What is the difference between an assistant and an agent?
An assistant helps with a question. An agent carries out a defined sequence of work, then presents the results and unresolved questions for review.
AI & agents
Give alloc a task. Get prepared work back.
Use AI to extract information, prepare suggestions and assemble work for review. Follow the evidence, see what remains unresolved and keep your team in control of the decisions.
Birchwood Studio Ltd
Year ended 31 March 2026
OverviewWorkDocumentsBooksActivityDetailsMore
Prepare Birchwood for review
Annual accounts · Emma Harris
Prepared by alloc
Ready to inspectRecord indexDocuments and supporting evidence
PreparedDraft review summaryBalances, records and open questions
PreparedNeeds information
Waiting for clientLoan balance confirmation
Finalising the loan schedule waits for this answer.
View requestNeeds judgement
For EmmaEquipment treatment
The purchase is ready for you to assess, with its source attached.
Review evidenceEH
Your review
Open review pack Inspect the pack and resolve the open questions.
See what was prepared, what is missing and what needs your decision.
A review pack, with the open questions attached.
Ask alloc to prepare a client for review. It gathers the relevant records and balances, checks for missing information and drafts a summary. The result is a pack your team can inspect: prepared items, linked evidence and questions that still need an answer.
Check a suggestion against its source.
In capture review, see the document, suggested category and explanation together. Accept or correct the suggestion, with a retained record of the human review. Auditable AI means you can inspect the evidence and trace the review decision; it does not make a suggestion infallible.
Birchwood Studio Ltd
Limited company · Active
OverviewWorkDocumentsBooksActivityDetailsMore
Fenwick Stationery
Invoice FS-1048 · £54.00
stationery-invoice.pdf1 / 1
FENWICK
STATIONERYInvoice
STATIONERYInvoice
- Invoice number
- FS-1048
- Bill to
- Birchwood Studio Ltd
Printer paper and envelopes£54.00
Total£54.00
Suggestion
- Category
- Office costs
Why this category?
The invoice lists printer paper and envelopes.
Review history
- Office costs suggestedOriginal suggestion retained
- EHAccepted by Emma Harris15 Oct 2026 · 10:42
Inspect the source and retain the human review decision.
Preparation continues. Decisions wait for you.
Background work can continue as new records arrive, including outside office hours. A missing answer or required approval holds the dependent step; unrelated preparation can continue. Client follow-ups use the schedule your practice sets.
Know what alloc can do on your behalf.
Access
Work stays within the authorised user permissions and client records.
Actions
Keep a record of the work performed and the evidence behind it.
Approvals
Your team controls professional decisions and the required confirmations for filing, payments and bank-detail changes.
Use it beyond document capture.
Prepare working-paper summaries, flag unusual figures, draft requests for missing records and assemble information for client meetings. The point is to reduce the preparation around a useful decision, across the practice.
Questions
Can the AI be wrong?
Yes. Check the evidence and use your professional judgement. You can correct capture suggestions, and the review history retains the human decision.
Does alloc make professional decisions for us?
Your team remains responsible for reviewing the work, resolving judgement calls and authorising actions. Prepared work is a starting point for that review.
Spend more time on the decisions that matter.
alloc is in early access. Join the waitlist for product and access updates.