Alti Launches Financial AI for Automated Billing and Collections
Alti integrates AI into service business workflows to streamline payments and financial reporting.
1Automating Financial Workflows
Alti functions as a financial AI layer within the Alternative Payments platform, designed to automate billing, collections, and reporting. By pulling live data from ERP, PSA, and accounting systems, it transforms raw financial information into actionable intelligence. This reduces the time spent on manual reconciliations and repetitive administrative tasks for service-based businesses.
2Natural Language Data Queries
The platform enables users to query financial data using natural language, such as identifying invoices overdue by 30 days. It eliminates the need for manual report building or data exporting by delivering live answers directly. Users can initiate actions like sending payment reminders or issuing refunds, provided they maintain final approval authority.
3Specialized AI Agents
Alti utilizes specific agents to handle distinct financial challenges, including a Collections Agent for overdue invoices and a Failed Payments Agent for retrying transactions. An Integration Agent is also available to troubleshoot synchronization issues between connected tools. These agents ensure that routine financial operations continue running smoothly without constant human oversight or intervention.
4Broad System Integration
Alti integrates with widely used platforms like QuickBooks, Xero, Zoho Books, FreshBooks, and various PSA tools such as ConnectWise and Autotask. This connectivity allows invoices, payments, and customer records to sync automatically. The system is SOC 2 Type 2 certified and PCI-DSS Level 1 compliant, ensuring secure handling of tokenized credit card data.
5Tiered Pricing Structure
Pricing is based on monthly processing volume, starting at 199 USD for up to 50,000 USD monthly volume. Businesses processing between 50,000 and 100,000 USD pay 499 USD per month. Higher volumes require custom enterprise arrangements. All accounts receivable plans include zero ACH processing fees and transparent rates for Visa, Mastercard, and AMEX transactions.
6Targeting Service Businesses
The tool is specifically optimized for MSPs, accounting firms, and professional service providers that manage recurring billing and multiple client contracts. Finance leaders and operations managers can use Alti to monitor client profitability, margins, and utilization metrics. It serves as a bridge for businesses struggling with fragmented systems and manual financial processes.
7Operational Efficiency Gains
By automating the gap between financial data and decision-making, Alti allows teams to focus on strategy rather than report generation. Proactive alerts regarding expiring cards or slipping payment rates help maintain cash flow health. The platform provides recurring visibility into key metrics, enabling managers to stay informed without needing constant manual oversight.
8Strategic Market Positioning
Alti does not replace existing accounting or PSA software but functions as a complementary layer to remove friction. While it offers a clear path for organizations burdened by manual billing, high-throughput enterprises must negotiate specific terms. Ultimately, it elevates financial decision-making by centralizing control and automating complex, multi-tool billing workflows.