September product updates: Alti is changing how you manage business finances

Alti is changing how you manage your business finances, and it starts by challenging the way things have always been done.

Since making its way into your tech stack, finance software has been something you operate. You sift through reports, dig through screen after screen in your accounting or PSA software, and work around manual processes because your tech stack is disconnected. You export the data, build the report, write the follow-up, and approve each change one line at a time. The software holds the information, and putting it all together, then figuring out the "why," falls to you.

We're rewiring that relationship. Alternative Payments already connects your accounting and PSA software, and now Alti adds Financial Intelligence on top, so working with your data is as simple as asking a question. The information you're digging for, the dashboard or report you need, or the client detail you can't find is just a question away.

The most powerful interaction in finance is shifting to simple Q&A, and we think that shift is the biggest change in how businesses run their finances since everything moved to the cloud. Our bet is that the companies that pull ahead over the next decade won't be the ones with the most tools or the biggest back office. They'll be the ones who spend the least time operating their tools and the most time on clients, pricing, and growth.

MSPs know this pattern well. You'd never ask a technician to patch every client machine manually. You automate the routine work, watch the results, and step in where judgment matters. Your own back office deserves the same approach.

That's the idea behind Alti Financial Intelligence, the AI assistant built into Alternative Payments and connected to your accounting and PSA software. Ask it a question or describe what you need, and Alti does the legwork. Nothing is saved or changed until you approve it, so the judgment stays with you. Everything we shipped in September moves in that direction. Here's what it looks like in practice, and what it changes for your business.

Dashboards that start with a conversation

Most finance teams start the day with the same few numbers. Pulling them together usually means building a report manually. If you use Analytics, it now takes a quick conversation with Alti.

Ask Alti for the view you want. It suggests metrics, you fine-tune them, and Alti builds the dashboard. Drag the charts into place and save the layout, and it's there the next time you log in.

The bigger change is that getting those insights no longer depends on spreadsheets or digging through screens in your software. When building a view takes just a few sentences, you have more time to make better-informed decisions about the numbers that matter most to your business.

Analytics is an add-on for MSPs on ConnectWise, Autotask, or HaloPSA that brings client profitability, team utilization, and collections into one place. See how it works.

Reminders specific to each client

Every overdue invoice sits inside a client relationship, and a standard template does take the client relationship into account.

Alti can now turn your standard reminder templates into personalized emails tailored to the exact customer and situation. Tell it whether a client needs a friendly nudge or a firm deadline, preview exactly what they'll see, and refine the draft in chat until it's just right. You can even schedule exactly when it goes out, so it fits into your invoice reminder sequence.

For a services business, that matters more than it sounds. The client you're chasing this week is often the one you're renewing next quarter. Follow-up that nurtures that relationship helps you get paid and keep the relationship strong.

Reports that explain themselves

Reports tell you what happened in your business, but figuring out why things happened has always been on you.

We've upgraded Routines from basic data tables and summaries into dynamic reports that tell you what changed and why. Run a routine, and you get key figures, visual trend charts, and automated analysis that explains what drove your numbers.

Combining the what and the why makes it easier to understand your business and make more informed decisions.

Oversight that scales

Handing work to AI only makes sense if staying in control is easy. When you ask Alti to update a stack of records, it happens in batches. You review the whole batch, confirm once, and Alti reports the result for each record, so anything that didn't go through is easy to spot.

We think this is the model finance automation should follow everywhere. The system handles the volume, you make the decision once, and every result stays visible. Combining Alti with your oversight helps you keep pace as your client list grows.

Smarter revenue tracking

Not every payment arrives through an inbox. In-person card payments are now in a pilot phase. Take a payment at your office or on-site with customers, and it lands in your account and on the same Alternative Payments dashboard as your invoices. Invoiced and in-person revenue sit side by side, while your cash stays in a single view.

What this changes for your business

Alti will change the way you do business, with these updates specifically pointing to a different kind of back office for your business.

• Time goes back to the work that matters: The hours spent assembling reports, rewording reminders, and clicking through approvals add up. Handing that assembly to Alti returns them to your clients.
• Decisions are faster, and you’re better informed: When a dashboard takes a sentence to create, and a report is self-explanatory, you’ll make business decisions based on the most current data in your accounting and PSA systems.
• Growing your business shouldn’t mean more admin work: More clients usually means more invoices, more follow-ups, and more approvals. When the system carries the volume, and you approve once, the back office doesn't have to grow at the same pace as the business.

Where Alti will take us next

September's releases point in one direction, and the next ones push even further, starting with Alti running whole workflows.

• Routine workflows: Routines are evolving from analyzing your data to taking action alongside you. With Routine workflows, coming soon, you'll be able to turn any multi-step Alti chat into a routine you run with a single click. Pull overdue invoices, send reminders to customers missing a payment method, and process charges for the rest, without retyping the same prompts over again. Your collections process will run on autopilot.
• Know how your business stacks up: Benchmarking is coming to Analytics, and with it, context for your numbers. See industry benchmarks next to your own performance data, so you know how your business compares to the competition. Knowing where you stand helps you make informed decisions about things like pricing and hiring.

The back office you direct

With Alti, we're changing the way you work. Saving you time each day and saving your mental focus for the parts of your business that actually get you paid and help you grow.

Here's what your next Monday could look like with Alti active in your account. Your dashboard is already built, reminders go out in the right tone on the schedule you set, your reports tell you what changed and why, and a single approval clears up a ton of busywork.

That's the back office we're building with you: one you direct instead of operate, where asking the question is enough, Alti handles the assembly, and you decide what goes ahead. September moved us a few steps closer.

Already an Alternative Payments partner? Open your dashboard, ask Alti to draft a payment reminder, and see how it reads. Questions about anything here? Reach out anytime. New to Alternative Payments? Schedule a demo today and see what directing your finances feels like.