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Meet Alti

Say hello to Alti, your AI assistant inside Alternative Payments. Ask a question in plain English and get an answer in seconds.

Alti is an AI assistant built right into your Alternative Payments dashboard. Instead of clicking through reports or exporting spreadsheets, you can just ask. Alti understands questions about your account, pulls answers from your live data, walks you through how features work, and can even take everyday actions for you when you ask.

What Alti can do

Alti helps you in three main ways:

  • Answers questions about your account. Ask things like "who owes me the most right now?" or "which customers don't have a payment method on file?" and get an instant answer from your live data.

  • Explains how things work. Ask "how do I set up Auto-Pay?" or "why didn't this invoice import from QuickBooks?" and Alti walks you through it.

  • Takes actions for you. Ask Alti to tag a customer, send a reminder, or charge an invoice. Alti always shows you exactly what it is about to do and waits for your confirmation first. Actions are available on eligible accounts and depend on your access level.

Note: Alti only ever works with your own account's data. It cannot see any other partner's information.

How to open Alti

  1. Log in to your dashboard Head to your Alternative Payments dashboard.

  2. Open Alti Click on "Ask Alti" at the top right corner of your screen.

  3. Ask a question, or use a quick action Type your question in the message box, or pick one of the one-click quick actions (such as top debtors, overdue invoices, or customers missing a payment method) to get started without typing. Alti also suggests prompts to get you going, from common tasks to new features you can try.

Alti replies right in the chat, usually within a few seconds.

Don't see Alti? Availability depends on your plan and your access level. If it isn't showing up, check with your account admin.

A few things to try

  • "Who are my top five overdue customers?"

  • "How do I turn on Auto-Pay for a customer?"

  • "Give me a summary of what happened this week."

Ready for more? Head to Asking About Your Data next.

Love our platform? Rate us on Channel Program and check out our Referral Program page!

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