ADVISER PILOT · FOR ACCOUNTING FIRMS & ADVISERS

Turn portfolio-wide signals into earlier client conversations.

ALYRT monitors connected SME clients, highlighting where cash, obligations, margin or operational pressure needs attention.

WHY FIRMS ARE LOOKING AT THIS

The practice case

Priority · Reason · Evidence

Portfolio visibility and efficiency

Proactive portfolio monitoring. See which clients need attention and where the pressure is coming from.

Less assembly · More conversation

More advisory, less assembly

Work from the same live operating information as your client. Focus on growing revenue not rebuilding workbooks.

Signal → Review → Report

Monitoring to formal reports

Move from an early signal into IBR, FCR, EOS or IRD proposal workflows, with practitioner review where required.

WHY SIGN UP

Why sign up for the adviser pilot?

HOW THE ADVISER PILOT WORKS

Four steps, no heavy lifting

01

Agree the cohort

Select SME clients in retail, hospitality or construction with 5 to 20 staff and turnover above $1m.

02

Test the workflow

Use forward cash views to spark conversations in live client engagements.

03

Shape the platform

Tell us which signals drive action, what does not fit your workflow and what is missing.

04

Prepare for rollout

Decide where practice intelligence belongs in your firm's service model.

YOUR COMMITMENT

A small commitment to build something useful

What we ask of you

  • Onboard a minimum of five of your client businesses
  • Around 15 minutes to connect each client
  • Around 30 to 60 minutes a week testing and giving feedback
  • Tell us what you love, what is confusing and what is missing

What you get back

  • A consolidated view of fragmented client data, with working cashflow
  • Time back to focus on high-level advisory
  • Stronger client relationships through early engagement
  • A clear view of how ALYRT supports your clients and your firm

YOUR CLIENTS, YOUR DATA, YOUR JUDGEMENT

Your data stays yours. Your clients stay yours.

Your judgement stays yours

ALYRT supports monitoring and decision-making. Professional judgement and advice remains with the firm. It does not replace professional advice.

We do not go around you

ALYRT works through your firm, not past it. Your client relationships stay with you.

Security is foundational

We use multi-factor authentication, role-based access controls and independent security testing. We never share your data with third parties. Terms of Use, Privacy Policy and NDA available on request.

Focus on advice, not workbooks. Know where the pressure is. See issues before they become critical, so you can focus on advice and relationships, not building workbooks.

WHO BUILT THIS

Built by people who have done the work

ALYRT embeds more than 20 years of restructuring expertise, shaped by work with hundreds of business owners. Larissa Logan is a Chartered Accountant and Licensed Insolvency Practitioner with around 20 years at Deloitte and EY. The analysis in ALYRT is practitioner-built, which is why it reads like a practitioner wrote it.

Larissa LoganChartered Accountant · Licensed Insolvency Practitioner · Co-founder, ALYRT

GOT QUESTIONS? CONTACT THE ALYRT FOUNDERS

REGISTER YOUR FIRM

Register your firm for the pilot

A few quick details so we come to the call already up to speed.

Places in the first cohort are limited to ten firms. If your clients are mostly on Xero and you can connect five of them, you are a fit.

Pick your client sectors above and we'll show where firms tell us signals land hardest.

30-minute walkthrough to get you and your first clients set up. No obligation, and no payment details.