing and accounting for small businesses, synced with your payments.
Invoices in from QuickBooks. Payments sync back automatically.
Automated bookkeeping that updates the moment your clients pay.
Xero-connected billing with automated collections and reconciliation.
Accepted quotes flow straight to payment collection.
MSP quoting built for speed. Beautiful quotes to cash, without the manual steps.
Full CPQ for MSPs and VARs: quotes, pricing, and workflows connected end to end.
Cloud PSA combining service desk, CRM, billing, and project management.
Fully configurable PSA for MSPs: service management, time tracking, and billing in one place.
The MSP operating platform: project management, service delivery, and invoicing unified.
Unified PSA and RMM billing, synced and collected automatically.
Have more questions about Alti?
We've got answers.
Financial AI is Alti, our AI assistant, built directly into the Alternative Payments platform. It works from your live account, not general knowledge. Ask about your Accounts Receivable, Accounts Payable, or Analytics, and Alti answers in real time with your numbers.
Anything you'd ask a teammate who knew the whole account. "Who owes me the most right now?" "Which invoices are more than 30 days overdue?" "Which customers don't have a payment method on file?" Alti also explains how features work and troubleshoots sync issues, like an invoice that didn't sync from QuickBooks. And when something needs a person, Alti opens a support ticket and our team picks it up.
Your live account. Alternative Payments syncs invoices, payments, and customer records with the tools you already run on, like ConnectWise, HaloPSA, QuickBooks, and Xero. Alti reads that same data the moment you ask, so there's no report to build and no export to run.
No. Before anything moves, Alti shows you a plain-language summary of the exact action, and nothing happens until you confirm it. Alti also respects your dashboard permissions. It can only do what you're already allowed to do, and every action is logged with who approved it.
Yes. Alti runs inside the Alternative Payments platform, which is SOC 2 Type 2 certified and PCI-DSS Level 1 compliant. It answers from a secured, read-only view of your account, and it only ever works with your own account's data, never anyone else's.
